Real estate blueprint

Listings, buyers and vendors in one pipeline.

Sales agencies, property managers and buyers’ agents working listings, appraisals and settlements. Purchase, rental, short-stay and sold listings all live in the same blueprint.

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Sound familiar?

01

Vendor updates eat your evenings

Weekly vendor reports assembled by hand out of three different systems.

02

Buyer matching from memory

Hot buyers forgotten because their brief lives in a notebook.

03

Commission tracked in spreadsheets

Settlement dates and commission splits sit outside any system of record.

The Real estate blueprint

What installs when you pick Real estate.

Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.

Pipeline stages Buyer Journey

  1. 1Initial Contact
  2. 2Pre-Approval
  3. 3Viewing Properties
  4. 4Offer Submitted
  5. 5Under Contract
  6. 6Closed

Custom fields on top of the standard ones

FieldType
Looking Fordropdown
Max Pricecurrency
Pre-Approval Expirydate
Sale Methoddropdown
Commission %number
Authority Expirydate

Records it adds extra record types beside contacts, deals and jobs

  • Properties
  • Showings
  • Offers
  • Bookings
  • Tenancies
  • Maintenance Requests
  • Appraisals

What it looks like in CatchaCRM.

Screenshots of the Blueprint Configuration screen for the Real Estate blueprint in the CatchaCRM demo workspace. It shows what the blueprint sets up before you add any records.

Blueprint Configuration screen for the Real Estate blueprint in CatchaCRM, Custom Entities tab, showing the record types it adds and a sample of their fields.
The Real Estate Custom Entities tab: the record types this blueprint adds, with a sample of the fields on each.
Blueprint Configuration screen for the Real Estate blueprint in CatchaCRM, Custom Fields tab, listing the extra fields it adds to standard records such as leads.
The Real Estate Custom Fields tab: the extra fields this blueprint adds to standard records such as leads.
Blueprint Configuration screen for the Real Estate blueprint in CatchaCRM, Pipelines tab, showing the pipeline stages and their probabilities.
The Real Estate Pipelines tab: the sales pipeline stages and probabilities this blueprint sets up.

Built for how real estate actually works.

  • Properties, showings, offers and tenancies are real records, not notes
  • Email and SMS campaigns for open homes and price updates
  • Follow-up sequences keep unmatched buyers warm
  • Commission invoicing once the deal reaches settlement

Blueprints stack. Run Real estate alongside any other blueprint in the same workspace, up to the number your plan lets you activate, and switch later without losing records.

Related blueprints

Mortgage broking12 stages · New Enquiry → Post-Settlement Review Financial services12 stages · New Enquiry → Post-Settlement Review Legal practice12 stages · New Enquiry → Closed/Archived

See all 25 blueprints →

Your real estate workspace, live in about two minutes.

Choose Real estate when you sign up and start the 21-day free trial. No card needed to look around.

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