Real Estate CRM Features

Aiksol360 helps real estate teams organize workflows, track sales progress, and close projects with precision.

Core Featured Services

Explore below to see how our purpose-built features can empower your real estate business.

Operational Efficiency

LEADS MANAGEMENT

Effectively manage and nurture prospective buyers across the entire sales lifecycle with our comprehensive Leads Management feature. From initial multi-channel capture to prioritizing follow-ups, our Real Estate CRM streamlines the sales process so no opportunity is lost.

  • Capture leads from multi-channel advertising sources.
  • Assign buyer inquiries to property specialists.
  • Track complete client interaction timelines.
  • Deploy customizable sales deal pipelines.
  • Apply automated lead scoring criteria.
Lead Routing

RR LEAD ASSIGNMENT

The round-robin lead assignment engine in Aiksol360 CRM guarantees equitable inquiry distribution across your sales team, eliminating favoritism, improving team morale, and accelerating response times.

  • Fair and automated lead distribution.
  • Enforced response time SLA monitoring.
  • Enhanced lead conversion efficiency.
Productivity Enhancement

ACTIVITIES

Track all client interactions and consultations using the Activities workspace. Schedule property viewings, log phone calls, and record emails within the CRM to keep your team organized and focused on closing.

  • Schedule site viewings and client meetings.
  • Log inbound and outbound phone conversations.
  • Record client email correspondences.
  • Set automated task reminders and push alerts.
  • Link sales activities directly to buyer profiles.
Meeting Records

MEETING RECORDS

Document and share consultation minutes and negotiation notes seamlessly using the internal meeting recording feature of Aiksol360 CRM.

  • Streamlined documentation of consultation notes and offers.
  • Enhanced follow-up discipline and agent accountability.
Performance Alerts

TEAM ALERTS

Real-time performance alerts in Aiksol360 CRM notify leadership of critical operational events, ensuring prompt intervention on stalled negotiations, new VIP inquiries, and closing milestones.

  • Stay proactive with real-time sales alerts.
  • Proactive bottleneck and stalled deal resolution.
  • Enhanced sales team execution and alignment.
Relationship Building

CONTACT MANAGEMENT

Centralize and structure contact profiles for buyers, property investors, and partner brokers using our Contact Management workspace. Access comprehensive buyer portfolios, segment contacts, and review historical purchases to build lasting commercial relationships.

  • Segment contacts into investors, end-users, and OFWs.
  • Track historical purchases, viewings, and payments.
  • Fast, multi-parameter contact search and retrieval.
Internal Communication

INTERNAL CHAT

Elevate internal team coordination and preserve negotiation records with the integrated, deal-linked chat engine of Aiksol360 CRM.

  • Streamlined internal communication linked to specific deals.
  • Enhanced team collaboration without data leakage.
  • Reduced reliance on unencrypted consumer messaging apps.
Marketing Effectiveness

CAMPAIGN MANAGEMENT

Plan, execute, and monitor real estate marketing campaigns smoothly. Deploy targeted advertising campaigns, segment prospective buyer databases, and evaluate channel performance to maximize inquiry generation and conversion rates.

  • Deploy multi-channel marketing campaigns.
  • Evaluate advertising campaign conversion metrics.
  • Attribute buyer inquiries to originating ads.
  • Generate actionable campaign ROI reports.
Brand Engagement

SOCIALS

Engage prospective buyers and elevate brand visibility through integrated social media monitoring and automated lead ingestion.

  • Connect official Facebook and Instagram business pages.
  • Capture comments and direct messages into the CRM.
  • Track social inquiry response times and metrics.
  • Direct integration with CRM sales pipelines.
Messaging Integration

WHATSAPP

The Official WhatsApp integration elevates sales team responsiveness by connecting lead generation directly with your buyers' preferred messaging channel.

