3x
Increased productivity in real estate
Kanban CRM for Real Estate eliminates repetitive manual tasks and allows your team to focus on selling and renting properties efficiently.
Kanban CRM for Real Estate: the visit doesn't end at the visit
Getting the lead to the property is costly.
Our Clients Companies that trust the operation
+180k
Messages and media exchanged every day
+1,200
Companies that trust our solutions
+40k
Automations built on our platform
O que é CRM Kanban para Imobiliárias
The Kanban CRM for Real Estate by Nexloo organizes leads and negotiations in a visual Kanban-style pipeline integrated with WhatsApp, tailored to the specific needs of agents and real estate companies. With a solution developed for the real estate sector, your team automates property lead management and focuses on what really matters: selling and renting properties.
Real estate companies face unique communication and client relationship challenges. The complete service platform Nexloo addresses these challenges with accessible technology, quick setup, and proven results from hundreds of agents and real estate companies across Brazil.
Results
Benefícios do CRM Kanban para Imobiliárias
What changes at the real estate agency when each interested party has a property, stage, and next action.
80%
Reduced response time
Serve agents and real estate companies instantly at any time, leaving no message unanswered.
24/7
Full availability for agents and real estate companies
Clients in the real estate sector receive immediate responses even outside business hours.
45%
Increased customer satisfaction
Resolve inquiries and demands from agents and real estate companies quickly, enhancing the customer experience.
Features
Funcionalidades do CRM Kanban para Imobiliárias
Recursos projetados para transformar o atendimento no segmento de imobiliárias.
Visual drag-and-drop pipeline
Move negotiations between funnel stages with intuitive drag-and-drop and see progress instantly.
Funnel stage automation
Automatic rules move leads between columns based on actions, elapsed time, or scoring.
Enriched cards with history
Each card displays contact information, conversation history, and pending next actions.
Multiple customizable pipelines
Create separate funnels for different products, teams, or processes with custom stages.
Visual pipeline with drag-and-drop
Move deals between funnel stages with drag-and-drop and visualize total value at each stage.
Automatic activity logging
All interactions via chat, email, and phone are automatically logged in the contact's history.
Funnel that arises from the conversation
The card is not created manually afterward: it appears when the conversation starts, already with the contact, the source channel, and the history attached. No one needs to remember to register anything.
Drag to change stage
Moving the deal from one column to another is done by dragging the card. The stage changes, the entry date is recorded, and the automation for that phase triggers — without an intermediate form.
Multiple funnels, one for each process
New sales, renewals, post-sales, and recovery have different stages and don't fit in the same framework. Each becomes its own funnel, with its own rules.
Custom fields by business
Tax ID, contract number, product of interest, source of referral. You define what needs to be recorded, and the field applies to all cards in that funnel.
Task with a date on each card
Every deal carries its next action and the date for it. What is due today appears on the responsible person's list; what has passed the deadline shows up in red for the manager.
Responsible for the card, not the queue
Each deal has an owner, and the owner appears on the card. Transferring means changing the responsible party — and the entire history goes along, without passing anything verbally.
Reason for loss is mandatory
A lost deal only leaves the funnel with a recorded reason. This list at the end of the quarter tells you if you lose due to price, deadline, or delay.
Automation by stage change
Did it go into "proposal sent"? Trigger the follow-up email and create the return task in three days. The rules are yours, and they run automatically.
Forecast for closing by stage.
Each stage has a probability, and the weighted value of the funnel comes from that. The forecast shifts from being a manager's guess to a calculation.
Comece a usar CRM Kanban para Imobiliárias
Peça um diagnóstico gratuito e descubra como o CRM Kanban pode transformar seu atendimento.
Segments
Para quem é o CRM Kanban para Imobiliárias
The real estate operation formats that benefit the most from a kanban funnel.
corretores e imobiliárias de pequeno porte
Equipes de 2-10 pessoas
Lack of organization in property lead management leads to lost opportunities and daily rework.
corretores e imobiliárias em crescimento
Equipes de 10-50 pessoas
Growing demand volume exceeds the team's capacity to sell and rent properties with quality.
corretores e imobiliárias com múltiplas unidades
Operações com 3+ locais
Standardizing service across branches and maintaining uniform quality is challenging without centralization.
Consultative sales with a long cycle
Starting from 3 users
They have negotiations that last weeks and go through several hands — and need to know where each one left off without asking anyone.
High volume lead operations
Starting from 3 users
They receive more opportunities than they can keep track of and lose them due to forgetfulness, not price.
Post-sales, renewal, and expansion
Starting from 3 users
They need a funnel separate from new sales, with its own stages and renewal timelines.
Professional services with a proposal
Starting from 3 users
They send budgets and rely on manual follow-up — which is exactly what disappears when the week gets busy.
Health and aesthetics with treatment plan
Starting from 3 users
They present budgets that are rarely approved on the spot and need to resume the conversation days later.
Real estate, vehicles, and high-value goods
Starting from 3 users
They work on few high-value opportunities, where losing track of one is costly.
Education and enrollments
Starting from 3 users
They have a concentrated season and need to know how many enrollments are at each stage before the window closes.
Billing and debt recovery
Starting from 3 users
Leads agreements with stages and deadlines that need to be monitored by time, not by memory.
Recruitment and selection processes
Starting from 3 users
They move candidates through stages of a process and need to see where each position got stuck.
