Real Estate CRM Streamlining Relationships for Success.

Connecting Properties, People, and Progress Your Path to Real Estate Success with CRM Excellence.

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Navigating Real Estate Success Through CRM Mastery

Empower Your Journey, Amplify Your Impact: Navigating Real Estate Success Through CRM Mastery.

This isn't just software; it's a living system that evolves with your business. Picture a tool that not only organizes contacts and transactions but also learns and adapts, ensuring your business stays steps ahead. From intuitive client engagement to shrewd lead management, our CRM becomes the driving force behind your real estate triumphs. It's more than a tool; it's a catalyst for your growth.


Key Features

CORE CRM Key Features

A Customer Relationship Management (CRM) software is designed to help businesses manage interactions with their customers and streamline various processes related to sales, marketing, and customer support. Here are key features that are commonly found in CRM software.

With top of the line features

  • Contact Management
  • Client Relationship Management.
  • Lead Management and Automation.
  • Transaction Management.
  • Communication and Collaboration.
  • Task and Appointment Scheduling.
  • Mobile Accessibility.
  • Analytics and Reporting.
  • Mobile Accessibility.
  • Document Management and E-signature.
  • Automated Marketing Campaigns.
  • Commission Tracking.
  • Cloud-Based Accessibility.
  • Returns Management.
  • Lead Management.

security and compliance

  • access control and multi-factor user authentication.
  • role-based permissions.
  • versioning and audit trail.
  • content retention and deletion policies.
  • technical compliance (e.g., wcag 2).
  • industry-specific compliance (e.g., glba, sox, hipaa).


  • Conceptualization stage
    • Analyzing a company’s information architecture and content management workflows.
    • Defining the System needs.
    • Outlining a clear solution’s scope.
    • Specifying the future COR-CRM users and their roles.
  • Planning stage
    • Deciding on a content governance strategy.
    • Defining the core COR-CRM features.
    • Creating a COR-CRM requirements specification.
    • Choosing a suitable platform/tech stack.
    • Planning COR-CRM integrations with enterprise systems.
    • Creating a COR-CRM development plan with tailored sets of KPIs and accurate estimates of the required efforts and investments.
  • Design stage
    • Designing management workflows.
    • Outlining personas, mapping convenient user journeys, and creating a sleek visual style for the Cutom COR-CRM app.
    • Building COR-CRM prototypes.
    • Conducting usability testing of the prototypes.
  • Development stage
    • Developing a COR-CRM solution from scratch or on the basis of the chosen platform.
    • Integrating the solution with the necessary corporate and third-party systems.
  • Testing and QA stage
    • Creating a COR-CRM test plan, test scenarios and test cases.
    • Conducting comprehensive COR-CRM testing.
    • Fixing the defects detected during the testing.
  • Data migration stage
    • Creating a data migration plan.
    • Defining the content eligible for migration.
    • Checking the legacy content for errors and duplication, outdated or inconsistent data.
    • Conducting content migration.
    • Testing the transferred data and content.
  • Creating comprehensive documentation on the use.
    • Conducting training sessions for COR-CRM users.
    • Performing user acceptance testing.
    • Collecting user feedback and implementing relevant improvements.
    • Launching the COR-CRM to the production environment.
  • After-launch support stage
    • Resolving user issues.
    • Adjusting the solution to the changing business needs.
    • Monitoring and improving COR-CRM regulatory compliance.
    • Providing regular reports on the health with recommendations on potential improvements.

CUSTOM Development Process


  • Navigation Wireframe
  • Responsive UX/UI Design
  • Attractive Retinal Catching Content Stacks
  • Cross Browser Support
  • Dynamic Instant Landing Alert
  • News Highlights On The Go
  • Events listing with live Maps support
  • System Administartion Panel
  • Statistics Administration Dashboard
  • Instant Alert Popup Publish Module
  • Events Management Module With Integrated Maps Support
  • News Updates Publishing Module

Cutom CORE CRM Success Factors


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Customized COR-CRM development

  • Create an optimal feature set.
  • Select a tech stack for implementation.
  • Design architecture and UX/UI.
  • Develop and test a solution.
  • Conduct user training.
  • Perform support and evolution (on demand).

Platform-based COR-CRM development

  • Select a fitting platform.
  • Configure, customize, and integrate your solution with legacy or third-party systems.
  • Provide QA and user training.
  • Perform support and evolution (on demand).

Multi-tier software support services

To address your software issues more efficiently, We offers three distinct packages differentiated by their coverage and spanning L1, L2 and L3 tiers of technical support.

