A real estate agency in Casablanca receives dozens of enquiries every week: calls, WhatsApp messages, listings on property portals, social networks. Without structured follow-up, some of these contacts are never called back — and they are often the most urgent, and therefore the most profitable.
Why agencies lose leads
- Enquiries arrive on agents’ personal phones.
- No shared view of who called back whom.
- Properties are tracked in Excel, photos on phones.
- Follow-ups depend on each person’s memory.
- When an agent leaves, their contacts leave with them.
What a real estate CRM brings
A single property and mandate database
Each property has its own record: address, surface area, price, photos, owner, mandate type, availability. All agents work from the same up-to-date information.
A lead pipeline
Each enquiry becomes a record tracked on a visual board (new, contacted, viewing scheduled, offer, signed, lost). The manager immediately sees enquiries left pending.
Matching properties with buyers
Each buyer’s search criteria (budget, neighbourhood, surface area) let you find matching properties in seconds — and contact the right clients again when a new property comes in.
Follow-ups that are never forgotten
Automatic follow-up reminders, conversation history, viewing schedule per agent: nothing depends on anyone’s memory any more.
Indicators to track
- Number of leads per source (portal, website, social networks, referral).
- Average time to first call-back.
- Conversion rate lead → viewing → offer → signature.
- Average time to sell or let a property.
- Performance per agent.
The website, the agency’s first salesperson
A showcase website connected to your property database automatically publishes available properties and sends each enquiry straight into the CRM. Your listings are always up to date, and every lead is tracked from the moment it arrives.
Frequently asked questions
Should we give up WhatsApp?
No. WhatsApp remains customers’ favourite channel; the goal is for every important conversation to be recorded and followed up in the CRM.
How many agents does it take for a CRM to be useful?
As soon as two people share customers, a common tool prevents duplicates and oversights.
Can we import our existing properties?
Yes, we import your Excel files of properties and contacts during setup.
See our solutions for real estate agencies.
How many leads did your agency lose last month?
Book a free 30-minute assessment: we analyse your organisation and you leave with concrete recommendations.