4.98 Google rating

For realtors, teams and brokerages

CRM for Real Estate Agents

BaseCloud is a real estate CRM with the phone system and texting built in. New leads get a call within minutes, showings confirm themselves, and your past clients hear from you on their home anniversary without anyone setting a reminder.

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Real estate agent tracking buyers, sellers and listings in BaseCloud CRM

Every lead called back in minutes

Example workflowFrom new lead to closing day

Clients who love our CRM system

Feel free to ask them about us.

  • Galetti
  • Quatro
  • Agriskills
  • Mastercare
  • Aluma
  • TutorsSA
  • Gawie le Roux Institute of Law
  • BNI
  • Vision Works
  • Intello Group

The first agent to call back usually gets the showing. The agent who stays in touch gets the referral.

Leads arrive from your website, Zillow and Realtor.com emails, sign calls, open houses and Facebook ads. They land in different inboxes, the callback waits until after the next showing, and the buyer has already toured with someone else. Past clients drift for the same reason. Nobody has time to remember them.

What BaseCloud CRM solves

What a real estate CRM should fix

  • Every lead, from any source, logged on one contact with its source recorded
  • A call back within minutes, not after the next showing
  • Showing and open-house reminders by text, sent without anyone typing them
  • Buyer criteria and saved properties on the contact, not in an agent's head
  • Listing and buyer agreements signed online, with an audit trail
  • Past clients and your sphere contacted on a schedule, for years

How it works

From first inquiry to closing day

Four jobs every agent does every week, and how BaseCloud runs each one.

Speed to lead, handled

A form fill, a Facebook lead ad or a portal email creates the contact, records the source and starts the follow-up.

  • Call Connect rings the agent the moment a web lead arrives and dials the buyer
  • Portal lead emails can be turned into contacts with an Inbound Email workflow
  • Round-robin assignment spreads leads fairly across the team

What you get

Built for how agents actually work

The parts of BaseCloud a real estate team uses every day, in real estate terms.

  • Call new leads back in seconds

    Call Connect phones the agent as a web lead arrives, then connects them to the buyer. No lead waits until after lunch.

  • Every call recorded and summarized

    Calls with buyers, sellers and lenders are recorded, transcribed and summarized with action points on the contact.

  • Texting with 10DLC done for you

    Two-way and bulk text from your business number. BaseCloud handles the US 10DLC brand and campaign registration.

  • Properties and buyer criteria

    Add a Properties table to each client and fields for price range, beds, areas and pre-approval. Filter buyers when a listing goes live.

  • Agreements signed online

    Send listing agreements and buyer agreements for e-signature with OTP checks and a completion certificate.

  • Know which ad made the phone ring

    Give each listing ad, sign or campaign its own tracking number and see which ones produce calls.

The BaseCloud difference

Built in, not bolted on

Calling, texting, WhatsApp, email, quoting, e-signature and automation are part of BaseCloud, not add-ons from other vendors. One login, one client record, and no connectors to keep alive between separate subscriptions.

  • Phone system
  • SMS
  • WhatsApp
  • Gmail / Microsoft 365
  • Workflow automation
  • Quotes & invoices
  • E-signature

Real Estate on BaseCloud

One buyer, from lead to closing

This is an example of how a brokerage can set up BaseCloud for buyer leads. Every step is a standard workflow you can change.

Example workflow

A buyer lead from a Facebook ad, handled by a three-agent team

A buyer fills in a Facebook lead form at 7:40 pm. Here is what happens next without anyone touching a spreadsheet.

  1. 1. Lead captured

    The lead ad creates the contact, records the campaign and assigns the next agent in the round robin.

  2. 2. Called in seconds

    Call Connect rings the agent's phone and connects the call. The call is recorded and summarized on the contact.

  3. 3. Criteria on file

    The agent fills in price range, areas and pre-approval status. A text with the agent's details goes out.

  4. 4. Showings booked

    Showings go into the agent's calendar. The buyer gets a text reminder before each one and a feedback request after.

  5. 5. Under contract

    The buyer agreement is signed online. Inspection and closing dates trigger reminders to the agent.

  6. 6. After closing

    A review request goes out a few days later. A home-anniversary message goes out every year after.

The agent spends their time on calls and showings. The follow-up, reminders and paperwork run on their own.

We pride ourselves on 5-Star Service

4.98 Google rating

Read our reviews on Google

Moving to BaseCloud was the best decision we could have made. The onboarding process was very professional. … It is comforting knowing you have a team of professional, knowledgeable people at your disposal.

Pieter vd WaltPosted on Google

Excellent service, professional team. The best I ever worked with.

Sandra ViljoenPosted on Google

Very professional and helpful. They consistently go out of their way to assist wherever needed. I would highly recommend them.

Annelien BouillonPosted on Google

Very knowledgeable team that understands our market.

Alan FritzPosted on Google

Thank you BaseCloud for … helping me get up to speed with your platform so that we could help our client fully integrate with your CRM.

Julian WesselooPosted on Google

Great team and very knowledgeable. Patient, but they keep their fingers on the pulse. Highly recommend.

The Capital DistilleryPosted on Google

Thank you to the incredible BaseCloud team for all your hard work and support.

Belinda VD MerwePosted on Google

Brilliant company!

Pieter KoelewynPosted on Google

FAQ

Real estate CRM questions

What should a CRM for real estate agents do?
It should capture leads from every source, get a fast first call, keep buyer criteria and property details on the contact, remind you about showings and deadlines, and keep past clients in touch for years. BaseCloud does all of that and includes the phone system, texting and e-signature, so you don't need separate tools for them.
Can BaseCloud take leads from Zillow, Realtor.com or my IDX website?
Website forms, Facebook and Instagram lead ads, and any tool that can send a webhook create contacts directly. Portal lead notifications that arrive by email can be turned into contacts with an Inbound Email workflow. There is no built-in Zillow or MLS connection.
Does it work for a solo agent and for a brokerage?
Yes. A solo agent can use it on their own. A brokerage can add teams, roles and permissions down to individual fields, assign leads by round robin, and see each agent's calls, texts and follow-ups in reports.
Can I text leads and clients from the CRM?
Yes. You can send one-to-one and bulk texts from your business numbers, and replies land on the contact. For US numbers, BaseCloud registers your brand and campaign for 10DLC and links your numbers when the registration is approved.
Can I send listing agreements and buyer agreements for signature?
Yes. BaseCloud's e-signature supports several signers in order, a one-time code by text or email, and a completion certificate with an audit trail. Signed documents are saved on the client.
Can I keep my existing business phone number?
Yes. You can port your existing numbers into BaseCloud or buy new local numbers. Calls then ring in the browser, on the BaseCloud Phone app or on a SIP phone.

Fewer missed leads. More closings.

Tell us how your team works today, and we'll show you lead capture, showings and past-client follow-up set up in BaseCloud.

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