Build a Real Estate CRM for Your Agency with AI

A real estate CRM should tell you, the moment a listing goes live, which buyers to ring, and which owners you valued last spring are ready to sell now. Describe your applicants, vendors and pipeline to Mythex and it builds the CRM with a real database, logins for each agent and a live preview you change by chatting.

Who it's for

Agencies running on personal diaries, phone contacts and a shared spreadsheet, where a buyer registered with one negotiator is invisible to the rest of the office, and valuations that did not list are never called back.

What you can build

Applicants with budget, areas, bedrooms, must-haves and selling position
A match list of applicants for each new listing
Vendors and landlords with valuation history and call-back dates
A pipeline from valuation to listed, under offer and closed
Follow-up reminders after every viewing and valuation
Commission splits recorded on the deal when agreed

Match applicants to listings automatically

The value of a buyer database is the phone call you make within an hour of a new listing. Store each applicant's price range, areas, minimum bedrooms and must-haves like parking or a garden, plus whether they are mortgage-approved and whether they have a home to sell. Ask the CRM to show matching applicants on every new listing, with the ready-to-proceed buyers sorted to the top.

Price range and areas as filters
Ready-to-proceed buyers first
Log each call against the applicant

Keep every valuation, even the lost ones

Many owners wait months between a valuation and putting the house on the market. Record each one with the figure you gave, the owner's reason for moving and a call-back month. A 'valuations to call this month' view turns old appointments into instructions, and it stops two agents ringing the same owner the same week.

From offer to commission

When an offer is accepted, record the buyer, the price, any co-agent or referral partner, and the split on the day. Arguments about who introduced a buyer are far easier to settle with a dated note than with memory at closing. Expected closing dates then feed a forecast of commission by agent.

Mistakes to avoid

Do not let applicant records go stale: add a 'last contacted' date and a view of buyers nobody has called in 30 days. Do not mix vendors and buyers in one undifferentiated contact list; a person can be both, so link roles to the same contact. And import your current stock and recent applicants first rather than years of old data.

A prompt to start from

Make a CRM for my real estate agency. Applicants have budget, areas, minimum bedrooms, must-haves, mortgage status and whether they need to sell. Listings have address, price and status; on each listing show the matching applicants. Vendors keep a valuation history with a call-back month. Pipeline: valuation, listed, under offer, closed, with commission and co-agent split on each deal.

Questions

Can the CRM match buyers to new listings?

Yes. Store each buyer's criteria and ask for a matching list on every listing. You can sort it by who is ready to proceed so the first calls go to serious buyers.

Can each agent have their own login?

Yes. Ask for staff accounts with roles. You can let negotiators see the whole office's applicants or only their own, depending on how your agency works.

Can I import my existing contacts?

Yes. Export your contacts and listings to CSV and ask Mythex to add an import. Clean up duplicates first, since a buyer often appears under two agents.

Can it send emails to matching buyers?

The CRM can produce the list and the message. Sending email or texts needs a provider you connect with your own account.

How much does it cost?

The Free plan has no card requirement and daily credits to build and publish. Pro is $25/month and adds a custom domain, code editing, export and GitHub.

Templates to start from

Waitlist Landing Page Template — Countdown, live counter, lead admin
Sales Pipeline CRM Template — Drag-and-drop deals with forecasting
Portfolio Website Template — Hero, projects, about, and contact
Hiring Pipeline Tracker Template — Kanban stages with AI copilot
Plumbing Business Site Template — Quote calculator with lead dashboard
Build Cost Estimator Template — Five-step calculator with lead capture
Applicant Tracking System Template — Drag-and-drop pipeline with scorecards
CRM Dashboard Template — Contacts, pipeline, and deal tracking