CRM App Starter · Industry version
Real Estate CRM Template
A CRM that speaks real estate — listings, showings, and buyer and seller pipelines — generated into code your brokerage owns.
Generic CRMs make agents translate: a deal that's really a closing, a company that's really a property. This starter generates the CRM around real estate's actual objects, then hands you the codebase — so the tool matches the transaction instead of the other way around.
- 6 core entities
- Kanban pipeline
- Code you own
- Vibe + Governed modes
01 · The problem
Why a generic CRM falls short
Real estate runs on objects a generic CRM doesn't have. The unit of work isn't a company — it's a property with an address, a price history, and a listing agreement. The pipeline isn't one sales motion — buyers and sellers move through different stages on different clocks, and a single agent is usually running both sides at once.
The workarounds are familiar: properties stuffed into a custom field, showings logged as generic meetings, referral sources lost in a notes column. Every workaround is data you can't report on — you can't rank lead sources by closed volume when the source lives in free text.
Starting from a real-estate-shaped data model fixes this at the schema level rather than the configuration level. Properties, showings, and dual pipelines are first-class tables in your codebase, not customizations rented from a vendor's object model.
02 · Data model
The data model, adapted
Everything in the base CRM starter —
companiescontactsleadsdealspipelinesactivities— plus the entities this industry actually runs on:
| table | what it holds |
|---|---|
properties | Listings with address, price, status, and photos — linked to sellers, showings, and the deals they close into. |
showings | Scheduled viewings tying a property, a buyer contact, and an agent, with outcome notes feeding follow-up. |
referral_sources | Where clients come from — past clients, portals, sphere — so commission-weighted reporting can rank what actually closes. |
03 · Screens
Modules through the industry lens
Dual buyer and seller pipelines
01Two pipeline definitions out of the box: sellers move from appraisal to listed to under offer to closed, buyers from inquiry to qualified to viewing to offer. The kanban board switches between them, and one contact can sit in both.
Showing-driven activity timeline
02Showings land on the timeline alongside calls and emails, with outcomes attached — so the Saturday recap of twelve viewings across four listings writes itself, and follow-ups queue from the no-decisions.
Commission-aware reporting
03Deal amounts carry commission splits, so the dashboard reports what the brokerage actually earns — GCI by agent, by lead source, by listing side versus buying side — not just gross contract value.
04 · In practice
Workflows it models
New listing to launch
01Create the property, link the seller, and the listing pipeline starts at appraisal. Photos, list price, and the agreement date live on the property record; the launch checklist runs as activities against it.
Open-house follow-up
02Every attendee becomes a lead linked to the property they saw. Scoring ranks them by engagement and pre-qualification, and the follow-up queue is ordered before the signs are back in the car.
Buyer matching
03A buyer's requirements are fields, not memory — beds, budget, area. When a new property matches an active buyer, that's a query in your codebase, and the showing is one click from the match.
Real Estate CRM template — frequently asked questions
How is this different from subscribing to a real estate CRM?
Subscription real-estate CRMs rent you their object model and price per agent per month. This starter generates a real-estate-shaped CRM — properties, showings, dual pipelines — as source code your brokerage owns and deploys on its own infrastructure. Adding an agent is a database row, not a license.
Can it handle both buyer-side and seller-side pipelines?
Yes, both ship as separate pipeline definitions with their own stages, and one contact can progress through both at once — the common case where a seller is also buying their next home is modeled, not fudged.
Does it track commissions and splits?
Deal records carry commission percentage and split fields, and the reports read from them — GCI by agent, source, and side. Because the schema is yours, brokerage-specific split rules are an edit to your code, not a feature request.
Can I add MLS or portal integrations?
The starter generates a standard full-stack codebase, so integrations are normal engineering work against your own schema — an import job for portal leads or an MLS sync writes into the same properties and leads tables the screens already read.
Related
Dual7 App Starters
Build your Real Estate CRM on your terms
A CRM that speaks real estate — listings, showings, and buyer and seller pipelines — generated into code your brokerage owns. Describe your version to start — the output is a project you own.