First-line support

  • Our technicians will handle user-side issues and minor glitches in your application before they escalate into service-disrupting problems. At this level, we analyze user information and resolve issues without delving into the code.
  • Design Architecture, UX and UI of a COR-CRM module.
  • Develop a module and integrate it with your COR-CRM Software solution.
  • Provide COR-CRM module QA.


  • When the root cause is in a system deficiency, our expert troubleshooting team will investigate the issue, detect and fix bugs, or perform performance-critical configurations, installations, and updates.

Advanced support

  • To deal with the most advanced, never-faced-before issues, Itransition involves high-skilled architects and engineers who will investigate the source code to remedy disruptions, optimize back-end functionality, and enhance the system with new transformative features.

COR-CRM Highlights

COR-CRM revolutionizes real estate with centralized contact management, dynamic property portfolios, and seamless transaction tracking. Elevate lead management through sophisticated tools and personalized communication.

Everything you need all in one platform.

Contact Management

  • Centralized database for efficient organization and management of client information. Segmentation and categorization tools for targeted communication.

Property Portfolio

  • Comprehensive listing management for residential, commercial, and rental properties. Visual representation with images, videos, and detailed descriptions.

Transaction Tracking

  • Seamless monitoring and recording of property transactions from listing to closing. Automated workflows for streamlined transaction processes.

Lead Management

  • Tools for capturing, nurturing, and converting leads into clients. Lead scoring and prioritization for focused attention on high-value prospects.

Communication Tools

  • Integrated communication features, including email templates and SMS capabilities. Automated responses and follow-up reminders.

Task and Calendar Integration

  • Task management and scheduling tools for appointments, property viewings, and follow-ups. Calendar synchronization for efficient time management.

Document Management

  • Secure storage and organization of important documents such as contracts and agreements.Version control and document tracking.Accessibility for quick retrieval during client interactions.

Workflow Automation

  • Automated workflows for routine tasks, such as sending follow-up emails and updating property statuses. Time-saving and error-reducing automation features.

Mobile Accessibility

  • Access and manage inventory data on-the-go using mobile devices, ensuring flexibility and responsiveness in operations.

Reporting and Analytics

  • Customizable reports on key performance indicators (KPIs) such as sales, lead conversion rates, and property trends.Data analytics for strategic decision-making.

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Implement the right software solution

  • Our experts will analyse your organisation, operations and data to help you define exactly the right enterprise solution for your needs. we’ll help you choose the best fit from the current market, offer custom software development or create a completely bespoke solution tailored to your unique requirements and goals.

Align your teams and enable seamless cooperation

  • Effective collaboration and alignment between teams ensures that your enterprise is able to deliver agility, operational efficiency, customer satisfaction and profitable business growth. We’ll work with you to implement robust enterprise systems that help you manage your data, resources, human capital and business processes to establish alignment at every level of your organisation, right across your value chain.

Create a scalable system for future growth

  • Helping clients evolve their business through scalable software solutions that yield future growth, support geo-diverse site locations and enhance efficiency. Our enterprise software development expertise will help you align your business processes and goals and give you the right tools to support your organisation’s seamless and sustainable growth.

Lower your IT operation’s costs

  • You can build an effective IT cost-optimisation strategy that covers your company’s current and future needs. We’ll analyse your core IT infrastructure and legacy enterprise software, then propose new tools, migration opportunities and optimisation scenarios that produce a more robust IT ecosystem – one that’s easier and more cost-effective to maintain.


  • Your Comprehensive Solution for Success. Effortlessly streamline interactions with clients, elevate property listings, and ensure seamless transactions with the help of intelligent modules such as Contact Management, Property Portfolio, and Transaction Tracking.

Experience the Difference

  • Immerse yourself in a realm of unparalleled excellence with COR-CRM: Where Every Interaction Counts. Experience the difference as COR-CRM redefines real estate management, offering seamless solutions from client engagement to property listings. With innovative features and user-friendly design, our platform ensures you experience efficiency, accuracy, and success like never before.



Administrative System Management Features

Unlock Seamless Administrative System Management with Cutting-Edge Features. Our comprehensive suite of administrative tools empowers organizations to streamline operations, ensuring efficiency, accuracy, and optimal performance.

Customization and Scalability

Tailor COR-CRM to unique business needs with the Customization and Scalability Module. Customize fields, forms, and reports to align with specific business requirements.

AI-driven Insights

Leverage artificial intelligence for predictive analytics and market insights with COR-CRM's AI-driven Insights Module. Enhance decision-making through continuous learning and improvement.

Security and Access Controls

Safeguard sensitive data with COR-CRM's Security and Access Controls Module. Implement role-based access controls, encryption, and audit trails for comprehensive data security.

