CRM for real estate agencies
Real estate agency CRM that routes every lead to the right agent
One shared pipeline for buyers, sellers and renters across your whole team. Your AI manager answers every listing inquiry 24/7, qualifies it, and hands it to the right agent with a task.
CRM included in every plan, from $39/month. AI manager included.
New inquiry
Qualified
Showing booked
Offer made
Quick answer
What should a real estate agency CRM do for a team?
A real estate agency CRM should capture every inquiry, route it to the right agent fast and let managers see the whole team's pipeline. Clientager logs each buyer, seller and renter, assigns leads to agents by area or listing, tracks showings and offers, and reports on leads by source and conversion. Its AI manager answers listing inquiries 24/7 and qualifies them first. Plans start at $39/month.
Built for real estate agencies and brokerages
Your Real Estate Agency CRM comes set up with the stages and fields real estate agencies and brokerages actually use. Change anything, add your own.
Pipeline stages
- New inquiry
- Qualified
- Showing booked
- Offer made
- Under contract
- Won
What each record holds
- Buyer, seller, landlord or renter
- Budget or asking price
- Areas and property type wanted
- Bedrooms and must-haves
- Pre-approval status
- Timeline to move
- Listing they inquired about
- Assigned agent
- Lead source
Lead routing and assignment
Assign each new inquiry to an agent by area, listing or turn. The agent gets a task with a due time, and the manager sees who has not responded.
Listings catalog
Load your active listings into the catalog with price and details. Every inquiry is linked to the listing it came from, so you know which properties pull the most interest.
Shared team pipeline
Buyers and sellers move through New inquiry, Qualified, Showing booked, Offer made, Under contract and Won. Filter by agent to run weekly pipeline meetings.
Showings on one calendar
Every agent's showings and valuations appear on a shared week view, so the office can see who is out and where.
Smart lists for buyer matching
Save lists like pre-approved buyers looking for 3 bedrooms under a set budget. When a new listing comes in, message the whole list from a template.
Manager reports
See leads by source, pipeline value, conversion rate by stage and how many inquiries the AI manager handled after hours.
Roles and activity log
Agents work on staff roles without seeing billing or revenue. Managers see everything, and the activity log shows who changed what on each lead.
Included: Clientager AI manager
A CRM that fills itself in
Most CRMs wait for someone to type. Your AI manager answers calls, WhatsApp, SMS, website chat and email 24/7, then writes every contact, booking and next step into the CRM for you.
Answers every listing inquiry
Portal leads and signboard calls do not wait. Your AI manager answers calls, WhatsApp, SMS, web chat and email 24/7 with the listing details you provided.
Qualifies before it routes
It asks about budget, pre-approval, timeline and areas, fills those fields and logs the lead in the right stage.
Books showings and valuations
It books a showing or a seller valuation on the right agent's calendar and sends a confirmation and reminder.
Hands off hot leads fast
A cash buyer or a seller ready to list gets flagged as hot and handed to an agent with a callback task.
Insights for each agent
Every contact shows an AI summary of past conversations, a lead score and a suggested next action, so agents walk into every call prepared.
How a real estate agency runs on Clientager
- 01
Sunday night inquiry
A buyer calls the number on a yard sign. Your AI manager answers, describes the home, asks about budget and pre-approval, and books a Tuesday showing.
- 02
Routed in the morning
The lead is already assigned to the listing agent with a task due at 9am. The manager sees it on the team pipeline.
- 03
Showing and follow-up
The agent shows the home, adds notes and moves the lead forward. Similar listings go out from a template.
- 04
Offer to contract
The offer is logged, then Under contract triggers closing tasks for the agent and office admin.
- 05
Closed and reviewed
The deal moves to Won and the review request goes out a month later.
