Creatio for real estate: from lead to contract

Creatio CRM for real estate and developers: what it includes

Creatio for real estate and developers is a workspace for leads, customers, properties, viewings, reservations, contracts, and payments. Property deals take time and involve a significant purchase, so it is important to keep in touch and retain the history of every conversation. Creatio does not replace accounting software: it manages sales and buyer relationships.

Where leads, reservations, and payments get lost

Properties and reservation statuses are tracked in spreadsheets, leads come from ads and calls, and contracts and payment schedules sit with legal and accounting teams. Managers do not know what is available to sell, so the same property may be sold twice. A shared property database and sales pipeline prevent that confusion.

What a real estate system includes

• leads from ads, the website, and calls, with their source recorded
• a property database with attributes and statuses
• viewings and meetings in the manager's calendar
• reservations with deadlines and owners
• contracts, payment schedules, and installments
• reports by channel, property, and manager
• partners and agencies that bring in buyers
• manager reminders for viewings and customer follow-ups

A sales manager's working day

A manager receives a lead, schedules a viewing, records the buyer's interest, and logs the reservation. The lawyer sees the contract awaiting signature, while accounting sees the payment schedule. The manager reviews the pipeline and the remaining units by development and floor.

Developers, agencies, and property managers have different needs

For a developer, the focus is on developments, units, and installments; for an agency, on agents, buyers, and properties for sale; for a property manager, on tenants and resident requests. We configure the model that fits your business.

Roles and scenarios: from lead to contract

Sales managers handle leads, viewings, and reservations. Partners and agencies that bring in buyers can have their own access: Creatio offers a partner portal for shared leads and deals, and we decide during the audit whether you need it. Lawyers manage contracts, accountants handle payments and installments, and marketers track lead sources and campaigns. Managers see the pipeline by source and property. We confirm the roles during the audit because developers, agencies, and property managers work differently.

Who this is for

The solution suits developers, agencies, and property management companies with a team of managers and a steady flow of leads. For a small agency with only a few properties, this platform may be more than you need. We'll assess the fit during the audit.