What sets us apart
Por que escolher Nexloo para Imobiliárias
What's included in the plan for real estate agencies.
Natively integrated WhatsApp CRM
Unlike generic CRMs, the Nexloo Kanban was built for messaging conversations from the start.
Simple automation
Visual automation rules that anyone can set up, without complex flows or coding.
Instant pipeline visualization
See in seconds where each negotiation stands, which need action, and which are stalled.
Centralized data in each card
All lead information, history, and next steps in one accessible place.
Ecosystem
Integrations that simply work.
Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it
Where the conversation flows to
- Parceiro OficialMeta
- Zapier
- HubSpot
- Salesforce
- RD Station
- Pipedrive
- API REST
Where the lead comes from, and where the team works after
- Mais pedidaMeta Ads
- Google Ads
- Meta Lead Forms
- Google Sheets
- Google Calendar
- Shopify
- Slack
What's changing
The visit took place. And then, no one knows.
Taking the interested party to the property is the expensive part of the process. What happens in the following days — proposal, financing, documentation — is where the deal is closed or lost, and it's the least monitored part.
In practice
How the interested party crosses all the way to signing
From the first message to the deed takes weeks, involves several people, and a quantity of documents that no one keeps track of from memory.
The lead comes with the property
The source ad becomes a field on the card — and the broker knows what it's about before opening the conversation.
The visit generates a record
Date, printing, and objections enter the history, available for whoever assists later.
The proposal has its own stage
Sent, under review, and accepted are different states, each with its own response time.
The documentation doesn't get stuck on its own.
Each pending issue turns into a task with an owner, and what delays appears before it becomes a problem.
FAQ
Before following up your portfolio.
The most common questions about portfolio by broker, visit registration, and documentation stages.
How does the Kanban CRM for Real Estate work in practice?
The Kanban CRM for Real Estate by Nexloo was specifically developed to meet the needs of the real estate sector. The solution organizes leads and negotiations in a visual Kanban-style pipeline integrated with WhatsApp, tailored for agents and real estate companies. In practice, agents and real estate companies can set up the tool in minutes, connecting their service channels and customizing flows for property lead management. The system learns from interactions and becomes more efficient over time, allowing your team to focus on selling and renting properties instead of repetitive operational tasks.
Does the Kanban CRM for Real Estate have a free plan for agents and real estate companies?
Yes, Nexloo offers a 7-day free trial with full access to the Kanban CRM for Real Estate for agents and real estate companies. Professionals in the real estate sector can set up the system, connect preferred channels, and test it with real property lead management demands without financial commitment. No payment information is required to get started. After trying it out, flexible plans cater to everything from individual offices to networks with multiple units, scaling as needed. Our team supports agents and real estate companies throughout the evaluation, ensuring full utilization of the resources available for the sector.
How do I connect the Kanban CRM for Real Estate to the systems I already use?
Connecting the Kanban CRM for Real Estate with tools used by agents and real estate companies is done without the need for programming. Nexloo offers ready-made connectors via Zapier and webhooks for the most popular systems in the real estate sector, as well as a RESTful API for specific integrations. Real estate management, scheduling, financial, and marketing software can be integrated directly. For agents and real estate companies with proprietary systems, the API documentation allows technical teams to create custom connections. Our technical support assists with each integration at no additional cost.
How long does it take to set up the Kanban CRM for Real Estate?
The initial setup of the Kanban CRM for Real Estate for agents and real estate companies takes between 10 and 30 minutes for the basic version. The process includes creating an account, connecting communication channels, and customizing automatic messages for the real estate sector. Advanced features such as complex automations and integrations with specific systems for agents and real estate companies may take 1 to 3 days for complete setup. Nexloo provides pre-configured templates for the real estate sector that significantly speed up the initial setup and reduce the learning curve.
Is the Kanban CRM for Real Estate safe for client data in the real estate sector?
Absolutely. The Kanban CRM for Real Estate meets specific security requirements for agents and real estate companies, operating in full compliance with LGPD. Communications are protected by encryption at all stages. Granular access control allows defining which employees can view sensitive client data in the real estate sector. Features such as automatic consent, opt-out, and data deletion meet regulatory obligations without operational effort. Servers with international certifications ensure additional protection for information handled by agents and real estate companies.
What is the difference between the Kanban CRM for Real Estate and traditional CRMs?
Traditional CRMs cater to email and phone cycles with complex interfaces. The Kanban CRM for Real Estate was built for messaging in the real estate sector, with a visual pipeline where agents and real estate companies organize negotiations by dragging cards. Direct integration with WhatsApp and channels used in the real estate sector eliminates manual typing, and each card already contains conversation history regarding property lead management with follow-up automation to sell and rent properties.
How long until I see results using the Kanban CRM for Real Estate?
Initial results with the Kanban CRM for Real Estate are visible within the first 48 hours, especially in response speed and service organization for agents and real estate companies. Productivity metrics and reduction of manual tasks appear in the first week of active use. Impact on revenue and client retention in the real estate sector typically consolidates between 2 and 4 weeks, as the team masters the tool and automations are refined. Positive ROI is usually achieved within the first month for operations with a regular volume of interactions.
Last step
Where is your visit does not turn into a proposal
A short conversation to gauge how many visits from your team have no recorded follow-up.
- No credit card
- Set up in 5 minutes
- Cancel whenever you like
Request your free assessment
No commitment. One conversation to map where your operation is losing sales.
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