Industries · Real Estate
Integrations for real estate
Your CRM, portals, trust accounting and contract tools should work as one. We connect the systems your business runs on, so leads, listings and deals flow without re-entry.
The problem
Real estate systems don't join up
Leads in the CRM, listings pushed to portals, trust accounting separate, contracts and documents elsewhere. Keeping them aligned is manual, and a dropped sync means a lost lead or a missed obligation.
The systems
The systems we connect
We integrate the systems the industry runs on, including CRM (such as Rex, VaultRE or AgentBox), listing portals (such as realestate.com.au and Domain), trust and property accounting (such as PropertyMe or Console), e-signature (such as DocuSign), and contract and document tools. Off-the-shelf where it fits, custom where it doesn't.
Where it usually connects
Where businesses usually need connections
CRM and portals → listings pushed and enquiries pulled back automatically
CRM and trust accounting → transaction and financial data aligned
Enquiry channels and CRM → every lead captured into the CRM the moment it arrives
E-signature and CRM → signed documents flow back and progress the deal
CRM and communication → client and vendor comms logged against the record
How we facilitate it
How we facilitate it for real estate
Every connection gets the right approach. Where a reliable off-the-shelf integration exists, we use it. Where it doesn't, or the logic is more involved, we build a custom integration through the systems' APIs, with proper authentication, error handling and monitoring so it doesn't silently break. We keep your data secure and in your control, deployed per client with Australian data residency.
The bigger picture
Part of a connected system
Connecting your systems is usually the start, not the end. Once data flows, there's work to automate on top of it, and often a role for AI agents to act on what your connected systems now know.
FAQ
Frequently asked questions
Can you connect our CRM to the portals?
Yes, so listings publish and enquiries flow back into the CRM automatically.
Can you connect to trust accounting?
Yes, so transaction and financial data stay aligned.
What if a system has no native integration?
We build a custom one through its API.
Is it secure?
Yes. Per-client deployment and Australian data residency.
How do we get started?
Show us one task your team currently does by hand. We'll build an prototype that shows how it could work in seven business days, free.
What clients say
Josh completed the brief with everything done efficiently and extremely quickly. He knew everything that I needed him to and more. Absolutely no hesitation in recomending him for all Asana work.
Get started
Show us the workflow that's slowing you down.
We'll map it and show you how the system could work in seven days. Free, with no obligation.
We reply within one business day to confirm it's a good fit.
One hour with your team to see the process, the systems behind it and what you want to improve.
Seven days later, you click through a prototype of your workflow. We follow up with a fixed price for the full build.
Prefer to talk it through? Book a call.
Request your free prototype
Tell us the process. We'll confirm it's a fit on a short call.