Optimo CRM Real Estate centralizes your leads, communications, listings, transactions and follow-ups in a system adapted to the realities of real estate brokerage. Our team handles implementation, integrations and automation to simplify your day-to-day work, improve your follow-ups and help you stay present long after the transaction.
12+ years of real estate marketing experience • 1,000+ Optimo CRM users
12+ years of real estate marketing experience • 1,000+ Optimo CRM users
A good real estate CRM is not only meant to manage leads until the transaction. It must support the relationship from the first contact through the years following the sale. Optimo structures this journey around three pillars.
Turn more inquiries into conversations and business opportunities.
Structure how your leads are handled, give each opportunity a clear next action and automate relevant follow-ups so inquiries do not fall through the cracks.
Keep every listing and transaction organized from start to finish.
Centralize tasks, communications, appointments and next steps so you and your team can quickly see where each file stands and what needs to happen next.
Continue creating value long after the transaction.
Stay present with past clients through structured communications and follow-ups. Nurture the relationship, generate more referrals and create new business opportunities over time.
Optimo brings a large part of your client relationship and real estate operations into one system while remaining connected to the specialized tools your practice needs.
The goal is not to replace every platform simply to reduce the number of tools. It is to create a coherent environment where information flows and your team can quickly find the right context.
Manage the entire client relationship and your real estate operations in one environment.
Keep a clear view of your leads, clients and past clients. Find conversations, appointments, interests and next actions so you can provide more personalized follow-up at every stage of the relationship.
Track the progress of your listings and transactions and quickly see which tasks remain. Your team shares the same context and can step in at the right time.
View the data that matters to your practice, such as lead sources, opportunities, results, listings and team activity. The right metrics help you understand what works and where to focus your efforts.
Automate repetitive tasks, reminders, assignments and selected communications to reduce missed steps and maintain a more consistent experience without adding manual work.
Plan and assign tasks related to leads, listings and transactions so the next actions remain visible to you and your team.
Centralize your availability and calendars and make it easier for leads and clients to book appointments. Automate confirmations and reminders where relevant.
Optimo is configured around your practice, your team and your processes. Our team analyzes how you work, configures the system, connects the useful tools and supports adoption. Implementation also provides an opportunity to simplify processes that can be improved.
Track the data that matters to your practice in dashboards aligned with your goals. View your lead sources, conversions, listings, transactions, team activity, marketing efforts and relationships with past clients.
Information becomes easier to understand and, most importantly, easier to use when deciding where to take action.
Automate the steps that should not rely solely on memory, such as certain assignments, transaction tasks, reminders, follow-ups and communications. Reduce administrative work while maintaining a more consistent client experience.
Bring together communications from your office line, your team, email, SMS, Facebook Messenger, Instagram, WhatsApp and your website chat.
Each conversation stays connected to the correct contact so you can quickly review the history and understand the full context, even when a file is shared with a team member.
Connected to Optimo, AI can work from the history, communications, opportunities and processes in your CRM. It can help summarize a file, identify what needs your attention, prepare a communication or determine the next action.
AI becomes more useful when it understands your context and processes.
Henri helps you stay responsive by engaging with prospects, answering questions, qualifying leads, managing follow-ups, and booking appointments — even when you’re busy with showings or client meetings.
It keeps opportunities moving forward while you focus on the conversations that require your personal touch.
Henri is just one part of Optimo’s AI capabilities. With access to your CRM context, AI can analyze, summarize, prioritize, and assist your work every day.
Optimo is not limited to the general functions of a CRM. Some features were designed to simplify processes specific to real estate brokerage.
Centralize Centris inquiries in Optimo and assign them automatically based on your rules to reduce the time between an inquiry arriving and being handled.
Create and automatically distribute tasks related to listings and transactions so everyone knows what needs to be done and when.
Centralize your seller and buyer lead generation strategies in one environment and structure how each new opportunity is handled.
Prepare comparative market analyses more efficiently and use them in presentations with sellers and prospects.
Collect visitors’ contact details and important information directly in Optimo, then continue the follow-up in the same CRM without manual transfers.
Time savings calculator
Estimate the potential impact of centralization, automation and better organization on your practice or team.
This simulation is provided for illustrative purposes only. Results vary depending on the structure of your practice, the processes automated and how Optimo is used.
12+ years
of experience
in real estate
marketing
1,000+
supported by Optimo CRM
Complete system implementation
through team adoption
Built for real estate brokerage
with tailored processes and automation
Real estate brokers and teams use Optimo to better structure their daily work, follow-ups and client relationships.
The best introduction we can offer you is the authentic testimony of our clients
See how Optimo can be implemented around the way you work to simplify your daily operations, automate the right tasks and maintain better visibility into every relationship and file.
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