Real estate
Agencies, property developers, broker networks: your enquiries come in by phone, WhatsApp, web forms and Facebook and Instagram ads, while your agents spend their days in the field.
With Bitrix24, every contact, property and deal is tracked in one tool, from the first enquiry to closing and after-sales. MonCRM configures it around the way you sell.
The problem
Agencies and developers rarely lose sales for lack of enquiries. They lose them between tools: a lead left unanswered in a messaging app, a sold property still being advertised, a double-booked viewing, a sale agreement waiting two weeks for a missing document.
Spreadsheets and WhatsApp groups cannot tell you which agent is handling which buyer, where each deal stands or where the clients who actually sign come from. A CRM makes that visible.
Your challenges
01 The problem
Calls, WhatsApp, website forms, ads: without a single view, responses are slow, follow-up is inconsistent and buyers go to a competitor.
With Bitrix24
All leads in one place
Every enquiry, whatever the channel, lands automatically in the CRM and is assigned to an agent. Nobody is left waiting.
02 The problem
Hard to know where each deal stands, which property is reserved and what each agent is doing, so bottlenecks go unnoticed and forecasts are unreliable.
With Bitrix24
Real-time pipeline visibility
A visual dashboard of every deal and agent activity: stalled deals stand out and sales forecasts become reliable.
03 The problem
Re-keying data, missing supporting documents, approvals by e-mail: errors delay closing and create compliance risks.
With Bitrix24
Contracts generated automatically
Contracts are generated from CRM data and approved online. Closings are faster and every step is recorded.
04 The problem
Who calls the client back? Who prepares the financing file? Without clear roles, tasks fall between two people.
With Bitrix24
An owner for every stage
Every stage has an owner and tasks are created automatically. Field and office teams move forward together.
05 The problem
Availability tracked in several files: double-booked viewings and ads still promoting properties that are already sold.
With Bitrix24
An always up-to-date property catalogue
All listings and their availability are tracked in one place: no more double bookings or wasted ad spend.
06 The problem
Which ad channels bring buyers who sign? Which agent converts best? Without figures, budgets are set by gut feeling.
With Bitrix24
ROI measured channel by channel
The return on each channel and the performance of each agent are measured, so budgets go where they pay off.
Case study
The need: bring all customer information into one place and quickly qualify a large volume of real-estate enquiries.
What we delivered: a Bitrix24 CRM that centralises customer data, a lead qualification process and an AI voice assistant that calls prospects back and books appointments for the advisors.
What you gain
By replacing spreadsheets and disconnected tools, Bitrix24 brings enquiries, sales activity and agent work into one system, from lead capture to closing and after-sales. The result: more control, more predictable forecasts and higher conversion rates.
How we work
Lead sources, sale or rental stages, agent and back-office roles, required documents: we start from how you actually work.
Pipelines by property type or development, a catalogue of properties and their status, custom fields, contract templates, access rights and lead assignment rules.
A pilot with one team, adjustments, then training for agents (mobile app included) and managers.
Automatic follow-ups, lead qualification, voice-assistant call-backs: with n8n, we add AI where it saves time.
Yes. Each property can be stored in the catalogue with its features (type, area, price, development) and status (available, reserved, sold), then linked to ongoing deals. Viewings can be scheduled with resource booking to avoid double bookings.
Yes. Facebook and Instagram lead ads, Facebook and Instagram messages, website forms and calls are all centralised in the CRM. WhatsApp connects through Wazzup24.
According to the rules you set: round robin, by area, by development or by property type. Automation rules assign the lead, notify the agent and create a call-back task. A manager is alerted if nobody responds in time.
Yes. The Bitrix24 mobile app lets them view client records and properties, reply to messages, make calls and update a deal from their phone.
With Bitrix24 Cloud, data can be hosted in Europe. If you want to keep it in Morocco or on your own infrastructure, the self-hosted (on-premise) edition installs on your servers or in a Moroccan data centre. Either way, we include the steps required with the CNDP (Morocco's data protection authority, Law 09-08) in the project.
Show us how you sell today, and we will show you, on your own cases, what Bitrix24 can automate.
