Bitrix24 Setup for Real Estate Agencies
An agent manages 30 properties and 50 clients simultaneously. Property info is in a notebook, photos on the phone, contracts in a desktop folder. When a client asks for a property with specific parameters, the agent flips through notes trying to remember what's available. A showing was scheduled but forgotten. Commission calculated incorrectly. Bitrix24 solves these problems: property catalog, deal funnel, showing schedule, commission calculation — all in one system.
Property Catalog via Smart Processes
Real estate properties aren't deals or contacts. A smart process "Real Estate Property" is created with fields:
| Field | Type | Example |
|---|---|---|
| Address | Text | Lenin St, 45, Apt 12 |
| Property Type | List | Apartment / House / Commercial |
| Area | Number | 72 m² |
| Rooms | Number | 3 |
| Floor / Building Height | Text | 5/9 |
| Price | Number | 120,000 |
| Owner | Contact Link | Ivanov I.I. |
| Status | Stages | Active / Deposit Held / Sold / Unlisted |
| Photos | File | Attached images |
Smart process with its own Kanban board: agent sees all properties by status.
Deal Funnels
Two funnel types for agencies:
Buyer — client seeking a property:
- Inquiry → 2. Consultation → 3. Property Selection → 4. Showings → 5. Reserve → 6. Deal → 7. Closed
Seller — owner wanting to sell:
- Inquiry → 2. Property Valuation → 3. Owner Agreement → 4. Marketing → 5. Showings → 6. Deal → 7. Closed
Buyer deal links to smart process element (property) — shows which properties were shown, which was selected.
Showing Schedule
Showings are planned via CRM calendar or deals in the deal card. For each showing, create an event: date, time, property address, agent, client. Agent sees daily/weekly showing schedule, client gets SMS reminder an hour before.
Robot on "Showings" stage automatically creates a calendar event and notifies the agent.
Commission Calculation
Agent commission calculated from deal amount. The deal has custom fields: commission percentage, commission amount (calculated field or filled by robot). Upon successful deal close, robot records commission amount and creates accounting task for payment.
Commission report built via BI-builder or export: agent, period, deal count, total commissions.
Automation
- New website lead → assign to on-duty agent
- "Showings" stage → agent task, SMS reminder to client
- "Reserve" stage → legal task to verify documents
- Deal closed → commission calculation, accounting task
- Property sold → change smart process status to "Sold"
What We Configure
- Smart process "Real Estate Property" with fields and stages
- Buyer and seller funnels
- Deal-to-property linking
- Showing schedule via calendar and CRM events
- Commission calculation: custom fields, robots
- Automation robots on funnel stages
- Document templates: contract, showing report