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Real Estate & Property

Every property deal starts
with a relationship.
Yours should be tracked.

Lead-to-booking pipeline, broker relationship management, and site visit tracking -- CRM designed for residential developers, commercial agents, and PropTech companies.

Start a Real Estate CRM project → Book a free assessment

Lead-to-booking

Full funnel visibility

Broker CRM

Agent relationship mgmt

Site visit

Tracking and nurture

AML-aware

Compliance by design

Real Estate & Property — the reality

"Real estate is a relationship business running on an Excel spreadsheet. Brokers track leads in personal notebooks. Developers have no pipeline visibility until contracts are signed. Marketing spends on portals with no attribution. The CRM opportunity in real estate is enormous -- and largely untouched."

Residential developers Commercial property Broker management Site visit tracking AML compliance PropTech integration

Challenges

What Real Estate teams tell us every week

Leads from portals, agents, and referrals in three different places

Rightmove, Zoopla, direct website, and broker referrals all go into different spreadsheets. Nobody has the combined lead pipeline.

Broker relationships managed by individual sales people

When a top-performing sales agent leaves, their broker relationships leave too. No company-level visibility into which brokers drive the most completions.

No pipeline visibility between site visit and exchange

A prospect visits the show home, expresses interest, then disappears into a six-month nurture void. Sales cannot distinguish hot prospects from cold without manual chasing.

AML and KYC data not captured in the CRM

Anti-money laundering checks, source of funds documentation, and KYC records are managed outside the CRM in email and filing systems. A compliance review is a nightmare.

Our approach

How Celumai works in real estate

Unified lead source management

We design CRM pipelines that consolidate leads from all sources -- portals, brokers, referrals, direct -- into a single pipeline with source attribution on every lead.

Broker and agent relationship model

We design company-level broker relationships separate from individual agent relationships so broker performance data survives staff turnover.

Nurture automation for long purchase cycles

Property purchase cycles run 3 to 18 months. We design automated nurture sequences triggered by site visit, reservation, and exchange milestones.

Compliance data by design

AML checks, KYC records, source of funds documentation, and sanction screening results are captured as structured CRM fields with audit trail -- not email attachments.

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Regulatory context

We design CRM architectures that support UK AML Regulations 2017 compliance for estate agents and developers, GDPR and UK GDPR for prospect and buyer data, FCA Consumer Duty requirements for regulated real estate financial products, RICS compliance standards for commercial property professionals, and Sanctions screening workflow integration.

Services

Services for real estate companies

CRM & Data

CRM Implementation

Salesforce, HubSpot for property sales

Managed

Compliance Configuration

AML and KYC workflow design

CRM & Data

Data Architecture Design

Lead, property, and buyer data model

Branding

Marketing Operations

Portal attribution and lead scoring

Analytics

BI Dashboards

Pipeline, conversion, and broker analytics

MarTech Stack Design

Portal integration and marketing stack

Real Estate & Property — client result

42%

Increase in lead-to-reservation conversion for residential developer

A UK residential developer generating 400+ leads per month from portals and brokers had no pipeline structure. Leads were followed up inconsistently. We implemented HubSpot with portal integrations, broker attribution, and automated nurture sequences.

42%

Lead-to-reservation increase

400+

Leads/month unified

8 wks

Implementation time

"We now see exactly where every lead came from, which broker referred them, and where they are in the journey. Our sales team stopped losing hot prospects in the nurture void."

Sales Director

UK Residential Developer

FAQ

Real Estate CRM questions answered

Everything you need to know about CRM in Real Estate & Property.

Free assessment

Start your real estate CRM project

Tell us your lead sources and where prospects are dropping out of your pipeline. We will respond within 24 hours.

We respond within 24 hours

Free assessment -- no commitment

Fixed-price options available

All data handled under NDA

Every property deal startswith a relationship.Yours should be tracked.