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Services/Custom Software Development

Custom Real Estate CRM Built Around Your Sales Process

Every real estate agency has its own way of capturing, nurturing, and closing deals — yet most teams end up juggling spreadsheets, unsorted WhatsApp threads, and disconnected property portals. At AISDC we develop a real estate CRM built specifically for your workflow: from the first inquiry on a listing portal all the way to contract signing and agent commission payouts.

How we work

1. Process Discovery

We map how leads reach you, how you assign them to agents, how you manage your property inventory, and where follow-up breaks down. No assumptions — we start from your actual reality.

2. Custom Flow Design

We design the system around your commercial process, not the other way around. We define the modules, pipeline stages, role-based permissions, and integrations with the portals and tools your team already uses.

3. Development and Integration

We build the CRM and connect it to your lead sources (listing portals, website, WhatsApp Business), your communication tools, and — where applicable — your invoicing or e-signature platforms.

4. Launch and Ongoing Support

We train your team, migrate your existing data, and stay close during the go-live period. After launch we remain available for adjustments, new features, and technical support.

What it includes

Property Inventory Management

Centralize all your listings with photos, spec sheets, status (available, reserved, sold), and the full history of each property. Filter by type, zone, price range, or assigned agent in seconds.

Lead Capture from Listing Portals

Automatically receive leads from Inmuebles24, Lamudi, your own website, and Meta or Google ads in one place. Each lead arrives with the property of interest attached and is assigned to the right agent without manual intervention.

Visit and Appointment Scheduling

Agents schedule and confirm property visits directly in the CRM. The system sends automatic reminders to the prospect via WhatsApp or email, and the visit history stays linked to the client record.

Agent Commission Management

Define commission rules by agent, transaction type, or development project. The CRM automatically calculates the payout amount at the close of each deal, with visibility for both the agent and the accounting team.

Real Estate Sales Pipeline

Track every prospect through your pipeline stages: first contact, visit scheduled, visit completed, proposal sent, negotiation, and close. Spot bottlenecks and cold leads before they go dark.

Automated WhatsApp Follow-Up

Set up automatic follow-up messages based on the prospect stage: visit confirmation, post-visit check-in, property spec sheet delivery, or status updates. Timely communication without overloading your agents.

Use cases

Sales and Rental Agency

Agencies handling a mixed portfolio need to separate workflows, assign properties to different agents, and track buyers and renters independently. A custom CRM manages both pipelines without mixing data or losing traceability.

Developer with Pre-Sale Projects

When you sell units off-plan, the process includes reservations, promise contracts, payment milestones, and construction progress updates. We build the CRM so your pre-sales team and legal area work from the same real-time information.

Agency with a Network of Independent Agents

When you have many agents who bring their own clients, you need oversight without taking away each agent autonomy. The CRM lets every agent see only their own portfolio while management has a full view of the business and commissions are calculated automatically.

Integrations

Inmuebles24 and Lamudi (lead capture)WhatsApp Business API (automated follow-up)Meta Ads and Google Ads (lead source tracking)E-signature platforms (DocuSign, Mifiel, and others)Electronic invoicing / CFDI (Mexican SAT compliance)Google Maps (property geolocation)Google Calendar and Outlook (agent scheduling)Payment gateways (Stripe, OpenPay, Conekta)

Frequently asked questions

What is a real estate CRM?+

It is a system designed to manage the full cycle of a property sale or rental: from capturing the prospect to closing the deal. It centralizes your property inventory, each client history, visit scheduling, and the tracking of every stage of your sales process — all in one place accessible to the entire team.

How is it different from a generic CRM like Salesforce or HubSpot?+

A generic CRM was built for any industry, so you need to adapt it to real estate terms and processes through complex configurations — and even then it tends to fall short in areas like property inventory, agent commissions, or integration with Mexican listing portals. A custom CRM starts from your actual process and has the right modules and terminology for your business from day one.

Can the CRM integrate with portals like Inmuebles24 or Lamudi?+

Yes. During development we evaluate the integration options available for each portal (official APIs, lead capture forms, or middleware connectors) and configure the flow so leads arrive automatically in the CRM with the prospect information and the property of interest attached — no manual data entry required.

Can the system handle agent commissions?+

Yes. We build the commission module according to your own rules: fixed percentage, tiered structures, split between a listing agent and a selling agent, or any other arrangement. At close, the system automatically calculates the amount owed and generates a record for the accounting team.

Should I go with a custom CRM or an off-the-shelf solution for my real estate business?+

It depends on the size and complexity of your operation. If you have highly specific processes, a network of agents with unique commission structures, or you need to connect lead sources and tools that standard solutions do not handle well, a custom build will give you more control and efficiency over the long term. If you are just starting out with a small team and straightforward processes, an off-the-shelf tool may be enough for now. At AISDC we help you evaluate which scenario applies to your business before proposing any development.

Ready for your custom CRM?

Tell us how your real estate business operates and we will propose a system designed for your process.

Talk to AISDC

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