Real Estate

19,625 agents and brokers rely on Insightly's real estate CRM

Emails. Online calendars. Address book of contacts. Excel spreadsheets. Real estate purchase agreements. Right now, you’re using a combination of tools to try to track the whole transaction from open houses to lead to close. There’s a better way to acquire new buyers and sellers while staying focused on closing existing contracts. Over 71% of real estate agents attribute their success to a real estate CRM to help them work their client contacts, project manage real estate transactions, and identify new sales opportunities.

Connect contacts with emails, documents and social media profiles.

Sync your Gmail or Microsoft email to Insightly’s CRM. Every time you receive an email, add the lead or the client directly to your contact database. Also you can link calendar events, buyer letters, real estate documents and social media profiles to every client record. The interface is so easy and intuitive, you can manage Insightly’s real estate CRM yourself or delegate it to your assistant.

Stay ahead of transaction tasks and gain client goodwill

Set milestones with Insightly’s project management features to pro-actively manage the transaction process. From listing appointment requests to MLS listing tasks to offer letter acceptance to home closing to home inspection, set up reminders and automated emails to deliver exceptional client service every step of the way.

Access client and broker data on the go

You spend a lot of time on the road driving clients to home showings to attending open houses.  Insightly’s mobile CRM app automatically syncs client data to give you anytime access to client records and related information.  Eliminate manual administrative entry with our unique business card scanning and audio note feature.  Upload cards or record notes and we’ll transcribe it into your customer database.