  • Higher sales productivity and faster response times.
  • Automated greeting and follow-up messaging workflows.
  • Effortless document and brochure distribution.
Sales Pipeline

PIPELINES

Aiksol360 CRM provides visual drag-and-drop deal tracking to monitor buyer progression from initial site viewing to reservation fee and final contract turnover.

  • Customizable pipeline workflows for sales and leasing.
  • Data-driven weighted revenue forecasting.
  • Complete sales pipeline visibility at a glance.
  • Progression stages tailored to Philippine property deals.
Commission Management

COMMISSION

Aiksol360 CRM automates commission calculations and splits across specialists, team leaders, and brokerage funds to eliminate disputes and ensure transparent payouts.

  • Flexible multi-tiered commission split templates.
  • Transparent and accurate disbursement calculations.
  • Automated incentives for top producers.
Performance

ANALYTICS

Evaluate interactions across the full customer journey to understand how marketing channels and sales outreach convert into signed reservation agreements.

  • Monthly and annual performance comparisons.
  • Executive business intelligence dashboards.
  • Revenue and sales velocity reports.
  • Attribution reporting by advertising channel.
Performance Monitoring

KPI TRACKING

Gain actionable visibility into sales force productivity and identify coaching opportunities through comprehensive operational scorecards.

  • Uncover actionable sales performance insights.
  • Data-backed managerial decision-making.
  • Sales team motivation through live leaderboards.
  • Continuous conversion rate optimization.
Performance Monitoring

TARGET MANAGEMENT

Establish and monitor property sales targets for individual specialists and branch teams to meet corporate absorption benchmarks.

  • Configure monetary and unit volume targets.
  • Monitor quota pacing and goal attainment in real time.
  • Evaluate sales activity metrics and attendance.
  • Dynamically adjust targets to reflect market conditions.
Operational Efficiency

INVENTORY MANAGEMENT

Manage real estate inventory with live availability tracking, automatic lead-to-unit matching, and branded property card sharing.

  • Manage lot, condo, and commercial inventory.
  • Track real-time unit availability and reservations.
  • Prevent accidental inventory double-selling.
  • Accelerate sales pitches with branded WhatsApp cards.
Project Management

PROJECTS

Plan, collaborate on, and oversee real estate marketing projects and launches within a unified, centralized workspace.

  • Centralize project specifications and price sheets.
  • Coordinate cross-branch and remote sales teams.
  • Deliver instant project updates and approvals.
  • Clear milestone and deliverable delegation.
Customization & Configuration

CUSTOMIZATION

Configure the CRM workspace to match your brokerage workflows, commission structures, and team hierarchies.

  • Manage user accounts and role-based permissions.
  • Configure bespoke sales pipeline stages.
  • Customize unit inventory classifications and metrics.
  • Access enterprise-level administrative settings.
Real-Time Alerts

REAL-TIME NOTIFICATIONS

Stay updated with real-time push notifications across all CRM activities. Receive immediate alerts when new leads arrive, viewings are scheduled, notes are updated, or deal stages advance.

  • Instant mobile alerts upon new lead arrival.
  • Automated push reminders for scheduled site viewings.
  • Real-time visibility over critical pipeline actions.
Google Calendar Integration

GOOGLE CALENDAR INTEGRATION

Synchronize your CRM with Google Calendar to organize appointments, site viewings, and deadlines in one place. Automated two-way sync ensures no meeting is missed.

  • One-click activity synchronization with Google Calendar.
  • Automated mobile and desktop viewing reminders.
  • Real-time schedule tracking for field specialists.

Lead Management & Allocation

Leads

RR Lead

Task & Activity Tracking

Activities

Meetings

Team Alerts

Contact & Relationship Management

Contacts

Chat

Marketing & Ad Campaigns

Campaigns

Socials

WhatsApp

Sales Pipelines & Revenue Tracking

Pipelines

Commissions

Performance & Business Analytics

Analytics

KPI Tracking

Targets

Property & Project Management

Inventory

Projects

Customization & Flexibility

Customization

Google Integration

Google Calendar

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