EstiCRM

EstiCRM is a mobile-focused CRM and management app built for offices and real estate agencies that lets teams handle properties, client communications and schedules from a single interface. The app brings essential EstiCRM functions to your phone so agents can create or approve appointments, call or email contacts, view offers and search requests, and attach scanned documents while away from the office. Professionals will appreciate the faster searches, one-tap navigation to listings and integrated notifications that reduce administrative overhead and keep transactions moving. An active user account in the EstiCRM web application is required to sign in and access your data.

Key Features

⭐ Manage calendar: browse, edit and schedule meetings, presentations, acquisitions and other events directly from your phone.

⭐ View and filter lists of offers and search requests with fast keyword search through your database.

⭐ One-tap contact: call or email clients straight from property listings or search requests with two taps.

⭐ Instant navigation: start route guidance to a property without manually entering addresses.

⭐ Scan and attach: scan confirmation certificates, contracts, notes and photos and send them to relevant EstiCRM records in seconds.

⭐ Notifications and approvals: receive reminders, client alerts and new-offer updates; approve or cancel appointments and leave meeting notes on the go.

Advantages

✅ Faster workflows that reduce back-and-forth between field and office, improving productivity.

✅ Stay connected to clients and listings wherever you are thanks to integrated calls, email and navigation.

✅ Centralized document handling—scans, contracts and photos attach directly to EstiCRM records for easy retrieval.

✅ Clear reminders and in-app approvals help teams move deals forward without opening the desktop system.

Disadvantages

❎ Requires an active user account in the EstiCRM web application to log in and access data.

❎ Core features depend on device capabilities such as calling, email, camera and navigation services.