Real estate CRM with role-based access for Dubai brokerage
For a boutique agency founder on Dubai Marina Walk, Dubai who needs one place to capture leads, manage listings, and control agent access by role.
Your team, listings, and deals are growing, and without clear role-based access in one CRM, data gets messy and deals slow down.
FAQ
What is Real Estate OS and who is it for?
It is a real estate CRM built on Bitrix24. It is for brokerages and boutique agencies that want one place to manage leads, listings, deals, and documents.
Can I control access by role, like agents, admins, and accountants?
Yes. You can set roles and permissions. For example, agents see only their leads and deals, while managers see team performance and finance data.
How does it help a Dubai brokerage with multiple portals?
Leads from portals, website forms, WhatsApp, and calls can flow into one CRM pipeline. You can tag leads by source, project, community, or portal for easier tracking.
Can I restrict agents from seeing each other’s clients?
Yes. You can limit access so each agent sees only their assigned leads, contacts, and deals. Team leaders and admins can see more, based on their role.
Does it support sales and leasing for Dubai properties?
Yes. You can track sales and leasing in separate pipelines. You can store data like unit type, community, landlord, rent, sale price, and key dates.
How are documents and contracts handled?
You can store templates and generate documents from deal data. For example, you can create MoUs, listing forms, and commission agreements and attach them to deals.
Can I track agent performance and marketing results?
Yes. Dashboards can show, as an example, leads by source, conversion rates, deals closed, and expected commissions by agent or team over a chosen period.
How do I get started or see a demo?
You can contact the team to discuss your brokerage size, structure, and current tools. They can then show a demo and suggest a setup for your Dubai operations.