Leads start in the field
Open houses, showings, site walks, builders' expos. The capture app records the contact and the context on the spot, with or without signal.
Real estate & construction
The CRM for teams who sell property and projects.
Leadnics captures buyers at the open house and prospects on the job site, then keeps every showing, bid, and follow-up on one pipeline your whole team can see. It runs on iOS and Android, keeps working without signal, and syncs to the desktop at the office.
crm.leadnics.com
Product tour
What your team works in every day.
The same Leadnics workspace runs on the phone in the field and the desktop at the office. Here is each part, set up the way real estate and construction teams use it.
01Mobile app
Captured on site.
The Leadnics app for iOS and Android goes to the open house, the showing, and the site walk. Leads are saved on the phone and synced to the CRM.
- Scan a card or badgePoint the camera at a business card and the name, company, phone, and email fill in for you.
- Share your digital business cardBuyers and project managers scan the QR code on your card to save your name, number, and email.
- Folders and eventsFile leads under an open house, a builders' expo, or a project, and see every recent lead with its tags.
- Works without signalScans, notes, and voice memos queue on the phone and sync when coverage comes back.
Included with every Leadnics seat. Native apps for iOS 15+ and Android 11+.
02Forms
Signed in at the door.
Build an open house sign-in or a site-visit request form once, then run it on a tablet, embed it on your website, or share it as a link.
- Every submission becomes a contactTagged with the property or project, the date, and the source, and checked against existing contacts for duplicates.
- Consent recorded on the formSMS and email consent is stored on the contact, so automated follow-up only goes to people who agreed to it.
- Routed as it arrivesRound-robin across agents, by ZIP code territory, or to the estimator who owns the account.
Submissions tab of a live form, with dates and contact details for each visitor.
crm.leadnics.com
03Contacts
Every client, in full.
Each buyer, seller, developer, and project manager has one record with their details, tags, score, deals, and every note and message.
- Scored and tagged for youLeads are scored on engagement and fit, and tagged by budget, property type, or trade.
- Business card attachedThe front and back of the scanned card are stored on the record next to the details it filled in.
- Call, text, or email from the recordEvery conversation is logged on the timeline so the next person on the team has the history.
Contact record with score, tags, quick actions, and the scanned business card.
crm.leadnics.com
04Pipeline
Every deal, one board.
Run a buyer pipeline, a seller pipeline, and a bid pipeline side by side. Drag deals between stages and see the value of each column as you go.
- Your stages, your probabilitiesName the stages after your process, from Showing to Under contract or from Site visit to Awarded.
- Weighted forecastEach deal shows its stage probability, so the totals reflect what is likely to close.
- Key dates on every cardClosing dates and bid due dates sit on the card and turn amber as they get close.
Kanban pipeline with value, open deals, won deals, and win rate across the top.
crm.leadnics.com
05Sequences
Follow-up on autopilot.
Buyers who are months away and bids waiting for award both need steady follow-up. Sequences send it on schedule and stop when a real conversation starts.
- Email, SMS, and waitsMix messages and delays, such as a text on day 0, an email on day 1, and a check-in on day 4.
- Pauses on replyWhen the contact replies, the sequence stops and the owner gets a task to answer.
- Open, click, and reply ratesSee how every step performs and change the ones that don't get answers.
A sequence with email and wait steps, plus enrollment and reply stats.
crm.leadnics.com
06Analytics
The whole business, at a glance.
Brokers and construction owners see pipeline value, win rate, average deal size, and what is closing soon without asking anyone for a report.
- Deals by stageSee where buyers or bids pile up and which stage slows them down.
- Deals closing soonUpcoming closings and award dates for the next 30 days, with value and probability.
- Weekly digestA Monday summary goes out by email or Slack with pipeline movement and won deals.
Dashboard with pipeline value, win rate, open deals, and average deal size.
crm.leadnics.com
Why these two
Two industries with the same sales problem.
Real estate agents and construction estimators both sell large, slow deals, mostly in person and mostly away from a desk. The lead arrives during a walk-through or a site visit. The decision takes months. The next deal usually comes from someone you already worked with. Most CRMs are designed for inside sales teams who spend the day in email. Leadnics is designed for the person standing in a driveway with a phone in one hand.
Cycles run for months
A buyer may be a year from moving. A bid may wait a quarter for award. Sequences and stage rules keep the follow-up going without a sticky note.
Relationships bring the next deal
Past clients refer friends. General contractors invite you to bid again. Leadnics keeps the history on the account so that relationship survives staff changes.
For real estate
A real estate CRM that starts at the open house.
Leadnics fits residential brokerages, independent agents, new-development sales teams, and commercial leasing offices. Every visitor, showing, offer, and message sits on the contact record, so any agent on the team can pick up the conversation where it left off.
