Build your own Monday.com real estate CRM
Manage listings, track leads, and automate alerts in an AI-powered CRM built with AI you customize to fit your agency's property workflow.
Tailor your CRM to your needs
Customize your Monday.com real estate CRM setup with the exact lead stages and property views your team needs. Add features as your business grows.
Property listing management
Lead pipeline tracking
Agent appointment scheduling
Client document portal
AI portfolio insights
Automated status alerts
Bring all your property data together
Connect Monday.com, spreadsheets, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your real estate business.
Give every user a custom, secure experience.
Give agents and clients the right views and access in a branded portal. Set up secure logins, user groups, and granular permissions for every listing.
Easy, secure logins
Your CRM is mobile-ready for agents in the field. Turn it into a downloadable app in one click to manage listings and leads from any property site.
Works on any device
Your CRM is mobile-ready for agents in the field. Turn it into a downloadable app in one click to manage listings and leads from any property site.
Automations
Build native automations to handle lead notifications, listing status updates, and automated alerts whenever property records are changed.
User groups
Provide separate logins for agents, buyers, and sellers. Create personalized dashboards and tracking views for every role in your real estate agency.
Advanced permissions
Apply rules for different agent levels. Customize who sees specific lead contact info and which financial actions they can take at a granular level.
Security
Protect client and property information from security threats. Softr is fully compliant with SOC2 and GDPR regulations for total peace of mind.
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 Monday.com real estate CRM in minutes with AI. No dev time needed—just describe your property workflow.
Consolidate your stack
Add features like lead scoring, appointment scheduling, or automated status alerts as your agency grows.
Flexible as you grow
Start with a CRM, then add client document portals or agent dashboards—all in one place with no extra tools.
Generate a custom Monday.com real estate CRM with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your Monday.com real estate CRM now
Go from idea to a live Monday.com real estate CRM in under an hour. Get started for free, no dev needed.