CRM
Two pipelines, owner acquisition and demand, in the same database as the portfolio.
A real estate CRM has to run two very different pipelines. The first wins mandates: prospect, contact, valuation, mandate, onboarding, management. The second handles demand: lead, qualification, viewing, offer, contract. Generic CRMs force both into a single deal object and lose the specifics of each.
In REOS the two pipelines are native and, more importantly, they sit next to the portfolio. A valuation request references a real address. A tenant lead references a real unit. Nothing has to be typed twice, and nothing has to be reconciled between a CRM and a management tool at the end of the month.
What it does
- Owner acquisition pipeline from prospect to signed mandate and onboarding.
- Demand pipeline for buyers and tenants, linked to real units.
- Tasks, reminders, notes, calls and emails on one timeline per contact.
- Assignment rules per office, per agent and per property type.
- Source tracking so portal spend can be judged on mandates, not clicks.
What it automates
- A valuation request arrives and an agent is assigned with a first contact deadline of two hours.
- A viewing happens with no feedback logged after two days, so a follow up task appears.
- A prospect signs, and the mandate, the property records and the onboarding checklist are created in one step.
Records behind this module
These are the actual tables in the platform. Every other module reads the same rows, which is why nothing needs reconciling.
Metrics it produces
- New leads
- Valuation to mandate rate
- Time to first contact
- Pipeline value
Frequently asked questions
Can we keep our existing CRM?
Does it handle portal leads automatically?
Ready to see it on your own portfolio
A demo runs on a structure that looks like yours: your unit count, your mandate model, your portals. Forty five minutes, no slide deck.