CRM for realty and social housing
Which CRM platform should you choose for the real estate sector? Take care of your renter relationships with Maxo.
Whether they're public (subsidised housing) or private (serviced residences), owners, social landlords and building managers must respond quickly and effectively to tenants many requests from tenants. Things like water leaks, electrical issues, broken elevators, etc.
Requests have to be recorded and categorised, authorised service providers need to be found, service orders transmitted, work progress monitored, etc. That's why realty professionals need an efficient, mobile tool to be available and attentive to tenants.
Join over 13,500 clients already using efficy to accelerate their growth:
Challenges we can help solve include:
Take tenant relationships to the ground level
Centralise your data with Maxo, the leading CRM platform for the real estate and social housing sectors.
Maxo is available on tablets and smartphones. Building caretakers can enter requests in real time whether or not they're in their lodging or on the property portfolio.
They can add a photo on demand, make an appointment with a provider and confirm it with a tenant with Maxo right from your smartphone.
The solution is also available for PCs and gives employees at the head office, in regional departments or at branches a top-level view of tenant relationships and what service providers are doing.
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« The CRM is at the heart of our members' knowledge. All organizations have access to our directory and can update their information directly. We also use it to send emails and organize our professional days. »
Analyse data and communicate good results
With Maxo, landlords can compile statistics on the most frequently submitted requests, request processing times and status changes by building or service provider and so on.
Our CRM solution for real estate and social housing produces dashboards for managers to communicate with the public about the quality of service provided.
Comply with GDPR
Our CRM solutions keep data on tenants and property holdings secure:
- Regularly purge data and anonymise information
- Add a dictionary of words to ban in the app
- Data is hosted in France
The extranet is available on PC, tablet or smartphone.
Make sure tenants' requests are followed up on
With Maxo, your on-site teams (caretakers, grounds crews, multi-channel contact centre) can deal efficiently with tenant enquiries by:
- Entering and monitoring requests and complaints on PC, tablet or smartphone
- Keeping track of all interactions (appointments, calls, work orders) between the landlord, tenant and service providers
- Setting up alerts if the response time is exceeded
- Having a knowledge base to help solve problems
- Providing tenants with direct information via an extranet portal
- Using support for all channels (photo, visit, post, e-mail, online and more)
Other success stories
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"efficy's platform helps us achieve greater tenant satisfaction. We are able to respond to their requests more consistently"
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« The CRM is at the heart of our members' knowledge. All organizations have access to our directory and can update their information directly. We also use it to send emails and organize our professional days. »
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«For Vivest, customer relations are just as important as the vacancy rate or the rate of unpaid rent. Thanks to the efficy's platform, we now have a better knowledge of our customers, sectors and the state of the stock.»
Frequently Asked Questions About CRM for Real Estate
What is a CRM for real estate?
A CRM for real estate is a digital platform that helps property managers, landlords, and agencies manage tenant relationships, automate workflows, and centralize data.
How does a CRM for real estate differ from a traditional CRM?
Unlike general CRMs, real estate CRMs handle tenant requests, property portfolios, service provider coordination, and field operations—all tailored to industry-specific needs.
What are the key features of a CRM for real estate?
Core features include mobile request management, GDPR-compliant data hosting in Europe, ERP integration, marketing automation, and real-time dashboards for service tracking.
👉 Discover Maxo's features.
Is a CRM for real estate suitable for small property firms?
Yes. Whether you're managing a few buildings or a large portfolio, scalable CRM solutions adapt to your company size and offer fast implementation with minimal technical risk.
👉 Discover our customer testimonials.
How does AI enhance CRM for real estate?
AI features automate tenant communications, predict service needs, and optimize lead scoring—boosting efficiency and enabling smarter decision-making across your teams.
👉 Discover our AI functionality for CRM and our AI Assistant.
What are the benefits of using a GDPR-compliant CRM in real estate?
GDPR-compliant CRMs ensure secure tenant data handling, anonymization, and European data hosting—critical for legal compliance and building trust with clients.
👉 Discover our page dedicated to GDPR.
How much does a CRM for real estate cost?
Pricing varies by features and user count. efficy offers flexible plans tailored to your business needs.
👉 Explore our plans for detailed options.
Can a CRM for real estate integrate with my ERP or other tools?
Yes. Maxo integrates seamlessly with ERPs and third-party systems, ensuring smooth data flow and unified operations across your business.