Real estate CRM features, explained honestly
Ten modules that cover the daily work of selling property, each labelled Core, Via integration or Roadmap.
Features without the fog
Feature pages usually promise everything. Ours tell you what each capability does, why it matters and exactly where it stands today.
How we label features: Core means it is included in the platform today. Via integration means it works alongside a connected tool or WordPress plugin rather than being built in. Roadmap means planned but not shipped. We would rather tell you what is missing than let you find out in week two.
Want a quick overview first? Read the platform overview. Choosing between vendors? Use the real estate CRM features checklist and our comparisons.
Which features to evaluate first
If you are evaluating for the first time, work in this order: contacts, lead management, pipeline, then reporting. Those four decide whether agents will use the system daily. Add team controls when you have more than one user, and consider automation, IDX and texting only after the basics are solid.
Why we label features by status
A feature list is easy to inflate. A status label is hard to fake. When a page says Core, you can test it in a trial today. When it says Via integration, you know another tool is involved and should price it. When it says Roadmap, you should not buy on the promise. We hold ourselves to the same standard we ask of other vendors in our comparisons.
Lead Management & Speed-to-Lead
Capture, assign and follow up on every enquiry within minutes.
OpenDrip Campaigns & Marketing Automation
How automation fits, and what we offer today versus on the roadmap.
OpenIDX / MLS Website Integration
How IDX works and how the CRM pairs with your listing website.
OpenTransaction Management
Deal tracking to closing, and where paperwork tools fit.
OpenContact & Client Database
One record per person with history, tags and flexible import.
OpenMobile App, Texting & Dialer
Working between viewings, and the honest status of texting and calling.
OpenTeam Management & Recruiting Tools
Roles, assignment and a separate pipeline for recruiting agents.
OpenPipeline & Deal Management
A visual board that shows every deal and what moves it forward.
OpenWebsite + CRM Bundle
Bundle or build your own: costs, trade-offs and ownership.
OpenReporting & Analytics Dashboard
The reports that tell you what to fix this week.
OpenFrequently asked questions
Which features matter most?
For most agents, lead management, a clean pipeline and a contact database. Add automation and reporting as volume grows.
What do the status labels mean?
Core means included today. Via integration means it works with another tool. Roadmap means planned, not shipped.
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