CRM for Real Estate Agents

• The problem

  A sign call or a portal inquiry gets a reply hours later, after the buyer has phoned another agent.

  In Kompot.ai

  Calls, texts, WhatsApp and website chat land in one conversation log, and an unknown number becomes a new contact. A workflow creates a call-back task for the agent on duty and notifies them the moment the contact appears.

• The problem

  You cannot remember which homes a buyer has already seen and what they said about each one.

  In Kompot.ai

  Showings go on the shared calendar, and your note after each house stays on the buyer's record. Price range, neighborhoods and must-haves sit in custom fields, so you open the contact before suggesting the next listing.

• The problem

  Under contract, the inspection, appraisal and financing dates live on a sticky note.

  In Kompot.ai

  Open a project for the transaction with a task for each contingency date. Overdue tasks show per person, a workflow messages the client before a deadline, and the buyer can follow the list by link.

• The problem

  A listing agreement waits days for a signature because the sellers live in different cities.

  In Kompot.ai

  Send the agreement from a template with the sellers' names and the property address filled in by merge fields. Both owners sign from their phones by link, and you keep the audit trail and the PDF.

• The problem

  Past clients hear from you at closing and never again, so the referral goes to someone else.

  In Kompot.ai

  Keep the closing date on the contact. A scheduled workflow creates a task to call on the home anniversary, and an email campaign takes your neighborhood market update to the segment of past buyers and sellers.

What you keep on record

Buyer criteria

Price range, neighborhoods, bedrooms, pre-approval status and move-in timing as custom fields on the buyer.

Listings and sellers

Property address, list price and listing agreement expiry on the seller's contact, with the signed agreement stored as a document.

Transaction dates

Inspection, appraisal, financing and closing dates as tasks inside the project for that sale.

Showing history

Calendar entries and your notes after each house, next to every call and text, on the buyer's page.

Questions owners ask

Does Kompot.ai connect to the MLS or pull in listings?

No. There is no MLS integration and listings are not imported. You keep the property address, price and status on the contact or the opportunity, and use the system for leads, showings, deadlines, documents and conversations.

Can I set my own stages for buyers and for listings?

Yes. You define the pipeline stages — new lead, showings, offer, under contract, closed — and view opportunities as a board or a table. A custom field on the contact marks whether the client is buying, selling or both.

Can clients sign listing and buyer agreements electronically?

Yes. Set up your agreement as a template with merge fields, send it by email, link or QR code and add every signer. Each signature is logged in the audit trail and the signed copy exports to PDF. Check which forms your brokerage requires first.

Will it work for a small team that shares incoming leads?

Yes. Roles and permissions set which sections each agent can open, such as contacts, documents or reports. A workflow creates a call-back task for a new inquiry and notifies the agent, and the overdue-task view shows whose follow-ups are late.