Build monday.com real estate crm, no code required
Manage properties, track leads, and close deals with a customizable CRM tailored to your real estate team's unique workflow.
Customize your CRM around your processes
Set up your real estate CRM with just the features and views your team needs. Easily adapt and add more as your business and workflows evolve.
Lead capture and tracking
Property listing management
Deal pipeline visualization
Task assignment and reminders
Client communication log
Document storage and sharing
Bring all your property data together in real time
Connect spreadsheets, CRM tools, and MLS systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your real estate business.
Custom access for every team. Built-in security, no dev time.
Empower your real estate team with secure logins, custom dashboards, and granular permissions. Manage leads, clients, and deals with ease—no IT required.
Advanced permissions
Grant agents, assistants, and brokers tailored access so each role sees only their own properties, leads, and tasks.
User groups
Grant agents, assistants, and brokers tailored access so each role sees only their own properties, leads, and tasks.
Automations
Connect with Make, Zapier, or N8N to automate lead capture, follow-ups, and deal tracking for your team.
Works on any device
Access your CRM anywhere—on mobile or desktop. Perfect for agents in the office or on the go.
Easy, secure logins
Let your team sign in with Google, email, or SSO for quick, secure access to client and property data.
Security
Keep sensitive client and deal data safe with SOC2 and GDPR compliance, plus robust access controls for your real estate team.
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AI assistant for real estate teams
Let agents ask AI for property info, sales data, or client updates—answers delivered instantly inside your CRM workspace.
Why Softr vs other software
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.
Easy, fast setup
Build your real estate CRM in minutes with drag-and-drop blocks and purpose-built templates.
Consolidate your stack
Add property tracking, deal stages, or integrations as your real estate business evolves—no rebuild needed.
Flexible as you grow
Start with your CRM, then add listing portals, dashboards, or lead forms—all in one place.
Build a fully custom real estate CRM in minutes
Connect to your data in seconds
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.
Customize layout and logic
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.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your real estate CRM in minutes