Real estate CRM with tasks and reminders for brokers
For a Head of Sales Team in JBR The Walk, Dubai who needs one place to track leads, listings, deals, and follow-ups with clear tasks and reminders for every agent.
Leads from portals, calls, and walk-ins are easy to lose without one CRM that assigns tasks, sets reminders, and shows what each broker must do next.
FAQ
What is Real Estate OS and who is it for?
It is a CRM and operations system for real estate brokerages. It helps sales heads, agents, and admins manage leads, listings, deals, and tasks in one place.
How does it help my sales team manage leads?
Leads from forms, portals, calls, and messages go into one pipeline. You can qualify, assign to agents, set follow‑up tasks, and track every step from first contact to closing.
Can I track tasks and reminders for my agents?
Yes. You can create tasks for calls, viewings, and follow‑ups, set due dates and reminders, and see which tasks are done or overdue for each agent or team.
How are property listings managed in the system?
Each property has a profile with key details, status, documents, and assigned agents. You can track availability, offers, and changes over time in one place.
Does it support document generation for deals?
Yes. You can generate standard contracts and agreements from templates. Deal data fills into documents, so you reduce manual typing and keep versions organized.
Can I see all client interactions in one timeline?
Yes. Calls, emails, messages, meetings, and notes can appear in a single history for each contact. This helps any agent see what happened before they speak to the client.
What kind of reports can I get as Head of Sales?
You can see estimates of leads by source, deals by stage, agent performance, and campaign results. Dashboards help you spot bottlenecks and adjust team focus.
How do we get started or see a demo?
You can contact the team and share your brokerage size, locations, and main challenges. They will walk you through a demo and suggest a setup for your sales process.