Real Estate CRM for Property Leads and Site Visit Follow-up
Desk CRM helps real estate teams manage property leads, buyer requirements, site visit meetings, owner follow-ups, and sales pipeline visibility in one workspace.
Every Enquiry
Source and interest tagged
Every Visit
Scheduled and logged
Outcome Notes
After every visit
Clear Pipeline
By property stage
Where property leads go cold
Common problems
- Property enquiries go cold because there is no structured follow-up after the first call.
- Site visits are booked verbally and outcomes are never recorded.
- Buyer requirements are noted informally and forgotten between visits.
- It is unclear which broker or agent owns a given lead.
How Desk CRM helps
- Capture buyer source and property interest at the point of enquiry.
- Schedule site visits with automatic follow-up reminders.
- Log visit outcomes and objections directly on the lead record.
- Assign negotiation and document tasks with clear ownership.
Built on the same core CRM modules
Property leads, visits, and negotiations run on your leads, tasks, and meetings.
Lead Management
Capture and track every enquiry.
ExploreAccount Management
Organize companies and customer records.
ExploreContact Management
Keep every customer profile current.
ExploreTask Management
Assign work and track follow-ups.
ExploreMeeting Management
Schedule and log every meeting.
ExploreSales CRM
See the full sales picture.
ExploreA typical property enquiry flow
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01
Capture the enquiry
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02
Schedule the site visit
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03
Log the visit outcome
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04
Track negotiation tasks
Turn every property enquiry into a tracked follow-up
See how Desk CRM keeps property leads from going cold.
Real estate CRM FAQs
Can Desk CRM track buyer requirements per property type?
Yes, buyer interest, budget, and property preferences can be stored directly on the lead record.
Can I schedule and log site visits?
Yes, site visits are scheduled as meetings and outcomes are logged immediately after.
Can multiple agents work the same property lead?
Yes, leads can be reassigned or shared while keeping a full history of prior visits and notes.
Does this help with owner as well as buyer follow-up?
Yes, both owner and buyer contacts can be tracked with their own follow-up tasks and notes.