Pivotal CRM for Real Estate
& Home Building


CRM for Real Estate & Home Building

As organizations in the home building and real estate industry look to sustain growth, many are realizing that their customers are their most valuable assets.

Pivotal CRM for Home Building & Real Estate offers comprehensive, integrated, industry-specific capabilities that increase insight into operational performance, streamline processes across the value chain, and improve responsiveness to your customers’ demands.

Whether you’re in the business of financing, building, selling, servicing, or managing homes or property, we can provide the systems and infrastructure you need to reduce costs, shorten sales cycles, and increase productivity, helping create customers for life. With an industry-tailored client relationship management system, you can create customers for life with a streamlined sales and marketing solution.

Pivotal CRM 6.0 Benefits

Leverage low-cost online channels

Capitalize on the more than 70% of homebuyers using the web to search for homes by effectively attracting and capturing online leads.

Improve lead volume & quality

Attract higher-volume, better-quality leads with fewer marketing resources using personalized, multi-wave e-marketing campaigns, online event management, and automated literature fulfillment.

Accelerate follow-up

Ensure every lead is immediately delivered to the right agent or channel and consistently followed up on by automating marketing and lead management.

Speed up sales

Shorten the sales cycle and lower the cost of sales by focusing efforts on prospects who are ready to buy.

Automate sales processes

Streamline the sales process and reduce administrative time with automated prospecting, configuration, quoting, financing, and contract management.

Boost referrals

Increase repeat sales and customer referrals by improving communications and implementing “tell a friend” programs.

Improve customer care

Increase customer satisfaction by delivering exceptional post-sales care with efficient tools that lower service costs.

Key Features

With an award-winning flexible architecture, Pivotal CRM delivers an industry-leading CRM solution with the flexibility to conform to the needs of your real estate or home building business:

Automated marketing
Lead capture, profiling, qualification, distribution, & lead nurturing
Marketing ROI tracking
Structured sales methodology
Quote & contract management
Service & warranty tracking
Home inspection management
Sales management
Financial calculator
Homebuyer surveying
Risk management
Handheld CRM


There’s no question the Tokara team has solid expertise in Pivotal CRM – but the added component that makes working with them entirely different is that their expertise comes with a commitment to partner in whatever way is best for that client.

Ginelle Davidson, MIS Director, Kantar Retail

Tokara provided a huge level of effort working with my team to help us deliver our upgrade to the business on-time, ahead of their end of year business activities.

C. Pierce, Principal Financial Group

I have been extremely pleased with their quick response, quality service, and professionalism. These guys are super easy to work with and they really know their stuff. I strongly recommend Tokara Solutions.

Sandra Luckins, Harley-Davidson Financial Services