CRM software for
Real Estate

Capsule is the best CRM for real estate agents who are always on the go. Whether you’re a small, medium-sized, or large real estate company, Capsule helps you manage your contacts, listings, and transactions with ease all from your mobile or desktop wherever you are.

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CRM software for Real Estate Agents

"We run all task management through Capsule. We use it to keep on top of each stage of our processes, and to manage projects."

Juli Wenger

Owner, Sold Edmonton Real Estate Group

Manage your pipeline

Capsule helps real estate companies to easily manage every listing throughout the sales process, connecting every relevant note and document, giving you a complete view of every opportunity and what action needs to be taken next.

You can tailor your sales pipeline to suit your needs and visualize your best performing locations clearly. This helps you keep track of every sales opportunity, and follow them all the way through to close.

Stellar customer service

Enable every member of your team to see where progress on every sale is up to through Capsule’s CRM for real estate. Deliver an exceptional service that builds trust, encourages repeat business, and generates positive word of mouth for your business. Offering stellar customer service is the backbone of every client-business relationship.

Build for growth

Organization is one of the main factors that affects a company’s growth. Capsule forms a core part of your tech stack by ensuring your customer records are up-to-date and flow between your marketing and accounting platforms.

That’s not all though - Capsule has a range of integrations to help you manage your day-to-day processes and focus on growing your business as efficiently as possible. Our third-party integrations allow you to add more state-of-the-art applications that can help you manage your real estate operations and transactions.

Manage listings easily

Stay on top of your admin while you're out meeting clients or viewing properties, with Capsule's mobile app. Create follow up tasks, activities and send emails directly from your phone or laptop.

Linking your clients to the properties they're interested in, on Rightmove or Zillow, gives you more time back to get ready for a viewing. Simply find your client in Capsule, click on the property they've booked to see and follow on Google maps. It's that easy.

Standardize processes

Develop consistency

Dealing with real estate requires skill and a varied approach, but communicating and interacting with clients requires high levels of consistency and service. Capsule allows you to create set workflows for all of your team to follow.

You can also use our handy email templates feature to share the communications you know work well with your wider team. With email templates you can ensure your team covers every detail with customers.

Do even more with integrations

Create the backbone of your business, and drive efficiency by choosing the right tech stack to fit your needs. Find out more about Capsule’s wide range of integrations that you can use to automate your real estate administrative processes and transactions.

See all our integrations


Use the Capsule CRM integration for Xero and get one complete view of your business, from capturing leads to invoicing and payments. Keep on top of your transactions and help your business grow. Xero can improve your company's financial management, reducing errors and increasing profitability. Keep on top of your transactions and help your business grow.


Transpond is an intuitive marketing tool that integrates seamlessly with Capsule. Use templates, automate emails, and capture data with forms when communicating or making transactions with clients and prospects.


Zapier makes it easy to link Capsule with your favorite web apps to automate workflows and reduce time doing manual administrative work. It integrates Capsule with 2,000+ other business and productivity apps. Zapier can help you create seamless integrations between different applications and enable automated workflows.

Better Proposals

The simplest and fastest way to send beautiful proposals that make you stand out and win business. The integration allows you to live search your Capsule contacts from within Better Proposals, and helps companies create professional proposals faster, get them signed quickly and securely, track proposal performance, and provide analytics and reporting. Better Proposals ultimately improves the sales process so you can win more businesses.

Why Real Estate Agents Need A CRM

Real estate agents can benefit a lot from having a focused CRM. A CRM like Capsule can help real estate agents strategically and productively manage their client relationships and transactions with no downtime all the while improving their overall business communications. Here are the top reasons why real estate agents should invest in a quality CRM:

1. Efficient Management of Real Estate Leads

A CRM for real estate can offer insights on your leads, especially where they’re coming from and where they might go next. A single real estate agent runs multiple lead generation campaigns to attract clients through various mediums, such as websites, social media platforms, emails, traditional ads, open houses, and more.

Real estate agents can manage their current and future leads–know where they’re coming from, even with a multichannel strategy, by using a CRM. The sources of these leads can give insights to the real estate company regarding the clients’ purchasing decisions, including the factors that caught their attention and if these clients have entered the sales funnel.

2. Centralized Organization of Client Data

Real estate agents compete for the same set of customers in their target area. These customers are the bread and butter of a real estate company, so it’s important to get to know them to get ahead of the competition.

A CRM can offer various approaches to identify customers and their behaviors—to convert leads into sales. A real estate agent can get to know their customers and clients through emails, social media conversations and engagements, phone calls, and private messages. A CRM can store and organize all the information that can be extracted from these mediums for immediate access.

