Built for Canadian Real Estate

Real Estate
CRM for Teams and Brokerages

From inquiry to showing in 60 seconds.
Standardize follow-up.
Meet CASL and Law 25 requirements.
Schedule a Demo 
30 minutes • Teams and brokerages • 3+ seats
WHY CHOOSE CONE

Why Cone is the best CRM for
real estate in Canada

Everything your team needs to convert leads faster and close more deals.

Team and brokerage pipelines

Track buyers, sellers, and deals in one workspace with clear, role based views

Specialized listing, buyer, investor, team pipelines
Auto prioritize today's highest value opportunities
Instant visibility into stage, momentum, next steps

High quality speed to lead

Connect websites, portals, and ads to one intake that tags and routes every inquiry

Single intake for listings, forms, and ads
Round robin or targeted assignment to reps
Source rules route inquiries to the right people

Manager analytics and coaching

Coach weekly with visibility into response time, attempt volume, and showing conversion

Attempts and median response time per agent
Appointment rate by source and by office
Real time commission visibility across pipeline stages

Unified conversation history

Keep texts, emails, calls, and notes in one thread with automatic logging and smart updates

Calls and emails captured and transcribed automatically
AI notes update stages and schedule reminders
CASL and Law 25 identity and unsubscribe applied
how it works

How a Real Estate CRM Works

One intake, quick nudges, and a clean view of who needs you next.

1

Lead captured

Track buyers, sellers, and deals in one workspace with clear, role based views

Source tagged
Segment set
Owner assigned
2

Instant assignment

Round robin or rules assign to the right rep, check availability, and send instant notifications.

Availability check

Notification
Queue updated
3

First reply

Reply by SMS, email, or call with templates; the unified thread keeps every detail together.

Text from app
Email sent
Call logged
4

Nurture and match

Smart nudges create the next task, capture notes, and attach listing matches so momentum never stalls.

Next task
Listing match
Quiet hours
5

Schedule and confirm

Offer times, confirm by SMS or email, sync calendars, and send reminders so everyone shows up prepared.

Calendar sync
Confirmation
Reminder set
6

Track and close

Update stage, link documents, and track commissions; managers review response time and appointments.

Stage set
Docs attached
Commission tracked
integrations

Power up your CRM with
key integrations

Your CRM becomes the hub that organizes conversations, documents,
and outcomes across your entire client journey.

Prioritize these integrations for your real estate CRM:

Centris

Push listing inquiries to Cone with standardized fields, source tags, and clear ownership.

Realtor.ca

Centralize REALTOR.ca inquiries in Cone with mapped fields, source tags, instant rep assignment, and bilingual auto-replies.

QuickBooks

Turn closed deals into invoices directly in QuickBooks with mapped pipeline stages.

Jotform

Push webform submissions to Cone with field mapping and automated trigger alerts.

Zapier

Connect your tools to Cone through Zapier, without custom code.
GET STARTED

Schedule your Cone CRM demo

A focused 30-minute walkthrough for Canadian teams and brokerages.

Minimum 3 seats

Fresh Perspectives You'll Love

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Proudly Canadian

Cone CRM is proud of its local talent and Canadian roots. Our goal is to support and fuel the growth of SMBs in French and English.

  • Based in the Greater Montreal area, Quebec

  • Supporting businesses in Canada and USA

  • All data is protected and stored in Canada

Frequently Asked Questions

What is a real estate CRM?

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How does a real estate CRM work?

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Who is Cone for?

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How do leads get routed to agents?

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What is "speed to lead" and why does it matter?

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