Real Estate CRM Solution

A complete Salesforce-powered platform built for modern real estate firms to manage properties, leads, and transactions.

Real Estate CRM Dashboard

The CRM Built for Real Estate

Fingertip's Real Estate CRM is built natively on Salesforce, giving your brokerage or development firm a single platform to manage every property listing, buyer interaction, and transaction from first inquiry to final closing.

With AI-powered lead scoring, automated drip campaigns, and a 360-degree customer view, your agents spend less time on admin and more time closing deals. Integrated with our Booking Board and Virtual Tour solutions for a complete ecosystem.

Salesforce Native
AI-Powered

Key Features

Everything your real estate business needs in one unified platform.

Property Management

Centralized database for all property listings with photos, floor plans, pricing history, and availability status.

Lead Tracking

Capture leads from portals, social media, and walk-ins with automated assignment and intelligent scoring.

Sales Analytics

Real-time dashboards tracking pipeline value, conversion rates, agent performance, and revenue forecasts.

Automated Follow-ups

Drip email campaigns, SMS reminders, and task creation triggered by lead behavior and stage changes.

Customer Portal

Branded portal where buyers can browse listings, schedule visits, track applications, and upload documents.

WhatsApp Integration

Send property updates, booking confirmations, and payment reminders directly through WhatsApp Business API.

Document Vault

Secure storage for agreements, title deeds, NOCs, and compliance documents with e-signature support.

Compliance & Audit

RERA compliance tracking, audit trails, and automated regulatory reporting to keep you ahead of regulations.

How It Works

From initial setup to full deployment, here is how we bring your real estate CRM to life.

1

Discovery & Mapping

We analyze your sales workflow, property portfolio, and team structure to design the optimal CRM architecture.

2

Salesforce Configuration

Custom objects, fields, automations, and integrations are configured on Salesforce to match your exact process.

3

Data Migration & Testing

Historical data from spreadsheets or legacy systems is cleaned, mapped, and migrated with zero downtime.

4

Training & Go-Live

Role-based training for agents, managers, and admins followed by a phased rollout with dedicated support.

Business Benefits

40% Faster Lead Response

Automated lead assignment and instant notifications ensure your team responds before the competition.

360-Degree Visibility

Every interaction, document, and payment is tracked in one place for complete transparency across teams.

25% Higher Conversions

AI-powered lead scoring and personalized follow-ups help agents focus on the most promising opportunities.

Real Estate CRM Demo

Salesforce Implementation Success Story

AI-Powered Business Intelligence

Real estate skyline

Ready to Modernize Your Real Estate Operations?

Get a personalized demo and see how Fingertip's Real Estate CRM can transform your brokerage.