Automate follow-ups, centralize leads and move opportunities forward with the complete CRM in the EstateFunnel platform. For real estate and mortgage brokers and agencies.

Your CRM works in the EstateFunnel App and connects with your website, Meta CAPI and Google reviews. Eligible accounts also have access to Multi-Prêts Connecté leads.

Real estate brokers: your CRM also connects to your Centris listings.

Book a demo View the feature checklist

A connected journey

1
A prospect discovers youWebsite and Meta campaigns
2
The relationship beginsContact details, needs and history
3
Follow-up moves the deal forwardEmail, SMS, tasks and appointments
4
The relationship continuesRetention and Google reviews

Illustration of the client journey.

In your EstateFunnel App

Your contacts go with you. So do your opportunities.

The CRM is part of the EstateFunnel App. Access leads and continue following up in our ecosystem, with a web workspace to organize records, communications and automations.

Multi-Prêts Connecté

Access to new opportunities.

Eligible accounts have access to Multi-Prêts Connecté leads: buying, selling and mortgage opportunities. With PRO, configure introduction videos sent automatically by opportunity type and language, in French or English.

Subject to market and account eligibility. Access does not guarantee a lead volume.

Features

Everything to stay connected. And follow through.

An interconnected suite of tools to organize your day and nurture every relationship, from new leads to long-standing clients.

Contacts

Bring prospects, buyers, sellers and clients into one database. Quickly find their details and history to personalize every conversation.

Automated emails

Prepare email templates and sequences to nurture relationships, follow up with prospects and stay in touch at the right time.

Centralized communications

Find email and SMS conversations in the contact record and call your prospect using the phone shortcut.

Text messages

Use SMS and automated follow-ups to keep conversations moving and remind contacts of their next steps.

Forms and profiles

Find form responses in lead records and complete profiles with your own custom fields.

Calendars and appointments

Organize availability, appointments and reminders for a clear view of your day.

Tasks and follow-ups

Plan your next actions and automate reminders. Every contact has a next step, and every follow-up stays visible.

Sales pipeline

Visualize opportunities from first contact to closing. See which deals are moving forward and which need a follow-up.

Analytics and retention

Track progress, adjust your actions and nurture relationships after closing with reminders and personalized follow-ups.

Centris + Meta CAPI + Google reviews

A CRM connected to your growth.

Your marketing efforts and client relationships are part of the same journey. EstateFunnel brings them together in one platform.

Centris · Real estate brokers

Your listings and leads, in the same ecosystem.

The EstateFunnel CRM connects to your Centris listings. Your website, properties and client follow-up work together to help you continue the conversation around the right property.

When an inquiry includes listing details, the contact record keeps the address and MLS number. You retain the context of the inquiry to prepare a relevant follow-up.

For real estate brokers with an active Centris connection.

Meta CAPI

Connect conversions to your campaigns.

The EstateFunnel CRM is connected to Meta’s Conversions API (CAPI). This connection sends configured conversion events to Meta to support campaign measurement and optimization.

Track prospects in your CRM and inform advertising decisions with conversion signals beyond clicks.

Google reviews

Put your online reputation to work.

EstateFunnel connects to your Google Business Profile to import reviews and automate email review requests. Customize French/English messages, the sending delay and the period between requests.

Nurture relationships after closing and let client experiences build trust with future prospects.

Outcomes to work toward

Less repetitive work. More relationships moving forward.

More time for your clients

Automate repetitive follow-ups to spend more time on conversations, showings and advice.

Better opportunity tracking

Keep prospects and next actions in view to reduce missed follow-ups and move opportunities forward.

Better-informed marketing

Connect advertising, your website and client follow-up to better understand the prospect journey.

Feature checklist

Does your CRM do that?

Browse available features by category. PRO, communications, tokens and eligibility notes explain access requirements; not every feature is included in every plan.

Contacts and client records

Manually create contacts and edit their details.
Buyer, seller and mortgage profiles; language and preferred contact method.
Budget, property type, preferred areas and project timeline.
Important dates: birthday, transaction and mortgage renewal.
Contact notes and a chronological activity history.
Form responses and lead source in the contact record.
AI lead analysis and assistance filling out the contact profile.

Search and customization

Keyword search, combined filters and contact sorting.
Customizable columns in the lead list.
Custom fields: text, number, date, yes/no, single or multiple choice.
Saved personal or shared views, with a default view.
Custom-field management based on account permissions.

Pipeline, tasks and reminders

Lead list and visual Kanban pipeline — PRO required for Kanban.
Track lead and opportunity status.
Create, edit and track tasks linked to a contact.
View tasks due today and overdue tasks.
Reminder calendar — PRO.

Email and conversations

Compose emails, reply and attach files from the contact record.
Conversation history and Communications inbox — access depends on plan.
Sending address, signature and verified custom sending domain.
SMS conversations and manual messaging when the service is enabled.
Shortcuts to call or email a contact.

AI SMS assistant

Conversational SMS assistant and conversation history in the CRM.
Pause and resume the assistant to follow up manually.
Connect a booking link and check live availability.
Configurable communication number and assistant settings.
Requires PRO, an active communications bundle and tokens; availability varies by market.

Appointments and booking

Shareable booking links and Google Calendar connection.
Duration, time zone, weekly availability and exceptions.
Buffers before/after, minimum notice and advance booking limit.
Meet via Google Meet, phone, in person or at a custom location.
Create, reschedule and cancel appointments linked to contacts.

Automated follow-ups and retention

New-lead response scenario.
Automated Google review requests, with a delay and a suppression period.
Birthday and transaction-anniversary emails.
Holiday and newsletter scenarios, subject to account entitlements.
Customizable French/English messages with contact variables.
Enable and disable scenarios.

Funnel automations

Funnel sequences: email, SMS, waits and conditions.
Handoff to the AI assistant and webhook delivery based on the workflow.
View the active automation and its next step in the contact record.
Stop an automation for an individual contact.

Teamwork

Assign leads to a team member.
Automatically assign leads to one person or rotate among selected members.
Filter by assignee and unassigned leads.
Contact access and available actions depend on permissions.

Import, export and connections

CSV import with column mapping and a preview before importing.
Export with selected columns, date filters and custom fields.
Lead-delivery connections to Follow Up Boss, HighLevel, Zoho or a custom webhook.
Configure transmitted fields, preview payloads, test connections and review delivery history.

Sources, measurement and reputation

Lead source, landing page, referrer and UTM parameters when available.
Track campaigns, ad sets and ads associated with a lead.
Lead summaries and daily lead counts over a selected period.
Centris listing connection for real estate brokers with an active connection.
Property address and MLS number in the contact record when included with the inquiry.
Meta Pixel and Conversions API (CAPI) connection for configured events.
Google Business Profile connection, review imports and review-request scenarios.

App and Multi-Prêts Connecté

CRM integrated into the EstateFunnel App, with a web workspace for contacts and follow-ups.
Access to Multi-Prêts Connecté leads and opportunities for eligible accounts.
Buying, selling and mortgage opportunities.
Introduction videos automatically sent to new opportunities — PRO.
A video for each opportunity type and language, in French and English.
Multi-Prêts Connecté availability depends on market and account eligibility; access does not guarantee a lead volume.

Your website + your CRM

Attract on your website. Follow through in your CRM.

Choose a website template and discover how EstateFunnel brings your online presence, leads and follow-ups together. Let’s explore how the platform can fit the way you work.

See the CRM in a demo Explore website templates