Real estate CRM
realtorbuddy.online
Real estate CRM for agents, teams, and brokerages.
Track leads, properties, deal stages, tasks, documents, and next actions in one operational workspace—without losing work between spreadsheets, messages, and separate tools.
Realtor Buddy is real estate CRM software for managing leads, properties, deals, tasks, documents, and follow-ups in one workspace.
1-month free trial · Sign in with email · No card required
Built for solo agents, small teams, and brokerages.
Monday, 13 July
Good morning, Sara
Active leads
24
Tasks today
7
Active deals
11
Today’s priorities
View tasksQualification call with Noor
Villa · Dubai Hills Estate
Marina Gate viewing
Omar Al Mansoori · RB-DXB-2048
Confirm Downtown viewing
Sarah Thompson · Thursday
Next viewing
Marina Gate Residence
Dubai Marina · 11:00
Omar Al Mansoori
Qualified buyer
Category
What is Realtor Buddy?
Realtor Buddy is real estate CRM software for managing leads, properties, deals, tasks, documents, and follow-ups in one workspace.
It is designed for solo real estate agents, small teams, and brokerages that need one operating view instead of scattered spreadsheets, messages, and notes.
The main workflows are lead qualification, agent assignment, property matching, task and follow-up tracking, deal pipeline management, and document retention.
Unlike a generic contact database, Realtor Buddy connects each lead to listings, deal stages, tasks, and activity history so the full context stays around one record.
It supports solo agents, teams, and brokerages with role-based visibility, and it is an operational CRM—not a public property marketplace.
- Category
- Real estate CRM
- Best suited for
- Solo agents, small teams, and brokerages
- Core records
- Leads, properties, deals, tasks, documents
- Main workflows
- Qualification, assignment, follow-up, pipeline, Smart Match
- Platforms
- Web, mobile-responsive
- Languages
- English and Arabic / RTL
- Trial
- One month, no card required
- Provider
- Punctum Systems Holdings LLC
Use cases
Built for the way you operate
Solo agents
Solo real estate agents
Keep every inquiry, listing, reminder, and next action visible in one CRM.
- One place for leads, properties, and deals
- Simple task and follow-up tracking
- No enterprise complexity to learn
Small teams
Small real estate teams
Assign ownership, see lead and deal progress, and make handoffs understandable.
- Clear lead and task ownership
- Shared pipeline view
- Fewer dropped handoffs between agents
Brokerages
Brokerages and agency administrators
Manage team visibility, roles, activity, pipeline, and account controls where supported.
- Team management and member invites
- Branding and billing controls
- Agency-level positioning and visibility
Multilingual teams
UAE and multilingual teams
Work in English or Arabic with right-to-left layout support where it fits your market.
- Arabic / RTL interface support
- Local demo context available
- No required portal or MLS integrations
Product tour
See the work the way the team sees it.
Short sections. Real screens. A simpler picture of how the tool helps.
What it does
Keep the moving parts together.
Property details, assigned agent, interested lead, and activity stay around one record.
Leads
New inquiries stay in one place with clear ownership and next steps.
Properties and deals
Listings and deal progress stay connected and easy to read.
Tasks and follow-ups
Reminders, callbacks, and next actions stay visible so nothing is forgotten.
Realtor Buddy
Crestline Realty
Marina Gate Residence
Dubai Marina, Dubai
AED 2,450,000
2 beds
3 baths
1,420 sq ft
Property details
- Reference
- RB-DXB-2048
- Type
- Apartment
- Community
- Dubai Marina
- Country
- United Arab Emirates
Assigned agent
Sara Al Mansoori
Crestline Realty · +971 50 123 4567
Interested lead
QualifiedOmar Al Mansoori
Budget AED 2.2M–2.6M
Activity
Viewing scheduled
Today · 11:00
Property shared with Omar
Yesterday · 16:42
Listing details updated
11 Jul · 09:18
How it works
A short path from start to finish.
Each step stays tied to the same record, so the team does less chasing and less remembering.
Step 1
From new lead to closed deal
Capture the inquiry, match properties, and move the opportunity forward.
- 1Capture the inquiry
- 2Record buyer or seller requirements
- 3Assign the responsible agent
- 4Match relevant properties
- 5Schedule the next action
- 6Move the opportunity through the pipeline
- 7Retain documents and activity history
Realtor Buddy
Crestline Realty
Omar Al Mansoori
QualifiedBuyer lead · +971 50 314 6728
Qualification
- Budget
- AED 2.2M–2.6M
- Property type
- 2-bedroom apartment
- Preferred areas
- Dubai MarinaJumeirah Beach ResidencePalm Jumeirah
Owner
Sara Al Mansoori
Crestline Realty
Last contact
Yesterday at 16:42
Matched properties
3 matchesMarina Gate Residence
94%Dubai Marina
AED 2,450,000
Downtown Boulevard Apartment
87%Downtown Dubai
AED 185,000/year
Timeline
Viewing slots requested
Marina Gate Residence · Today, 09:12
Smart Match reviewed
Three Dubai Marina properties · Yesterday, 16:40
Lead qualified
Budget and preferred areas confirmed · 11 Jul, 12:05
Inquiry received
Assigned to Sara Al Mansoori · 11 Jul, 09:24
Step 2
Daily follow-up
See what needs attention today across the team.
