Taskingos
Menu
ProductProduct overviewTasksRelationshipsMarketplaceLive demosWorkflows
Use casesUse case overviewSales & CRMOperationsAgenciesStartups
MarketplaceDemosPricing
ResourcesResourcesMarketplaceLive demosFeature pages
Sign inStart free
Sign inStart free

Taskingos App Store

Real Estate Relationship Pipeline

Manage buyers, sellers, listings, showings, offers, referrals, and closing tasks.

Start with this appBack to marketplace

Real estate

Real Estate Relationship Pipeline

Setup
8 minutes
Includes
5 records, 4 workflows
Runs on
One shared workspace
Install app

Built for operators

Launch the workflow first, then refine it around your team.

A relationship-first real estate CRM for agents and small broker teams tracking active deals and long-term referral nurture.

Best forReal estate agents and small teams who need a lightweight pipeline for clients, listings, offers, and referrals.
Helps withKeep every client next action clear; Track deal stages without heavy brokerage software
Setup time8 minutes
Workspace fitReal estate operations
Stay ready

Keep Contacts and follow-up work in one view.

A relationship-first real estate CRM for agents and small broker teams tracking active deals and long-term referral nurture.

01
Move work forward

Give every handoff an owner and a next step.

Keep every client next action clear

02
See what matters

Use Active Clients to catch stuck work early.

Operators can review queues, open work, owner workload, and exceptions before customers feel the delay.

03

What installs

A ready operating system, not a blank template.

Install the starter and get the working surfaces first: records, workflow stages, reports, and integrations. Then adjust fields, owners, and timing around your real team.

01

The shared source of truth

Records

Give the team clean places to keep the operational details that drive the workflow.
  • Contacts
  • Properties
  • Showings
  • Offers
02

The process your team follows

Workflows

Move work through visible stages with owners, timing, and follow-up queues.
  • Buyer Intake
  • Seller Listing Prep
  • Offer Follow Up
  • Closing Task Checklist
03

The views operators check

Reports

Surface open work, stuck follow-ups, aging queues, and the next priorities.
  • Active Clients
  • Offers Awaiting Response
  • Referral Follow Ups Due
04

The handoffs around the app

Integrations

Connect the starter to the tools your team already uses for communication and files.
  • Email
  • Google Workspace
  • Slack

How it works

Start from a complete app, then make it feel native to your business.

Install the starter, review the included structure, then customize ownership, timing, saved views, notifications, and reporting before the team starts using it.

01

Buyer Intake

Start with the core information your team needs, then adjust fields and required handoffs for Real Estate Relationship Pipeline.

02

Seller Listing Prep

Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.

03

Offer Follow Up

Turn loose follow-up into owned work with queues, reminders, saved views, and clear next actions.

04

Closing Task Checklist

Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.

Operator customization

Ask the operator to shape this app around your exact business.

The starter gives you the structure. The operator helps translate it into your real roles, approval rules, customer language, follow-up timing, and weekly reporting rhythm.

  • Keep every client next action clear
  • Track deal stages without heavy brokerage software
  • Protect referral follow-up
Suggested operator prompt

Customize this real estate CRM with buyer and seller stages, showing follow-up, offer tracking, and referral nurture.

Use this app as your starting system.

Start with the included structure, then tune the app around your customers, team, workflows, integrations, and reports.

Start freeBrowse starter apps