Real Estate · CRMReal Estate CRM
Custom real estate CRM for brokers, commercial teams and property managers — contacts tied to the properties they own, rent or want, and relationships that outlast any single deal.
TRUSTED BY TEAMS
A real estate CRM keeps track of the people behind every deal — buyers, sellers, landlords, tenants, owners and investors — and the properties they are connected to.
Sodio builds custom real estate CRM systems for brokerages, commercial real estate teams and property managers: lead routing across agents, pipelines for every deal type, follow-up over long cycles, and a commercial real estate CRM built around buildings and relationships rather than leads alone.
/// IS CUSTOM RIGHT FOR YOU?
Most Real Estate CRMs Are Built for Agents Chasing Leads
If you are looking for a CRM for real estate agents working on their own or in a small team, buy one. Follow Up Boss, kvCORE and similar products are built for exactly that: capturing leads, responding fast and following up until they convert. They work less well when the business is not one agent and a lead list. Custom real estate CRM earns its place in four situations.
/// WHAT THE SYSTEM COVERS
What a Real Estate CRM Covers
Contacts linked to properties
Lead capture and routing
Pipelines by deal type
Follow-up over months and years
Ownership and property records
Lease-expiry prospecting
Team and brokerage management
Owner and tenant relationships
Communication history
Reporting
/// THE RELATIONSHIP LIFECYCLE
From First Enquiry to Repeat Business
In real estate the sale is rarely the end of the relationship. The client who bought a home, leased an office or handed over a building is the likeliest source of the next deal.
An enquiry arrives from a portal, the website, a sign or an event
Lead created, source recorded, routed to the right agent
First contact and needs understood
Contact linked to properties and criteria; stage set
Months or years before they act
Scheduled follow-ups, relevant listings and market updates
Viewings, offers and negotiation
Deal created in the pipeline; every activity logged
The deal completes
Handed to transaction management; commission recorded
Referrals and repeat business
Anniversary reminders, portfolio updates and signals of a next move
/// INTEGRATIONS
Systems It Connects To
///AI IN REAL ESTATE APPS
AI That Belongs in Your Pocket
On a phone, AI is useful when it saves typing, searching or waiting — and gets out of the way the rest of the time.
Lead scoring
Enquiries ranked by how likely they are to convert, so the fastest response goes to the most serious buyers and tenants.
Who to call today
Contacts surfaced when signals suggest a move — a lease nearing expiry, a portfolio change, a return visit to listings.
Meeting and call summaries
Notes written from calls and meetings and filed against the contact, so the next conversation starts where the last one ended.
Enquiries ranked by how likely they are to convert, so the fastest response goes to the most serious buyers and tenants.
Learn MoreContacts surfaced when signals suggest a move — a lease nearing expiry, a portfolio change, a return visit to listings.
Learn MoreNotes written from calls and meetings and filed against the contact, so the next conversation starts where the last one ended.
Learn More/// COMPARE
Agent CRM, General CRM or Custom Real Estate CRM
/// COST AND TIMELINE
What Drives the Cost and Timeline
A working CRM on your real contacts typically arrives within 30 days, with a core production build in 90.
The cost moves with six things: how many types of user it serves — agents, brokers, property managers; how many lead sources and systems it connects to; how large and messy the existing contact database is; whether licensed property or ownership data is involved; how calls and texts are logged; and whether agents need a mobile app alongside the web platform.
/// FAQ
Frequently Asked Questions
If you are an individual agent or a small team, you should — they are good products built for exactly that. A custom real estate CRM makes sense for brokerages that need to own their data and route leads across many agents, for commercial teams whose work is relationships and buildings rather than leads, for property managers, and for businesses whose CRM has to work closely with their other systems.
Whoever your agreements say owns them, and the system should enforce it. A custom CRM makes the rules explicit: which contacts are shared across the brokerage, which are private to an agent, and what happens to them when an agent leaves. In most off-the-shelf agent CRMs that question is answered by whoever set up the account.
Yes. Contacts, notes, activity and deal history are migrated and deduplicated — real estate databases usually hold the same person several times over. We run a test migration first so you can check the result before anything is switched over.
It is built around relationships and buildings rather than leads. Commercial deals take months or years, the same people appear as owner, tenant and investor across different properties, and the best opportunities come from knowing when a lease expires or a building might trade. A lead-based agent CRM has nowhere to put most of that.
Email and calendar activity can be synced automatically. Calls and texts are logged through a telephony integration. Outreach by phone and text carries consent rules — the TCPA in the US and PECR in the UK — and those are built into how the system sends messages rather than left to each agent.
A working CRM on your real contacts typically arrives within 30 days, with a core production build in 90. Migrating and cleaning a large contact database runs alongside, and teams are usually moved across office by office.
/// RELATED SERVICES
Related Industries and Services
Routes where scope overlaps with real estate software.
/// GET STARTED
Start With Where Your Contacts Live Today
Tell us where your contacts are kept now, how leads reach your agents, and what happens to a relationship when someone leaves. We will prepare a free solution architecture for a CRM built around how your business actually works.