Manage leads, track property listings, and close deals in an AI-powered real estate CRM and transaction management built with AI.




Customize your real estate CRM and transaction management with the exact steps and views your team needs. Add features as processes evolve.






Connect listings, lead sources, and closing documents from multiple tools—or manage everything directly in Softr Databases. Create one source of truth for your brokerage.
Give each agent, admin, and broker the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support needed.
Give different team members tailored access and dashboards for agents and brokers, so each role sees just the leads and transactions they need.
Give different team members tailored access and dashboards for agents and brokers, so each role sees just the leads and transactions they need.
Streamline your real estate workflows with Softr Workflows. Trigger native notifications based on closing date changes or status updates to keep deals moving.
Access and update your real estate CRM and transaction management on the go. All apps are mobile-ready out of the box for agents in the field.
Use Google, email, or SSO logins to give your real estate team fast, secure access—no IT tickets needed for agents or office staff.
Keep sensitive buyer and seller data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your system.
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.

Build your real estate CRM and transaction management in minutes—no manual configuration or coding needed.

Add features like automated document summaries or commission tracking as your brokerage grows—no rebuild needed.

Start with a CRM, then add a client portal for buyers or a dashboard for brokers—all in one place.
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.
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.




A real estate CRM and transaction management app is a secure space where your agents, brokers, and administrative staff can log in to access property leads, contract files, closing forms, and deal timelines. It keeps all buyer and seller communication in one place, so you don't have to rely on back-and-forth emails or messy spreadsheets. This makes it easier to stay organized and provide a better experience for your clients during the closing process.
Softr is the first AI-native platform for building business software. It makes it easy to build a real estate CRM and transaction management system that fits the way your brokerage works. You can describe your needs to the AI Co-Builder to instantly generate your database, property listing pages, and deal tracking logic—already connected and secure.
You don't need to code anything. You can start by generating with AI, using a template, or building from scratch. Everything runs on Softr Databases, the native, relational database built into the platform, or you can connect external tools like Airtable, Google Sheets, HubSpot, and more. You have full control to adjust the layout visually, decide which agents see which leads, and brand it to match your agency. It's quick to get up and running, simple to update, and flexible enough to grow with your transaction volume.
You can include a wide range of features in your real estate CRM and transaction management tool, depending on what your sales workflow looks like. A great real estate app usually mixes classic functional blocks with AI-powered intelligence:
- AI-Powered Intelligence – Use Ask AI to let agents query lead history conversationally, or set up Database AI Agents to research local property market trends or enrich buyer profiles.
- Vibe Coding Blocks – Build complex, custom UI elements—like a dynamic closing checklist or commission calculator—using the AI Code block to "vibe code" exactly what you need.
- Softr Workflows – Build native automations (like an automatic notification to the buyer when an inspection report is uploaded) that trigger notifications or sync data whenever a record is updated.
- User Portals & Logins – Securely manage access so each agent only sees their specific listings and client contact details.
- Forms & Data Collection – Capture buyer inquiries with custom forms, offer uploads, and conditional logic for pre-approval documents.
- Dashboards & Charts – Visualize your real estate CRM and transaction management performance and sales commissions with real-time charts.
- Lists & Advanced Filtering – Display and manage your listings with searchable tables, kanban boards for the deal pipeline, and detailed property views.
Everything is built using Softr's drag-and-drop blocks, so you can create these features without writing code. Need something more custom? Use the Vibe Coding block to generate a tailored component with AI.
Vibe coding is all about moving fast and using AI to build exactly what you need. You can "vibe code" a real estate CRM and transaction management app in Softr by simply describing your requirements to the AI Co-Builder. Softr then generates a production-ready app on top of a stable, secure foundation.
Unlike other tools that just generate raw, fragile code, Softr handles the "boring 80%"—like client authentication, property database logic, and document security—natively. This means you get the speed of vibe coding without the "Day Two" headaches of managing raw code. You describe the deal workflow, Softr builds it, and it’s ready for your agents or clients instantly.
Yes. You can manage multiple teams or departments, such as residential sales, commercial leasing, and property management, in a single portal. Each user only sees the properties and transaction data assigned to them, based on their login and role. This is useful for large brokerages or agencies working with multiple transaction coordinators and specialized teams.
Yes, you can. You don't need to bring your listings from somewhere else to start building with Softr. If you're starting from scratch, you can use Softr Databases, which is built into the platform and integrates perfectly with any real estate CRM and transaction management application you build.
But if you already have lead data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You can also use the REST API connector to bring in property data from MLS or other sources. Either way, you have full control over how your transaction data is structured and displayed.
