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CRM for real estate agencies

How many leads message you on WhatsApp and never get a reply?

Your ads and property portals bring you inquiries at all hours.
Do you have time to give every one of them a great answer? Does your team?
Let's fix that.

Try Clientify for free

50,000+ users in 25 countries · 4.4 on Capterra

See what happens to a lead from the moment they see your ad until they sign, and who on the team does what at each step.

What we hear

When real estate agencies come to Clientify, they almost always tell us the same thing

Sound familiar?

01

You pay for ads, hundreds of inquiries come in and most never get followed up

The campaigns work. The trouble starts afterwards: leads pile up in WhatsApp, nobody knows who should reply and, by the time someone does, the lead has already talked to another agency.

02

They message you at night and on weekends

Right when people are browsing homes. And at that hour there's nobody to answer.

03

All your WhatsApp lives on a single phone

One agent runs it from their phone, or two people reply by hand. If one is out, everything stops.

04

Sales, rentals and developments, all mixed up

Hundreds of unsorted contacts and several developments at once. Finding who was interested in what turns into a hunt.

05

You don't know what each agent has done with each client

If someone leaves the agency, their conversations leave with them. And measuring who's moving forward and who isn't is impossible.

A REAL summary of what comes up most in our conversations with real estate agencies and developers.

How Clientify solves it

One tool to manage all your clients and contacts

No more jumping between your phone, spreadsheets and scattered notes. Everything happens in one place and the whole team can see it.

And stop paying for lots of separate tools. Pay for just one from €/$39 a month.

Let's go case by case and see how we help

For «all your WhatsApp lives on a single phone»

One WhatsApp number for your whole team

Connect your WhatsApp Business number to the Clientify inbox. Every conversation from ads, portals and your website lands in the same place, and each agent replies from there with their own user.

  • Multiple agents handle the same line
  • Conversations stay with the company, even when the team changes
  • Every message is saved in the client's record
Jorge R. · Assigned to Ana
Hi, I saw the ad for the apartment with the terrace. Can I come see it?18:02
Hi Jorge! This is Ana. Of course, does Saturday at 11:00 work for you?18:04 · Ana
Perfect, I'll be there18:05
Viewing booked · Saturday 11:00
For «they message you at night and on weekends»

An AI Agent that answers when your team is off

It replies instantly, understands what each lead is asking and asks the questions you choose: buying or renting, which area and what budget. If it's a fit, it offers viewing slots from the agent's calendar.

  • Answers based on the information you give it
  • Super easy to set up, up and running in just 1 minute
  • Hands the conversation to a person when needed
Lucía M. · Saturday 23:41
Hi, is the 3-bedroom apartment still available?23:41
AI Agent
Hi Lucía! Yes, it's still available. Are you looking to buy or rent?23:41
Buy. My financing is almost approved23:42
AI Agent
Great. Would you like to see it? I have Monday at 10:00 or 17:30.23:42
Viewing booked with Ana · Monday 17:30
For «you pay for ads and most never get followed up»

Every inquiry has an owner from minute one

Clientify assigns conversations to your agents automatically: by rotation, to the client's existing agent or to whoever you choose. Nobody is left waiting for someone to «pick it up».

  • Round-robin across available agents
  • If the client already has an agent, it goes back to them
  • See which conversations are still open and who owns them
Conversation routing
New inquiry · Sofía C.
Property portal · Rental
Round-robin
A
AnaViewings
D
DiegoUp next
M
MartaListings
For «sales, rentals and developments, all mixed up»

Sales, rentals and every development, each in its own pipeline

Create a sales pipeline for each type of transaction or project, with the stages you actually use: inquiry, viewing, offer, reservation, signing. Tags and fields store area, budget or property type, and you filter in seconds.

  • One pipeline per transaction type, project or development
  • Owner acquisition kept separate from buyers
  • Filter by area, budget or property type
SaleRentalNorth Development
Inquiry
Lucía M.3 bed
Raúl T.Downtown
Viewing
Jorge R.Saturday
Offer
Elena V.Under review
Reservation
Nuria P.Deposit
For sales cycles that last months

Automatic follow-up so nobody goes cold

Buying a home takes time. With automations, Clientify creates tasks for the agent and sends emails or messages at the right moment, even if the lead takes weeks to decide.

  • Reminders and tasks for every agent
  • Follow-up emails with new options for the lead
  • Re-engage leads who stopped replying
Automation · Unresponsive lead
Deal still in «Viewing»Trigger
Wait 3 daysWait
Send email «Similar homes»Action
Create task: call the leadAction · assigned agent
For «you don't know what each agent has done»

Every client's full history, in plain sight

Messages, calls, viewings, notes and tasks are all saved in each client's record. You know where every deal stands and who owns it, without having to ask.

  • Full history in the client record
  • Pending tasks by agent
  • Dashboards to track team progress
JR
Jorge R.Purchase · Apartment with terrace · Agent: Ana
  • WhatsApp inquiry from an adMonday 18:02
  • Viewing bookedMonday 18:05 · Ana
  • Viewing done, loves the terraceSaturday 11:40 · Ana's note
  • Task: send offer termsPending · Ana

Try it with your team and your real inquiries

Create your account and see how it works with your team.

Try Clientify for free
What people say about Clientify

Real estate agencies already working this way

On Saturday nights people would message me about properties and I'd reply on Monday, when they'd already seen another one. Now the AI Agent answers, asks what they're looking for and puts the viewing in my calendar. I show up on Monday and just go.
Sergio NavarroDirector · real estate agency, Málaga
All the office's WhatsApp was on my phone: if I went on vacation, the agency stopped. Now the whole team replies from the same number and each inquiry goes to an agent by rotation. I can finally switch off.
Paula HerreraManager · real estate agency, Córdoba
We mixed sales, rentals and new builds in the same list, and nobody knew what each agent had done. Now every transaction has its own pipeline, I open the record and see everything: messages, viewings, calls. No more asking around the office.
Martín AcostaPartner · real estate agency, Guadalajara
FAQ

What you ask us before getting started

Can I manage sales, rentals and several developments in the same account?

Yes. You can create a different sales pipeline for each type of transaction or each development, and use tags and custom fields (area, budget, property type) to organize and filter your clients.

Can I use it to manage rentals, contracts and payments?

Clientify is a CRM: it helps you attract buyers, renters and property owners, follow up with them and close the deal. Contract management, rent collection and maintenance stay in your property management tool. And you have an e-signature service to send contracts and documents for legally binding signature.

Does Clientify create my ads?

No, Clientify isn't an ad agency. It's where the leads from your ads and property portals land and get managed, so none of them go unanswered.

Can I add a WhatsApp button to my website?

Yes. You install the WhatsApp widget by pasting a small code snippet into your website. If your site or page builder lets you add custom code, you can install it.

A sale takes us months. Does it still work?

That's exactly where it helps most. With automations, Clientify creates reminders and sends follow-up messages throughout the process, so leads don't go cold while they decide or wait for financing.

Can I get started on my own?

Yes. Create your trial account, connect your WhatsApp and start receiving inquiries. The help center has step-by-step guides, and if you'd like us to help you get set up, just tell us and we'll explain the options.

Make sure the next inquiry from your ads gets a reply and a follow-up

Connect your WhatsApp, invite your team and see how your agency works with everything in one place.

Try Clientify for free

50,000+ users in 25 countries · 4.4 on Capterra