Systems for the Real Estate Industry
CRM for Real Estate: Optimize Sales, Administration, and Document Management
At ZRM, we help property developers, real estate agents, and property managers digitize and automate their workflows—allowing them to focus on growth and customer service instead of manual tasks.
Our CRM solution provides a complete overview of properties, leads, contracts, and finances in one unified platform. With automation, intelligent lead management, and system integrations, you can increase sales, reduce administration, and enhance customer experiences.
How We Solve Your Challenges
1. Disorganized Lead and Customer Management
Real estate sales and rentals require structured lead tracking to ensure high conversion rates.
✔ Leads are automatically collected from real estate portals, websites, and social media.
✔ Lead scoring prioritizes the most promising customers.
✔ Automated follow-ups via email and SMS.
2. Time-Consuming and Manual Contract Processes
Digital contracts streamline real estate transactions and lease agreements.
✔ Centralized contracts with e-signature and version control.
✔ Automated reminders for contract renewals and deadlines.
✔ Fast and secure document sharing.
3. Lack of Portfolio Overview
Stay on top of available properties and tenants in real time.
✔ A digital real estate database with status updates on rentals and sales.
✔ Maintenance planning and inspection reminders.
✔ Integration with external real estate registries.
4. Poor Customer Experience and Follow-Ups
Missed follow-ups mean lost sales opportunities.
✔ Automated email and SMS campaigns for customer engagement.
✔ Self-service portals providing customers with a real-time property overview.
✔ Personalized offers based on customer preferences.
5. Disconnected Sales, Finance, and Property Management Systems
Data should flow seamlessly between systems for maximum efficiency.
✔ Integration with accounting systems for automated invoicing.
✔ Synchronization of rental income, commissions, and payments.
✔ Dashboards displaying revenue and property status.
Tailor-Made for the Real Estate Industry
The real estate sector is complex, requiring seamless management of customers, properties, and financials to drive growth and stability. Many businesses struggle with fragmented systems, manual processes, and a lack of real-time data – leading to inefficiencies, delayed follow-ups, and missed opportunities.
At ZRM, we develop customized CRM solutions that automate workflows, centralize property data, and provide complete oversight of your portfolio, customers, and transactions. With our system, real estate firms, brokers, and property managers can optimize sales and rental processes, reduce manual tasks, and improve the customer experience.
Why Use a Custom CRM?
Many real estate firms still rely on spreadsheets and disconnected systems, causing inefficiencies and data silos.
With a CRM tailored for real estate, you can:
✔ Track leads and automate follow-ups – no more lost sales opportunities.
✔ Streamline document handling – digital contract management and e-signatures.
✔ Manage properties efficiently – real-time insights into available and sold units.
✔ Simplify invoicing and financials – seamless integration with accounting systems.
Convert More Leads
Automated Lead Management
Effective lead handling is crucial to closing more deals. With an automated CRM, you can save time, reduce manual work, and engage more prospects.
✔ Auto-collect leads from property portals, websites, and social media.
✔ Lead scoring prioritizes high-value prospects for better focus.
✔ Integrated email and SMS follow-ups improve response rates and engagement.
Customer Case
How We Helped Resights
Resights is a fast-growing SaaS company specializing in real estate data for a diverse client base. They needed a CRM solution that could:
- Integrate with their platform to track customer behavior.
- Automate sales and onboarding to accelerate customer activation.
- Centralize customer data so sales, support, and marketing operated in one unified system.
“ZRM consolidated all our data into one central system with automation. Before, our customer data was scattered across platforms, and we spent too much time on manual tasks.”
– Lars Horsbøl Sørensen, CEO, Resights
Manage Properties More Efficiently
Intelligent Property Management
Get a real-time overview of your properties and manage rentals, maintenance, and sales more effectively.
✔ Live status updates on rented, available, and sold properties.
✔ Integration with property databases and accounting systems.
✔ Plan inspections, maintenance, and repairs to reduce vacancies.
Automate Processes & Financials
Efficient Invoicing & Financial Management
Manual invoicing and financial management can create bottlenecks. Our CRM automates these processes, ensuring fast and accurate payments.
✔ Automated invoicing and commission tracking reduce errors.
✔ Seamless integration with accounting systems for real-time bookkeeping.
✔ Financial forecasting & analytics dashboards provide data-driven decision-making.
Real-Time Dashboards & Analytics
Access key business metrics and drive data-driven strategies.
✔ Live property, customer, and financial updates.
✔ Visual reports on sales trends and conversion rates.
✔ Forecasting tools for strategic planning.
No more lost documents
Digital Contract & Document Management
Managing contracts manually wastes time and increases risk. A digital system keeps everything organized, accessible, and secure.
✔ E-signature and version control for seamless digital approvals.
✔ Automated contract renewal reminders to prevent missed deadlines.
✔ Secure document sharing with customers and partners.
Danish Support & Operations
For real estate deals and contracts, reliability and security are critical. That’s why we offer:
✔ Danish development & support from industry experts.
✔ GDPR-compliant data security to protect sensitive information.
✔ High-uptime solutions for uninterrupted operations.
Our experience in real estate with the real estate industry has shown that a CRM is only effective when it is user-friendly, reliable, and backed by expert support.
Smarter Scheduling for Viewings & Meetings
Coordinating property viewings and client meetings can be time-consuming and lead to double bookings.
Our intelligent scheduling system ensures:
✔ A booking tool that helps plan property viewings efficiently.
✔ Automated reminders to reduce no-shows.
✔ Calendar and booking integrations for seamless scheduling.
Companies Already Using Our Solutions
Resights
The leading real estate data platform, growing to 35+ employees, 1000+ customers, and establishing Denmark’s most comprehensive property database.
Orren Pickell
A luxury home design and construction firm in the USA, specializing in custom-built homes for over 50 years.
Delta Prime Properties
An international real estate firm, specializing in luxury properties and bespoke advisory services across three continents.
Ready for a CRM Built for Real Estate?
With our industry expertise and tailored solutions, we understand what it takes to optimize sales, leasing, and property management.
Whether you need better lead tracking, improved portfolio oversight, or automated financial workflows, we can customize a solution that meets your exact needs.
Let’s discuss how we can help grow your real estate business with the right CRM.