The CRM Customization Experts You’ve Been Searching For
With our vast experience with numerous CRM systems, we do more than update; we transform. We provide solutions that optimize your workflow and grow with your company, whether you need minor tweaks or a total makeover.
No CRM or Need a Better One? Time to Switch!
StreamlineREI CRM is your shortcut to organizing leads, automating campaigns, and closing deals faster. Competitors aren’t waiting, so why should you? Start today and own your market.
Have a CRM but Need Customization? Let’s Optimize It!
Using CRM, but could it do more? There’s no need to switch: let’s optimize your existing CRM. We’ll customize the features and boost efficiency to match your needs.
Our Process
Our 6-Step Process For CRM Customization Services
From discovery to implementation and ongoing support, our top-rated services are trusted and recommended by hundreds of satisfied customers.
Discovery Call
During this phase, our team and client will work together to understand the goals and needs of the CRM customization project. We will gather information about the client's business processes, customer base, and sales strategies to determine the scope of the project.
Retainer Plans
The client will select a suitable payment option before we start working on the project. Our retainer plans allow you to pay for our services with a contract, giving you access to ongoing support, regular updates, or additional customization.
Planning
We will create a detailed plan outlining the project scope and timelines. We will work with our clients to ensure that the plan meets their business needs and aligns with their overall goals.
Implementation
This is where the actual customization work takes place. We will configure the CRM system according to discussed requirements. This may involve customizing fields, creating workflows, or integrating third-party tools.
Testing & QA
A team of QA specialists will work on your CRM to test the new system or features to ensure that it meets the client's needs and functions correctly. Any issues or bugs that are identified will be addressed and fixed.
Ongoing Support
This is an ongoing phase where you will provide ongoing support and maintenance to your CRM system. This may include troubleshooting issues, making updates, or providing additional training as needed.
Our Unique Features
Why Choose Us
One-Stop Shop
We have worked with all industry-leading CRM systems and offer customizations for many years. Our team can transform the needs of businesses.
Experienced Team
Our team comprises seasoned professionals serving the real estate industry, offering invaluable insights and practical solutions for your goals.
Quick Response
When you need help, we're on it, delivering rapid responses that keep your business moving forward faster than you can say "solution."
Tech Support
Our Custom CRM comes with world-class tech support, ensuring a smooth transition after product delivery and ongoing help whenever needed.
Cost Effective Solutions
We offer cost-effective solutions within your budget, explicitly tailored for each client while guaranteeing quality products and services.
100% Satisfaction Guarantee
We guarantee 100% satisfaction. We can offer revisions until our discussed product & quality meet your expectations and needs.
Features Section
Real Estate CRM Customizations Built for Your Success
Our team of experts can transform your existing CRM into a powerful asset for your business. We specialize in customization, optimization, and seamless enhancements to drive your success.
Sales Pipeline Management
Keep track of leads and prioritize which deals should be closed first. Identify potential roadblocks to find more sales opportunities and forecast future trends in sales activity.
Lead Management Systems
Enjoy smooth lead cycle management that evaluates, segments, and qualifies leads for your sales team. Make the most of engaged prospects and drive successful sales.
Project Management Systems
Create tasks, assign resources, and manage the progress of projects from start to finish. Automate notifications to teams, track metrics & give feedback on progress.
Staff & Team Collaboration
Share documents, assign tasks, track progress, and communicate efficiently. Be organized, access customer data, and work together productively with external integration.
REI Agent/Broker Management
Quickly search for customers by name, company, or contact, explore past interactions and insights into customer preferences, and create detailed reports for decision-making.
Rehab Project Management
Enjoy real-time tracking, budgeting, and reporting capabilities. Break down tasks, assign personnel for each task, monitor progress, and generate comprehensive reports.
Property Management
Manage multiple properties, track by their location, and check price and contact details. Live chat features for customers and real-time analytics for decision-makers.
Sales/Marketing Funnels
Improve conversions and enhance customer satisfaction with a personalized marketing/sales funnel for each customer by tracking data like purchase history or contacts.
Customer Segmentation
Develop targeted campaigns with customer data segmentation and determine which customers are most likely to respond. Identify loyal customers to offer discounts.
Let’s Build Your Perfect CRM Solution!
Tell us what you need—StreamlineREI team customizes every feature to fit your business.
A Quantitative Approach
How We Performed
Over the Years
2000+
REI Clients Served
72%
See Results in 2 Weeks
3X
ROI
40%
Leads Closed Through
Automated Follow-ups
<10 mins
Time Taken to Set
Up Automation
3400+
Smart Campaigns Launched
Last Month
Your CRM Is a Headache & Holding Your Business Back!
Stop wasting time and money on complex, outdated systems. StreamlineREI is built for ease, efficiency, and results.
Helping you scale without the headaches.
Testimonials
Real Feedback from Those Who Upgraded Their CRM Experience
Hear from businesses that transformed their workflows with our CRM customization services. Faster processes, smarter automation, and a system that truly works for them!
