App builder

Move every lead through a real estate CRM
built on your own pipeline stages.

Describe how you work buyer and seller leads and Netiva’s AI agent builds a web app for your pipeline, lead sources, linked properties and morning follow-up emails — with a live preview and code you own.

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Starter prompt

Build a real estate CRM web app for a three-agent residential team. Store contacts with lead type, lead source, timeframe, assigned agent and a stage: New, Contacted, Appointment set, Agreement signed, Active, Under contract, Closed, Nurture or Lost. Link properties to each contact as their current home, a listing they’re selling or a home they’ve toured, with price and MLS number. Agents sign in, log calls, texts and meetings, and add follow-ups with a due date. Show a pipeline board by stage, a Today list of each agent’s due and overdue follow-ups emailed at 7:30 a.m., and a public inquiry form that saves New contacts.

Build it in Netiva Paste the prompt into a new workspace and adjust it to your business.
Overview

Who this real estate CRM is for

Many agents keep leads in three places at once: a phone full of contacts, a spreadsheet of sign-in names and an inbox of portal inquiries. The buyer who said “call me in the spring” slips through the gaps, and so does the seller who wanted to wait until after the holidays. A real estate CRM built with Netiva puts every contact on one pipeline, from New to Closed or Nurture, with the lead source, the homes they own or like and a dated next step. Each morning, you get an email of who to call today.

Key features

What your real estate CRM can do

  • Pipeline stages for buyers and sellers

    Each contact sits in one stage you name, from New and Contacted through Agreement signed and Under contract to Closed, Nurture or Lost. The pipeline board shows your whole book of business on one screen.

    • One column per stage, filtered by agent, lead type or source
    • Buyers, sellers and clients doing both on the same board
    • Saved views such as sellers planning to move within a year
    • Nurture and Lost stages that keep long-horizon leads on file

  • Lead sources that stay attached

    Every contact carries the source that brought it in — your sphere, a past client, an open house, a sign call, your website, a portal inquiry or an agent referral — so you can see which ones end in a closing.

    • A website inquiry form that saves New contacts tagged Website form
    • A count of contacts for each source and how many reached Closed
    • Missing sources filled across many rows by the collection assistant
    • Sphere and Past client leads counted apart from the portal leads you pay for

  • Follow-up reminders by email

    Every follow-up gets a due date, a type and a reason. A scheduled job emails each agent the day’s list before the first appointment, with anything overdue at the top.

    • A morning email for each agent at a time you choose
    • Call, text, email and meeting follow-ups
    • Done or snooze from the Today screen in one tap
    • Each agent signs in and sees only their own list

  • Properties linked to each contact

    Attach the homes that matter to each person — the one they live in, the listing they’re selling, the homes they’ve toured and the one they bought — so the history is in front of you before you dial.

    • A relationship per home: Current home, Selling, Interested, Toured, Offer made or Purchased
    • Price, beds, baths and the MLS number, typed in by you
    • A photo and notes on each property page
    • Calls and meeting notes linked to the home they were about
Data model

The collections behind it

Netiva keeps your records in built-in collections. Here’s a starting structure — the agent adapts it to your prompt, and you can change it any time.

Contacts

Every lead, client and past client, with where they came from and where they are in your pipeline.

  • Full name (required) Text
  • Email Required on the public inquiry form Text
  • Phone Text
  • Lead type (required) Buyer, Seller, Buyer and seller or Renter Text
  • Stage (required) From New and Contacted through Agreement signed to Closed, plus Nurture and Lost Text
  • Lead source (required) Sphere, Past client, Open house, Sign call, Website form, Portal inquiry or Agent referral Text
  • Timeframe 0–3 months, 3–6 months, 6–12 months or 12+ months Text
  • Assigned agent Blank until a teammate picks up the lead Text

Properties

One row per contact and the home it matters to, entered by the agent rather than pulled from an MLS.