- Residential brokerages
- Independent agents
- New-development sales
- Commercial leasing
New lead
Open house · 42 Oak St
No agent · Hot
Pipelines you can start with
Buyer pipeline
- 1.New inquiry
- 2.Pre-approved
- 3.Showing
- 4.Offer made
- 5.Under contract
- 6.Closed
Seller pipeline
- 1.Valuation request
- 2.Listing appointment
- 3.Listed
- 4.Offer received
- 5.Closed
How real estate teams use it
01
Open house sign-in
Replace the paper sheet with a tablet form at the front door. Visitors enter their name, phone, and whether they already have an agent. Each entry becomes a contact tagged with the property address and date, and SMS consent is recorded on the form.
02
Showing debriefs by voice
After a showing, hold to record what the buyer liked and what put them off. The transcript attaches to the contact and the deal, so the next showing starts from what you learned last time.
03
Buyer criteria as live segments
Store bedrooms, budget band, neighborhoods, and must-haves in custom fields. Live segments update as buyers change their minds, so when a matching listing comes up you already have the call list.
04
Lead routing by ZIP code
Website and portal inquiries route to the agent who covers that ZIP code, or round-robin across the team. SLA timers flag any new inquiry that nobody has answered.
05
Long-cycle nurture
Many buyers are months away from a move. A sequence sends market updates and check-ins on a schedule you set and pauses the moment they reply, with a task assigned to their agent.
06
WhatsApp, SMS, and email in one thread
Buyers text, sellers email, and international clients use WhatsApp. All three land on one timeline per contact, and replies go out from the agent's own mailbox or number.
07
Past clients and referrals
Closed buyers and sellers move into a past-client segment with scheduled check-ins. The referral source is recorded on every new contact, so you can see which clients send business your way.
08
Brokerage dashboard
Active listings, pending deals, and closed volume per agent. Source attribution compares open houses, portals, and referrals by revenue, and a Monday digest goes to the broker by email or Slack.
Custom fields to add on day one
- Property address
- Budget band
- Bedrooms
- Preferred neighborhoods
- Pre-approval status
- Move-in timeline
- Current agent (yes/no)
- Referral source
Example sequence: Open house follow-up
- Day 0SMSThanks for coming by 42 Oak Street today. Want the disclosure packet?
- Day 1EmailThree similar homes in the same school district, with price per square foot.
- Day 4SMSCheck-in from the listing agent with a link to book a private showing.
- Day 14EmailNeighborhood market update: new listings, recent sales, days on market.
- MonthlyEmailOngoing market note until they reply, book a showing, or opt out.
The sequence pauses automatically when the contact replies.
Example: A Saturday for a listing agent
9:40
Opens the day's list in the app: two showings, one open house, and four buyers whose criteria match a listing that went live on Friday.
11:00
Open house at 42 Oak Street. Fourteen visitors sign in on the tablet. Three say they don't have an agent and get tagged as hot.
13:15
Showing with a relocating couple. In the car afterwards she records a 40-second voice note: they loved the yard, the kitchen needs work, the budget can stretch 5%.
13:20
The note becomes a transcript on the deal, the budget field updates, and a task to send two comparable homes lands on Monday.
17:30
All fourteen open-house visitors are already in the follow-up sequence. Two have replied by text, and the sequence paused for both.
For construction
A construction CRM for bids, site visits, and repeat work.
Leadnics fits general contractors, specialty trades, home builders, remodelers, and building-material suppliers. Track every bid from the first walk-through to the signed contract, and keep the relationships with developers, architects, and GCs that bring in the next project.
- General contractors
- Subcontractors & trades
- Home builders & remodelers
- Material suppliers
Bid submitted
Clinic renovation · East side
Due the 28th
Pipelines you can start with
Bid pipeline
- 1.Lead
- 2.Site visit
- 3.Estimating
- 4.Bid submitted
- 5.Negotiation
- 6.Awarded
Supplier accounts
- 1.Prospect
- 2.Quote sent
- 3.First order
- 4.Repeat account
How construction teams use it
01
Site-visit capture that works offline
Basements, rural lots, and new subdivisions rarely have signal. Card scans, notes, and voice memos queue on the phone and sync to the CRM when you get back into coverage.
02
Bid tracking with a weighted forecast
Each stage carries a win probability you set. Open bid value multiplied by stage probability gives a backlog forecast based on what is likely to be awarded.
03
Accounts with many contacts
One developer or GC account holds the project manager, the estimator, the architect, and the owner's rep. Every bid, visit, and conversation rolls up to that account.
04
Follow-up on submitted bids
A bid that goes quiet starts a follow-up sequence after the number of days you choose. Stage rules tag and notify the estimator when a bid has sat in Submitted for too long.
