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Description

Site CRM serves as an all-in-one CRM solution tailored for real estate experts, integrating features like lead acquisition, scheduling site visits, and facilitating deal closures within a user-friendly dashboard. Enhanced by WhatsApp connectivity, in-app calling capabilities, real-time location tracking, and customizable workflows, it optimizes the sales process, boosts team efficiency, and allows for seamless management of leads and client communications all from one convenient platform. This holistic approach not only simplifies tasks but also empowers professionals to focus more on building relationships and closing deals.

Description

Softhealer’s Real Estate CRM Software is tailored for real estate firms in the United States seeking an efficient method to oversee properties, leads, clients, and sales operations all in one platform. This tool enables agencies, brokers, property advisors, and sales teams to maintain organization in their daily tasks without the hassle of using various applications. The system facilitates the entire property sales journey, starting from capturing inquiries to following up with prospects, scheduling property tours, managing sales opportunities, and ultimately closing transactions. Users can store detailed information about properties, keep track of customer needs, allocate leads to sales representatives, and monitor the progress of each deal throughout the sales pipeline. Additionally, the CRM enhances customer communication and follow-up management. Sales teams can document notes, plan future activities, track interactions, and view the current status of every lead or opportunity. This streamlined approach not only simplifies the management of leads but also helps ensure that no potential deal is overlooked, allowing teams to focus on those that require immediate attention while efficiently progressing others through the sales stages.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

WhatsApp Yes 
SMS-iT No 

Integrations

WhatsApp Yes 
SMS-iT Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

Depends on Customization
Free Trial No 
Free Version Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Site CRM

Founded

2025

Country

India

Website

www.sitecrm.in/

Vendor Details

Company Name

Softhealer Technologies

Founded

2015

Country

India

Website

softhealer.com/real-estate-crm-software

Product Features

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management No 
Dashboard No 
Email Marketing No 
Interaction Tracking No 
Lead Management No 
Property Alerts No 
Referral Tracking No 
Segmentation No 

Product Features

Real Estate CRM

Campaign Management No 
Client / Property Matching Yes 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking No 
Lead Management Yes 
Property Alerts Yes 
Referral Tracking Yes 
Segmentation No 

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