Property CRM vs Realty Pilot Detailed comparison features, price

Property CRM

Property CRM is a versatile platform tailored for real estate agencies, brokers, and builders to manage contacts, property listings, and client relationships efficiently. The software provides an integrated suite of tools, including advanced lead management, customer tracking, document automation, and property access controls accessible from any device. With real-time analytics and workflow automation, users can streamline their operations, monitor sales trends, and enhance team productivity.

Property CRM also enables users to build customizable real estate websites, invoice clients post-sale, and generate high-quality leads using built-in marketing automations and integrations with key real estate portals. The system prioritizes data security through encrypted databases and role-based access, ensuring sensitive information is protected across all stages of the customer journey.

Realty Pilot

Realty Pilot provides an advanced, intuitive platform for real estate agents, brokers, asset managers, and loan servicers, combining CRM capabilities with comprehensive transaction, back-office, and asset management functionalities. Designed to simplify and unify core business processes, Realty Pilot features robust modules for offer management, BPO automation, property inspection, and digital signature integration, all accessible via a secure, cloud-based solution.

The platform is engineered for seamless integration and scalability, supporting single users, office teams, or franchise operations. With tools to automate paperwork, track commissions and referrals, enable digital contract handling, and facilitate streamlined communication, Realty Pilot empowers users to effectively manage their real estate portfolios and optimize daily operations with full transparency and control.

Pricing

Property CRM Pricing

Freemium

From $7

Property CRM offers Freemium pricing with plans starting from $7 per month .

Realty Pilot Pricing

Contact for Pricing

Realty Pilot offers Contact for Pricing pricing .

Features

Property CRM

Lead Management System: Automated lead capture, distribution, follow-up, and nurturing with real-time status updates.
Property Listing & Management: Organize and list unlimited residential and commercial properties with search and matching features.
Workflow Automation: Automates repetitive tasks such as lead qualification, reminders, and follow-ups to optimize sales cycles.
Customizable Real Estate Website: Tools to quickly build and customize real estate websites with SEO, analytics, and integrations.
Role-Based Access Control: Manage user permissions with predefined roles for tele-callers, managers, and admins.
Encrypted Database Security: Hierarchy-based restrictions and database encryption to protect client and lead data.
Invoicing and Financial Tracking: Generate invoices, track sales, manage expenses, and review revenue statistics seamlessly.
Analytics & Reporting Dashboards: Access data insights, sales performance, and ROI with dynamic dashboards.

Realty Pilot

CRM Integration: Centralizes client and property relationship management.
Transaction Automation: Streamlines paperwork, offers, and contract execution.
Digital Signature: Enables secure digital contract signing via RP DSign.
Workflow Customization: Adaptable processes and custom workflows for teams or franchises.
Offer Management: Accept, decline, or counter offers directly within the platform.
BPO Automation: Automates broker price opinions and integrates with valuation tools.
Back-Office Solutions: Tracks commissions, referrals, expenses, and tasks.
Property Inspection: Mobile uploads and real-time communication for property status updates.
Bulk Document Handling: Supports uploading and managing multiple documents and images efficiently.
Integration Support: Connects to existing MLS systems and third-party partners.

Use Cases

Property CRM Use Cases

Automating lead management workflows for real estate sales teams.
Streamlining communication and collaboration among property agents and managers.
Showcasing and managing multiple property listings on a dedicated, SEO-optimized website.
Enabling secure, centralized document management for contracts and agreements.
Generating and nurturing leads from various online property portals and marketing campaigns.
Tracking sales performance and customer interactions for data-driven decision making.
Creating and sharing professional invoices post-sale to clients.
Managing access rights and activities of a distributed real estate team.

Realty Pilot Use Cases

Managing real estate assets for residential and commercial portfolios
Automating transaction workflows and reducing paperwork in brokerages
Tracking and assigning tasks, leads, and commissions for real estate teams
Facilitating digital offer management, signature collection, and approvals
Automating BPO (Broker Price Opinion) submissions for loan servicers
Coordinating property inspections and documenting findings remotely
Providing a virtual back-office for real estate franchises or remote teams
Centralizing secure document management for compliance and record keeping

FAQs

Property CRM FAQs

What are the key benefits of using Property CRM for real estate businesses?

Property CRM offers automation of sales and workflow processes, centralized management of property data, real-time analytics, document control, personalized customer engagement, and enhanced security, helping real estate businesses maximize sales potential and efficiency.
How does Property CRM ensure the security of client and lead data?

Property CRM uses encrypted databases and hierarchy-based access restrictions to ensure that only authorized users can view and manage sensitive lead and client data, preventing data leakage and unauthorized access.
Is there a free trial available for Property CRM?

Yes, Property CRM provides a free trial period of up to one month, allowing potential users to explore features such as unlimited property listings without the need for credit or debit card information.
Can Property CRM be customized to specific business requirements?

Yes, Property CRM supports custom real estate solutions, offering tailored modules and additional integrations as per the unique requirements of agencies, brokers, or builders.
Does Property CRM facilitate integration with external real estate portals?

Yes, Property CRM supports auto lead capturing and integration with popular platforms like Magicbrics, Makaan, 99acres, as well as Google Forms and Facebook Leads.

Realty Pilot FAQs

What types of real estate professionals is Realty Pilot designed for?

Realty Pilot is suitable for real estate agents, brokers, asset managers, loan servicers, and property managers seeking a unified platform for asset and transaction management.
Can Realty Pilot integrate with other MLS systems and third-party tools?

Yes, Realty Pilot is designed to integrate with multiple MLS systems and a variety of third-party partners to support seamless business workflows.
Does Realty Pilot support remote and virtual real estate operations?

Yes, the platform is cloud-based and supports fully virtual real estate business operations, enabling remote management of transactions, assets, and communications.
Is digital signing available as part of the platform?

Yes, Realty Pilot includes integrated digital signature capabilities for secure and efficient contract management.