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Your CRM · step 2 of 2

Your CRM — starting from real estate

We’ll build you a real, working CRM. Right now there’s a waitlist — your answers save your spot in line, and when it’s your turn, your CRM goes live. Four quick questions: pick an answer, write your own, or skip any of them.

Question 1 of 4

Do you represent buyers, sellers, or both? This decides how your pipeline splits.

Question 2 of 4

Should the property itself be a record — with address, price history, and every showing logged against it — or just a field on the closing?

Question 3 of 4

Most of your book at any moment is people not ready to transact. Should the CRM run long-term nurture — anniversary dates, home-versary touches, quarterly check-ins — or only track active deals?

Question 4 of 4

Last one — what does your team call a transaction? Whatever you pick is the word your whole CRM uses: tabs, buttons, reports, everywhere.

The open space

What did these questions miss?

Anything your business needs that never came up. Tell us in your own words — a real person reads every answer before anything gets built.

Skipped questions use the standard setup — or keep going below.

A few more questions — totally optional

Answer any that matter to you. Skip the rest and we’ll use the standard setup.

Optional · question 5

Where do closings come from — and should every one require a source?

Optional · question 6

Solo agent, agent with assistants, or a team/brokerage? This decides ownership and who sees what.

Optional · question 7

Should showings be records — logged against the property with buyer feedback — or do they live in your calendar only?

Optional · question 8

Should the CRM track commission per closing — split, GCI, and what's actually been paid?

Optional · question 9

Should your CRM have a Meetings tab with calendar sync — or does scheduling stay entirely in your calendar app?

Optional · question 10

Email marketing — should your CRM connect to a Mailchimp-style tool so your lists and contacts stay in step?

Skipped questions use the standard setup.
Your build · Real estate№ 20260922·draft
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