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HomeIndustriesReal estate
For Real estate teams

One workspace for deals, properties and clients.

Real estate teams juggle client records, deal progress and transaction documents. AmDital keeps them in one workspace, with property details tracked as custom fields on each deal.

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By the AmDital team · Updated

The problem

What slows real estate down today

Deal status and property details are separate

Property information sits in one system and deal progress in another. Every handoff means re-entering data.

Transaction documents scattered everywhere

Contracts, inspection reports and closing checklists are in emails, clouds and shared drives. Finding them takes time.

Closing steps tracked in personal notes

Inspection, appraisal and closing steps live in notebooks and email threads, so nobody sees what is blocking the next deal.

The modules

What you would run on AmDital

CRM & Sales

Clients, leads and deals in pipelines, with property details as custom fields on the deal. Contracts are signed in the workspace and email from connected Gmail is matched to each contact.

See CRM & Sales

Finance

Invoices and expenses for the business, in multiple currencies for international clients.

See Finance

Helpdesk

Clients raise tickets through the portal, and your team works them in one queue with SLA tracking.

See Helpdesk
How it works

A typical workflow, end to end

  1. Property recorded

    Property details are captured once as custom fields on the deal in the CRM.

  2. Lead and deal tracked

    The buyer or seller moves through your deal pipeline, with email from connected Gmail matched to the contact.

  3. Closing managed

    Inspection, appraisal and closing run as closing checklists in project tasks, with milestones for key dates.

  4. Contract signed

    The contract is signed in the workspace with signature capture, and the deal moves to won.

When AmDital is not the right fit

AmDital has no MLS or listings integration and no dedicated property module — property details are tracked as custom fields on CRM deals. If you need listing syndication or a property-management system, keep that tool alongside.

Real estate · FAQ

Frequently asked

As custom fields on the CRM deal, alongside the client it relates to. There is no dedicated property module.
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