Every relationship, one place
From first inquiry to lifetime referral — never lose track of a client again.
RealtorOS CRM is purpose-built for real estate. Manage contacts with rich timelines, automate lead routing, track pipeline stages on Kanban boards, and keep your entire team aligned. Every interaction — calls, emails, showings, notes — lives in one unified activity stream.
Key Capabilities
Contact Cards with Rich Profiles
Store buyer preferences, property interests, tags, and custom fields. Buyer profiles track bedroom count, budget range, preferred neighbourhoods, and must-have features.
Activity Timeline
Every touchpoint logged automatically — emails sent, calls made, notes added, documents signed, stage changes. AI can summarize the entire relationship in 2-3 sentences.
Pipeline Kanban Boards
Drag contacts through custom pipeline stages. See your entire funnel at a glance. Filter by source, agent, tag, or date. Multiple pipelines for different workflows.
Automatic Lead Routing
Three routing strategies: round-robin (rotate through agents), source-match (ad campaigns → specific agent), and city-match (neighbourhood → local expert). Priority-ordered rules.
Task Management
Create follow-up tasks with due dates, assign to team members, set priority levels. Overdue tasks surface in the dashboard. Tasks sync to your Google or Outlook calendar.
Communication Logging
Log calls, texts, meetings, and emails from one screen. Send emails with merge fields directly from the contact page. Templates for common messages.
How It Works
Capture the Lead
Leads flow in from your website forms, open house registrations, manual entry, or API integrations. Each one automatically creates a contact with source tracking.
Route & Nurture
Routing rules assign the lead to the right agent. Automations trigger welcome emails, create follow-up tasks, and move contacts through pipeline stages based on engagement.
Convert & Track
When a contact becomes a buyer or seller, link them to properties and deals. The full history travels with them — every note, email, and showing is preserved.
Why agents and brokerages choose RealtorOS
Every feature is built specifically for Canadian real estate workflows — not adapted from a generic CRM or bolted on as an afterthought.
Ready to get started?
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