CRM for real estate

For real estate teams

Every Instagram DM about a listing, tagged, tracked, followed up.

One inbox for Instagram, Facebook, WhatsApp, Telegram and email, with a property tag on every contact and an AI agent on your own provider key to qualify leads. Follow-ups run as email and Telegram sequences, and WhatsApp and Instagram replies stay inside the 24-hour window. WhatsApp and Instagram start on Pro at $24.99/month.

WhatsApp is on Pro, $24.99/month · Replies inside Meta's 24-hour window · Free plan covers Telegram only

What breaks in real estate

Four problems every brokerage hits

Scattered inboxes, missing property context, viewing no-shows, dead nurture pipelines. Pinlyx helps with each one, and this page says where it stops.

Leads come from five inboxes, follow up in none

Instagram DMs, Facebook, WhatsApp, Telegram, email: every channel has prospects asking about a listing. Without one inbox, replies get missed.

"Which property were they asking about?"

A lead asks about a listing, you reply hours later, by then you cannot remember which one. Without property tags on the contact, every follow-up restarts from zero.

Viewings get forgotten, deposits get lost

A viewing booked over DM is easy to forget on both sides. Each missed viewing means more follow-up and a deposit window that can close.

No nurture for cold leads

The lead who said "not now, maybe in 6 months" can still become a buyer. Without a follow-up that runs on its own, those leads quietly die in a spreadsheet.

Six capabilities for real estate teams

Skip the spreadsheet. Keep every lead, listing tag and follow-up in one place.

Instagram & Facebook inbox

Every Instagram DM, Story reply and Facebook Page message lands in one inbox and creates a contact. Keyword comment-to-DM is on the Business plan.

Property tags on every contact

Tag a contact with the property they asked about, by hand or with an AI agent rule on a keyword. Filter contacts by tag to see every prospect for 12 Oak Lane in one view.

Viewing follow-ups on email and Telegram

Build a confirmation and a reminder as an email or Telegram sequence, and add the contact when a viewing is booked. Pinlyx has no viewing calendar and no SMS, and WhatsApp stays reply-only.

AI lead qualifier

Start from the Lead Qualifier template. The AI agent asks about budget, timeline, pre-approval and area on your own provider key, then hands off to a human when your conditions are met.

Team assignment and pipelines

Assign each conversation to an agent, run separate pipelines and control access with roles. Assignment is manual: there is no round-robin, geographic or skill-based routing.

CSV contact import

Bring existing leads in by CSV. Pinlyx has no MLS connection and no listing records: a listing is a tag on the contact and a deal on your pipeline.

Where real estate leads get lost

Real estate is a high-trust, high-relationship business, and a missed follow-up can cost more than a weak listing. The leads exist. They DM about a listing, they comment on a Story, they message your Facebook Page, but they slip through the cracks because five inboxes split attention and nobody remembers which property the contact asked about three days ago.

The fix is discipline at the moment a lead arrives: the DM lands, the property is tagged, the viewing is booked, the follow-up is on. Pinlyx puts those steps in one workspace so busy agents are less likely to skip them.

Channels that matter for real estate

  • Instagram DM: a common lead source for residential agents. Story replies and listing questions land in the shared inbox with a contact record, and replies go out inside the 24-hour window. Keyword comment-to-DM is on the Business plan.
  • Facebook: Page messages route to the same inbox as Instagram. Pinlyx has no dedicated Facebook Marketplace integration.
  • WhatsApp: common in EU, LATAM, Turkey, MENA, and APAC. Your team or an AI agent replies inside Meta's 24-hour customer service window, with no template messages, broadcasts or bulk sends.
  • Telegram: common for premium-property channels in EE/CIS, crypto-buyer communities, and international cash buyers. Native MTProto support.
  • Email: for offer documents, contracts, and full property briefs, from your own mailbox over IMAP/SMTP (Gmail, Outlook, iCloud).
  • SMS: not available. Pinlyx has no SMS or phone channel.

Compliance & data residency

Real estate lead data is among the most regulated PII categories: name, address, financial status, household composition, sometimes minors. The big four regulations to watch:

  • GDPR: required for EU brokerages. Servers are in Germany on every plan, deletion requests are completed within 30 days, and the DPA is at /dpa. Pinlyx does not store consent timestamps or legal-basis fields, so keep those in your own system.
  • KVKK: Turkish brokerages. The same split applies: consent records stay in your own system.
  • US state laws: US brokerages handle CAN-SPAM for email and state-level data-protection laws (CCPA in CA, CDPA in VA). The do-not-contact list applies across every sequence channel.
  • Anti-discrimination: fair housing in the US, anti-discrimination clauses in EU. You can give an AI agent rules about what it must never ask or say, including protected characteristics. A rule is an instruction, not a legal guarantee, so review its replies.

Sequences worth building

Pinlyx does not ship ready-made real estate sequences. These four are simple to set up yourself: the first runs on an AI agent, the rest in the sequence builder on email or Telegram, with stop-on-reply.