David K.
Thanks to StreamlineREI, our CRM system was transformed, boosting accuracy and enhancing customer interactions in our real estate business.
Raven J.
We never imagined a website could drive significant leads for real estate until StreamlineREI revamped our online presence. Highly recommended!
Jack C.
StreamlineREI transformed our lead generation strategy, delivering qualified leads that doubled our closing rate. They are the best in the business.
Joshua K.
Their digital marketing services allowed our real estate business to gain a competitive edge, increasing online visibility and attracting targeted audiences.
Claudia J.
The graphic design services from StreamlineREI gave our branding a modern touch, elevating online presence and appeal.
Naomi R.
The automated lead follow-up system provided by StreamlineREI was a game changer for our business, ensuring no potential sale is missed.
Jeremy S.
I am so grateful to StreamlineREI. Their managed IT services have improved business uptime and allowed us to scale operations without technical hiccups.
Robert G.
StreamlineREI’s digital marketing expertise helped us optimize our ad spend, bringing in more leads with better ROI.
Our Pricing Plan
Simple plans. Simple prices. Only pay for what you really need.
Basic
$1,000 /Year
- 24/7 Customer Support
- Medical Care Expenses
- Home-Visit Nursing Care
- Inpatient Meal Expenses
- High-Cost Medical Care
Plus
$1,500 /Year
- 24/7 Customer Support
- Medical Care Expenses
- Home-Visit Nursing Care
- Inpatient Meal Expenses
- High-Cost Medical Care
Advance
$2,000 /Year
- 24/7 Customer Support
- Medical Care Expenses
- Home-Visit Nursing Care
- Inpatient Meal Expenses
- High-Cost Medical Care
Basic
$500 /Year
- 24/7 Customer Support
- Medical Care Expenses
- Home-Visit Nursing Care
- Inpatient Meal Expenses
- High-Cost Medical Care
Plus
$1,000 /Year
- 24/7 Customer Support
- Medical Care Expenses
- Home-Visit Nursing Care
- Inpatient Meal Expenses
- High-Cost Medical Care
Advance
$1,500 /Year
- 24/7 Customer Support
- Medical Care Expenses
- Home-Visit Nursing Care
- Inpatient Meal Expenses
- High-Cost Medical Care
Basic
$1,000 /Year
- 24/7 Customer Support
- Medical Care Expenses
- Home-Visit Nursing Care
- Inpatient Meal Expenses
- High-Cost Medical Care
Plus
$1,500/Year
- 24/7 Customer Support
- Medical Care Expenses
- Home-Visit Nursing Care
- Inpatient Meal Expenses
- High-Cost Medical Care
Advance
$2,000 /Year
- 24/7 Customer Support
- Medical Care Expenses
- Home-Visit Nursing Care
- Inpatient Meal Expenses
- High-Cost Medical Care
NEED HELP? WE GOT YOU COVERED!
FAQs
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What is LeadSmart AI, and how does it help in real estate?
LeadSmart AI is an AI-powered assistant that identifies pre-qualified leads, schedules meetings, and manages your calendar to ensure you close more deals efficiently
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How does CRM improve lead management for real estate investors?
StreamlineREI captures leads from all marketing channels, organizes them into pipelines for better visibility, automates nurturing and follow-ups, and provides KPI dashboards—keeping your system on auto-pilot.
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What are the benefits of CRM’s automated workflows?
Automated workflows streamline lead nurturing, follow-up sequences, and appointment setting, saving time and enhancing client engagement.
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Can StreamlineREI integrate with third-party tools?
StreamlineREI seamlessly integrates with third-party tools using webhooks, APIs, Zapier connections, email parsing, and workflow automations to send and receive data effortlessly
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How can I get support, and onboarding assistance for StreamlineREI?
Customer success is our top priority. Get support through our Helpdesk portal, live chat, phone, or our active Facebook community. Our onboarding team is ready to schedule onboarding calls as soon as you sign up for the product
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How can StreamlineREI help with lead generation and conversion?
StreamlineREI uses AI-powered tools and automated workflows to capture, qualify, and nurture leads, ensuring efficient conversion from interest to sale.
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What integrations does StreamlineREI support?
StreamlineREI integrates seamlessly with third-party tools like email marketing, SMS, CRM platforms, and lead generation apps to centralize all your real estate operations.
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How does the automated appointment setting work with StreamlineREI?
StreamlineREI’s AI-driven appointment setting automates the scheduling process, ensuring meetings are booked effortlessly with your prospects at the right time.
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Can StreamlineREI help me create a website for my real estate business?
Yes, StreamlineREI offers quick, customizable website creation tools with pre-built SEO-optimized templates to get your real estate business online in no time.
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What type of customer support is available with StreamlineREI?
StreamlineREI offers dedicated customer support with onboarding assistance, technical help, and training, ensuring you get the most out of the platform.
