Industry preset · Sales
CRM for Real estate
Buyers, sellers, and properties, connected. Stretto starts in sales mode with a viewing calendar and a custom Properties object.
Setup mode is chosen for you. Change it any time in settings.Real estate pipeline board
Pipeline stages, preloaded
- 01New buyer
- 02Qualified
- 03Viewing booked
- 04Offer made
- 05Under contract
- 06Closed
Objects switched on
- Contacts
- Companies (developers, agencies)
- Leads
- Deals
- Tasks
- Properties (custom)
Anything not listed is hidden from the sidebar, not deleted. Turn it on in settings.
Properties added
- Budget range
- Areas of interest
- Financing status
- Listing reference
On top of the standard contact, company, deal and ticket properties.
How teams in Real estate use it
01
Viewings on the calendar
Every viewing is a deal on a day. Drag to reschedule and the buyer gets the update.
02
Match buyers to listings
An active list of buyers whose budget and area match a new listing. Enroll them in a one-step sequence in a click.
03
After the keys
Closed deals become a check-in sequence at 30 and 180 days. Referrals come from people you kept in touch with.