evonx
Guide

How to build a real estate CRM

Follow these steps in Evonx to a real estate CRM with listings, leads, and showings. Use the real estate CRM template when agents need property-centric pipelines instead of generic sales stages.

Step-by-step

Define listings and lead sources

Document property types, MLS fields you need, and lead intake channels before schema work.

Start from the real estate template

Open the real estate CRM template or describe listings, contacts, and deals explicitly.

Model listings and deals

Create properties, leads, showings, offers, and agent ownership with status transitions.

Add pipeline and map views

Ask for kanban by deal stage, listing boards, and filters by neighborhood or agent.

Wire showing reminders

Integrate calendar or email alerts for showings, offer expirations, and follow-ups.

Preview with agents

Validate mobile-friendly listing detail and permission scopes before merging.

Outcome

A real estate CRM with listings, leads, showings, and offer tracking you can preview and ship.

FAQ

How is this different from a generic CRM guide?

Entities center on listings and showings, not only accounts and opportunities. Use the generic CRM guide for B2B pipeline software.

Do I need MLS sync on day one?

No. Model listings locally first; add MLS/IDX feeds later once unique IDs and photo rules are stable.

Can teams share listings across offices?

Yes. Add office or brokerage tenancy and listing visibility rules in the same entity model.

Build production software with Evonx

Start from a template or connect an existing repository. Evonx helps you ship real applications with preview, evolution threads, and pull-request delivery—not disposable demos.