Automations ready to switch on
- When A new contact is created from a listing inquiry→ Assign it to the listing agent and create a call task due in 15 minutes
- When A lead stays in New inquiry for 1 hour→ Create a task for the sales manager to reassign it
- When The stage changes to Showing booked→ Send the buyer a confirmation SMS with the address and agent name
- When The stage changes to Under contract→ Create closing checklist tasks for the agent and admin
- When A deal is won→ Wait 30 days, then send a review request email
Spreadsheets vs. Clientager
Spreadsheets and generic CRMs
- Leads land in one shared inbox and sit for hours
- Managers cannot see which agent is following up
- After-hours signboard calls go to voicemail
- Each agent keeps buyers in a personal spreadsheet
- No clear view of which portals produce closings
Clientager Real Estate Agency CRM
- Every inquiry answered in seconds and routed to an agent
- Team pipeline with response tasks and reassignment
- AI manager qualifies and books showings 24/7
- One shared database the agency owns
- Leads by source and conversion reports
A real estate agency CRM built for teams
A real estate agency CRM has a different job from a solo agent's contact list. The agency pays for the portals, the signs and the ads, so the agency needs to see every lead and know who is working it. Clientager gives your team one shared database and one pipeline. Leads are assigned to agents by area, listing or rotation, and managers can see response times and stalled deals.
Speed to lead decides who wins the buyer. Most portal inquiries go to several agencies at once, and the first useful reply usually gets the showing. Your AI manager replies in seconds, day or night, by phone, WhatsApp, SMS, web chat or email. It answers questions about the listing, qualifies the buyer and books a showing on the right agent's calendar.
Routing, accountability and pipeline meetings
When a lead comes in, Clientager can assign it to the listing agent and create a call task with a due time. If nobody moves it out of New inquiry within an hour, the sales manager gets a task to reassign it. Nothing sits in a shared inbox, and agents cannot quietly drop leads they think are cold. The activity log shows every touch.
Weekly pipeline meetings get easier too. Filter the board by agent and walk through each deal from Qualified to Under contract. Deal values add up to a pipeline total for the office, and the conversion report shows where leads fall away. Staff roles let agents work their leads without seeing agency billing or revenue figures, which stay with the principal and managers.
- Assignment by listing, area or rotation
- Response tasks with due times
- Reassignment when a lead sits untouched
- Pipeline filtered by agent for meetings
Listings, buyers and sellers in one place
Your active listings live in the catalog, and every inquiry links back to the listing it came from. That shows which homes are drawing interest and which need a price conversation with the seller. Smart lists group buyers by budget, area and bedrooms, so a new listing can go to the right buyers on the same day it comes on.
Seller leads matter as much as buyers. When a homeowner calls about a valuation, the AI manager logs them as a seller lead, books the appointment and assigns the area specialist. You can import your past database from any spreadsheet or CRM export via CSV, and export it again whenever you like. The agency keeps the data when agents move on.
Questions about the CRM
What is the difference between a real estate agency CRM and an AI manager?
The CRM is the agency's shared database: contacts, listings, pipeline, showings, tasks and reports. The AI manager is the assistant that answers inquiries 24/7, qualifies buyers and sellers, books showings and routes leads to agents. In Clientager both work together, so every conversation the AI manager has is already logged on the lead when an agent picks it up.
Can we import contacts from our current CRM or agents' spreadsheets?
Yes. Export contacts from any CRM or spreadsheet to CSV and import them. Clientager detects duplicates, which is common when several agents kept the same buyer, and you can merge them. Map columns like budget, area and assigned agent to fields during import.
What can agents see compared with managers?
Agents on the staff role see contacts, listings, pipeline, showings and tasks, but not payments, billing or revenue. Managers and the owner see everything, including reports. Starter includes 2 logins, Growth 5 and Scale unlimited, which suits larger teams. The activity log shows who changed what on every lead.
How does lead routing work?
You set who gets a lead, for example the listing agent or the agent who covers that area. The CRM assigns the lead and creates a task with a due time. If the lead is not moved within your set window, an automation alerts a manager to reassign it.
Can the AI manager answer questions about specific listings?
Yes. It uses the listing details in your catalog to answer questions about price, bedrooms and showings. When a question needs an agent, such as negotiating or legal points, it logs the lead and hands it to the right agent with a callback task.
How much does the agency CRM cost?
The CRM is included in every Clientager plan, and plans start at $39/month. Scale includes unlimited team logins for larger agencies. Book a live demo to see the team pipeline, and you can get a refund before your AI manager goes live if it is not a fit.
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