Industry — Real Estate & Property Management

Automation and systems for real estate and property management operations.

Real estate and property management companies often rely on many disconnected systems: websites, CRMs, listing platforms, rental applications, maintenance portals, owner reports, email, calendars, accounting tools, and spreadsheets. When those systems do not work together, leads get missed, tenant communication slows down, reporting becomes manual, and staff spend too much time tracking down information.

We help with

Lead intake and routing
CRM cleanup and automation
Open house follow-up
Buyer and seller intake
Listing workflows
Utility billbacks
Tenant communication
Owner reporting
Maintenance request workflows
Transaction coordination
Dashboard reporting
Software selection
Process documentation

Example projects

Automating lead capture from website forms and IDX tools
Routing buyer and seller leads to the right agent
Creating dashboards for lead source, response time, and conversion
Automating utility billbacks across multifamily properties
Cleaning up CRM tags, stages, and follow-up sequences
Connecting listing platforms to CRM workflows
Building owner reporting automations that pull from multiple sources

Related Case Studies

Case Study

Utility Billback Automation

Automated tenant billing across multifamily properties using Mercury bank data and Stripe.

Case Study

Lead Intake Automation for a Real Estate Brokerage

Connecting Real Geeks, Google Forms, and CRM into one reliable intake and routing system.

Are disconnected systems slowing down your real estate operations?

We start with a workflow audit to understand how information moves through your business — then build systems that reduce manual work and improve visibility.

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