RealEstateCRM.io
Help Center

Complete guides and resources for managing your real estate business with RealEstateCRM.io.

Explore the Knowledge Base

Getting Started

Set up your account, configure preferences, and learn the dashboard. Quick Start →

Leads

Capture, organize, and convert leads — manually or automatically from websites and apps. Manage Leads →

Contacts

Manage contacts, create segments, and build targeted contact lists. Manage Contacts →

Properties

Create listings, import from Excel/CSV, and syndicate to property portals. Manage Properties →

Sales

Track opportunities and deals through visual pipelines from qualification to closing. Sales Pipeline →

Phone & Calls

Call from inside the CRM, log every call automatically, and let an AI assistant answer for you. Set Up the Phone →

Message clients from the CRM, link chats to records, and let an AI assistant reply. Connect WhatsApp →

Campaigns

Send email campaigns to a list or segment, and start a call campaign in one click. Email Campaigns →

Communication

Set up email, create templates, use the AI assistant, and collaborate with comments. Email Setup →

Performance & Insights

See who to contact first, understand your score, and track your team’s performance. My Performance →

Mobile App

Put the CRM on your phone, sign in with one tap from the CRM, and work on the move. Install the App →

Integrations

Connect with Zapier, WordPress, webforms, and the REST API. View Integrations →

Administration

Manage users, roles, permissions, Google integration, and bulk operations. Admin Guide →

Use Cases

Real workflows — an agent’s day, following up, closing a deal, winning a listing. A Day in the Life →

Support

Get in touch with our team for help, feedback, or feature requests. Contact Us →