CRM & Clients
Track buyers, sellers, tenants, and landlords across visual Kanban stages, requirements, automated matches, and appointments.
Managing CRM Clients: Buyers, Sellers, Tenants, and Landlords
Centralize your contacts by client type, commercial priority, lead source, assigned agent, and activity timeline.
Working with the Visual Kanban Pipeline and Deal Stages
Move leads across commercial stages from New Lead to Closed Won using the interactive drag-and-drop Kanban board.
Setting Client Search Criteria and Automatic Property Matching
Record buyer or tenant search requirements and immediately view matching properties from your inventory.
Proposing and Sending Automated Property Recommendations
Review system-generated client-property matches, dismiss unsuitable pairs, or bulk-send recommendations to buyers.
Scheduling Property Viewings and Managing Client Appointments
Book on-site or virtual property viewings, track confirmations, and mark completed or no-show appointments.
Managing the Inquiry Inbox and Property Messages
Triage incoming website and portal inquiries, mark messages as important or responded, and archive resolved threads.
Ready to get started?
Try WebProp for free and take your real estate business to the next level.
Get Started Free