How to Get Started with Bitrix24 CRM for Real Estate?

The real estate industry in Dubai thrives on building strong relationships, managing leads efficiently, and closing deals quickly. However, with the increased competition in the market, customer’s expectations are rising along with competition. It is calling for something advanced and efficient to help the real estate professionals to streamline their operations. That’s where the Bitrix24 CRM for Real Estate comes into the game.
What is Bitrix24 Dubai?
Bitrix24 is an exclusive customer relationship management (CRM) software for the real estate industry. It combines communication, automation, and project management into one solution. For real estate agents and agencies, it’s a game-changer. With features tailored for lead management, client communication, and deal tracking, Bitrix24 can help you stay ahead of the competition.
It offers you all projects at a glance, letting you keep the track of all deals and engage customers and clients efficiently. If you haven’t been introduced to any CRM before, here SAABSOFT brings you the amazing Bitrix24 CRM for real estate. Let’s get into details for getting started with it to thrive in business.
Getting Started with Bitrix24 Dubai
Bitrix24 CRM is designed for the common person to use it easily. You do not require any exclusive skills to get started with it. However, it's not competent non-technical as well, so you do need a Bitrix24 partner for the implementation as well. Here are a few simple steps that help you set up the account on your own.
Create Your Bitrix24 Account
Visit the Bitrix24 website and sign up. You can start with the free plan, which already offers a fully functional CRM. You can opt for a paid plan for advanced features like analytics, automation rules, and unlimited users. It works when you have a big team and you need everything aligned on a single dashboard.
Customize CRM for Real Estate Needs
Once you have logged-in, now you have access to the CRM dashboard. Here you can do all the customization and explore the features. The best part, Bitrix24 allows customization to fit your processes in one place. So here is what you need to do in the process:
- Add property-specific details such as preferred location, property type (apartment, villa, commercial), budget, or financing status.
- Create a sales funnel that reflects your selling process: Lead Captured → Contacted → Property Viewing → Negotiation → Closed Deal.
- Classify contacts into buyers, sellers, investors, and tenants.
It helps you have the CRM look the way you want. If you are looking for the customization support, SAABSOFT offers you the best assistance in setting the Bitrix24 CRM for real estate.
Import and Capture Leads Automatically
Now the real games start here, you just need to import your customer or prospect database in Excel or CSV. Files. Plus, connect your real estate business website forms and property listing platforms to the platform and manage all new leads automatically.
Automate Lead Follow-Ups
Real estate transactions require multiple touchpoints. Bitrix24 helps you automate follow-ups so clients always stay engaged. You can send emails with property updates and newsletters or even schedule calls or SMS for the follow ups.
Using the workflow automation, you can schedule property visit remainders along with other tasks such as legal document submissions, or payment follow-ups.
How Bitrix24 CRM for Real Estate Makes a Difference for Your Business?
Getting started with the software is quite simple however it brings you numerous benefits on the go. You have access to the tools of automation, management, and evaluation. Here is what you can monitor and keep the track of:
- Number of leads captured
- Conversion rates
- Agent performance
- Time taken to close deals
- Updates about clients, property and payment processes
- Automation of leads collection and follow ups
Furthermore, you have the opportunity to collaborate with your team by keeping all the brokers, sales agents, marketing professionals, and legal advisors at one page. Bitrix24’s collaboration features—such as shared calendars, task management, file sharing, and video calls—ensure everyone stays aligned.
Contacting with a Bitrix24 Partner Dubai
Overall, it’s quite simple to set up and use the CRM for real estate by Bitrix24. However, you might get stuck with its customization and simplification at times. In this manner, contacting a Bitrix24 Partner like SAABSOFT saves you a lot of time. It lets you have the best assistance with the customization, planning and execution. Make your lives easier and manage smoothly with the right software in hand.
Final Thoughts
Adopting Bitrix24 CRM for real estate agents is one of the smartest moves you can make. By customizing sales pipelines, automating lead nurturing, and centralizing communication, you’ll save time, improve client relationships, and boost deal closures.
Whether you’re an independent real estate agent or running a large property agency, Bitrix24 can help you scale and succeed in today’s competitive market. Start small, explore its features, and gradually unlock its full potential for your business.