RealtorFlow
Automate leads, follow-ups, and your team.
Capture inquiries, log calls with AI summaries, manage inventory and calendar, then watch your pipeline from New to Closed Won in one workspace.
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Workspace modules
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Pipeline stages
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Platforms (web + app)
What you get
From first inquiry to closed deal: automation, calling tools, AI notes, and owner visibility in one CRM.
Call logging & recording
Log every client call from the CRM. Keep recordings and activity on the lead timeline so nothing is lost.
AI call summaries
After a call, get an instant AI summary and suggested next steps so agents spend less time typing notes.
Auto follow-up tasks
When a new lead is assigned, RealtorFlow creates the call task automatically so the first touch never slips.
Smart reminders
Overdue follow-ups, meetings, and tasks notify agents on web and mobile before deadlines pass.
Lead forms
Share a public form link. Submissions become leads in your pipeline with source tracking built in.
Team performance
See dials, meetings, tokens, and closed deals by agent with date filters owners can trust.
Why agencies switch
No lead left behind
Overdue alerts, follow-up reminders, and auto tasks keep every inquiry moving.
Built for agency owners
See who dialed, who closed, and who is behind, without chasing chat updates.
Built for real estate sales
Pipeline stages, inventory, meeting photos, and agency workflows that match how you sell.
Web and Android
Run the agency from the office dashboard or the field with the RealtorFlow mobile app.
Sales pipeline
Stages match how real estate teams actually sell, not generic SaaS funnels.
- 01New
- 02Call Attempted
- 03Follow Up
- 04Meeting Arranged
- 05Meeting Done
- 06Token Done
- 07Closed Won
- 08Not Interested
Everything inside RealtorFlow
One workspace for owners and agents: dashboard urgency, lead ops, inventory, calendar, documents, tasks, and performance.
Dashboard
See what needs attention today: overdue follow-ups, meetings, and team alerts in one view.
- Pending team follow-up banners
- KPI cards: leads, follow-ups, meetings
- Overdue list with last notes
- Live pipeline status breakdown
Clients & Leads
Your full lead database with filters, assignment, notes, call history, and status from New to Closed Won.
- Import / export and bulk actions
- Filter by status, agent, project, source, tags
- Quick filters for follow-ups, overdue, and duplicates
- Lead detail with schedule, photos, call log, and AI notes
Inventory
Track plots, houses, and projects with pricing and Available / Showing / Sold status.
- Add properties and projects
- Status cards and search
- Link listings to active leads
Sales Pipeline
Move every deal through stages real estate teams actually use, including Token Done.
- New → Call Attempted → Follow Up
- Meeting Arranged → Meeting Done
- Token Done → Closed Won / Not Interested
Calendar
Follow-ups and meetings on a shared calendar so nothing gets buried in chat.
- Month view of follow-ups and meetings
- Add events for the whole team
Documents
Store employee files, IDs, and contracts in one secure place.
- Upload per employee
- Search and filter by team member
Tasks
Assign work across the team. Auto-created call tasks when new leads arrive.
- Open / in progress / completed
- Auto tasks for new leads
- Due dates and assignees
Team
Manage employees, leave, and login access from one admin screen.
- Add employees
- Mark on leave
- Reset password / remove access
Team Performance
Rank agents by dials, meetings, tokens, and closed deals with date filters.
- Today / 7 / 30 / 90 day ranges
- Dials, call attempted, follow-ups
- Meeting → token → closed won funnel
- Activity: notes and status updates
Capture, assign, follow up, close
Lead forms bring inquiries in. Lead detail keeps status, schedule, reminders, project link, and notes together, with photo proof for Meeting Done, Token Done, and Closed Won.
- Call logging and recording on the lead timeline
- AI summaries so notes write themselves
- Reminders before follow-ups and meetings
- Link leads to projects and inventory
Office and field. Same CRM.
Web dashboard for agency admins. Android app for agents on site visits and follow-ups.
Web workspace
Full admin controls: team, reports, inventory, documents, and the live pipeline.
Android app
Add leads, update status, attach photos, and clear follow-ups from the field.
Ready to run your agency on RealtorFlow?
Invite-only workspaces. Built by ShipCrzy for real estate teams that need accountability and speed.