Real estate CRM by role: find the guide for how you work

One CRM, twelve ways of working

The phrase “real estate CRM” covers very different jobs. A solo agent needs a ranked task list. A team leader needs lead routing. A broker needs oversight across offices. A property manager needs renewal reminders. This pillar explains what each role should expect from a CRM and which features to prioritise.

Not sure where you fit? Start with CRM for real estate agents for the core workflow, then follow the links to your specialism. You can also explore features, property types or vendor comparisons.

How to read these guides

Every role guide follows the same shape so you can compare quickly: what the job needs, a realistic day with a CRM, the features that matter, mistakes to avoid and how to choose. Read the guide for your role first, then the guide for the role you are growing into. A solo agent about to hire should read teams; a team leader opening a second office should read brokers.

Shared foundations

Whatever your role, three decisions come first: how many pipeline stages you will use, who owns each lead and which source each lead came from. Roles differ on top of that. Agents add personal routines, teams add routing rules, brokers add oversight and developers add project-level tracking. The setup guide covers the foundations in one afternoon.