Built for field teams and on-ground sales

Real Estate CRM With Site Visit Tracking that helps you prove visits

For real estate CRM with site visit tracking, you need a single place to capture enquiries, assign owners, and follow up on time. Replace scattered spreadsheets with a single system for lead capture, follow-ups, and clear pipeline ownership. Track routes, attendance, and visit proof while keeping every lead and follow-up in sync.

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Trusted by fast-growing teams

4.9/5
Based on 500+ reviews
Revenue
+24%
Tasks Done
12/15
Deals5
Value$12k
Win %45%

Why teams search for “real estate CRM with site visit tracking”

Real Estate CRM With Site Visit Tracking is less about “more features” and more about execution: routing leads quickly, logging every touchpoint, and making next steps obvious for every rep.

Verify visits with GPS/geo logs
Track tasks, routes, and outcomes on mobile
Track follow-ups, notes, and next steps in one timeline
Automate reminders, sequences, and handoffs
Explore features See use cases View pricing

Outcomes teams want from real estate CRM with site visit tracking

Simple workflows for real estate CRM with site visit tracking that drive daily adoption—so your CRM stays accurate and useful.

See it in action
“Quotations and invoices live in a separate tool, so deals stall.”
— Real estate sales owner
“Support tickets aren’t connected to the customer history.”
— Real estate sales owner
“We lose leads because nobody knows who is supposed to call back.”
— Real estate sales owner
“We need visit proof and a simple daily activity log.”
— Real estate sales owner
Make follow-ups a system, not a memory test

With real estate CRM with site visit tracking, your team gets clarity on who owns what, what happens next, and which deals need attention today.

Faster follow-ups

Automated reminders and notifications help reps respond quickly and stay consistent.

Verified visits

Geo/GPS logs help confirm visits and keep outcomes documented.

Cleaner pipeline

Clear stages and ownership reduce stale deals and make next steps obvious.

Less manual work

Capture data once, reuse it everywhere, and stop copy-pasting between tools.

Why real estate CRM with site visit tracking beats spreadsheets

If your process depends on memory, WhatsApp threads, or scattered sheets, real estate CRM with site visit tracking becomes a daily bottleneck. The right CRM turns every enquiry into a repeatable workflow with ownership, timelines, and reporting.

Centralized data

Keep every contact, note, and activity in one shared timeline so context doesn’t get lost.

Field visibility

See visit proof, routes, and outcomes without chasing daily updates.

Built-in billing

Generate quotations and invoices from deals so revenue doesn’t wait for admin.

Features built for real estate CRM with site visit tracking

Everything you need for real estate CRM with site visit tracking: capture leads, keep follow-ups consistent, and report progress—without heavy configuration.

Lead capture & profiles

  • Unified customer timeline and context
  • Tags, owners, and custom fields
  • Import from CSV and connect sources

Field-ready pipeline

  • Log visits and outcomes on mobile
  • Keep follow-ups tied to visits and tasks
  • Visibility for managers without manual reports

Automation & assignment

  • Auto-assign leads by rules
  • Follow-up sequences and nudges
  • Triggers for tasks and notifications

Permissions & control

  • Role-based access by team
  • Notes, mentions, and tasks
  • Audit-friendly activity history

Email & calendar sync

  • Email templates and snippets
  • Calendar integration for meetings
  • Track replies and follow-ups

Reporting that’s usable

  • Pipeline dashboards by stage
  • Conversion and response time metrics
  • Performance insights by rep/team
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How it works

With real estate CRM with site visit tracking, go from lead capture to predictable follow-ups in four steps.

1

Capture

Bring leads from calls, forms, ads, or imports into one place with source tracking.

2

Assign

Route leads to the right rep automatically and notify them instantly.

3

Visit + follow up

Log visits with outcomes, then schedule the next step without losing context.

4

Close & learn

Track outcomes, conversions, and pipeline health to improve every week.

Privacy-first CRM operations

Your CRM should help teams move fast without compromising data safety. ZniCRM focuses on access control, accountability, and operational visibility.

  • Secure account practices for team members
  • Controlled visibility for sensitive fields
  • Export options and clear data organization
  • Audit-ready activity history and ownership

Safer collaboration

Share context internally without sharing the raw file everywhere.

Granular roles

Give the right access to the right people—without blocking daily work.

Clear ownership

Know who created, updated, and moved a deal or ticket.

Operational trust

Better data quality means better reports and decisions.

Use cases for real estate CRM with site visit tracking

Pick a team type and see how real estate CRM with site visit tracking fits day-to-day execution.

For Revenue Teams

Stop wasting time on data entry. Focus on calls, follow-ups, and closing.

Never miss reminders
Tasks and nudges keep deals moving even on busy days.
Visit verification
Capture visit proof and outcomes to improve accountability.
Track field outcomes
Log visits and outcomes to keep sales + ops aligned.
Standardize follow-ups
Every rep sees the same process and the next step is always clear.

For SMBs & Founders

A practical CRM for small teams that want consistency.

  • Keep every lead organized with owners and next steps
  • Start fast with a clean pipeline and simple fields
  • Reduce manual entry with templates and imports

For Customer Success

Keep customer history visible so service stays consistent.

  • Centralize account history and conversations
  • Keep notes and tasks tied to customers
  • Spot risks early with simple health signals

Integrations your team already uses

Connect the tools you already use to reduce manual work.

View all integrations
Gmail
Outlook
Slack
Calendar
Zapier
Sheets
Forms
API

Pricing for real estate CRM with site visit tracking

Choose a plan that matches your team size and ROI goals. Start small, then scale with confidence—no hidden implementation fees.

Free Trial
Monthly/Yearly Options
Volume Discounts

Find your perfect plan

Compare features and calculate your cost in seconds.

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Why teams choose ZniCRM for real estate CRM with site visit tracking

A quick comparison to help you evaluate fit.

Feature Spreadsheets Legacy CRM ZniCRM
Follow-up Consistency Manual Complex setup Automated
Pipeline Accuracy Fragile/Broken Often Stale Activity Driven
Adoption Speed High Months Days

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FAQ about real estate CRM with site visit tracking

Still evaluating? These answers help you compare options.

Contact Support

Yes—if you need fast lead capture, clear ownership, and consistent follow-ups. You can start small, then add workflows and reporting as your process matures.

Yes. Keep follow-ups, tasks, and outcomes connected, and maintain visibility for managers without relying on end-of-day spreadsheets.

Yes. CSV imports are supported so you can move from spreadsheets without losing ownership, tags, or timeline context.

Prioritize daily adoption, fast follow-ups, simple reporting, and the integrations you already use. A CRM only helps if your team keeps it updated.

Make your pipeline predictable

Set it up fast for real estate CRM with site visit tracking, bring your team in, and track progress from day one.

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