05
Territory map for estimators
Accounts and open bids appear on a map, filtered by stage and days since the last visit. Plan a morning of site walks in one part of town instead of crossing it twice.
06
Builders' show and expo capture
Scan badges at trade expos and home shows, tag each lead by product line or project type, and have the follow-up running before you leave the hall.
07
Win and loss reporting
Win rate by project type, bid size, and estimator. Time-in-stage shows where bids stall, and loss reasons are captured when a deal closes as lost.
08
Separate pipelines by line of work
Residential, commercial, service and repair, and supplier accounts can each have their own pipeline and stages, with one dashboard across all of them.
Custom fields to add on day one
- Project value
- Project type
- Square footage
- Bid due date
- Planned start date
- Bonding required
- Architect / engineer
- Loss reason
Example sequence: Submitted bid follow-up
- Day 0EmailBid confirmation with a short summary of scope, exclusions, and schedule.
- Day 3EmailOffer to walk through the numbers on a 15-minute call.
- Day 7TaskEstimator calls the project manager. The outcome is logged on the deal.
- Day 14EmailA relevant completed project with photos and a reference contact.
- Day 30TaskAsk for the award decision or feedback, and record the loss reason if lost.
The sequence pauses automatically when the contact replies.
Example: A Tuesday for a commercial estimator
7:15
Checks the territory map. Three site walks on the east side, plus a bid that has been in Submitted for 12 days and is now flagged.
8:30
Site walk for a two-storey clinic renovation. No signal inside. He scans the owner's rep's card and records notes on access, phasing, and asbestos risk.
9:45
Back in the truck. Everything syncs: the contact joins the developer's account and a new deal opens in Site visit with a bid due date of the 28th.
12:00
Calls the GC about the flagged bid. They want a revised number on the electrical scope, so he moves the deal to Negotiation and adds a task.
16:30
The sales manager's dashboard now shows the clinic in the east-side backlog and the GC bid in Negotiation, without anyone sending a status update.
How it works
From first handshake to signed contract
- Capture where you meet
Scan a business card at the open house, the builders' expo, or the site trailer. The contact, the property or project they asked about, and your voice note reach the CRM before you're back in the car.
- Qualify and route
Tag budget, timeline, and property or project type. Routing rules send the lead to the agent who covers that ZIP code or the estimator who owns that account.
- Follow up for as long as it takes
Buying a home or awarding a contract can take a year. Sequences send the right email or SMS at the interval you set and pause as soon as someone replies.
- Close and keep the relationship
Won deals stay on the account. Past clients and past GCs get scheduled check-ins, so referrals and invitations to bid come back to you.
Questions
Real estate and construction CRM FAQ
Is Leadnics a good CRM for real estate agents?
It suits agents and brokerages who generate most of their business in person: open houses, showings, and referrals. The capture app records visitors on the spot, buyer and seller pipelines track each deal, and sequences handle the months of follow-up between the first visit and the offer.
Is Leadnics a good CRM for construction companies?
It suits contractors, builders, and suppliers who win work through site visits, bids, and repeat relationships. Bid pipelines with win probabilities give you a backlog forecast, accounts hold every contact at a GC or developer, and offline capture works on sites without signal.
Can Leadnics replace a paper open house sign-in sheet?
Yes. Put the tablet form at the entrance. Each visitor becomes a contact tagged with the property and date, SMS consent is stored on the record, and the follow-up sequence can start the same afternoon.
Does it work on job sites and properties with no signal?
Yes. Card scans, notes, voice memos, and stage changes queue on the phone and sync automatically when coverage returns. Nothing needs to be re-entered.
Can we track bids and estimates in Leadnics?
Yes. Each bid is a deal in a bid pipeline, with custom fields for project value, bid due date, square footage, and anything else you track. Your estimating software still produces the numbers. Leadnics tracks the bid, the follow-up, and the outcome.
Can we run separate pipelines for different lines of business?
Yes. Buyers and sellers, residential and commercial, or new build and service work can each have their own pipeline and stages. Dashboards can show one pipeline or all of them together.
How are leads shared across a team or brokerage?
Routing rules assign new leads round-robin, by ZIP code territory, or by segment. Agents and estimators see their own deals, and managers see the whole team.
Can we text clients and use WhatsApp?
Yes. SMS and WhatsApp Business messages sit on the same timeline as email. Automated SMS only goes to contacts whose consent is recorded on file.
Can we import our existing contacts from spreadsheets?
Yes. Map your columns once and import up to 50,000 contacts from a CSV. Each row shows a preview of any duplicate matches before the import runs.
Is the mobile app an extra cost?
No. The iOS and Android capture app is included with every Leadnics seat.