Manage leads, showings, transactions, service requests, partner handoffs, and fees in one secure place, so deals move faster and clients stay engaged.
ConvergeHub provides real estate & property services CRM software for teams to manage inquiries from listings, portals, and your website, then track every stage from first call to closing. Keep lead details, conversations, appointments, and deal progress organized so agents and teams can respond faster and stay consistent across high-volume pipelines.
Built for growing real estate and property operations, ConvergeHub supports end-to-end execution - lead routing, transaction pipelines, document and task checklists, partner coordination, and post-close nurturing for referrals and repeat business. Automation triggers follow-ups, appointment reminders, and re-engagement campaigns automatically. Real-time visibility paired with clear ownership keeps every step accountable minimizing delays, improving client experience, and increasing closings.
Route listing, portal, and site inquiries instantly, auto-assign owners, trigger immediate responses, and launch follow-up cadence tasks.
Track showings, offers, contracts, inspections, and closings with stage-based task checklists, due dates, and owner accountability.
Organize documents and required steps through closing, with reminders and visibility so critical paperwork never stalls a deal.
Track requests, repairs, documentation, and complaints as cases with priority, due dates, and vendor assignments.
Manage lenders, inspectors, and contractors by area and service, track referrals, and measure outcomes across your partner ecosystem.
Track admin/service fees (where relevant), monitor invoice status, and automate payment reminders for faster follow-through.
Engage leads quickly with routing rules, instant assignments, and structured follow-up sequences.
Keep every opportunity moving with stage-based workflows, reminders, and clear next steps.
Reduce last-minute surprises with checklists, task ownership, and document visibility tied to each transaction.
Handle tenant and client requests faster with prioritized cases, due dates, and vendor coordination.
Nurture past clients with re-engagement workflows that keep your brand top of mind.
Track fee invoices clearly and automate reminders to reduce delays in payment follow-through.
Designed around the real steps your team runs-showings, offers, negotiations, inspections, and closing timelines.
An intuitive experience helps agents and staff get productive fast without heavy training or complex setup.
Automate reminders, follow-ups, and task creation while keeping ownership and deadlines visible across the team.
See lead history, conversations, appointments, transaction status, and service activity linked to the same client record.
Track partner performance and referrals with clear tagging, outcomes, and follow-through across every deal and service request.
Support higher lead volume, more transactions, and expanding teams without rebuilding your process or changing systems.
Reach out to our team to see how ConvergeHub keeps lead response fast, transactions structured, service requests organized, and referrals consistently nurtured.
Request a Free DemoFind answers to common questions real estate and property services teams ask when evaluating CRM software for lead response, transaction tracking, service requests, and referral growth.
It's a system that manages your entire client journey-from new inquiries to closing and beyond. It tracks lead sources, conversations, appointments, transaction stages, tasks, documents, and post-close follow-ups so deals move forward with clear ownership and fewer delays.
Yes. You can set routing rules to auto-assign inquiries by location, listing type, team, or other logic, then trigger immediate response tasks and follow-up sequences so speed-to-lead stays consistent.
Yes. You can track each stage (showing → offer → contract → inspection → closing) and attach task checklists, owners, and due dates per stage so every deal follows a repeatable process.
Yes. Requests, repairs, complaints, and documentation can be tracked as cases with priorities, due dates, assignments, and status updates-including vendor coordination when needed.
Yes. You can run re-engagement and nurture workflows for past clients, schedule reminders, track referrals, and keep a clear history of interactions so your team stays proactive long after closing.
Yes. Requests and issues can be logged as cases with priority, due dates, and assignments. You can route cases to internal owners or vendors and track status and resolution history.
You can track lenders, inspectors, contractors, and attorneys as partner records, tag them by area/service, and connect them to deals. This keeps referrals, responsibilities, and outcomes visible through closing.
Yes. You can trigger reminders and next-step tasks after key milestones like a showing, offer submission, counter, inspection update, or appraisal, so leads don't go cold during negotiations.
