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Real Estate CRM in Gmail

Handle buyer pipelines, transactions, and client follow-up — right in your inbox.
A real estate pipeline in Streak CRM with listing stages and property data.
Trusted by 4,000+ companies and 750,000+ professionals

Most real estate CRMs come with rigid templates, fixed workflows, and a learning curve that pulls you out of the tool you already live in: your inbox. Streak is a CRM that works the way you do — fully customizable, Gmail-native, and built to handle the complexity of real estate without the overhead.

Pipeline setup

A real estate pipeline built for your process, not a template

Most Real Estate CRMs lock you into a rigid structure. Streak's AI Pipeline Creator builds your pipeline from scratch based on how you actually work — customize it at any time without help from an administrator.

AI pipeline setup flow where users describe their real estate process to generate a custom CRM workflow.

Create pipelines for your process

Describe your processes for buyers and listings — and Streak creates pipelines complete with stages, fields, and customizable structure for you.

Custom column type picker in a Streak CRM pipeline with basic fields, formulas, tags, and AI-powered magic fields.

Edit your workflow anytime

Make changes and edit your workflow quickly, without needing help from an Admin or IT department.

Pipeline settings interface showing columns like Name, Stage, Price, Property Type, Lead Source, and contact details.

Track what matters to you

Track what matters to you with custom fields: commission, property type, close date, attorney contact, lead source, and more.

Tasks & follow-up

Stay on top of every showing, offer, and closing task

Tasks keep every next step visible and email outreach tools help you stay ahead of deadlines without anything slipping through the cracks.

Task list for upcoming real estate activities including inspections, photography, and MLS updates.

Task management for real estate listings and clients

Create tasks for showing confirmations, offer deadlines, inspection dates, attorney follow-ups, closing steps, and more.

Workflow automation builder connecting box stage changes, emails, tasks, and Slack notifications.

Automate task workflows

Move a buyer or listing to a new stage and trigger the relevant task list automatically.

Calendar schedule with property tours and open house meetings.

Sync tasks to Google Calendar

Every task appears automatically in Google Calendar so your day is planned without extra work.

Personalized mail merge draft using dynamic CRM fields inside Gmail.

Send targeted announcements

Send targeted listing announcements to segmented buyer lists with mail merge — no BCC juggling.

Snippet library with reusable templates for showings, offers, and open house follow-ups.

Reply faster with snippets

Use snippets for fast, on-brand replies to common like showing availability, commission questions, and contract status.

Contact management

Keep client relationships active between transactions

The best source of new business is the clients you already have. Streak creates a full contact record and transaction history for each person in your pipeline so you can build and track relationships that last years.

Contact management view inside Gmail showing complete client interaction history, related pipelines, and detailed contact information.
Keep a complete client history

Track your interactions with every client in a dedicated contact page. Review their full interaction history, contact details, past purchases or sales, and notes.

Remember the details that matter

Log personal details — birthdays, home purchase anniversaries, neighbourhood preferences — and surface them before you reach out.

Stay in touch beyond the deal

Build a dedicated pipeline for past clients and referral sources so no relationship goes cold between transactions.

Frequently asked questions

What is a real estate CRM?

A real estate CRM is a tool for managing client relationships, tracking transactions, and staying on top of follow-up across your pipeline. A good real estate CRM keeps all of your buyer, seller, and listing activity organized in one place so nothing slips through the cracks.

Why use Streak instead of dedicated real estate software?

Most dedicated real estate CRMs require you to log into a separate platform, manually sync your emails, and adapt to a fixed workflow. Because Streak is built directly inside Gmail, your pipeline is always in sync with your inbox — no exports, no switching tabs, no duplicate data entry. This also helps with document organization as attached files in emails are automatically added to each deal in Streak. For agents who live in email, that's a meaningful difference.

How does Streak compare to other CRMs like Follow Up Boss or Top Producer?

Follow Up Boss and Top Producer are purpose-built for real estate, which means they come with real estate-specific features but also real estate-specific constraints — fixed workflows, brokerage-oriented setups, and interfaces that pull you away from your inbox. Streak is more flexible: you build your own pipeline structure, work entirely within Gmail, and get AI tools that keep your records current automatically. It's a better fit for individual agents and small teams who want to work their own process.

Can I track buyers and sellers in separate pipelines?

Yes. Streak lets you create as many pipelines as you need — separate ones for buyers, sellers, listings, and relationships to nurture — and link records across them. So a buyer and a listing can be connected without being in the same pipeline.

How does Streak help with transaction management?

Each transaction gets its own record in Streak that holds all related emails, notes, documents, contacts, and custom fields. You can attach purchase agreements, inspection reports, title documents, and closing paperwork directly to the record. AI Summaries let anyone on your team get up to speed on a transaction instantly.

Does Streak work for individual agents or just teams?

Both. Individual agents use Streak to manage their full pipeline solo. Teams use it to share pipelines, divide up leads, and maintain visibility into each other's transactions — all from a shared Gmail workspace.

Can I use Streak to send listing announcements or drip campaigns?

Yes. Streak's mail merge lets you send personalized emails from your Gmail inbox to a list of contacts in bulk — useful for listing announcements to buyer lists, market updates, or follow-up sequences. You can also use snippets to save and reuse your most common email responses.

What AI features does Streak have for real estate?

Streak includes three AI features relevant to real estate: AI Autofill (automatically populates deal and contact fields from your emails or web research), AI Summaries (instant briefings on any transaction or contact record), and the AI Pipeline Creator (builds your pipeline structure from a plain-language description). All three are designed to reduce manual work and keep your CRM accurate.

Your brokerage runs on Gmail. So should your CRM.

Try Streak free — installs into Gmail in seconds.