Commission Tracking

Streamline commission tracking with COR-CRM's dedicated module, ensuring accurate and transparent commission calculations for real estate agents and brokers.

Client Portals

Enhance client satisfaction with COR-CRM's Client Portals Module, providing personalized portals for clients to track property searches, viewings, and transactions.

Integration with Listing Platforms

Keep property listings up-to-date effortlessly with COR-CRM's Integration with Listing Platforms Module. Seamlessly integrate with popular real estate listing websites for multi-platform listing management.

Commission Management

Streamline commission tracking and management with COR-CRM's Commission Module. Automatically calculate and record commissions based on successful property transactions.

Client Feedback and Satisfaction

Gather valuable client feedback and monitor satisfaction levels with COR-CRM's Feedback Module.

Smart Notifications and Alerts

Stay informed in real-time with COR-CRM's Smart Notifications Module. Receive instant alerts for critical events such as new leads, important client interactions, and upcoming deadlines, ensuring timely responses and actions.

Property Analytics

Utilize COR-CRM's Property Analytics Module to gain insights into property performance metrics. Track views, inquiries, and engagement levels for each listing, empowering agents with data-driven decision-making.

Mobile Property Viewing Scheduler

Enhance property viewing experiences with COR-CRM's Mobile Scheduler Module. Allow agents and clients to schedule property viewings on the go, ensuring flexibility and convenience for both parties.

Automated Email Drip

Automate targeted email campaigns to nurture leads and engage clients throughout their real estate journey. Set up drip campaigns that deliver relevant content, property updates, and educational materials to maintain consistent communication and foster client relationships.

Interactive Map Integration

Integrate an interactive map feature within the CRM to allow users to explore property listings based on geographical locations.

Advanced Lead Scoring

Implement advanced lead scoring algorithms that consider various factors such as engagement level, property preferences, and responsiveness.

Voice Search Capability

Incorporate voice search functionality, allowing users to search for properties or access information using voice commands.

360-Degree Property Photos and Videos

Ensure compliance with industry regulations and standards. Implement features to track and adhere to legal requirements for specific products.

Client Financial Profile Tracking

Enable agents to track and manage clients' financial profiles within the CRM. Monitor budget preferences, mortgage details, and financial milestones to provide tailored recommendations and support throughout the purchasing process.

Subscription Management

Support subscription-based product models. Log subscription renewals, cancellations, and customer billing information.

Social Media Advertising

Seamlessly integrate with social media advertising platforms to amplify property listings. Launch targeted ad campaigns directly from the CRM, reaching a broader audience and maximizing visibility for listed properties.


Cater to a diverse client base by incorporating multi-language support within the CRM. Ensure that users can access and interact with the platform in their preferred language, fostering inclusivity and expanding market reach.

Automated Social Media

Simplify social media management by automating property listings and updates. Schedule and post property information across various social media channels directly from the CRM, saving time and ensuring consistent online presence.

Mobile App

Develop a mobile app for on-the-go access to key features. Allow agents to update property information, manage contacts, and access their tasks remotely.

Compliance and Legal

Certainly! Ensuring compliance with real estate laws and regulations is a critical aspect of a real estate CRM software. Here's a more detailed breakdown of the features and considerations for this module:

Document Management

Allow users to attach and manage documents related to products, suppliers, and transactions. Support document versioning and categorization.

User and Permission

User Roles: Define different user roles with varying levels of access and permissions. Security: Implement robust security measures to protect sensitive data.

Employee Scheduling

Manage employee schedules for tasks such as inventory audits, stock replenishment, and order processing. Log hours worked and shifts assigned.

Mobile App

Mobile Accessibility: Develop a mobile app for on-the-go access to essential CRM features. Synchronization: Ensure seamless synchronization between the desktop and mobile versions.

Automated Reorder Suggestions

Use machine learning to analyze historical sales data and automatically suggest reorder quantities for products. Optimize stock levels to prevent stockouts and overstock situations.

SMS Integration

Integrating SMS functionality can significantly improve communication efficiency and client engagement within a real estate CRM system.

Vendor Profiles

Vendor Profiles Module: Streamlining Collaboration for Efficient Property Management. Centralize information, automate tasks, and enhance transparency in vendor relationships for seamless property maintenance. Elevate efficiency with our real estate CRM software.

Green Certification Tracking

Our Green Certification Tracking module is designed to elevate your real estate offerings by emphasizing and showcasing environmentally conscious properties.

Agent Leaderboards

Agent Leaderboards Module: Cultivating Excellence and Competition. Drive peak performance with real-time rankings, rewarding success and fostering a culture of achievement. Elevate collaboration and productivity within your real estate team.

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