For a residential real estate brokerage firm, where would you organize properties?

Pedro_24658 Member Posts: 3
First Comment
edited July 2022 in Business Talk #1
For a residential real estate brokerage firm, where would you organize properties?


  • Jeremy Prendergast
    Jeremy Prendergast Member Posts: 4
    edited February 2022 #2

    Dedicated pipeline for properties.

    Effectively creating a property backlog 

  • Jeremy Prendergast
    Jeremy Prendergast Member Posts: 4
    edited December 2020 #3
    I have asked this same question, but I can't get an answer...It does not make sense to classify the property as an organisation or a product.

    I've heard of some people using product, but that's really not what it should be used for (my opinion).

    I've also trialled the idea of having a dedicated pipeline called "Properties". To use a football analogy I thought I could use the Property pipeline as a "bench". I could use the main pipeline as "In the game". At the end of the game (deal lifecycle) the property gets put back on the bench.

    This kind of works but it feels like a compromise.

    I'm begging this community who apparently use it for real-estate to advise what your ideas are on how to manage a rental / lease property.
  • Nathan Verwoert_21162
    Nathan Verwoert_21162 Member Posts: 7
    edited February 2021 #4
    Currently I use the Organisations for properties - it works(ish). However I am finding it falls short when I have open for inspections and 30 groups of people come through and I need to then figure out who is interested and who isn't
  • Keith Gereghty
    Keith Gereghty Member Posts: 58
    Name Dropper First Anniversary First Comment
    edited June 2021 #5
    I invest in real estate and I use Organizations for my property address and other details about the property if I keep it to rent to own, etc. The person is the person I buy from and who I sell to. Details is for, right now, the details of the property when I buy. Seems to work for me. I have to admit I am still tweaking the custom fields for all 3 to suit my needs. I like Pipedrive. I am using FunnelFLARE for my dialer, texts, appointment calendar and automation sending info out to potential sellers and buyers.
  • Iztok Toplak
    Iztok Toplak Member Posts: 13
    First Comment
    edited June 2021 #6
    I do use for property new deal as Seller deal. Additional to that a product that is linked to all potential buyer - each have own buyer deal.
  • António Perucho
    António Perucho Member Posts: 3
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    edited September 2021 #7
    As a Real estate agent I use Organizations to track/group client that have contacted me to a specific property. This way I can list/know where that lead came from but that's about it.

    I'd also love to ear about more ideas about this!
  • Dominique H.
    Dominique H. Member Posts: 18
    Combo Breaker First Comment Photogenic First Anniversary


    To answer your questions we really pull and create automatically unique properties under ' organization' on such a way you can't have double organizations.

    We are a professional company based in Belgium that has set up an entire automation workflow for Real Estate. We give free consultations as a service solution provider partner of Pipedrive.

    We have created a database that synchronizes with Pipedrive to manage al your data. We push it to several workflows into Pipedrive and other systems.

    We collect data from:

    • Lead platforms (seller leads)
    • Social media platforms (seller & buyer leads)
    • Your personal real estate website (incoming data: buyer & seller leads)
    • Real estate platform requests visits (incoming data: buyer & seller leads)

    We push data to following flows in Pipedrive:

    • Follow-up flow
    • Prospection flow
    • Home valuation flow
    • Preparation (marketing) flow
    • Visits for sale
    • Visits for rental
    • Visits for Newbuild
    • Billing workflow
    • Or custom flows

    We connect data with:

    • Your preferred billing system
    • Your CRM to manage your properties ( you don't need to work with a CRM)
    • Email marketing software to trigger flows
    • One-time emails for follow-up notifications before and after appointments

    We can always do a free online call to see how we can help you. Visit our website or book a free call true this link: