Manage client relationships, track property listings, and optimize workflows with a customizable app tailored to your real estate business.


Set up a real estate CRM tailored to your workflow. Add just the features you need now, and adjust your setup as your business evolves.
Connect spreadsheets, CRMs, and MLS systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your real estate business.
Build a branded real estate CRM portal with tailored dashboards and permissions. Let agents and clients securely access listings, leads, and updates.
Your real estate CRM works seamlessly on desktop and mobile. Agents and clients can access listings or communicate on the go.
Your real estate CRM works seamlessly on desktop and mobile. Agents and clients can access listings or communicate on the go.
Connect with your real estate tools to automate lead follow-ups, appointment reminders, and document requests.
Provide agents, clients, and admins with custom dashboards so each group has access to relevant listings and info.
Control who can view, edit, or manage properties, leads, or contracts. Set permissions at the group or record level.
Protect sensitive real estate data. Softr ensures SOC2 and GDPR compliance for your CRM.
Let agents ask AI for property info, lead insights, or updates—instant answers right inside your real estate CRM.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Launch your real estate CRM in minutes with drag-and-drop blocks and ready-made templates.
Add features for listings, leads, or client tracking as your real estate business evolves—no rebuild needed.
Start with your CRM, then add property dashboards, client portals, or forms—all in one place.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A CRM for real estate is a specialized platform that helps real estate professionals manage their contacts, properties, leads, and transactions all in one place. It acts as a centralized hub where agents, brokers, and teams can organize client communications, track the progress of deals, store documents, and schedule follow-ups. This makes it much easier to stay organized, nurture leads, and deliver a seamless experience for both clients and your real estate team.
Building a CRM for real estate with Softr lets you fully customize the system to fit how your agency or team operates. You can connect your existing data sources, such as Airtable or Google Sheets, and set up a platform where you manage property listings, track leads, oversee transactions, and coordinate with your team—all in one place.
You don’t need any coding knowledge. You can start from a template or design your CRM from scratch, brand it for your agency, and control who has access to what information. Softr makes it quick to get up and running, easy to update as your business grows, and flexible enough to adapt to changing real estate workflows.
With Softr, you can create a CRM for real estate that includes all the features you need to manage your business. Some common features include:
\- User logins – so each agent or team member can access their own dashboard
\- Custom dashboards – to display lead pipelines, recent activity, or property status
\- Forms – for capturing new leads, scheduling viewings, or collecting client feedback
\- File sharing – for uploading contracts, agreements, or marketing materials
\- Search and filters – to quickly find contacts, properties, or transactions
\- Tables, lists, and detail views – to manage properties, clients, and deal progress
\- Comments or status updates – for team collaboration and tracking next steps
\- Charts – to visualize sales, lead sources, or property performance
\- Calendar view – to keep track of appointments, open houses, or closing dates
\- Permissions and roles – so each user only sees what they need to
All these features can be set up using Softr’s drag-and-drop builder, so you can customize your CRM as your real estate business evolves.
No coding is necessary. You can build your real estate CRM entirely using Softr’s visual editor. Everything from page layouts to user permissions can be tailored to your needs without writing a single line of code.
Yes. You can manage multiple buyers, sellers, and agents in a single crm for real estate. Each user only sees the properties, leads, and documents assigned to them, based on their login and role. This is especially useful for real estate agencies managing several agents or teams and working with multiple clients at once.
Softr supports a wide range of data sources for your real estate crm. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in data from other sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into the same crm and display them together—so your real estate crm can pull in property listings from Airtable and client contacts from HubSpot at once. Most sources support real-time, two-way sync, so any changes in your crm or data source stay in sync automatically.
Yes, Softr gives you full control over how users experience your real estate crm. You can customize the layout, navigation, and content to match your brand and workflow. Each page or block can be shown or hidden based on who’s logged in, so every agent, buyer, or seller sees only what’s relevant to them.
You can also set up different user roles, such as agent, buyer, seller, or admin—and define exactly what each role can view or edit. For example, buyers can see only their own saved properties, while agents can manage all their assigned listings and leads. You can also create personalized dashboards by filtering data based on the logged-in user.
This level of customization is especially useful when you’re managing multiple agents or client groups in the same crm. It helps keep the experience organized, secure, and tailored to each user.
Yes, you can. You don’t need to have your listings, contacts, or transactions stored somewhere else to start building your real estate crm in Softr. If you’re starting from scratch, you can use Softr Databases, which is built into the platform and integrates seamlessly with your application.
If you already have data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can also use the REST API connector to bring in property and client data from other sources. Either way, you have full control over how your real estate data is structured and displayed in your crm.
Yes, you can fully white-label your crm for real estate in Softr. You can use your own logo, brand colors, fonts, and a custom domain to make your CRM feel like a natural extension of your real estate business. You also have the option to remove all Softr branding, ensuring your agents and clients only see your company’s identity throughout the entire experience.
Absolutely. Softr gives you a lot of flexibility to control both the design and layout of your crm for real estate. You can adjust colors, fonts, page structure, and layout to match your agency’s brand. You can also decide how each page is structured, which blocks appear where, and what different users—like agents or clients—see when they log in.
To showcase your real estate data, you can add different types of blocks based on your workflows:
\- Table blocks – to display property listings, client leads, or transaction records
\- List or Card blocks – to highlight agent profiles, featured properties, or contacts
\- Detail View – to show specific property or client information
\- Forms – for lead capture, property inquiries, or feedback
\- Charts – to visualize sales data or team performance
\- Calendar blocks – for scheduling showings, open houses, or appointments
If you need to tweak the layout or add new features later, you can easily update everything using the visual builder.
Softr is built with security as a top priority. All your real estate CRM data is encrypted in transit (TLS) and at rest, and your app is hosted on secure, reliable infrastructure. You have full control over who can see and manage data in your CRM for real estate. Set up role-based permissions, manage users directly from your data source, configure visibility rules, and apply global restrictions to keep sensitive information—like client details and deal pipelines—protected.
When connecting to external data sources like Airtable, Notion, or SQL, Softr doesn’t actually store your real estate data—it displays it in real time based on your access rules. You always retain full control over your data and who can access or update it.
Softr follows industry best practices for authentication, access management, and platform monitoring to make sure your real estate business information stays secure.
You can get started for free. Softr’s Free plan allows you to publish one crm for real estate with up to 10 users and 2 user groups, supporting all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your real estate CRM needs more users or advanced features, you can upgrade to a paid plan. Check out all the pricing details here: <https://www.softr.io/pricing>
Softr is designed to make building a crm for real estate fast and easy, even if you’re not a developer. You can quickly go from idea to a fully functional CRM tailored to your agency, and connect it directly to your real estate data sources.
Unlike some no-code platforms that focus on mobile apps or are aimed at technical audiences, Softr is ideal for real estate teams who want complete control over layout, user experience, and permissions. You can build on top of data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded CRM apps for your agents and clients.
Everything is visually customizable—from dashboards and workflows to agent and client portals. With user roles, forms, conditional logic, and API support included, you won’t need to stitch together multiple tools to launch a polished real estate CRM.
Yes, Softr supports a wide variety of integrations so your crm for real estate can connect with the rest of your tech stack. You can sync with tools like Stripe for payments, Intercom for chat, and automate tasks using platforms like Zapier, Make, or N8N. Softr also offers support for REST API and webhooks, enabling even more advanced automations.
Whether you want to send property inquiry data to another CRM, trigger follow-ups for leads, or display market data from other tools, you can integrate these workflows into your real estate CRM—no coding required.