Dorsera CRM — Real Estate
Real estate CRM and sales tracking for your office.
Collect leads, assign them to consultants, manage follow-ups, and make the sales process visible.
Real Estate — Lead Management
Lead Management
20%
24
New Leads
12%
18
Assigned
32%
45
In Follow-up
22%
7
Converted to Sale
| Name | Status | Consultant | Last Action | Date |
|---|---|---|---|---|
| Ahmet Yılmaz | Hot | Elif Demir | ||
| Ayşe Kaya | Waiting | Murat Çelik | ||
| Mehmet Öz | New | Unassigned | ||
| Zeynep Arslan | Offer | Ali Vural |
Weekly Sales Funnel
Lead
Meeting
Offer
Sale
Sounds familiar?
In most real estate offices, the process is fragmented across tools:
✗ Leads from listing portals and WhatsApp get lost in different places.
✗ It’s unclear which consultant is handling which customer.
✗ Follow-ups are delayed, and hot leads go cold.
✗ Conversation history stays on the consultant’s phone.
✗ The manager has no clear sales-funnel report.
One flow, from lead to sale.
01
Collect the lead
Portal, listing, web form, WhatsApp, and calls in one pool.
02
Assign to a consultant
Automatic or manual assignment to the call center or consultant.
03
Manage follow-ups and meetings
Calls, messages, and notes on one timeline.
04
Match the interest
The project or unit of interest is linked to the customer.
05
Report the outcome
Status and sales outcome are logged, funnel is reported.
Modules designed for real estate offices
01
Lead & customer record
All prospective customers in one pool, no duplicates.
02
Call center workflow
Greet, qualify, and route incoming calls to a consultant.
03
Consultant assignment
Distribute leads fairly to the right consultant.
04
Project / unit interest
Link the project and unit the customer is interested in to their record.
05
Follow-up tasks
Never miss a follow-up, thanks to reminders.
06
Sales funnel reports
See lead-to-sale conversion, step by step.
Your language, our structure.
Screens come with your sector’s terminology.
AT DORSERA
IN YOUR LANGUAGE
Request
Lead
Contact
Customer
Assignment
Consultant / Call center
Interest
Project / Unit
Outcome
Sale
Frequently asked.
How do leads from listing portals come in?
With web forms, email, and an adaptable integration layer, leads are set up to land in Dorsera CRM automatically.
Can we manage multiple branches?
Yes. Teams, branches, and permissions can be split by role; the manager sees every office from one panel.
Do consultants only see their own customers?
With permission settings, consultants see only their assigned customers, while managers see everything.
Can we import our existing customer list?
Yes. Your existing lists are imported so the process continues without loss through Dorsera CRM.