EngageSuite360 is the CRM for real-estate agents, with super intelligence built in: a ready-made real-estate pipeline (New Lead → Pre-Qualified → Showing Scheduled → Offer Submitted → Under Contract → Closed), Ask CRM on your own buyers, sellers and transactions, and Sterling, your real-estate agent in the CRM, drafting the follow-ups and deadline workflows a transaction needs. Set up the day you sign in.
This is the exact deal pipeline the Real Estate template seeds at signup — the same stages the product ships, not marketing copy:
Your records speak your language too — the template tracks Buyers, Sellers & Transactions, with fields and terminology tuned to real estate.
Every workspace opens Reports v2: forecast, win rate, cycle time and coverage for your buyers, sellers & transactions. Each stat opens to its formula and the tables it reads, and the charts click through to the records behind them.
Of the deals closed in the last 30 days, the share that were won.
ROUND(won / (won + lost) × 1000) / 10 over deals closed in the window — null when won + lost = 0How many days a deal won in the last 30 days took from creation to close, on average.
ROUND(AVG(closed_at − created_at) in days × 10) / 10 over deals won in the window — null when none were wonHow many times over the open pipeline covers the weighted forecast.
ROUND(10 × pipeline / weighted) / 10 — null when weighted = 0Records called Contacts and Deals. You rename the stages, build the fields and explain the system to your team before the first real entry.
Records called Buyers, Sellers & Transactions, with fields for the work real estate teams actually do. Ready when you sign in.
Ask “Which deals in “Offer Submitted” have not had a touch in two weeks, and who owns them?” and get the answer in plain English, with the records it used. Your data, not a silo the assistant cannot see.
The assistant inside your CRM knows real estate: your pipeline, your buyers, sellers & transactions and the jobs your trade repeats. It suggests the next step; you decide.
The assistant drafts the workflow; a person on your team reviews it and publishes. Nothing runs until someone does.
When A new inquiry comes in about “buyer inquiry”.
Then Assign it to the right person and set a task to route to the listing or buyer agent.
When A deal has sat in “Offer Submitted” for five days.
Then Create a follow-up task for its owner and draft the check-in email for them to send.
When A deal reaches “Closed”.
Then Log the thank-you on the record and schedule the next touch in 90 days.
Sterling knows real estate inside out and works inside your EngageSuite360: answering questions about your records, suggesting the next step on a deal and drafting the workflows real estate teams run. Ask Sterling anything right here, by chat or live by voice.
Sterling also answers the phone for real estate businesses and writes every call into this CRM — add Sterling as your receptionist →
It starts with communications. Agents answer, remind and follow up so your people stay with the customer in front of them. Then they do the data work, and every action lands on the records above.
digital visitor registration, instant CRM capture, automated follow-up, personalized messages based on visitor interest level.
The agent pulls property data from tax records, generates MLS-compliant descriptions, pre-fills form fields, and flags compliance issues before submission — producing a polished listing in minutes instead of hours.
Added separately when you choose: the front desk from The Front Desk Company, other agents from AgentWorks Studio. They work in these same records.
Real Estate problems, one at a time — what changes when an AI agent handles them.
A generic CRM gives you Leads, Deals and Closed Won and leaves the rest to you. The Real Estate template sets up your own pipeline (New Lead → Pre-Qualified → Showing Scheduled → Offer Submitted → Under Contract → Closed), your records and fields in real estate terms, and every core CRM module: contacts, companies, leads, deals, tasks, activities, notes, calendar, documents and reports.
A question box over your own records. Ask "Which deals in “Offer Submitted” have not had a touch in two weeks, and who owns them?" and the answer comes back in plain English with the records it used, so you can open each one. It reads only your workspace, and it asks before it changes anything.
It is the assistant inside your CRM, with real estate expertise: it knows your pipeline, your buyers, sellers & transactions and the jobs your trade repeats. It answers questions, suggests next steps and drafts workflows. A person on your team reviews each draft and publishes it; nothing runs until someone does.
Minutes. Sign up, choose the Real Estate template, and your pipeline, terminology and fields arrive pre-configured. Import contacts by CSV and start working.
Yes. Your team shares the same contacts, pipeline, calendar and reports, so handoffs happen in the CRM instead of in text threads. Each person is a user on your plan.
Yes. Each transaction is a deal moving across the real-estate pipeline, with inspection, appraisal, financing, and closing deadlines as dated tasks on your calendar, and disclosures or contracts stored as documents on the deal record.
Both. Solo agents get a working pipeline in minutes; small teams share the same contacts, deals, and calendar so a lead is never dropped because it lived in one person's phone.
Pro $59 or Business $119 per user a month, 3-user minimum; billed annually, 2 months free. Charged today when you sign up; monthly, cancel any time, no refunds. Pro includes Ask CRM, Sterling and workflows; Business adds teams and permissions, tickets, quotes, sequences and custom objects.
Pro $59 or Business $119 per user a month, 3-user minimum; billed annually, 2 months free. Charged today when you sign up; monthly, cancel any time, no refunds.
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