  • Inbound lead welcome: an AI agent answers a new lead on Instagram or WhatsApp inside the 24-hour window and asks the qualifying questions (budget, timeline, pre-approval).
  • Viewing reminder (2 steps): a confirmation when you add the contact and a reminder after the delay you set, with the property address and agent contact.
  • Post-viewing follow-up: a short note after the viewing. "Did 12 Oak feel right? Three things people usually want to revisit." A reply stops the sequence so your agent can take over.
  • Long-term nurture (6 months): for the "maybe in 6 months" leads. A monthly market update by email keeps you in touch, so the agent gets the call when timing is right.

Reporting & KPIs

Pinlyx reports on conversations and pipeline. It does not report on viewings, because it has no viewing calendar:

  • Conversation volume by channel: how much of the load comes from Instagram, WhatsApp, Telegram and email.
  • Pipeline stages: add a Viewing and an Offer stage to a custom pipeline and see how many leads sit in each.
  • Deals: value and probability on every deal in the pipeline.
  • Sequence results: how many contacts each follow-up reached and how many replied.
  • Agent workload: by team member, in advanced analytics on Business.

Generic CRM vs Pinlyx for Real Estate

Where a general CRM and Pinlyx differ for a brokerage, including what Pinlyx does not do.

CapabilityPinlyxRecommendedGeneric CRM
Lead capture
Instagram DMs in a shared inbox
YesPartial
MLS or listing-portal integration
NoPartial
Property tags on contacts
A tag per listing, added by hand or by an AI agent rule
YesPartial
Follow-up
Email and Telegram follow-up sequences
YesPartial: email only
WhatsApp replies inside the 24-hour window
YesPartial: usually an add-on
WhatsApp templates or SMS reminders
NoPartial: usually an add-on
Pipeline & agents
Conversation assignment
YesPartial
Round-robin or geographic routing
NoPartial
Custom pipelines
YesYes
Pricing
Flat-rate, no per-agent tax
YesNo

Pinlyx column checked November 6, 2026. The generic CRM column is a broad description, not any one product.

GDPR, KVKK, fair housing: what Pinlyx does and what stays with you

Real estate lead data is high-sensitivity PII. Pinlyx runs on servers in Germany on every plan, completes deletion requests within 30 days, checks a do-not-contact list before every sequence step, and lets you tell an AI agent what it must never ask. It does not store consent records or legal-basis fields, so those stay with you, and so does compliance with GDPR, KVKK and fair housing rules.

Hosted in Germany30-day deletionDo-not-contact listDPA published

Real Estate FAQ

Common questions from brokerages evaluating Pinlyx.

No. Pinlyx has no MLS or listing-portal integration and no listing import. The simplest setup is one tag per property: add it to the contact when a lead asks about that listing, then filter contacts by it. Leads can come in by CSV import, and on the Business plan the REST API and n8n node can connect a custom listing system.
A property tag is an ordinary contact tag you create, for example "12 Oak Lane". When a lead DMs about that listing, your team adds the tag, or an AI agent rule adds it on a keyword. Filter contacts by the tag and you see everyone who asked about that property.
Partly. Pinlyx has no viewing calendar, so a reminder is not tied to a booking time. You can build a reminder as an email or Telegram sequence and add the contact when a viewing is booked. SMS is not available. On WhatsApp and Instagram you or an AI agent can only reply inside the 24-hour window, and Pinlyx does not send template messages, so a reminder there only reaches a lead who wrote to you in the last 24 hours.
Pinlyx covers its side, and compliance stays with you as the controller. Servers are in Germany on every plan, deletion requests are completed within 30 days, and the data processing agreement is published at /dpa. A do-not-contact list is checked before every sequence step. Pinlyx does not store consent records or legal-basis fields, so keep those in your own system. The same split applies to KVKK for Turkish brokerages.
Yes. Start from the Lead Qualifier template and add your qualifying questions: budget, financing pre-approval, timeline, area. The AI agent runs on your own OpenAI, Gemini or other provider key, asks them in your inbox, and hands off to a human when one of your conditions is met, such as price negotiation or a complaint. On WhatsApp and Instagram it replies inside the 24-hour window. Pro includes three agents and Business is unlimited.
Assign each conversation to a team member, see what is unassigned, and use roles to control who can see and do what. Assignment is manual: Pinlyx has no round-robin, geographic or skill-based routing. Pro includes 3 team members and Business includes 10.

Ready to ship

From the first DM to the closing table, every lead, every property, every step.

WhatsApp and Instagram are on paid plans, from Pro at $24.99/month. Your team or an AI agent answers leads inside Meta's 24-hour window, and follow-ups run as email or Telegram sequences.

WhatsApp is on Pro, $24.99/month · Replies inside Meta's 24-hour window · Free plan covers Telegram only
Last updated: November 6, 2026.

We value your privacy

We use cookies to improve our site, analyze traffic, and personalize ads. You can accept all, reject non-essential, or customize your choices. Read our Cookie Policy.