  • Address (required) Text
  • Contact (required) One row per contact and home — a listing toured by two buyers is entered once for each Relation to Contacts
  • Relationship (required) Current home, Selling, Interested, Toured, Offer made or Purchased Text
  • Price List price, or the offer amount once an offer is made Number
  • Beds and baths For example 3 bd, 2.5 ba Text
  • MLS number Or a listing link, typed in for reference Text
  • Photo Image
  • Notes Renovations, must-haves, what the client liked or didn’t Paragraph

Follow-ups

Dated next steps, one per task, that feed the Today screen and the morning email.

  • Contact (required) Relation to Contacts
  • Due on (required) Date
  • Type (required) Call, Text, Email or Meeting Text
  • Reason (required) For example: send new listings, check in after closing Text
  • Status (required) Open, Snoozed or Done Text
  • Owner (required) The agent who gets the reminder; defaults to the contact’s assigned agent Text
  • Completed at Date & time

Activities

A timeline of every conversation, so anyone on the team can pick up where the last one left off.

  • Contact (required) Relation to Contacts
  • Property When the conversation was about a specific home Relation to Properties
  • Type (required) Call, Text, Email, Meeting or Note Text
  • Outcome Calls only: Reached, Left voicemail or No answer Text
  • Happened at (required) Date & time
  • Summary (required) Paragraph
  • Logged by (required) Filled in from the signed-in agent Text

Required field. Types are Netiva collection field types.

Screens

Pages and screens to start with

A typical first version. Ask the agent for more, or annotate the preview to change any of them.

  • Today

    The signed-in agent’s follow-ups due today and overdue, with tap-to-call phone numbers and buttons to mark done, snooze or log what happened.

    Your team

  • Pipeline

    Contacts in one column per stage, filterable by agent, lead type and source, with the date of each contact’s last logged activity.

    Your team

  • Contact

    Lead type, stage, source and timeframe, linked properties, a timeline of calls, texts and meetings, and open follow-ups for one person.

    Your team

  • Property

    Address, price, beds and baths, photo and MLS number, the contact it belongs to and every activity logged against it.

    Your team

  • Lead sources

    Contacts counted by lead source, with how many from each are now Under contract or Closed and how many ended in Lost.

    Your team

  • Inquiry form

    A public form asking for name, email, phone, buying or selling and timeframe; each submission becomes a New contact tagged Website form and is emailed to the team.

    Public
How it works

From prompt to a live real estate CRM

  1. Describe your pipeline

    Tell Netiva whether you work alone or on a team, how you split buyers and sellers and which stages a lead passes through. The agent drafts collections for contacts, properties, follow-ups and activities.

  2. Enter your sphere first

    Add past clients and active leads in the spreadsheet-like grid, then ask the collection assistant to tidy phone numbers, fix name capitalization or set the lead source across many rows at once.

  3. Work a test lead in the preview

    Submit the inquiry form in the live preview, move the new contact to Appointment set and add a follow-up. Annotate anything that slows you down and the agent changes it.

  4. Publish and turn on reminders

    Publish in one click, send your team the link to sign in and switch on the morning follow-up email. Every change is checkpointed, so you can roll back an edit that breaks your routine.

Why Netiva

Netiva vs a traditional build

Building a real estate CRM with Netiva compared with a traditional build
Criterion With Netiva Traditional build
Follow-up reminders Dated follow-ups on each contact and a morning email listing what’s due and overdue Phone alarms, sticky notes and a spreadsheet column that nobody sorts
Pipeline stages Your own stages, from New to Under contract, Closed or Nurture, with buyers and sellers on one board A general sales CRM whose deal stages you rename and work around
Getting started Describe what you need in chat and watch it take shape in a live preview Hire developers, or stitch together templates, plugins and a hosting plan
Content and data Built-in collections with nine field types, bound straight to your pages Set up and connect a separate database or CMS
Making changes Ask the agent; every change is checkpointed and reversible File a ticket, wait for a sprint, redeploy
Hosting and domain Global hosting and automatic SSL; connect a custom domain from the Starter plan Buy hosting, then install and renew SSL certificates yourself
Code ownership Clean production code you own and can export Locked into a template, plugin or agency setup
Examples

Ways teams use it

  • A solo agent working a sphere

    An agent whose business comes mostly from friends and past clients tags each of them Sphere or Past client and sets a check-in every quarter, so the morning email always has a few names to call before showings fill the day.

