Clients who have used our monday.com consulting services
Having worked extensively with real estate businesses, we understand the critical challenges of managing property portfolios, client relationships, and delivering consistent service across all touchpoints.
Listing & Pipeline Management 📅 Listing Coordination: Track every property from appraisal through to launch with shared timelines ✅ Lead Capture: Route enquiries from portals, web forms and referrals into one qualified pipeline 📦 Property Information: Keep photos, floor plans, contracts and inspection notes on the listing record
Transaction Coordination 🗂️ Deal Milestones: Move transactions from offer to settlement with each step and owner visible 🔄 Vendor & Buyer Updates: Manage conveyancers, brokers and building inspectors from one board ✏️ Compliance Records: Keep disclosures, signed documents and key dates auditable in one place
Technology Integration ✅ System Integration: Connect the CRM, listing portals and accounting tools your agency already runs 📋 Automation Capabilities: Trigger follow-ups, reminders and status changes without manual chasing 📁 Custom Analytics: Report on pipeline value, days on market and conversion by agent or office
Team Collaboration ⚖️ Intuitive Interface: Enable quick adoption across sales, property management and admin teams 🔧 Real-time Communication: Keep agents, vendors and clients aligned as a deal progresses 📍 Visual Dashboards: Monitor listings, settlements and commissions on customisable displays
// Real estate CRM
Real estate companies benefit from monday CRM because of its property management capabilities, its user-friendly interface, and custom features that improve client satisfaction and streamline communication.
Delivers personalised service by building strong client relationships with email ticketing and sequencing.
Creates boards that track lease agreements, maintenance tasks and listings for seamless property management.
Keeps real estate transactions on track through data visualisation on the monday CRM dashboard.
Centralises real estate documents in a secure database for easy access, management and collaboration.
Captures and manages leads in real time through integrations with popular real estate tools.
Visualises real estate metrics, manages property showings and surfaces reporting insight through monday.com's customisable dashboards.
We were able to customise the CRM on top of the monday.com Work OS to fit the needs of our day-to-day activities.
// Template anatomy
The template ships configured. These are the parts your team will actually touch in week one.
The board mirrors how your agency already tracks a deal, without a developer.
Customise the board with
The same records, six ways. Switching view never rebuilds the board underneath.
Available views
For the monday.com real estate CRM template, teams love the Chart, Timeline and Map views.
monday automations help real estate businesses:
monday.com integrations help property management by:
Realtors on monday real estate CRM most often connect Gmail, Slack, Excel and OneDrive.
Property Operations
From managing properties to leads to any task in between, optimise day-to-day operations on a single platform.
Listings
Store all your listings in one centralised database. Receive automated reminders and updates to stay informed with day-to-day operations and ensure processes run smoothly.
Talk to a Fruition consultant about your property pipeline, agent CRM, transaction tracking and document management.
Organise property listings, rental applications and maintenance schedules to ensure every project runs smoothly.
Build stronger relationships with buyers and sellers by tracking interactions and personalising client experiences.
Monitor every step of real estate transactions to guarantee timely, accurate and compliant deal completions.
Capture, organise and nurture leads from multiple sources to boost conversion rates and close deals faster.
Store, share and manage contracts, disclosures and property files in one secure, centralised location.
Enable seamless communication and foster effective teamwork for successful marketing campaign execution.
Track commissions, payouts and financial records accurately to keep your sales team motivated and aligned.
Generate detailed reports on sales, listings and pipelines to identify trends and measure performance.
Plan, schedule and track property showings and open houses with clear visibility for your entire team.
We are now utilising monday.com to its full potential, from lead through design and production teams - everyone knows what stage our projects are in, what's next and what our process is.
10+Years Experience
1050+Projects Completed
290Satisfied Clients
