Manage leads, track properties, and close deals with a customizable CRM tailored to fit your real estate agency's unique needs.


Set up a CRM that matches your real estate workflow. Add the views and features you need today, and update them easily as your business grows.
Connect spreadsheets, CRMs, and listing tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your real estate business.
Empower agents and brokers with a fully branded CRM portal. Manage clients, listings, and deals with tailored access for each user—no coding required.
Agents can manage leads and listings from desktop or mobile. Your CRM is mobile-ready—no extra setup needed.
Agents can manage leads and listings from desktop or mobile. Your CRM is mobile-ready—no extra setup needed.
Connect to your best tools to automate lead capture, reminders, and follow-ups—no more manual updates.
Provide separate dashboards for agents, admins, and brokers, so each group sees just what they need.
Customize access to listings, contacts, or transactions—down to each user or group’s needs.
Keep sensitive client and deal data secure. Softr is fully SOC2 and GDPR compliant for real estate operations.
Agents can ask AI for client info, property details, or sales insights—right inside your CRM, with answers from live data.
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 like lead tracking or automated follow-ups as your real estate business evolves—no rebuilds.
Start with your CRM, then add property portals, dashboards, or forms—all in one place, no extra tools.
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 agents is a secure, organized system where agents can manage all their client relationships, property listings, communications, and transactions in one place. It helps you track leads, follow up with buyers and sellers, manage documents, and keep your workflow streamlined, so you can focus on closing deals and growing your real estate business.
Softr makes it simple to build a CRM tailored to how your real estate team works. You can connect your property and contact data from platforms like Airtable, HubSpot, or Notion, and create a central hub where agents can manage listings, track client communications, schedule showings, and store documents—all in one place.
You don’t need to write any code. Start with a real estate CRM template or customize from scratch, adjust the layout, control who sees sensitive information, and brand it for your agency. It’s quick to set up, easy to update, and flexible enough to support individual agents or entire brokerages.
You can include a wide range of features in your real estate CRM, depending on your workflow. Some of the most common ones include:
\- Agent and user logins – so each team member can access their assigned leads and listings
\- Custom dashboards – to show active listings, client pipelines, or deal status
\- Lead capture and forms – for collecting buyer and seller inquiries or feedback
\- File sharing – for uploading and accessing contracts, disclosures, and listing photos
\- Search and filters – to quickly find contacts, properties, or past transactions
\- Tables, lists, and detail views – to display leads, showings, or open tasks
\- Activity logs or comments – to keep a record of client interactions
\- Charts – for tracking sales performance, lead sources, or commission data
\- Calendar view – to schedule showings, meetings, or key dates
\- Permissions and roles – so agents, admins, and assistants see only what they need
All these features are built using Softr’s drag-and-drop platform, so you can adjust your CRM as your needs evolve—no coding required.
You don’t need any coding knowledge to build your real estate CRM in Softr. Everything can be designed and customized with Softr’s visual editor, from managing your pipeline and layouts to controlling user permissions. It’s all point-and-click, so you can focus on building a CRM that fits your real estate business.
Yes. You can manage multiple buyers, sellers, and even different agent teams within the same crm for real estate agents. Each user will only see the properties, leads, and information assigned to them, based on their login and role. This is especially helpful for real estate agencies or brokerages managing several agents, clients, or property portfolios at once.
Softr supports a broad range of data sources. You can connect your crm for real estate agents to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also import data from other sources using the REST API.
You’re not limited to a single data source. For example, you can pull in property listings from Airtable and client communication logs from HubSpot into the same crm. Most data sources support real-time, two-way sync, so any updates in your crm or database are always in sync.
Absolutely. Softr gives you complete control over how agents, clients, and team members interact with your crm for real estate agents. You can tailor the layout, navigation, and content to match your agency’s branding and workflow. Each page or section can be shown or hidden based on who’s logged in, so buyers, sellers, or agents only see what’s relevant to their role.
You can also set up different user roles such as agent, admin, or client, and specify exactly what each can view or edit. For example, clients might only see their own listings and documents, while agents can manage all their leads and property records. You can even offer personalized dashboards and filtered data views for each user, helping to keep your real estate crm organized, secure, and easy to use.
Yes, you can. You don’t need to import data from another platform to get started with your real estate crm on Softr. If you’re starting from scratch, you can use Softr Databases, which is built into the platform and works seamlessly with your crm for real estate agents.
If you do already have client or property data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. Plus, you can use the REST API connector to bring in additional data sources. Either way, you have full control over how your real estate data is organized and shown in your crm.
Yes, you can fully white-label your crm for real estate agents in Softr. You can use your own logo, agency colors, fonts, and custom domain to make the CRM feel like a seamless part of your real estate business. All Softr branding can be removed, ensuring your agents and clients see only your company’s identity throughout their experience.
Absolutely. Softr gives you plenty of control over the design and layout of your crm for real estate agents. You can choose your colors, fonts, spacing, and page structure to match your agency’s brand. Decide how each page is organized, which blocks go where, and what different users—agents, admins, or clients—see when they log in.
For displaying data, you can use various blocks depending on your needs:
\- Table blocks – to organize property listings, leads, or transaction records
\- List or Card blocks – to highlight agent profiles, featured properties, or contacts
\- Detail View – to show a specific property or client profile
\- Forms – for intake forms or feedback
\- Charts – to visualize sales performance or pipeline status
\- Calendar blocks – to keep track of showings, appointments, or deal deadlines
If your workflow or branding changes over time, you can easily update everything directly in the visual builder.
Softr is designed with real estate data security in mind. All information is encrypted both in transit (TLS) and at rest, and your CRM is hosted on secure, reliable infrastructure. You control who can access and edit data in your CRM by setting up role-based permissions, managing user access from your data source, setting visibility rules, and applying app-wide restrictions to keep sensitive property and client information safe.
If you connect Softr to external data sources like Airtable, Notion, or SQL, Softr does not store your data—it simply displays it in real time according to your access rules. You always maintain control over your data and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to safeguard your agency’s information.
You can start building your crm for real estate agents on Softr for free. The Free plan lets you publish one CRM app with up to 10 users and 2 user groups, and it supports all major data sources like Softr Databases, Airtable, Google Sheets, and more.
If your agency needs to support more agents or access advanced features, you can explore Softr’s paid plans: <https://softr.io/pricing>
Softr is built to help you create robust, user-friendly apps—like crms for real estate agents—without writing code or needing a development team. What makes it stand out is how quickly you can go from concept to a fully functional CRM, and how seamlessly it connects with your existing property or lead data.
Unlike other no-code tools focused on mobile apps (like Glide) or developer-centric platforms (like Retool), Softr is perfect for real estate teams who want to control layout, user experience, and permissions visually. You can use real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded apps for your agents, admins, or clients to log into.
Everything can be customized visually, from page content to who sees what. Since Softr includes user roles, forms, conditional logic, and API integrations out of the box, you don't have to cobble together lots of tools to get your real estate CRM up and running.
Yes, Softr supports a broad range of integrations so you can connect your CRM for real estate agents with the rest of your tech stack. You can integrate with tools like Stripe for payment collection, Intercom for communication, and automate tasks using Zapier, Make, or N8N. Softr also supports REST API and webhooks for more advanced workflow automations.
Whether you need to sync deal data with another system, trigger automations when new leads come in, or display information from other tools, you can easily build these integrations into your CRM—no coding required.