01
Start with the people you work with
Agree how buyers, owners and other contacts should be organized. Identify the details your team needs to understand a relationship, rather than importing every field from an old spreadsheet.
Imobria CRM
Real estate CRM, built around the relationship.
A property inquiry is the start of a conversation. Shape a workspace that keeps the person, the property and the next step together.
We agree your requirements and scope before implementation.
The everyday challenge
An email address is only part of the story.
A buyer may ask about several properties. An owner may be a seller today and a buyer next year. When that context lives in separate spreadsheets and inboxes, every handoff starts with the same questions. Your CRM setup should reflect the relationships your team actually manages.
02
Connect the inquiry to the property
Define how an inquiry relates to a contact and a listing, and what the next person handling it needs to know. The channel and handoff requirements become part of the agreed workflow.
03
Give follow-up a clear owner
Map the step after an inquiry: a conversation, a viewing or a follow-up task. We review team responsibilities and the supported processes needed to keep that work moving.
Your implementation
Bring your contact process, not a blank checklist.
Show us how a new lead reaches your team and how a relationship develops. This CRM belongs to your customer workspace, separate from Imobria’s internal sales systems. We agree the contact structure, migration requirements and connected workflows before implementation.
Two questions to start with
- Which information should the next agent see?
- Who owns the relationship when work changes hands?
Connected work
Explore the next part of the process.
Tell us how your team manages relationships.
Tell us what your business needs. We’ll review the supported setup and next steps with you.