Manage client relationships, track leads, and streamline operations with a customizable CRM tailored to your real estate agency.


Build a CRM that matches the way your real estate team works. Add only the features you need and adapt as your business grows—no code needed.
Connect spreadsheets, CRMs, and listing systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your agency.
Empower your real estate team with the right tools and access. Set up secure logins, agent groups, and granular permissions—no IT support needed.
Give agents, brokers, and other team members tailored access and dashboards so each role sees only their relevant listings and leads.
Give agents, brokers, and other team members tailored access and dashboards so each role sees only their relevant listings and leads.
Connect with tools like Make, Zapier, or N8N to automate follow-ups, appointment reminders, and lead assignment tasks.
Access and update your CRM anywhere. All apps are mobile-ready so agents stay connected in the field.
Use Google, email, or SSO logins to give agents and staff quick, secure access—no IT tickets required.
Keep property and client data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
Agents can ask AI about leads, listings, or client info—getting instant answers directly 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 like property tracking, deal stages, or team workflows as your agency grows—no rebuild needed.
Start with a CRM, then add client portals, listings, or reporting—all in one place, no extra tools required.
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 real estate agency CRM is a secure, central platform where your team can manage property listings, client interactions, leads, and transaction histories all in one place. It keeps your communications, documents, and workflows organized, so agents and administrative staff don’t have to juggle multiple spreadsheets or email threads. This streamlines your day-to-day operations and helps provide a more efficient experience for clients and agents alike.
Softr makes it easy to build a real estate agency CRM that fits the way your agency operates. You can connect your existing data sources, like Airtable for property records, Hubspot for leads, or Notion for notes, and set up a CRM where your agents can log in, track leads, update listings, and manage client communications—all in one place.
No coding is necessary. You can start with a template or build from scratch, customize layouts, control who has access to what, and brand it with your agency’s look and feel. It’s fast to get started, simple to update as your needs grow, and flexible enough to handle anything from residential sales to commercial leases.
You can include a wide variety of features in your real estate agency CRM, depending on your team’s workflow. Some common examples include:
\- User logins – so each agent or staff member can access their own accounts or listings
\- Custom dashboards – to track leads, client communications, and pipeline status
\- Forms – for lead capture, property inquiries, or feedback from clients
\- File sharing – for uploading and sharing contracts, property photos, or disclosures
\- Search and filters – to quickly find properties, client records, or transactions
\- Tables, lists, and detail views – to display property databases, appointment histories, or deal progress
\- Comments or status updates – to keep everyone in sync on key deals
\- Charts – to visualize sales performance, lead conversions, or monthly goals
\- Calendar view – for open houses, client appointments, or key transaction dates
\- Permissions and roles – so agents, admins, and managers only see what they need
All features are built using Softr’s drag-and-drop tools, making it easy to set up and adjust as your agency evolves.
No coding is required. You can build your real estate agency CRM entirely using Softr’s visual editor. Everything—from customizing your workspace and workflows to setting up user permissions—can be done without writing a single line of code.
Yes. You can manage multiple buyers, sellers, and agent teams within the same real estate agency crm. Each user will only see the listings, documents, and tasks assigned to them, based on their login and role. This is especially useful for real estate agencies managing several properties and clients at once, while keeping information organized and secure.
Softr supports a wide range of data sources for your real estate agency 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 property or client data from other sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into your crm and display them together—so your real estate agency crm can, for example, show listing details from Airtable and client communications from HubSpot. Most sources support real-time, two-way sync, so any changes are automatically reflected in both your crm and the connected data sources.
Yes, Softr gives you full control over how agents, clients, and admins experience your real estate agency crm. You can customize the layout, navigation, and content to match your agency’s branding and workflow. Each page or block can be shown or hidden based on who’s logged in, so every user only sees what's relevant to their role—like a buyer seeing their property shortlist, or an agent managing all transactions.
You can also set up different user roles, such as agent, admin, or client, and decide exactly what each role can view or edit. For instance, clients can only see their own active deals, while agents have access to all property listings and documents. You can also create personalized dashboards by filtering data based on the logged-in user. This keeps your crm experience organized, secure, and tailored to each person’s needs.
Yes, you can. You don’t need to import your listings, client information, or transaction data from another platform to get started with your real estate agency crm on Softr. If you’re starting fresh, you can use Softr Databases, which are built into the platform and integrate seamlessly with your crm setup.
If you already have data stored 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 or contact data from other sources. Either way, you have full control over how your data is structured and displayed within your real estate crm.
Yes, you can fully white-label your real estate agency CRM in Softr. You can use your own agency logo, brand colors, fonts, and a custom domain to make the CRM feel like a natural extension of your real estate business. You can also remove all Softr branding, so your team and clients only see your agency’s identity throughout the experience.
Absolutely. Softr gives you complete flexibility to control the design and layout of your real estate agency CRM. You can adjust colors, fonts, spacing, and page structure to reflect your agency’s style. You decide how each page is organized, choose which blocks to display, and set up different views for agents, clients, or admin roles.
To display your listings, client leads, deals, or tasks, you can add blocks such as:
\- Table blocks – to organize property listings, lead pipelines, or transaction records
\- List or Card blocks – to showcase featured properties, agent profiles, or open deals
\- Detail View – to present a property or lead’s full details at a glance
\- Forms – for collecting client inquiries or feedback
\- Charts – to present sales performance or pipeline analytics
\- Calendar blocks – to track showings, closings, or follow-ups
If your agency’s needs change, it’s easy to update layouts and content right in the visual builder.
Softr is designed 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 edit data within your CRM by setting up role-based permissions, managing users from your data source, applying visibility rules, and adding global data restrictions to safeguard sensitive information.
If your CRM is connected to external sources like Airtable, Notion, or SQL, Softr doesn’t store your data—instead, it’s shown in real time based on your permissions. You remain in control of your agency’s data at all times.
Softr also follows industry best practices for authentication, access control, and platform monitoring to keep your real estate information safe.
You can get started for free. Softr’s Free plan allows you to publish one CRM app with up to 10 users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your agency requires more users or advanced features, you can explore the different paid plans: <https://www.softr.io/pricing>
Softr makes it easy to build a fully functional, user-friendly CRM for real estate agencies—without any coding or a development team. What sets Softr apart is how quickly you can create a working CRM, and the seamless way it connects to your existing property and client data.
Unlike some no-code tools focused only on mobile apps (like Glide) or that are more developer-oriented (like Retool), Softr is designed for non-technical real estate teams who need full control over layout, user experience, and permissions. You can build on top of live property, lead, or transaction data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded apps that your agents and clients can access.
Everything is customizable visually—from the content and design to who sees what. Softr also includes user roles, forms, conditional logic, and API support, so you can launch a polished CRM without piecing together multiple tools.
Yes. Softr supports a wide range of integrations so you can connect your real estate CRM to the rest of your agency’s tools. You can sync with services like Stripe for payment collection on rental applications, Intercom for client chat, and automate tasks using Zapier, Make, and N8N. Softr also supports REST API and webhooks for more advanced automations.
Whether you need to send client data to another system, trigger automations based on a deal stage, or pull in information from other platforms, you can build it directly into your CRM—without writing code.