Aside from storage and organization, quality CRMs like Capsule CRM also offer privacy and security in managing customer data, allowing you to offer peace of mind to clients and customers regarding data privacy.

3. Consistent Lead Cultivation

A CRM makes it easier for real estate agents to manage their sales process if they have multiple buyers and sellers. When your client list is growing, you should aim for lead cultivation and brand loyalty. These existing customers require a unique personalized approach in order to convert them to sales. A CRM for real estate can offer a visualized pipeline to help you understand the purchasing decision of the client and track the progress of their decision-making process.

Capsule CRM can help you manage and visualize pipeline stages in a real estate business—pitching, organizing tours, viewing properties, negotiating, winning sales, closing sales, and more.

4. Automatic Sales and Marketing Processes

A CRM can help real estate agents expedite their business and operational processes and improve sales generation. Agents won’t have to worry about manual administrative operations and immediately head to follow-up processes to market and make sales. This ensures that no leads and prospects would be left behind.

A CRM can offer real estate agents the access and the ability to view and understand sales and marketing metrics all the while expediting and automating administrative processes and other workflows behind the scenes. By reducing manual processes, a real estate agent can focus on what matters most: closing deals and winning sales.

5. Personalized Sales and Marketing Campaigns

Real-estate businesses can create and send powerful email, sms, and social media campaigns with CRM software, tools, and integrations to target the right audiences in their local market. Getting to know your clients is just part of the process; you also need to use the data you gathered from them to reach out to them in a targeted manner.

A CRM for real estate can help real estate agents and other real estate professionals like brokers and realtors generate personalized sales and marketing campaigns for the specific type of audience they want to target.

6. Scaled-Out Referral Processes

Since a CRM software acts like a tech partner for your real estate leads, it can really help you throughout the sales process and even after the deal is won. A CRM for real estate can scale out your referral process and introduce you to new customers win after win and location after location.

When you use the right customer data to understand your customer, you’ll have more referral opportunities. A CRM can maintain relationships with your existing customers by marking milestones, answering queries, and setting other reminders. In this way, your existing customers become loyal customers and recommenders.

Build a Network of Real Estate Field Agents with Capsule CRM on Mobile

Capsule CRM for real estate is not just about functionality; it also promotes productivity, portability, and convenience. Our Capsule CRM mobile app is the best portable and productivity platform to build a network of real estate field agents that can convert leads to sales–even when on-the-go.

Manage Real Estate Processes Anytime Anywhere

Capsule CRM lets you manage leads from a mobile device, desktop, tablet, or any portable platform with the right system requirements. Real estate agents on-the-go or in physical locations aiming to make sales and host viewings can use Capsule CRM’s app to manage sales, track progress, or view any relevant information related to a client.

Real-Time Real Estate Updates

Capsule CRM mobile app can offer real-time updates regarding your real estate processes and transactions—and it functions 24/7 even on mobile devices. In this way, you can be informed right away regarding sales, losses, and progress at the right time.

Instant Use of Real Estate Tools

Real estate agents can easily access tools for managing leads, tracking progress, and accessing reports at any time. Capsule CRM mobile app allows instant scheduling, data analysis, reporting, and other functionalities with just a few clicks. This reduces the likelihood of missing sales and other important transactions, building better relationships between real estate agents and clients.

Remote Sharing and Organization

The real estate business generates a lot of papers and documents. But a CRM for real estate, especially portable ones like Capsule CRM mobile app, can organize these documents and allow easy viewing, editing, and sharing on any devices–creating a library of real estate documents. Real estate agents and any members of a real estate team can access and share documents from anywhere and at any time using Capsule CRM mobile app.

Easy Team Communication

A real estate company won’t be successful without a functioning real estate team with individual talents who know what they’re doing. Collaboration and teamwork are keys to success in order to win sales and attract more clients, and Capsule CRM on mobile can help teams secure these keys through centralized contact management.

Aside from easy-to-use tools and instant sharing and organization, Capsule CRM on mobile lets teams and individual real estate talents communicate and share information wherever they are—improving team productivity and collaboration.

Trusted by thousands of businesses worldwide

Capsule CRM’s name is synonymous with ease of use, productivity, and functionality. That’s why we’re trusted by thousands of businesses worldwide—by real estate industries, agents, individual brokers, investors, realtors, and clients. Capsule CRM for real estate is your best partner to attract buyers and sellers, convert leads, and win sales.