CRM Software for Real Estate Agents: Total Management in a Single Platform

A CRM for a real estate agency is used by marketers, builders, brokers, agents, or real estate developers. The tool allows the agency to efficiently track and manage all interactions with clients, prospects, and real estate partners, and to optimize the sales and rental processes for real estate properties.

A real estate CRM is therefore an all-in-one software designed to simplify the lives of professionals in the real estate sector!

A real estate agency absolutely needs a CRM for managing and centralizing contacts and their information (prospects, clients, partners, and others). The CRM also helps you optimize your sales and rental processes by managing all steps of your process from prospect acquisition to contract signing. Above all, one must not forget the automation of all the daily tasks you perform manually, such as sending emails, scheduling appointments, and managing documents.

The pricing for a real estate CRM depends on 3 factors:

• The level of functionality and custom development you need

• The number of users requiring access

• The implementation package

The price of a Cirrus Shield license is €49 excl. tax per month, the implementation fees vary according to your needs (starting from €1980 as a one-time fee).

The return on investment from Cirrus Shield generally comes from:

• Time and resource savings thanks to more efficient work.

• Revenue generated by selling or renting more properties.

• The integration of the CRM within your organization and your company’s position before its implementation.

• If you rely heavily on manual processes, it is not uncommon to expect a return on investment up to four or five times the cost of your system.

You can expect time savings from Cirrus Shield as soon as your team is operational. Benefits like reusable document templates, automated communications, instant reports, and self-service online registration are all valuable time-savers that can have an immediate impact on your daily routine.

After the implementation period, depending on the time savings you achieve and the impact on your sales and marketing efforts, it is not uncommon to expect a complete return on investment within the following months.

You should be perfectly clear that you will not be left on your own once your allocated implementation hours have been used up. Cirrus Shield’s consultants and experts have built a proven process that defines what you can expect from us at different time scales throughout a project. Once the implementation is complete, you are about halfway on your journey towards optimization, and the support team is always available to help and guide you.

The duration depends on the following factors:

• The time you and your team are able to dedicate to the integration.

• The extent of data migration required

• The level of customization required

As standard, Cirrus Shield offers an implementation period of 60 man-days. This tends to be on the longer side of implementations for the reasons mentioned above. The reality is that you can be operational much sooner, but this depends on the availability of both parties, effective correspondence, and a certain level of mastery of the technology!

You should be perfectly clear that you will not be left on your own once your allocated implementation hours have been used up. The consultants and experts of our Cirrus Shield software for real estate agencies have indeed built a proven process that defines what you can expect from us at different time scales throughout a project. Once the implementation is complete, you are about halfway on your journey towards optimization, and the support team is always available to help and guide you.

Our real estate CRM solution checks all the boxes. Here is a summary of its main advantages:

• Centralization of contacts, properties, documents, and appointments in a single platform;

• Time savings thanks to the automation of administrative tasks (up to 10 h/week);

• Improved sales follow-up and client reminders;

• Sending of targeted emailings and simplified management of marketing campaigns;

• Better collaboration between teams (lead tracking, shared history, task assignment);

• Real-time access to performance indicators (sales, pipeline, revenue…);

• Rapid generation of quotes, mandates, invoices, and integrated electronic signature;

• Improved customer satisfaction thanks to smoother request management;

• Increased revenue thanks to a better conversion rate and optimized management.

The advantage of our CRM tool for real estate agents is its configurable and specialized nature, which perfectly meets the expectations of professionals in the sector. Here are the main features to look for:

• Centralized management of contacts, properties, mandates, and files;

• Tracking of leads, sales pipeline, and transaction progress;

• Automation of tasks: follow-ups, emails, appointment reminders;

• Creation of quotes, contracts, and invoices in one click;

• Integrated electronic signature (HelloSign, DocuSign);

• Targeted emailings and marketing segmentation;

• Synchronization with the website, messaging, and calendar;

• Mobile access and intuitive interface for agents in the field;

• Customizable reporting tools and dashboards;

• Specific modules: rental management, maintenance, customer satisfaction;

• And many more!

Still hesitating to choose our solution? And yet, it checks all the boxes:

• Immediate efficiency gains: up to 35% of time saved on administrative tasks;

• An all-in-one solution: sales, customer relations, contracts, maintenance, marketing… everything is centralized;

• A measurable impact: cost reduction, resource optimization, better customer experience, and a strengthened brand image;

• Excellent value for money: pricing aligned with the market, without compromising on performance;

• A powerful and innovative solution: Cirrus Shield was ranked among the 100 most innovative French start-ups by the firm Weston;

• A flexible and configurable platform: our real estate CRM software is adapted to your processes, your organization, and the business reality of real estate;

• A tool designed for the field: this platform is designed specifically for agents, developers, builders, and agency managers.