STREAMLINE

CRM and automation for real estate.

↳ THE LEAKS

Where real-estate agencies bleed

01

The lead that took 3 hours to be picked up.

Inbound from Idealista, ZeroEntry, Facebook ad — sits in someone's WhatsApp for half a day. Conversion drops 8× past the first 60 minutes. We auto-route by zone and price range to the on-call broker, with SLA escalation.

02

Listings live in three places (and one of them is a spreadsheet).

The portal feed, the agency website, the Excel the senior agent emails. Two of them are stale by Friday. We wire a single source of truth — usually Bitrix24 + property module — that pushes out everywhere on every change.

03

Buyer intent gets lost between calls.

Three brokers talk to the same buyer over a month. Each has a sliver of context. The fourth call from a senior partner asks the same questions for the fifth time, and the buyer walks. We unify into one buyer record with full call recording history.

04

Commission splits handled in WhatsApp.

Co-brokerage, internal splits, finder fees — tracked in chat. End of quarter is a forensic exercise. We move it into the deal record with automated split logic, and the quarterly reconciliation takes 20 minutes instead of two days.

↳ HOW WE SHIP IT

How an Auspex real-estate rollout looks

  1. 01

    Map the pipeline.

    Two days with the broker team. We document the journey from first touch to closing — sources, nurture stages, viewing requests, offer cycle, closing. Most agencies have never written it down.

  2. 02

    Wire the inbound.

    Idealista / ZeroEntry / portal feeds → CRM. Facebook & Instagram lead-ads → CRM. Website forms → CRM. WhatsApp Business → CRM. Auto-routing by zone, price band, and broker availability.

  3. 03

    Build the property catalogue.

    Listings live in CRM with photos, status, owner, asking price, history. Push out to portals and the agency website. One status change propagates everywhere — no more stale data.

  4. 04

    Telephony from inside the deal.

    Click-to-call from the buyer record. Recording attached automatically. Inbound calls open the contact card before the broker says "hello". Five minutes saved per call, multiplied by 50 calls a day.

  5. 05

    Automate the boring parts.

    Viewing scheduled → calendar invite + reminder. Offer made → document templates pre-filled. Deal closed → commission split calculated → notary checklist triggered. We automate what used to be 11 manual steps into 2.

  6. 06

    Coordinate the deal team.

    Viewings, paperwork and the mortgage / notary handoff become tasks with owners and due dates, and the brokers talk in one internal chat tied to the deal — not in scattered WhatsApp threads.

↳ OUTCOME

What changes for real-estate agencies

5 minutes
auto-routing gets a new lead to a broker while it is still hot — not 5 hours later
One source
portal feed, website and broker spreadsheets replaced by a single source of truth
1-click docs
contracts and disclosures generated from the deal — no retyping
4–6 weeks
median go-live for an 8-broker agency
↳ STACK

Stack we typically deploy

  • Bitrix24 (CRM + tasks + telephony)
  • Property module: native or custom-built on Bitrix24
  • Portal feeds: Idealista, ZeroEntry, OLX, custom XML
  • Lead capture: Facebook & Instagram lead-ads, web forms
  • Document automation: Bitrix24 templates + DocuSign
  • Task management + internal chat (deal-team coordination)
↳ Our take

Real estate is a pipeline-velocity problem. The agency that calls back in 5 minutes wins the lead the agency that calls back in 50 minutes never sees. Bitrix24 wins for SMB real estate because the inbound routing, telephony, property module, and doc automation come bundled — no per-seat surprise as the team grows past 10.

Let's map what this means for your business — in a free 30-minute audit.

Book a free audit →
↳ CASES

How it played out

Real estate · Spain

Vym Canarias

Problem
A 15-year agency on an outdated CRM with limited functionality. Client communication scattered across WhatsApp, email and social, with no call-quality control and no reliable way to match requests to listings.
Solution
Bitrix24 Cloud with omnichannel intake (WhatsApp, email, social), call transcription and sales-script compliance control, request-to-listing matching, and XML feeds to property portals.
Result
One omnichannel system across both offices; calls transcribed and checked against the sales script; client requests matched to listings and pushed to portals automatically.
Stack
Bitrix24 CloudWhatsApp Business APICall transcriptionXML portal feeds
Real estate development · Ukraine

Residential developer

Problem
No single source of truth for unit availability, deals and payments — data split across tools, with reporting assembled by hand.
Solution
An apartment-inventory board (Floorix) plus four BI-Builder reports inside Bitrix24, with a payments smart-process automating the deal flow.
Result
One source of truth for availability, deals and payments; four BI reports; payment flow automated via a smart process.
Stack
Bitrix24FloorixBI-BuilderSmart Processes
Development / construction · Ukraine

Residential developer

Problem
A developer needed approvals (technical-economic parameters, contracts before signing, quotes), mobile access for site foremen and a hiring algorithm tuned to the CRM.
Solution
Approval business processes (automated technical-economic parameters, “contract approval before signing”, quotes), a mobile app with a resilient cache, a CRM-tuned hiring algorithm, calendar/schedule training, a server move to new hosting and backups.
Result
Approval processes for technical-economic parameters / contracts / quotes are live, mobile access works, and the hiring algorithm is formalized.
Stack
CRMBusiness processes (approvals)Mobile appBI / analytics
All cases →
↳ FAQ

Frequently asked

01 Do you integrate with Idealista, ZeroEntry, OLX?

Yes. We pull leads from portal API or email-parsed alerts and push listings out via XML/CSV feeds. New portals get added in 1–2 days if they have any kind of API.

02 How long does it take for a 10-broker agency?

4–6 weeks for full rollout. Single broker: 2 weeks. The bottleneck is master-data cleanup (listings, owner contacts) and broker training, not the software.

03 Can we keep our existing agency website?

Yes — we connect via XML/JSON feed or API. Listings live in CRM, the website pulls them on every refresh. Status changes propagate within minutes.

04 How does commission tracking work?

Commission splits live on the deal record with automated logic — primary broker, co-broker, finder, agency cut. Quarterly reports are automated. No more spreadsheet reconciliation.

05 GDPR and personal data?

Bitrix24 EU is hosted in Germany with DPA on demand. We configure retention policies — buyer data on request, mandatory data after closing per local law. Audit logs cover every access.

↳ FREE AUDIT 30 min · free · ↓

Ready to Get Your Sales Under Control?

Free process audit — 30 minutes, and you'll receive:

You keep the loss map and the implementation plan after 30 minutes — even if you never become a client. No obligations.

1,200+ companies since 2015 · 30-day median go-live

01 A map of where you're losing leads
02 Priorities: what to automate first
03 An implementation plan for 2-4 weeks
We'll call within 24 hours. The plan is yours, even if we don't work together.