Enquiry
Portal enquiries, walk-ins and referrals all land in one list with the source recorded against each.
Real Estate
The CRM for brokers who live on follow-up
Track buyer enquiries, assign agents, follow up through site visits, and manage bookings and payments, one CRM for brokers, brokerages and builders.
6Process stages
12Capabilities available now
0Seat cap
$0Per agent
Process
From Enquiry to Handover, in One Pipeline
The path from a first enquiry to a completed handover, laid out as six stages inside one CRM, no separate tools to reconcile.
Qualify
Capture budget, configuration and preferred location, then assign the buyer to an agent.
Site visit
Schedule the visit as a task with a due date, and log what happened straight after from your phone.
Negotiation
Move the deal through your own stages and share an itemised cost sheet the buyer can review.
Booking
Raise the token or booking invoice and record the payment against the deal.
Handover
Keep agreements and KYC on the record, and track post-possession issues as tickets.
Capabilities
Everything a Brokerage Runs On
Eighteen capabilities across enquiries, deals and payments, twelve shipped today, six on the roadmap.
Buyer enquiries with source tracking
Available NowPortal, walk-in, referral or campaign, recorded against every enquiry so you know what your leads cost.
Agent assignment and reassignment
Available NowAssign a buyer to an agent, reassign when someone leaves, and keep the history.
Per-agent visibility
Available NowAn agent sees the enquiries assigned to them or that they created. Administrators see the full book.
Deal pipeline
Available NowYour own stages from enquiry to booked, on a board with deal values.
Builders and channel partners
Available NowDevelopers, brokerages and channel partners kept as accounts with their own contacts.
Cost sheet
Available NowAn itemised cost sheet the buyer opens through a private link, no account required.
Token and booking invoices
Available NowRaise booking amounts, record part payments, and see what is outstanding.
Scheduled payment plans
Available NowPayments on a fixed monthly or quarterly schedule, raised automatically.
Agreements and KYC documents
Available NowDocuments attached to the buyer record rather than scattered across inboxes.
Post-possession issues
Available NowSnags and complaints tracked as tickets with response targets.
Agent targets
Available NowRevenue targets per agent with a leaderboard.
Mobile app for site visits
Available NowLog a visit outcome from the phone while standing at the property.
Property and unit inventory
Coming SoonTowers, units and live availability. Not available yet: today you track buyers and deals, not stock.
Site visit scheduling calendar
Coming SoonA calendar view of visits per agent. Today a visit is a task with a due date.
Buyer-to-property matching
Coming SoonAutomatic shortlisting against budget, configuration and location.
Listing portal lead capture
Coming SoonEnquiries pulled automatically from listing portals.
Channel partner commissions
Coming SoonCommission tracking and payouts per partner.
Construction-linked payment plans
Coming SoonMilestone plans that trigger on events such as foundation or slab, rather than on a fixed date.
Why BottleCRM
Why Chase Buyers Across Four Different Tools?
- Know what each enquiry source actually costs
Portal, walk-in, referral or campaign. Every enquiry carries its source, so you can see which channel is actually worth the spend. - No buyer lost between visit and follow-up
Site visits are scheduled as a task with a due date and logged right after, so a follow-up never slips through the cracks. - Agents see only their own book
An agent works the enquiries assigned to them or that they created. Administrators see the full book across the team. - No per-agent licence as headcount flexes
Add or remove agents as the market moves, without a per-seat fee tracking your headcount.
FAQ
Real Estate CRM FAQs
Does it manage property inventory?
Not yet. Today BottleCRM manages buyers, enquiries, site visits, deals and payments, the people side of the sale. Towers, units and live availability are on the roadmap, and you can track which project a buyer is interested in in the meantime.
Can each agent see only their own leads?
Yes. An agent sees the enquiries assigned to them or that they created. Administrators see every enquiry in the organisation.
Does it work on a phone during a site visit?
Yes. There is a mobile app, so an agent can log the outcome of a visit without waiting to get back to a desk.
Can we import our existing enquiry list?
Yes. Enquiries can be imported in bulk rather than re-entered by hand.
What does it cost?
The core CRM is open source and free to self-host, with no per-agent fee, which matters when your agent count moves with the market.
Run Every Deal From Enquiry to Handover
Enquiries, site visits, deals, bookings and payments, without a separate tool for each. Free, open source, self-hosted.