Centralized client management
Keep enquiries, contacts, buyer preferences, and project context in a shared workspace.
Feature
Keep real estate leads, tasks, and buyer context in one CRM workflow
Manage customer data, pipeline activity, calendars, tasks, and communication around the same project context used by your sales experiences.
CRM
Connect buyer activity to sales follow-up.
IdealTwin CRM workflows are designed around property context: the development a buyer explored, the units they compared, and the options they showed interest in.
Features
CRM capabilities for real estate teams
Use the CRM layer to keep sales, marketing, and operations aligned after a buyer raises their hand.
Sales pipeline tracking
Move leads from new enquiry to follow-up, visit, reservation, and closing with clear ownership.
Tasks and calendar
Plan follow-ups, visits, handoffs, and team actions around active sales opportunities.
Integrated communication
Keep chat, notes, and buyer history close to the project and unit information that matters.
How it works
How CRM fits into the buyer journey
Use CRM as the continuation of the interactive marketing experience, not a disconnected database.
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Capture the enquiry
Receive a lead from a project website, configurator, 3D viewer, or campaign form.
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Attach buyer context
Preserve project, unit, budget, and option signals so the sales team starts informed.
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Assign and follow up
Route the opportunity to the right teammate with tasks, reminders, and next steps.
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Improve sales operations
Use pipeline and interaction data to understand where buyers move forward or drop off.
Features
CRM use cases
Lead qualification
Prioritize buyers based on project and unit interest.
Sales follow-up
Create tasks and reminders from buyer actions.
Team handoff
Share context between marketing, brokers, and internal sales.
CRM integration
Sync selected records with existing CRM or ERP systems.
Connect CRM to the real estate buyer journey
Pair IdealTwin CRM workflows with integrations, lead capture, and interactive project experiences.