The AI-first CRM that runs your real estate business
Every RealtoCRM module in one place — leads, matching, visits, negotiations, deals, Realto AI, omnichannel desk, campaigns, automation, live tracking and the agent app.
Overview
- Dashboard & analytics — One dashboard for new leads, site visits, open deals and revenue, with a scored leaderboard that makes agent performance visible and fair.
- Realto AI — Realto AI behaves like a virtual staff member across your whole pipeline: it tells you what needs attention now, why, and what to say. A human always decides.
- Properties — A single record per property — specs, price, location, photos, documents, owner and status — that agents, buyers and the AI all work from.
- Clients — Buyers, sellers, landlords and tenants live in one client record, connected to every lead, visit, negotiation and deal they take part in.
- Tasks & calendar — Tasks with priorities and due dates, created manually, by automation rules, or by Realto AI, alongside a shared calendar of visits and meetings.
Sales pipeline
- Leads — Buyers, sellers, renters and landlords arrive from 17 sources. Realto assigns them, matches them to your inventory and keeps follow-ups on time.
- Lead marketplace — Share a lead with the network, let other agencies express interest, and choose who takes it. Closed leads can't be shared.
- Site visits — Plan buyer viewings and pre-listing owner visits on the web; agents receive them on mobile, confirm with one tap, and feedback flows back to the record.
- Negotiations — Every round, amount and note is captured in one negotiation history, so nothing is lost between calls, chats and agents.
- Token agreements — Record the token amount, validity and parties, track expiry with reminders, and convert the agreement to a deal without re-entering anything.
- Deals — Track every deal from agreement to handover, with commission, documents and an expiring-rentals dashboard so leases are renewed on time.
- Loan requests — Record buyer loan requests, track their status and keep financing visible next to the negotiation and deal that depend on it.
Business & operations
- Customer desk (omnichannel) — Customers message you on WhatsApp. The AI agent replies instantly, updates the CRM and hands the conversation to a person whenever your team steps in. Instagram and Messenger are next.
- Campaigns & broadcasts — Segment your CRM into audiences, let AI write the copy, schedule the send and watch delivery, reads and replies come in.
- Automation rules — Pick an event, write the message with variables, choose who receives it. Always-on follow-ups without lifting a finger.
- Social media — Draft, schedule and publish property posts to Facebook, Instagram and X, and track which posts went live.
- Data import — Upload Excel or CSV, let AI map the columns and normalise values, preview the result and import — with saved mapping templates for next time.
Team & field
- Live tracking & attendance — Agents switch on work mode in the app. Managers see locations, visits in progress and the day's route, with attendance recorded automatically.
- Roles & permissions — Build roles from a matrix of modules and actions, limit data by branch, and keep an audit trail of who changed what.
- Branches & staff — Organise people into branches, invite admins and agents within plan limits, manage devices, and offboard staff cleanly.
Platform
- Integrations — Link WhatsApp Business, Meta, X, email and SMS providers once and use them across the desk, campaigns, automation and posting.
- MCP & AI assistants — Connect any MCP-compatible assistant, such as Claude Desktop, Cursor or Claude.ai, to your RealtoCRM workspace. It works with your data under your permissions, and every request is logged.
- Plans & global setup — Start alone, add staff and branches as you grow. Work in your currency and timezone, with daily exchange rates and isolated workspaces.