CRM system for a real estate


MAGERP CRM for real-estate agencies is a convenient module designed to help realtors efficiently and qualitatively provide customers with services for real-estate renting and selling. The system allows you to maintain a single database of objects, plan meetings and make deals, process calls and messages.


The CRM configuration for real-estate property will save time and efforts in working with customers, and at the same time it will give you the possibility to increase your profits. The main functions of the system are:

  • Data importing from external sources;
  • Generation of lists and reports;
  • Control of the database of objects;
  • Operative processing of customers' requests;
  • Selection of the most suitable objects for each customer;
  • Call accounting, transaction planning, meeting reminders;
  • Sending of commercial offers;
  • Unloading of objects on advertising platforms in an automatic mode;
  • Making reports.

Thanks to an integrated system, which stores all the data (objects, customers, applications), you can quickly view the necessary information. At the same the CRM system itself, based on the customer's application, will select the most suitable real-estate objects from an integrated database.


As for now, the CRM system can make all the routine work, which previously should be performed by managers of the real-estate agency. A simple and practical interface makes it easy to find the desired function and use just those programs and data that are necessary to perform current tasks.

Using MAGERP CRM in your real-estate agency, you will be able to:

  • To make an effective strategy of interaction with customers, partners and holders of estate. Thanks to an integrated database, in which all the data is saved, you will receive a complete information about your customer.
  • Offer the customer what interests him. To solve this task the opportunity to add information about the customer, his preferences and interests is provided.
  • Automatically clean up the database from duplicate objects and contacts. The system itself removes duplicates.
  • To keep history of interaction with the customer (calls, documents, meetings). This will provide a possibility to assess the history of work with the customer, to change in time the tactics of interaction and draw the necessary conclusions.
  • Quickly determine the priority directions for the development of the real-estate agency through analysis of the customer base.

With the MAGERP CRM you will be able to promptly know all the needs of customers, control the transaction process to the smallest detail and thereby make every application into your agency into a successful cooperation.


CRM system for a real estate agency consists of modules:

Module for realtor

Within the single CRM-ERP interface, the module for real estate agencies enables you to work with customers and objects, send them information, import and export any data. API connection to any number of sites and portals


Module clients

The module allows you to maintain a single base, create quick deals, a funnel designer for transactions will increase sales and control, a quick ring will speed up the work of managers


Task module

The task module is designed to help you accomplish the most things. The module makes it possible to control the execution of a large number of tasks. The calendar


Module for mail

To CRM-ERP, you can connect any number of mail accounts with division by department, in any department you can connect any number of boxes. All correspondence with the client.


Distribution module

Module for full-fledged sms and email marketing. For distribution, you can create your own letter templates, subscriber groups, mailing list scheduler, Exclusion from the mailing list at the address or domain.


Knowledge Base Module

The database for storing files and photos, the Test Designer gives you the opportunity to create your own tests and text and pictures for testing the staff. Tests can be sent


Module reports

In the CRM-ERP system there is a set of reports, for each configuration and module. The KPI report will help monitor the funnels of transactions and customers, will show the effectiveness of each employee

To fully automate business processes, control sales and increase potential traffic to the site, connect additional modules to your account.


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