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15 must-have CRM tools & features every real estate agent needs

In today's real estate industry, having a powerful, easy-to-use CRM isnโ€™t just a nice-to-have โ€” itโ€™s essential.ย 

Whether you’re prospecting new leads or nurturing long-term clients, your CRM should do the heavy lifting. 

At @realty, agents are equipped with a next-level CRM designed to maximise productivity, close more deals, and stay ahead of the competition.

Here are 15 must-have CRM tools and features โ€” all available through the @realty Cloud CRM:

1. Smart Prospecting Tools

Generate highly targeted lead lists using digital property updates, smart call lists, and local sales activity, removing the guesswork from prospecting.

Send homeowners personalised digital reports about their property value โ€” creating natural conversations without cold calling.

3. Action Plans & Automations

Nurture leads with pre-built or custom action plans that automatically send emails, SMS, and schedule tasks, so no opportunity slips through.

4. Mass Email and SMS Marketing

Effortlessly communicate with your entire database or select groups using mass email and SMS tools โ€” great for open home invites or market updates.

5. AI-Generated Listing Descriptions

Save time and polish your marketing with AI-assisted property descriptions โ€” ensuring every listing sounds professional and engaging.

6. Digital Listing Proposals

Impress vendors before you even meet them with beautifully designed digital proposals that showcase your brand and recent sales results.

Simplify the negotiation process with online offer submission links and real-time tracking of buyer activity.

8. System Reminders & Notifications

Stay on top of key dates like contract conditions and settlement periods with automated system reminders.

9. Open Home Scheduling and Tracking

Manage your open homes from your desktop or mobile app โ€” including buyer registration, feedback collection, and follow-ups.

10. Marketing Campaign Management

Create, manage, and order property marketing materials (including brochures, social tiles, and signboards) directly from your CRM.

11. Advanced Buyer Matching

Automatically match new listings with buyers in your database based on their preferences โ€” and notify them instantly.

12. Comprehensive Client Management

Track every buyer, seller, landlord, and tenant with detailed notes, email/SMS history, and links to related properties.

13. Mobile App Access

Manage your listings, contacts, and tasks on-the-go with a fully functional mobile CRM app.

14. Vendor Reporting Tools

Keep sellers in the loop with transparent, easy-to-generate vendor reports showing activity, feedback, and marketing performance.

15. Powerful Integrations

Connect seamlessly with essential platforms like PriceFinder, Property Guru, CoreLogic, RateMyAgent, Zapier, and realestate.com.au.

Why It Matters:
A well-rounded CRM isnโ€™t just about storing contacts โ€” itโ€™s about empowering agents to automate the repetitive, personalise the important, and create meaningful client experiences.

With @realty’s CRM, agents boost productivity by 53% and spend more time building relationships, not just managing data.

Want to see the full power of the @realty CRM? Book your FREE demo at www.atrealtycareers.com.au/software

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JJ Taylor

JJ Taylor, Managing Director of @realty, co-founded the company with CEO James Taylor in February 2014. With a background in property development and real estate, JJ aimed to empower agents with better support, innovative technology, and higher commissions. Their pioneering real estate model now spans Australia and New Zealand.

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