Softr Databases is the recommended native, relational data source for Softr. It is built explicitly for business apps like a real estate CRM and transaction management system, offering the highest performance for large photo libraries and instant automation triggers for deal updates.
If you already have your client data elsewhere, Softr also connects to 17+ external data sources. You can connect to Airtable, Google Sheets, HubSpot, SmartSuite, BigQuery, and more. You can even integrate multiple data sources into the same app—so your real estate portal could pull in property records from Softr Databases and lead activity from HubSpot at once. Most sources support real-time, two-way sync, so any changes to a listing or contract stay in sync automatically.
Yes, Softr gives you full control over how agents and buyers experience your real estate CRM and transaction management app. You can customize the property search layout, navigation, and contract views to match your brand and workflow. Each page or block can be shown or hidden based on who's logged in, so every buyer sees only the properties in their price range.
You can also set up different user roles, such as agent, admin, or buyer—and define exactly what each role can view or edit. For example, buyers can see only their closing status, while agents can manage multiple client files. You can also create personalized views by filtering listing data based on the assigned agent.
This level of customization is especially useful when you're managing hundreds of transactions or multiple sales teams. It helps keep the deal experience clean, secure, and tailored to every stakeholder involved.
Yes, you can fully white-label your real estate CRM and transaction management portal in Softr. You can use your agency logo, brand colors, fonts, and a custom domain to make the portal feel like a natural extension of your brokerage's website. You can also remove all Softr branding, so your buyers and sellers only see your company's professional identity throughout the entire home-buying experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your real estate CRM and transaction management software. You can adjust colors, fonts, spacing, and page structure to match your agency's brand guidelines. You can also choose how each page is laid out, decide where property photos go, and set what documentation different users see when they log in.
To display your real estate data, you can add different types of blocks depending on what you need:
- Table blocks – to show structured data like transaction history or closing costs
- List or Card blocks – to highlight premium property listings or agent profiles
- Detail View – to show one record at a time, like a specific house's details or buyer profile
- Forms – for capturing new listing appointments or digital signatures
- Charts – to show market trends and sales conversion rates
- Calendar blocks – to display open house events or inspection deadlines
If your sales process or design needs change later, it's easy to go back and make updates right in the visual builder.
Softr is built with security in mind. All property and client data is encrypted in transit (TLS) and at rest, and your apps are hosted on secure, reliable infrastructure. Softr apps also give you full control over who can see sensitive contract information. You can set up role-based permissions, manage agents directly within your data source, set visibility rules for offer documents, and apply global restrictions to protect PII across your entire app.
For apps using Softr Databases, your data is stored in Softr's secure environment, with all data hosted in Europe (Germany) and SOC 2 Type II compliance. For apps connected to external data sources like HubSpot or SQL, Softr doesn't store your sensitive transaction data—it just displays it in real time based on your access settings. You're always in control of your data and who can view or edit it.
It is fully production-ready. Unlike many AI tools that just "vibe code"—generating fragile, custom code that is hard to maintain or secure—Softr builds your real estate CRM and transaction management system on top of a stable, business-grade foundation.
We handle the "boring 80%" (like secure agent logins, document hosting, and granular property access permissions) natively, so you don't have to. This solves the "Day Two" problem of AI: you get the speed of instant generation without the headache of managing raw, unreliable code. Your app is secure, scalable, and ready for your agents or clients to use for actual deal closings from day one.
Softr is the first AI-native platform for building business software like a real estate CRM and transaction management tool. Unlike pure "vibe coding" tools that generate fragile code, or traditional no-code tools that require manual configuration of every database link, Softr's AI Co-Builder creates real estate apps on top of a secure, production-ready foundation.
What sets it apart is the hybrid advantage: you can use AI to generate your property database, agent app, and automation logic in minutes, then use visual controls for precise editing of your brand styles. You get the speed of AI with the reliability of business-grade infrastructure (auth for buyers, roles for agents, and secure file hosting) already built-in. It's designed for brokerage owners who want to move from idea to production on day one.
Yes. Softr supports powerful native workflows and a wide range of integrations so you can connect your real estate CRM and transaction management portal to the rest of your tech stack. You can automate tasks using Softr Workflows, or sync with tools like Stripe for earnest money deposits and Intercom for client support. Softr also supports REST API and webhooks for more advanced property data feeds.
Whether you need to send transaction data to an accounting system like Quickbooks, trigger automated email alerts for new offers, or display information from an external MLS tool, you can build it into your portal without writing code.
Describe what you need. Softr's AI builds your real estate CRM and transaction management in minutes.