Build your own real estate referral tracking system, no code required
Track referrals, manage leads, and optimize conversions with a customizable system tailored to your real estate business needs.
Build exactly what your team needs
Customize your referral tracking system with the workflows and views your real estate team relies on. Add features as your needs evolve.
Add new referral
Track referral status
Assign agents to referrals
Document management
Commission calculation tracking
Referral source reporting
Bring all your referral data together in real time
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your referrals.
Custom access for every team. Built-in security, no dev time.
Empower agents and admins to manage referrals, leads, and contacts securely. Set up tailored logins and permissions—no IT or dev time required.
Advanced permissions
Create dashboards for agents, brokers, or managers—each gets a tailored view of leads, referrals, and activities.
User groups
Create dashboards for agents, brokers, or managers—each gets a tailored view of leads, referrals, and activities.
Automations
Connect with tools like Make, Zapier, or N8N to automate referral tracking, notifications, and CRM updates.
Works on any device
Track and update referrals from any device. The system is mobile-ready out of the box for on-the-go access.
Easy, secure logins
Enable secure logins for your team via Google, email, or SSO—making access fast and reliable.
Security
Protect referral and client information. Softr meets SOC2 and GDPR compliance standards with robust access controls.
.svg)
AI assistant for real estate referrals
Let agents ask AI about referral status, commissions, or contacts—answers are instant, always up-to-date, and built into your CRM.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Launch your real estate referral CRM in minutes using drag-and-drop and ready templates.
Consolidate your stack
Add features like deal tracking or agent management as your referral network expands—no rebuild needed.
Flexible as you grow
Start with referral tracking, then add agent dashboards or client portals—all in one platform.
Build a fully custom real estate referral system in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
250+
600+
Frequently asked questions
Build your real estate tracking system today