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Rodok for real estate agents

CRM for real estate agents: what to look for and how to set it up

Keep every buyer, seller and referral moving, with the next follow-up on each one.

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From $29 a month for 3 seats.

Your contacts, with their company, deal stage and last activity. Example data.

Keep every buyer, seller and referral moving, with the next follow-up on each one. Built around how real estate agents actually sell, so you start from your own stages instead of a blank page.

Your pipeline, in your stages

Deals move through the stages real estate agents actually use. Drag a deal, and its forecast and reports follow.

Example data.

The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.

01Find

People from one sentence

Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.

Every feature, and which plan has it

Pro includes everything in Starter.

  • Companies and peopleStarterEvery email, meeting, note and file on the record.
  • Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
  • Tasks and remindersStarterA next step on every record and one list for the day.
  • Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
  • Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
  • Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
  • Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
  • ImportStarterBring contacts and companies in from Excel or CSV.
  • LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
  • Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
  • EnrichmentProFill in the company, website and LinkedIn page for the people you add.
  • SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
  • Replies inboxProReplies sorted by intent, so the ones that matter come first.
  • AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
  • AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
  • Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.

And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use

Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links

Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting

Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record

Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business

Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions

Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

An audit log of everything

Every action by every person and automation, searchable and exportable.

What Rodok does for real estate agents

A clear line between what is in the product and what is not, so you can decide in a minute.

Covered

  • Buyers, sellers and referrals in one pipeline
  • Email and calendar next to each contact
  • Reminders for follow-ups and anniversaries
  • Reports on deals by stage

Not what Rodok is for

  • Transaction management and e-signature
  • Listing syndication and IDX websites
  • MLS data

Pricing

Seats are included, and credits cover signals, lead lists and AI.

Starter$29a month

3 seats, $9 per extra seat. The CRM: pipeline, contacts, Gmail and Outlook, calendar, booking links and reports.

Start with Starter
Pro$79a month

3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.

Start with Pro

A CRM for real estate agents keeps every buyer, seller and referral in one place, with the next follow-up attached to each, so no lead goes quiet because it was only in your head or inbox. For most solo agents and small teams, the useful features are few: a contact list, a deal pipeline, reminders, and email that lives next to the record.

What an agent actually needs

Real estate has long, uneven cycles. A buyer may take six months to decide, and a past client may refer someone two years later. That shapes what to look for:

  • Reminders that do not depend on you. A task for "check in with the Garcias, lease ends in March" matters more than any dashboard.
  • A pipeline with your own stages. Many agents use stages such as New lead, Contacted, Showing, Offer, Under contract and Closed. You should be able to rename them.
  • Email and calendar synced. Showings are booked and confirmed by email. If messages attach to the contact automatically, you stop copying and pasting.
  • Two kinds of record. Buyers and sellers are people; a property or a listing is the thing you are working on. A CRM that lets you track both keeps history clear.
  • Simple import. You likely already have a spreadsheet or a phone contact list.

A simple setup for one afternoon

  1. Import your contacts from a CSV file and tag each as buyer, seller, past client or referral source.
  2. Create your pipeline stages and put your active deals in them.
  3. Connect your email and calendar so conversations and showings attach to people.
  4. Add reminders for the 10 contacts you would be most embarrassed to forget.
  5. Pick one weekly review: open the list of deals with no next step and give each one.

Where new leads come from

Most agents get leads from referrals, open houses, portals and their own network. Another source is people in the middle of a life change, such as someone who has just started a new job in a new city, which often comes before a move. Watching for those public moments on LinkedIn is a way to find people to write to, with a relevant first message instead of a cold one. Only contact people where your local rules allow it.

How Rodok's CRM fits

Rodok's Starter plan is a CRM with companies, people and deals, Gmail and Outlook sync, a calendar, booking links, reports and team chat. The Pro plan adds LinkedIn signals, a lead database and sequences for finding new people to talk to. Rodok is built for B2B sales teams, so agents who mostly work with local buyers and sellers should compare it with real estate specific tools before choosing. If you also sell services to businesses, such as commercial leasing or property management, it fits well.

Frequently asked questions

Do real estate agents need a CRM?

If you work with more than a handful of people at a time, yes. Deals are long, and most of the value comes from following up with people at the right moment, which a list in your head or inbox will not do reliably.

What is the best CRM for a solo real estate agent?

The best one is the one you will open every day. Look for fast import, reminders, email sync and your own pipeline stages. Free trials let you test with real contacts before you pay.

What should I track for each contact?

The basics are name, how they found you, what they want, where they are in the process and the date of the next step. Add a note after every conversation.

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