Real estate CRM template for agents and brokerages
Track buyers, sellers, listings, and showings with a pipeline that reflects property cycles—not generic B2B stages. This real estate CRM maps listing status, offer terms, and agent commission so brokerages keep deals moving with clear ownership.
Manage leads, listings, showings, and offers through closing with commission tracking.
- 412 Oak AveActive · Agent Priya · $685k
- 88 Harbor Lofts #12Pending · Contingency review
- Buyer — NguyenTouring · 3 showings booked
What's included
Manage leads, listings, showings, and offers through closing with commission tracking.
Intended users
- Broker-owners
- Agents
- Transaction coordinators
Suggested stack
- PostgreSQL
- Next.js
- Map tiles for listings
Core features
Buyer and seller pipelines
Listing inventory board
Showing scheduler
Offer and contingency tracker
Commission splits
Main workflows
Qualify buyer lead
Capture budget, areas, pre-approval status.
Schedule showing
Book tour, notify listing agent, collect feedback.
Advance offer
Log terms, track contingencies, move to closing checklist.
Database model / entities
Distinct domain entities — not a renamed generic CRUD list.
User roles
- Broker
- Agent
- Transaction coordinator
- Marketing
Possible integrations
Applications built from this template can connect to these services via their APIs.
- Twilio
- Resend
- Google Calendar
- DocuSign-style e-sign
Example prompt
Copy this into Evonx to start from a production-shaped brief instead of a blank canvas.
How Evonx customizes this template
Start from the domain model above, describe the workflows your team needs, and Evonx generates a working preview you can refine. For teams with an existing codebase, the same agent can extend repositories instead of starting from a blank project.
Related resources
FAQ
Is this the same as a generic B2B CRM pipeline?
No. Stages and entities center on listings, showings, and offers—property-specific fields your sales CRM would not model cleanly.
Can transaction coordinators own closing checklists?
Yes. After an accepted offer, coordinators can drive document and contingency tasks while agents stay focused on client communication.
How are commission splits recorded?
Closed deals store agent and brokerage split rules so accounting and payout reports stay consistent with the transaction.
Can we sync MLS data later?
Listing identifiers and status fields are ready for MLS or IDX feeds—describe your feed in Evonx when you are ready to connect it.
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.