CRM for Real Estate Agents



Digital onboarding InvestGlass

Real Estate agents work hard for the money, and so should their CRM. It’s a tough job to find that perfect system with all the bells and whistles at an affordable price. Luckily, we’ve got your back with our own real estate lead management software – Real estate Lead Manager! InvestGlass is easy to use, provides you everything you need in one place, and won’t break your bank account.

Real estate agents are constantly on the go and are always “on.”

The challenge for a real estate deals officer is finding the perfect CRM software – affordable, user-friendly, and with all the right features.

Luckily for you, we’ve got your back! We offer a real estate lead management system that ticks all those boxes. InvestGlass offers lead capture tools to capture new customers. Forms can capture loan process, real estate bid, referral partner marketing information.

Digital onboarding is easy to create and does not require programming. You can connect the digital solution to the digital signature solution such as Connective and Sysmosoft.

The lending process and real estate process are easily integrated into InvestGlass real estate CRM. Real estate brokers, reals estate agents, will work easily with collaborative tools collecting all real estate deals and key information for the real estate business.

All operations are stored in the real estate CRM and organized with workflows and sales force automation will ensure that the loan process is respected.

Inside the CRM, the real estate officer will leverage investment reports – in form of contact reports and attachments will be stored in our Swiss Cloud document management solution. Your loan document management can also be recorded on your premises. InvestGlass CRM software offers both cloud-based and on-premise.

The real estate industry needs perfect marketing tools

InvestGlass is not only a real estate CRM, it’s also a powerful email marketing tool that individualizes marketing campaigns based on customer relationship history. This is what we call automated marketing. Automated marketing is needed because the real estate industry is not an easy one to work in.

Renewed marketing campaigns are needed because the traditional ways of advertising do not always work as well, and instead need a more personalized approach.

The individualized marketing will be based on recent customer relationship history with renewals at stake – it will be smarter than naive mass-market Based on the real estate process or stage pipeline ( customer lifecycle) your customers will receive different messages. InvestGlass campaign managers tracks who opened your email which reducing marketing efforts to A B email marketing strategies that work!

InvestGlass real estate CRM can connect to existing legacy systems thanks to an API or via a flat-file upload. Integrated compliance modules are enabled with InvestGlass App and Iframe system. CRM system is one of the most powerful solutions for realtors and real estate agencies. 

Are you ready to test #1 marketing automation tool and boost your revenues?

Start a free trial of the Swiss #1 service solution.

No credit card required. No software to install.