Lead intake
Leads from websites, calls, texts and lists, deduplicated by property and owner.
CRM for real estate investors
A custom CRM for real estate investors and wholesalers
Seller leads from mail, calls and websites, follow-ups that last for months, offers, contracts and buyers lists. We build a CRM around your acquisition and disposition process instead of forcing it into a generic sales pipeline.
Scope
What a real estate investor CRM can include
From the first seller call to the closed deal and the buyer who takes it.
Follow-up automation
Tasks and reminders for long follow-up cycles, so no seller is forgotten.
Property & offer records
Property details, comps, offers and counteroffers on one record.
Deal pipeline
A live board from lead to contract to closing.
Buyers list
Dispositions with buyer criteria, matching and deal announcements.
Reports
Cost per lead and deal by source, so marketing spend goes where it works.
Related work
Systems like this we have built
Client names are withheld under confidentiality agreements. See all engagements →
Sales CRM with a live pipeline board
A drag-and-drop pipeline with live updates across sessions, deal records with documents and activity history, and a documented API for reporting.
Internal dashboards for a distributed operations team
Shared dashboards over live operational data, saved views per role and exports in the formats finance already used.
Field service CRM with call, accounting and marketplace integration
Lead intake, jobs, calls, estimates and invoices in one system, integrated with RingCentral, QuickBooks, Gmail, Google Calendar and Thumbtack, plus a companion mobile app for crews.
Delivery
How the project runs
The same four phases on every project. Only their length changes with scope.
1. Discovery · 1–2 weeks
Interviews with the people who will use the system, a map of the current process, a written specification and an estimate. The documents are yours even if you build elsewhere.
2. Architecture · 1–2 weeks
Data model, integrations, infrastructure and a milestone schedule. This is where the scope, price and launch date are fixed in writing.
3. Build · two-week iterations
A working demo every Friday and a staging environment you can open at any time. Changes in scope are priced and agreed before they are built.
4. Launch & support · ongoing
Deployment, handover, documentation and training, then a support arrangement sized to the business.
Pricing
How much does a custom real estate CRM cost?
Typical ranges for US clients at 2025–26 senior remote rates. The fixed price is agreed in writing after discovery.
A custom system has no monthly license per user — you pay for hosting at cost. Use the configurator to see a range for your scope.
Open the configurator- Core CRM (customers, jobs, pipeline)
- $20,000 – $40,000
- Integrations (accounting, telephony, email, calendar)
- + $2,500 – $10,000
- Scheduling and dispatch
- + $5,000 – $10,000
- Companion mobile app for crews
- + $18,000 – $42,000
FAQ
Questions we are asked most
Can it send texts and log calls?
Yes. Calls and SMS through Twilio or RingCentral can be logged on the property and seller record.
Can you move our data from our current software or spreadsheets?
Yes. Customers, jobs, estimates and history are migrated in stages during the build, so the office keeps working during the switch.
Do we own the system and the data?
Yes. Repositories, cloud accounts and data are created in your name from the first commit. There is no per-seat license and no lock-in.
How long does it take?
A core investor CRM is usually live in 5–10 weeks, with a working demo every Friday.
Contact
Talk to the people who will build it
Describe what you need and get an indicative budget and timeline in two minutes. We reply within one business day.
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