Real Estate CRM

Real Estate CRM

Features Overview

Purpose built with all of the features you need to move deals along quickly, without the unnecessary features that just get in the way.

Lead Routing

Build custom criteria to get new leads to the right agent and lenders and assigned to the right follow up plans.

Action Plans

Assign fully automated follow up plans that included any sequence of emails, texts, and ringless voicemail messages.


Call any lead from the Sierra CRM or build custom call lists to dial through a group of leads in a single session.

Text Messaging

Manage text message conversations with leads and clients from a single platform on desktop and mobile and never lose track of a conversation.

Ringless Voicemails

Record and send ringless voice mail messages directly to leads and contacts and build them within fully automated action plans.

Mass Messaging

Send mass messages to your leads and contacts via email, text, or ringless voicemail.


Create a clear picture of any lead using tag combinations that can be used to build filters and organize your database.

Smart Filters

Build custom filters from an extensive list of advanced search criteria to dial into a specific group of related leads.

Activity Tracking

Track the communication and engagement activity within a simple to use dashboard and keep up with important conversations.

Search Activity

Get a clear picture of what your leads and contacts are searching for on your website, from every property viewed, saved, and shared.

Listing Alerts

Create custom listings alerts for your leads and contacts that trigger emails with new properties that meet their criteria.

Market Reports

Create custom market reports for each lead and contact in your database for an easy way to provide value automatically.

self-service Training

Sierra Academy

Included with Sierra's CRM is Sierra Academy which provides self-paced training courses and offers you the ability to create, upload and share content for your team's onboarding and training purposes.

Collier Swecker

Ready For Anything

The Sierra CRM is incredibly flexible and well rounded. It delivers on its purpose of helping you effectively move deals through your sales pipeline and then getting out of your way.

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