STREAMLINE

CRM and automation for real estate.

Updated

↳ THE LEAKS

Where do real-estate agencies bleed money?

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

What does an Auspex real-estate rollout look like?

  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

Which systems do we build on?

  • 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

Real estate agency in the Canary Islands

Problem
An agency selling and letting property to clients from many countries, on an outdated in-house CRM: conversations in WhatsApp and email were hard to control, and there was no single property base or strict access model.
Solution
A phased Bitrix24 Cloud rollout. The agreed scope: sales, rental and after-sales funnels, a property smart-process, role-based access, WhatsApp and email intake, request-to-listing matching that a manager checks before the client is notified, and XML feeds to property portals. Website forms came first.
Result
Website forms send leads into the CRM with source and UTM fields. The rest is being delivered phase by phase; the project is ongoing.
Stack
Bitrix24 CloudWeb forms + UTMPhased rollout
Real estate development · Ukraine

Residential developer

Problem
A developer running on-premise Bitrix24 on its own server wanted approvals, hiring and apartment sales in the CRM: stock, deals and reports were being pulled together by hand from spreadsheets.
Solution
Since 2025: installing the CRM on the client’s server, office-only logins, business processes for barter, feasibility, contract and quote approvals, and hiring. Phase 1 with Floorix: an apartment board, a 12-stage Real Estate pipeline, document generation, four BI-Builder reports and instalment plans.
Result
Approvals and hiring were delivered in February–March 2026. The Floorix board went live in July 2026 and basic training took place in October; documents, reports and instalments are in progress.
Stack
CRM (On-Premise)Business processes (approvals)FloorixBI-BuilderBinotel
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 · ↓

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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.