- 1Review tasks
- 2Follow up
- 3Spot stalled deals
Realtor Buddy
Crestline Realty
Pipeline
Dubai buyer journey
New inquiry
2Noor Al Suwaidi
Villa
AED 4.5M–5.2M
Qualified
3Omar Al Mansoori
2-bedroom apartment
AED 2.2M–2.6M
Viewing
4Sarah Thompson
Apartment
AED 170K–200K/year
Comparison
Real estate CRM instead of scattered spreadsheets and messages
A real estate CRM keeps inquiry, listing, and deal context in one place so the team spends less time reconstructing what happened.
| Topic | Disconnected workflow | Realtor Buddy workflow |
|---|---|---|
| Lead ownership | Unclear who is following up | Every lead has an assigned owner |
| Follow-up visibility | Reminders live in personal notes | Tasks and next actions are visible to the team |
| Property context | Listings separate from buyer notes | Leads, listings, and deals stay connected |
| Deal stages | Progress tracked in spreadsheets | Pipeline shows stage and next step |
| Task accountability | Tasks shared in chat threads | Tasks have owners and due dates |
| Activity history | Context spread across tools | Calls, notes, and documents stay on the record |
| Team handoffs | Details passed verbally or not at all | Records make handoffs easy to follow |
| Mobile access | Desktop files or paper | Mobile-responsive CRM view on any device |
What gets easier
Less chasing. More clear next steps.
Match area, budget, and property type without losing the buyer’s qualification context.
Less chasing
Clearer handoffs
Faster follow-up
Realtor Buddy
Crestline Realty
Smart Match
Best fits for Omar
Looking for
2-bedroom apartment · AED 2.2M–2.6M
Dubai Marina · JBR · Palm Jumeirah
Marina Gate Residence
94%Dubai Marina
AED 2,450,000
Downtown Boulevard Apartment
88%Downtown Dubai
AED 185,000/year
Palm Jumeirah Garden Villa
81%Palm Jumeirah
AED 12,800,000
Pricing
Choose the setup that fits the way you work.
Start with a solo setup, or move up when you need more seats, team structure, and automation. Every real estate CRM plan starts with one free month.
Solo Agent
Serious software for serious agents.
1 user
- Dashboard
- Leads
- Properties
- Deals / Pipeline
- Tasks
- Activity timelines
- Document attachments
- CSV lead import
- Mobile capture
- Public property briefs
- Multilingual UI / Arabic / RTL
- Notifications
- Basic billing and settings access
- Sales Cockpit
- Commission Forecasting
Pro
Run a small office without chaos.
Up to 3 users
All in Solo Agent, plus:
- Team management
- Member invites and removal
- Billing and team controls
- Branding controls
- Preset themes
- Live preview
- Branding import / export / reset
- WhatsApp lead capture prompt
- Goal tracking + forecast chart
Agency OS
Structure, visibility, performance.
7 seats included + $15/mo per extra seat
All in Pro, plus:
- 7 included seats
- Agency admin positioning
No credit card required during trial. After your free month, add payment details to continue.
Common questions
Clear answers before you start.
What is a real estate CRM?
A real estate CRM is software that helps agents and brokerages manage leads, properties, deals, tasks, documents, and follow-ups in one workspace.
What does Realtor Buddy manage?
Realtor Buddy manages real estate leads, properties, deals, tasks, documents, activity history, and follow-up actions in one operational CRM.
Who is Realtor Buddy designed for?
Realtor Buddy is designed for solo real estate agents, small teams, and brokerages that want clearer ownership and more reliable follow-up.
How does Realtor Buddy help agents follow up with leads?
Realtor Buddy keeps tasks, callbacks, and next actions visible on each lead record so agents know what to do next and nothing is forgotten.
Can Realtor Buddy track properties and listings?
Yes. Realtor Buddy tracks properties and listings and connects them to related leads, deals, and activity history.
Can a team assign leads and tasks to different agents?
Yes. Leads, tasks, and deals can be assigned to specific agents so ownership and handoffs stay clear.
How does Smart Match work?
Smart Match surfaces properties that fit a lead’s stated requirements such as area, budget, and property type, without losing the buyer’s qualification context.
Does Realtor Buddy support Arabic and right-to-left layouts?
Yes. Realtor Buddy supports Arabic and right-to-left layouts as part of its multilingual interface.
Can existing leads be imported?
Yes. Realtor Buddy supports CSV lead import so existing contacts can be brought into the CRM.
Is Realtor Buddy suitable for solo agents?
Yes. The Solo Agent plan is built for one user and gives solo agents the same CRM structure without team complexity.
Is Realtor Buddy a property marketplace?
No. Realtor Buddy is an operational CRM for managing your own leads, properties, and deals. It is not a public property marketplace.
Does Realtor Buddy offer a free trial?
Yes. Every Realtor Buddy plan starts with a one-month free trial, and no credit card is required during the trial.
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