Unified contact timeline
Calls, texts, emails, notes, appointments, and documents in one chronological view.
Platform
A Real Estate CRM Agents Will Actually Keep Updated
Pipeline, contacts, conversations, appointments, notes, and documents in one place — on desktop and on the mobile app, so the record gets updated from the car park rather than not at all.
- Mobile-first
- Updated in the field
- One timeline
- Per contact
- Guided setup
- Pipeline configured
Why Most Agent CRMs End Up Empty
The failure mode of real estate CRM is well known: the system is bought, configured over a weekend, used enthusiastically for three weeks, and then quietly abandoned because updating it requires sitting at a desk and the job does not happen at a desk. Everything about the iProply CRM is shaped by that observation.
The mobile app is the primary interface
Logging a call takes one tap from the lead screen. Adding a note after a showing takes fifteen seconds in the driveway. Photographing a document and attaching it to a client record does not require getting to a scanner. When updating the record is easier than not updating it, the record stays accurate — and an accurate CRM is the only kind worth having.
One timeline per contact
Calls, texts, emails, notes, appointments, status changes, and document uploads all land on a single chronological timeline. There is no separate call log to cross-reference, no email thread living outside the system. When you pick up a relationship after three months, you read one column and you are current.
A pipeline built for property transactions
Stages, fields, and tags reflect how property deals actually progress rather than a generic sales funnel bent into shape. Follow-up reminders, appointment scheduling, and conversation threads are first-class rather than bolted on, because those are the three things an agent does all day.
Setup that does not fall to you
CRM and pipeline setup is available as a service: stages, custom fields, tags, and onboarding automation configured for how you work before you start using it. This is the step most agents skip and most abandoned CRMs have in common — a system configured for nobody in particular is a system nobody adopts.
Key Features
What Real Estate CRM Includes
Property-shaped pipeline
Stages, fields, and tags built around how real estate transactions actually progress.
Conversations
Threaded messaging with clients and team, with full history preserved on the record.
Appointments and showings
Schedule, reschedule, and get reminders for showings and listing appointments.
Document capture
Photograph contracts and disclosures from the app and attach them to the client record.
Follow-up reminders
Scheduled prompts with snooze and priority so promised callbacks actually happen.
Benefits for Agents
What This Changes in Your Business
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The data stays current
Mobile-first entry means records are updated in the field, not reconstructed on Friday.
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Nothing lives in two systems
One timeline removes the cross-referencing between a CRM, an inbox, and a call log.
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Handovers are painless
A complete history means covering for a colleague does not mean starting cold.
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Adoption actually happens
Guided setup plus low-friction entry is the difference between a used CRM and an empty one.
How It Works
Getting Started With Real Estate CRM
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Configure your pipeline
Set stages, fields, and tags — or have CRM setup handled for you as a service.
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Contacts and leads flow in
iProply leads land automatically; existing contacts can be imported.
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Work from wherever you are
Log calls, add notes, book appointments, and upload documents from the mobile app.
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Review and coach on the data
Activity and pipeline reporting show where deals stall and where follow-up slips.
Who It Is For
Is Real Estate CRM Right for You?
Agents who abandoned a CRM before
You have tried this and stopped using it, and the reason was friction rather than intent.
Agents who work from the car
Most of your day is showings and calls, and desk time is a rare, late-evening event.
Small teams needing shared visibility
Several people touch the same clients and everyone needs the same current picture.
Run your whole book from one system
Get your pipeline configured properly and start working contacts from wherever you actually are.
Frequently Asked Questions
Real Estate CRM — Common Questions
Can I use the CRM entirely from my phone?
Yes — that is the design intent. Logging calls, adding notes, scheduling appointments, updating status, and photographing documents into a client record are all one or two taps in the iProply mobile app.
Can I import my existing contacts?
Yes. Existing contacts and leads can be imported so you are not starting from an empty database, and imported records flow through the same routing, timeline, and follow-up features as new leads.
What is included in CRM setup?
Pipeline stages, custom fields, tags, and onboarding automation configured for how you work. It is available as a one-time setup service and is the step that most distinguishes CRMs that get adopted from CRMs that get abandoned.
Does the CRM handle appointments and showings?
Yes. Appointments are first-class records with reminders, and they attach to the contact timeline alongside calls, notes, and documents so the full history of a relationship sits in one column.
Is my client data secure?
Client records are stored encrypted with role-based access control, and mobile access is protected by secure sign-in with OTP verification. Notes and documents are private to your account unless you share them with team members.
Do I need to buy leads to use the CRM?
No. The CRM works with contacts and leads from any source — your sphere, referrals, imported lists, or iProply lead subscriptions. Agents who buy leads simply get the two connected automatically.
