Deal & listing workflow
Stages, checklists, and milestones that reflect listings and transactions—so critical dates and next actions stay visible, not buried in email threads.
Real estate CRM & deal workflow
Simplify the moving parts of your property business
SalesPro combines relationship management with listing and pipeline work in one workspace—so leads, documents, and next steps stay linked from first call to closing.
One platform
Relationships and active deals, in a single flow
Instead of juggling separate tools for contacts, listings, and “what happens next,” SalesPro keeps the story on one timeline—so everyone sees the same status, files, and follow-ups.
That matters when you’re balancing buyers, sellers, rentals, and internal staff. Fewer handoffs between systems means fewer dropped balls and faster answers for clients.
What you get in practice: pipelines tuned to real estate stages, listing records with documents attached, communication history next to each person, and reporting leadership can trust.
Whether you’re a solo agent or a multi-desk brokerage, the same structure scales—without forcing you into a generic CRM that wasn’t built for property.
Talk to usThe challenge
Production grows. Complexity grows faster.
More volume usually means more spreadsheets, more inboxes, and more “where did we save that?” moments. A purpose-built workspace helps your team stay coordinated as listings and clients multiply—without turning admin into a second job.
See it on your workflowCapabilities
Why teams choose SalesPro
Practical tools for how real estate actually runs: deadlines, documents, people, and handoffs—organized so you can run the business, not chase it.
CRM that supports repeat business
Contacts, categories, and history in one place. Nurture past clients and new leads with context attached—who they are, what they viewed, and what you promised to do next.
Organize work across the team
Assign ownership, share pipelines, and align assistants and agents. Everyone works from the same source of truth instead of parallel spreadsheets.
Performance you can measure
Goals, conversion signals, and pipeline health in clear views—so you can coach, forecast, and adjust where it matters.
Listings & documents together
Keep specs, disclosures, and offers tied to the right property and people. Less searching, fewer version mix-ups.
Tasks, dates & reminders
Showings, callbacks, and contract checkpoints surface where you work daily—so important items don’t rely on memory alone.
Workflow
From first touch to a clean close
A straightforward rhythm your team can adopt quickly: capture, nurture, and finish—with records that stay audit-friendly when the file is done.
01
Capture & qualify
Bring in leads from your site and portals where possible. Route and prioritize so the right agent picks up while interest is high.
02
Nurture & execute
Run showings, follow-ups, and document flow with tasks tied to contacts and listings. The full story stays on the record.
03
Close & archive
Track offers through completion, then store a clean history for compliance, referrals, and future deals with the same client.
Social proof
Built for firms that take service seriously
SalesPro is designed around feedback from busy brokerages and teams—people who need software to match real deadlines and real clients, not generic checkboxes.
Metro brokerage
Coastal team
Independent group
Regional brand
Luxury desk
Rental portfolio
Replace placeholders with your real client or partner logos when available.
Next steps
Three ways to explore SalesPro
Testimonials
What teams say
Illustrative feedback from the kind of outcomes teams look for when they consolidate CRM and deal work—your own client quotes can replace these over time.
“We retired three overlapping tools. Onboarding was short, and adoption stuck because it finally matched how we run Monday reviews.”Jordan EllisPrincipal broker
“Leadership sees pipeline risk early. Agents see the next task. That alignment alone was worth the switch.”Ana MoralesOperations lead
“Having disclosure and conversation history in one place saved us on a timing question—we answered the client in minutes.”David NgTeam lead
“Assistants and agents finally share one workspace. Fewer ‘which file is final?’ threads in chat.”Rachel KimOffice administrator
“Reporting is simple enough to use weekly, not just at quarter-end. We adjust spend and follow-up where the data points.”Marcus WebbManaging partner
“Mobile access matters for showings. Logging notes on-site means nothing gets lost on the drive back.”Elena RuizSales associate
Pricing
Plans that scale with your firm
Straightforward tiers so you can match seats and capabilities to how you operate—without surprise jumps every time you add volume. Annual options available; ask during your demo.
Agent
$49
per user / month
- Full CRM & pipeline
- Listings & documents
- Email templates
- Mobile access
Team
$39
per user / month (5+ seats)
- Everything in Agent
- Shared pipelines
- Roles & permissions
- Team reporting
Enterprise
Custom
volume & integrations
- SSO & security review
- API & data export
- Dedicated success manager
- Custom onboarding
See SalesPro on your own deals
Tell us how your office works today—we’ll map features to your listings, handoffs, and reporting needs.
Book a demo