CRM for real estate agencies: deals, viewings and client database in one place.
Realtors manage clients on their personal phones, and when they leave — the database leaves with them. A CRM captures all inquiries, viewings and negotiations, automatically sends property selections via WhatsApp and gives management visibility into the pipeline for every realtor and property.
A real estate agency has two types of clients and two pipelines: buyers and tenants looking for a property, and owners who want to sell or rent out. Without a CRM these flows mix in messengers and get lost: a realtor can't remember who received a selection, who's waiting for a callback, and whose apartment has already sold.
A CRM for a real estate agency is more than just a sales pipeline. It's a property database with owner history, a buyer database with search parameters, a viewing log with outcomes, and automatic WhatsApp selections when a new property matching buyer criteria appears. Management sees each realtor's workload and channel conversion without manual reports.
The fastest impact is response speed: the CRM assigns a task to a realtor on a new inquiry and sends an automatic WhatsApp greeting while the client is still engaged. In our experience this doubles the rate of getting to a first viewing.
What we configure in the agency CRM.
Inquiry → parameter collection → property selection → viewing → negotiation → deal. At each stage: realtor tasks and WhatsApp message templates.
A separate fast pipeline: inquiry → selection → viewing → contract → move-in. Deal timeline is days, so response speed is critical.
Property card with photos, price, change history and owner link. When the price drops — automatic notification to buyers with matching parameters.
The realtor builds a selection in the CRM and sends it to WhatsApp in one click: property cards with photos, price and a link to the website. The client replies — the reply lands in the CRM.
Book a viewing from the CRM, WhatsApp reminder to client and realtor, viewing outcome with notes. Viewing statistics by property and realtor.
Calls, Instagram Direct, WhatsApp, website forms and krisha.kz — in one feed with source and campaign tags.
Stages from deposit to title registration: documents, deadlines, tasks for lawyer and realtor, client status notifications.
Inquiries, viewings, deals, average deal size and conversion by realtor and channel — a daily dashboard without manual spreadsheets.
Pipelines and automations.
- «Buyers» pipeline: inquiry → parameters → selection → viewing → deal
- «Rental» pipeline: inquiry → selection → viewing → contract
- «Owners» pipeline: inquiry → valuation → contract → marketing → deal
- Automation: selections sent when a new property matches buyer parameters
- Automation: viewing reminders
- Realtor task if no response within 15 minutes of new inquiry
- Lead distribution among realtors
- End-to-end analytics by advertising source
How implementation works at an agency.
- Audit — 2–3 days: we study current processes, identify losses at each stage, design pipelines specific to the agency.
- Configuration — 1–2 weeks: pipelines, property and client fields, WhatsApp templates, channel and telephony connections.
- Integrations — 1 week: website, krisha.kz, Instagram, call tracking.
- Training — realtors and management, instructions and videos, first week hands-on together.
- Support — one month of adjustments based on real usage, then on-demand support.
Why CRM doesn't stick in agencies.
- A standard sales pipeline was set up without accounting for rental specifics and owner management — realtors went back to messengers.
- No required fields (buyer parameters, budget, mortgage) — automatic selections don't work.
- CRM is not connected to krisha.kz — leads from the marketplace are entered manually or lost.
- The property database is maintained separately from the CRM — realtors work in two systems and choose one.
- Management doesn't look at the dashboard — the team stops filling it in. We build a report you actually want to open in the morning.
What affects the implementation price.
Basic amoCRM or Bitrix24 implementation for an agency: buyer and rental pipelines, channels, WhatsApp selections, training — ₸350,000–600,000, 2–3 weeks. With property database, owner pipeline, krisha.kz integration, telephony and end-to-end analytics — ₸600,000–1,000,000, 4–5 weeks. CRM and WhatsApp API licenses are paid to vendors separately.
Base prices and options are on the CRM and automation page.
The short version.
How much does CRM implementation cost for a real estate agency?
Basic implementation with pipelines and WhatsApp selections — ₸350,000–600,000. With property database, krisha.kz integration and analytics — ₸600,000–1,000,000. CRM licenses are separate.
Which CRM should an agency choose?
For an agency of up to 15 realtors focused on messaging and selections — amoCRM: convenient chats, fast WhatsApp and Instagram integrations. For a large agency with document management, approvals and multiple offices — Bitrix24. We decide after the audit.
Can we receive krisha.kz leads directly in the CRM?
Yes, via API or email parsing: inquiries from krisha.kz listings arrive in the CRM as deals tagged with the property and source. The realtor responds from the CRM without switching to the marketplace account.
How do we protect the client database when a realtor leaves?
In the CRM, clients and conversation history belong to the agency, not the realtor's account. When someone leaves, deals are reassigned to another staff member in two clicks; history stays intact.
How soon will we see results?
Faster response times and no lost leads — from the first week. Automatic selections on new properties and improved viewing conversion — within 2–4 weeks after building up the buyer parameter database.
Same service for other industries
Losing leads? Tell us how you currently manage clients — we'll propose a setup and estimate.
Tell us how many realtors and offices you have, which channels you use and whether you already have a CRM. We'll reply with an implementation plan within 1–2 business days.