  • A three-agent buyer team

    Website inquiries arrive as New contacts with no agent assigned. Whoever picks one up adds their name, and the shared board shows who already has a signed buyer agreement and who is still waiting on a first appointment.

  • A listing agent with slow-moving sellers

    Homeowners who plan to sell within a year sit in Nurture with their current home linked as a property. Notes on repairs and timing stay on the property page, ready for the next check-in call.

Good to know

Before you build

  • Your contacts start in the grid

    Netiva doesn’t import contacts from your phone, email or current CRM. Start with active leads and your closest sphere, entered in the collection grid or drafted and cleaned up with the collection assistant, then add older contacts over time.

  • Portal and lead-service inquiries

    Leads from listing portals or paid lead services arrive automatically only if the provider offers an API you can connect with your own key. Otherwise, add them by hand and set the lead source so the sources screen stays accurate.

  • Rules for contacting your leads

    Reminders to your own team are internal. Market updates to contacts fall under CAN-SPAM: a postal address and a clear opt-out, honored within 10 business days. Calls and texts follow do-not-call and consent rules — keep a do-not-call flag on contacts; the app checks no registry.

  • Buyer agreements come from your brokerage

    Since August 17, 2024, NAR policy requires MLS participants working with a buyer to have a written agreement before an in-person or live virtual tour. The CRM can mark a contact Agreement signed; the agreement and any state requirements come from your brokerage.

FAQ

Questions about building a real estate CRM

Can I change the pipeline stages in my real estate CRM later?

Yes. Stages are values on the contacts collection’s Stage field, so you can rename, add or remove them by asking the agent — for example, splitting Active into Showing homes and Writing offers. The pipeline board groups contacts by whichever stages you keep. Every change is checkpointed, so you can roll back if a new layout doesn’t suit the way you work.

How do follow-up reminders reach me?

Each follow-up has a contact, a due date, a type such as a call or text and a short reason. A scheduled job emails every agent their follow-ups due today plus anything overdue, at a time you choose. Snoozing moves the due date forward, and marking one done records when it happened, so the list shrinks as you work through it.

Can the CRM send text messages to my leads?

No. Apps built with Netiva send email and run scheduled jobs, but they don’t send SMS. Tapping a phone number on a contact opens your phone’s dialer, and you log the call or the text you sent from your own phone as an activity afterward, so the contact’s timeline stays complete for everyone on the team.

Does the real estate CRM pull listings from the MLS?

No. Netiva doesn’t supply MLS data. You add the properties that matter to each contact yourself, with price, beds and baths and the MLS number or a listing link for reference. If you already have a licensed IDX or RESO Web API feed from your MLS, the app can call it with your own credentials, but that MLS’s display and refresh rules still apply.

Can each agent on my team see only their own leads?

Partly. Each agent signs in with their own account, so the Today screen and morning email show only the follow-ups they own. The pipeline board can list the whole team’s contacts or just the signed-in agent’s — tell the agent which you want. Activities record who logged them, so a contact’s timeline shows who spoke to the client and when.

Do I own the CRM’s code if I outgrow Netiva?

Yes. Netiva writes clean, framework-standard code that you can read, edit and export whenever you want, with no proprietary runtime. You can start building on the free plan; custom domains are available from the Starter plan, so compare the current plans on Netiva’s pricing page before you put the inquiry form on your own domain.

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Drafted with AI assistance from Netiva’s product pages and reviewed by the Netiva team. Example data models, screens and prompts are illustrative starting points, not customer projects.

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