Real estate property object

Jeremy Prendergast
Jeremy Prendergast Member Posts: 4
edited July 2022 in Sales CRM #1

Hello,

I'm trialing pipedrive to see whether it's suitable for a CRM for a commercial and industrial property sales/leasing business.

Conceptually very similar to residential real estate agency.

I understand the relationship between person and organisations, but how can you create the concept of a real estate asset (i.e. industrial warehouse or commercial property). This seems like something that should really be on offer in a CRM that targets the Real Estate industry.

I'm hoping there is a straightforward answer as I love what pipedrive offers.

Thanks in advance. 

Jeremy

Comments

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
    First Anniversary 5 Insightfuls 5 Likes 5 LOLs
    edited April 2022 #2

    Hi @Jeremy Prendergast perhaps a good idea to make your post in this channel for others to see: https://community.pipedrive.com/group/pipedrive-industry-realestate

    @Joseph Valenti already any suggestions perhaps?

  • Jeremy Prendergast
    Jeremy Prendergast Member Posts: 4
    edited December 2020 #3

    Hi @Jeremy Prendergast perhaps a good idea to make your post in this channel for others to see: https://community.pipedrive.com/group/pipedrive-industry-realestate

    @Joseph Valenti already any suggestions perhaps?

    Hi guys just checking if anyone had any thoughts on my original post?

  • Bobby_25612
    Bobby_25612 Member Posts: 1
    edited February 2022 #4

    Jeremy,

    I'm also considering PipeDrive for my pipeline, and like it for its intuitive framework, but lack of any solution for real estate deals. For now I use Organisation module as proxy for storing Property assets. Unfortunately most CRMs lacks the distinct modules for Lead/Contact/Investment-PropertyMgm, PropertyAsset, Deals, Activity and Tasks.

    Some CRM providers allow creation of custom modules, which is the way here, as in many other specialized industries.

    Bobby

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
    First Anniversary 5 Insightfuls 5 Likes 5 LOLs
    edited January 2021 #5
    Bobby said:

    Jeremy,

    I'm also considering PipeDrive for my pipeline, and like it for its intuitive framework, but lack of any solution for real estate deals. For now I use Organisation module as proxy for storing Property assets. Unfortunately most CRMs lacks the distinct modules for Lead/Contact/Investment-PropertyMgm, PropertyAsset, Deals, Activity and Tasks.

    Some CRM providers allow creation of custom modules, which is the way here, as in many other specialized industries.

    Bobby

    Perhaps @Joseph Valenti has some time to chime in here :) 

  • Earl Childs
    Earl Childs Member Posts: 5
    edited April 2022 #6

    Hi @Jeremy Prendergast perhaps a good idea to make your post in this channel for others to see: https://community.pipedrive.com/group/pipedrive-industry-realestate

    @Joseph Valenti already any suggestions perhaps?

    wow, looking at pipedrive for real estate as well...seems like there are more questions than answers when it comes to real estate and pipedrive processes

  • Bims
    Bims Member Posts: 2
    Photogenic First Comment

    What happened to the group in the link above?

  • Dominique H.
    Dominique H. Member Posts: 18
    Combo Breaker First Comment Photogenic First Anniversary

    Hello,

    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 www.amai.immo or book a free call true this link: https://calendly.com/future-marketing-agency/online-meeting-001

  • Jameson
    Jameson Member Posts: 2
    First Comment

    Did anyone ever get answers on here? I am a little surprised how many "Real Estate" CRM's don't have an option to track... well... Real Estate.