TWOZO for Real Estate: Managing Leads, Listings, and Closings

TWOZO for Real Estate

Real estate agencies have unique CRM needs that go beyond generic sales pipeline management. TWOZO's flexibility and fast setup make it well-suited for property listing management, buyer lead tracking, and commission calculation workflows.

Property Listing Management

Use custom objects or custom fields to track property details:

• Property type, location, price, and features
• Listing status (active, under contract, sold, withdrawn)
• Listing agent assignment
• Marketing activity tracking (photos, virtual tours, open houses)
• Days on market and price history

Buyer Lead Tracking

Track buyer leads from initial inquiry through closing:

• Buyer preferences (location, budget, property type)
• Properties shown and feedback
• Offer history and negotiation status
• Closing timeline and milestones

Commission Workflows

Automate commission calculations and approvals:

• Split commissions between listing and buyer agents
• Brokerage fee calculations
• Commission approval workflows
• Payment tracking and reconciliation

Document Management

Attach and organize documents to deals and contacts:

• Listing agreements
• Purchase contracts
• Inspection reports
• Closing documents

Team Coordination

Coordinate between agents, assistants, and transaction coordinators:

• Task assignments for showings, inspections, and closings
• Shared calendars for appointments
• Team dashboards showing active listings and pending deals

How AavishkarIT Helps

We configure TWOZO for real estate agencies with custom property objects, commission workflows, document management, and team coordination features. We also provide training and ongoing support.