Finally see the full client journey from first call to revenue in Jumeirah
RealEstate OS, powered by Bitrix24, connects your leads, listings, deals, documents, and landlord relations in one CRM built for real estate brokers.
Your team juggles calls, chats, and spreadsheets, so deals slip through the cracks. Centralize every step to track performance, coach agents, and scale without losing control.
FAQ
How can I see the full client path from first call to closed deal?
All client data sits in one CRM. Every call, WhatsApp, email, viewing, offer, and document is logged on the same client and deal card, so you can scroll the full history in one place.
Can I track which marketing channel brought each lead?
Yes. Leads can be tagged by source, like portal, website form, WhatsApp, or cold call. You can later filter deals by source to see which channels typically bring more qualified clients.
How does it connect calls and WhatsApp chats to the CRM?
When a client calls or messages, the system can create or update a contact card. The call recording or chat history is attached to that contact and to the related deal, so nothing is lost.
Can I see what my agents did with a lead step by step?
Yes. Each lead and deal has a timeline. You see who called, when they followed up, what was discussed, which properties were sent, and when the client moved to the next stage.
How do I know which leads are stuck and need attention?
Deals move through stages, like New, Contacted, Viewing, Offer, Closed. You can see which deals sit too long in one stage and set alerts or tasks for agents to follow up.
Can I connect listings and landlords to each client deal?
Yes. Each deal can link to specific listings and landlords. You can see which properties were offered, which landlord is involved, and what terms were discussed for each deal.
How does it help me understand where my revenue comes from?
You can view deals by agent, source, property type, or area. Reports show, for example, how many deals came from a portal vs. referrals, and which stages usually lose clients.
Is it suitable for a mid-size Dubai agency with many agents?
Yes. You can create separate pipelines for sales and rentals, assign leads by area or team, and set simple rules so every agent follows the same steps from first contact to payment.