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Ready-made funnels
Buy, rent, sell and lease pipelines come built in, with the qualification stages agents actually use.
Generic CRM: build every stage yourself→ready out of the box
The CRM for agencies that sell remotely with a multilingual team. Every enquiry, conversation and follow-up lives in one system the whole team works from — not on a broker's phone.
Why it's different
Most agencies stretch a general sales CRM until it almost fits, then live with the gaps. UpToCRM starts from the way a real estate agency actually sells — and it shows in three places.
Buy, rent, sell and lease pipelines come built in, with the qualification stages agents actually use.
Generic CRM: build every stage yourself→ready out of the box
Brokers, managers and the owner each get their own access — and their own view of the pipeline.
Generic CRM: one flat permission model→roles that match your team
Website forms, landing pages, Facebook and Instagram lead forms feed the system on their own — nothing gets re-typed.
Generic CRM: manual copy-paste→channels wired in
How it works
Each one takes a habit that normally lives in someone's head or personal phone and makes it the company's.
Every client, viewing and deal lives in the company's pipeline — not in an agent's personal phone. When someone leaves, you reassign their portfolio in a couple of clicks, and the full history goes with it.
Deals, leads, tasks and response times — live counters at the top, a per-team and per-agent breakdown right below. You see who is carrying the pipeline without chasing anyone for a report.
A first-response timer starts the moment a lead arrives, from any connected channel. If an agent goes quiet, the lead is flagged and escalated to the team lead — before the client moves on.
When a lead moves to the next stage, the system creates the follow-up task and assigns it to the right agent on its own. No deal sits in the pipeline without a next action.
Partners send leads straight into the system, and every one is tracked to the end of the funnel. Open any partner and see which of their sources bring deals that close — real numbers to decide who deserves better terms.
Launch
Not an integrator, not a stack of modules to assemble — the system already knows how a real estate agency works. What's left is connecting it to yours.
We plug in your teams, users and lead channels. The funnels and roles are already there.
We move your existing clients, deals and history over during onboarding — your team re-types nothing.
Brokers start working in the system with hands-on support, not a manual.
FAQ
Most agencies are live in two to four weeks. We do the setup and the data migration ourselves. From you we need an export of your current clients and deals, access to the lead channels you use, and about an hour of a manager's time to walk us through how your agency sells.
SEE UPTOCRM IN ACTION
We'll show UpToCRM on an example close to your agency, so you can see how it works before you commit. We keep your details private and use them only to arrange the walkthrough.
