Real Estate

The Real Estate application for Bitrix24 is designed to streamline and automate the entire property sales process, from initial client contact to post-sale support. This comprehensive solution is tailored specifically for real estate agencies.

The application automates key processes, including:

• Client management with detailed qualification and tracking

• Property database organization and search

• Deal automation through predefined workflows

What benefits do you get?

• Increased sales efficiency through process automation

• Improved client experience with structured communication

• Centralized management of property listings

• Compliance with legal requirements in property transactions

The application is compatible with Bitrix24 cloud and on-premise versions. The recommended plan for cloud users is Basic and above.

Sales Funnel Stages:

• First Contact — initial client interaction

• Qualification — detailed client assessment

• Property Selection — matching properties

• Viewings & Negotiations — organization of visits

• Reservation — property booking process

• Contract Preparation — documentation stage

• Closure — final deal completion

• After-Sale Support — post-purchase assistance

Custom Fields Created:

• Budget (in different currencies)

• Property Type (apartment, villa, house, etc.)

• Residency Status of the client

• Funding Source information

• Reservation Date tracking

• Legal Contact details

• Property Location data

• And other

The Real Estate application includes advanced features for:

• Client Segmentation based on residency status and funding sources

• Intelligent reminders so you don’t lose your deals

• Clear Workflow for effective sales process

• Tracking deals through standard reports

The application ensures seamless integration with desktop and mobile versions of Bitrix24, allowing real estate professionals to manage their business from anywhere.

Important Notes:

• The application requires Professional or Enterprise plan for cloud installations

• A backup of existing CRM data is recommended before installation

Please note that after installing the application, all CRM data and settings will be erased!

Invest in the Real Estate CRM solution today to transform your property business operations and deliver exceptional service to your clients!

Please contact InformUnity if you have any questions regarding this application. We will be glad to help.