Key outcomes
People
Staff, attendance, leave, scheduling and documents.
Recruitment
Job openings, candidates, interviews and offers.
Contacts & CRM
Contacts, leads, prospects, customers, suppliers and partners.
Products/Services
Products, services, categories, pricing and packaging.
Built for the way real estate businesses operate
Brokerages, property management and real estate services.
How real estate businesses operate
A real estate business tracks people, operations and financial activity day to day.
Operational challenges real estate businesses face
These are the day-to-day problems that most real estate businesses deal with — and that ConfigBiz helps organize.
- Tracking daily operations across multiple areas
- Keeping team communication organized
- Managing paperwork and manual processes
Everything your real estate business needs to manage
Only the capabilities actually associated with this template are shown — nothing invented.
Keep the team organized
People
Keep the team organized and shifts covered.
Staff, attendance, leave, scheduling and documents.
Hire the people you need
Recruitment
Hire the people you need without losing track of candidates.
Job openings, candidates, interviews and offers.
Manage customers, leads and supplier relationships
Contacts & CRM
Contacts & CRM keeps the operational detail in one place.
Contacts, leads, prospects, customers, suppliers and partners.
Catalog what you sell
Products/Services
Products/Services keeps the operational detail in one place.
Products, services, categories, pricing and packaging.
Keep orders and revenue moving
Sales
Keep orders and revenue moving through the business.
Opportunities, quotes, orders and invoices.
Run day-to-day requests and approvals
Operations
Run day-to-day work without things slipping.
Tasks, projects, requests, approvals and calendar.
What your real estate needs to manage
These are the capabilities configured for this template. Start with them, then adjust to your process.
People
Staff, attendance, leave, scheduling and documents.
Recruitment
Job openings, candidates, interviews and offers.
Contacts & CRM
Contacts, leads, prospects, customers, suppliers and partners.
Products/Services
Products, services, categories, pricing and packaging.
Sales
Opportunities, quotes, orders and invoices.
Operations
Tasks, projects, requests, approvals and calendar.