CRM System
A purpose-built relationship hub that keeps your entire real estate business connected—capturing leads, nurturing prospects, tracking transactions, and aligning with RaiderX brokerage oversight.
Why It Matters
Your pipeline is only as strong as the system behind it. RaiderX CRM combines modern contact management with brokerage oversight so every touchpoint—from first inquiry to closed transaction—remains organized, compliant, and ready for scale.
No more juggling spreadsheets or getting blindsided by missed tasks. Everything you need is in one place, designed specifically for real estate professionals.
What You Can Expect
- Lead capture from landing pages, referrals, and manual imports
- Unified profiles with communication logs, notes, documents, and AI insights
- Smart workflows that trigger email/SMS follow-up, reminders, and accountability nudges
- Deal tracking with stage gates aligned to TREC requirements and RaiderX policies
- Real-time dashboards to monitor revenue, conversion rates, and team productivity
- Seamless collaboration with Account Executives and optional transaction coordination services
How We Implement
Onboarding Setup
Guided onboarding to configure the CRM for your specific workflow and business needs.
Data Migration
We help you import existing data, customize pipelines, and set up automations.
Ongoing Optimization
As your business grows, we refine dashboards, integrate tools, and train your team.
Ready to streamline your client management?
Apply to join RaiderX or connect with us to see how the CRM system works in action for your business.