Alfredo CRM

Everything platform for your real estate business

An AI-powered CRM specifically designed to manage all the real estate operations your business needs, including asset management, property advertising, organizational structure, and much more.

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CRM Dashboard Overview
Property Management

Property Management

The Assets Management module handles real estate properties, managing their characteristics and images. It ensures that all property-related information is organized and easily accessible.

AddressStatusPrice
123 Main St, AnytownFor Sale$550,000
456 Oak Ave, SomewhereFor rent$1,500
789 Pine Rd, ElsewhereSold$275,000
101 Cedar Ln, NowhereRented$2,000
42 Maple Ave, AnywhereFor Sale$350,000
Pipeline and Process Management

Streamline and track every stage of your real estate transactions with ease.

The Pipeline and Process Management module tracks the various stages of real estate transactions, including buyers, sellers, and financial processes. It ensures organized and efficient management of each step in the transaction process, from initial contact to final payment.

Sophie Winslow

Client

Jane Smith

Agent

Bob Johnson

Vendor

Proposals and Visits

Keep your proposals, visits, and client interactions organized and under control.

Manage proposals and visits efficiently, tracking status, scheduling, notes, and financial offers to ensure every client interaction is documented and handled seamlessly.

123 Main St, Anytown

Sophie Winslow

Pending$525,000

789 Pine Rd, Elsewhere

Maya Caldwell

Accepted$250,000

42 Maple Ave, Anywhere

Liam Hargrove

Rejected$320,000
Document and Task Management

Organize documents and manage tasks effortlessly for seamless workflow.

The Document and Task Management module streamlines the handling of documents related to assets and transactions while managing tasks assigned to users, enhancing collaboration and workflow efficiency.

Documents

Purchase Agreement
PDF
Property Inspection Report
DOC
Mortgage Application
PDF

Tasks

Review purchase agreement
Completed
Schedule property inspection
In Progress
Submit mortgage application
Overdue
Invitations and Workspaces

Seamlessly invite new users and organize workspaces for effective collaboration.

This module handles user invitations and workspace organization, ensuring collaborative, structured, and secure access to your CRM. Manage users effortlessly and promote teamwork.

DO

Downtown Properties

5 members

SU

Suburban Homes

3 members

LU

Luxury Estates

7 members

Contracts Management

Easily create, track, and manage contracts for smooth, compliant transactions.

The Contracts Management module simplifies the handling of real estate contracts, from creation to tracking. Manage contract terms, dates, parties involved, and financial obligations with ease, while staying compliant with automated reminders and notifications.

Parties
Financials
Milestones

Sophie Winstow

Buyer

Jane Smith

Seller

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And much more...

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Alfredo AI | Real Estate Analytics & Automation