Real Estate CRM
Torelis CRM
No card needed. No contract.
What Torelis CRM does
A CRM's job is to make sure nobody falls through the cracks. This is how Torelis does that.
Contacts and history
Every contact carries a type, a status, the source they came from, and the agent responsible for them. Notes are logged with a date and an author rather than overwritten, so the record of a relationship stays intact. Each contact also keeps a full activity history of what changed and who changed it.
Tasks and follow-up
Tasks attach to a contact, carry a due date, and can use task types you define yourself. They roll up into a single task list so follow-up is one list, not a memory exercise.
Leads that arrive on their own
Your Torelis website feeds the CRM directly. A contact-form or listing inquiry becomes a CRM contact without anyone retyping it, and it is checked against your existing contacts by email and phone first, so a returning enquirer is flagged as a repeat rather than duplicated.
Distribution for teams
A brokerage can route new leads three ways: a shared pond that agents claim from, a rotation across a roster, or direct assignment by the broker. An individual agent simply keeps their own.
In the CRM module
- Contact records with type, status, source, and assigned agent
- Dated, attributed notes on every contact
- Tasks with due dates and your own task types
- Linked contacts, so related people stay connected
- Lead distribution: shark tank, rotation, or broker-assign
- Duplicate detection on inbound website leads
- Full activity history on every contact record
Cost
Torelis CRM is free
Free for every user, with no contract, no setup fee, and no minimum team size.
$0 for every user
The CRM is part of Torelis Free, together with Transactions, Property Management, and your website. Paid plans add marketing on top: email and text campaigns, drips, and AI drafting.
Included
A website comes with it
This is the part people expect to cost extra. It doesn't. Every Torelis account includes a public website that feeds the CRM.
A branded public website
Choose a template, set your branding and copy, and publish on your own Torelis subdomain. Four templates are available.
Listings with photos
Add listings, upload photos, set a cover image, and publish or unpublish each one.
A public agent profile
Photo, title, bio, license number, specialties, service areas, contact details, and social links.
Website lead capture into the CRM
Contact-form and listing inquiries become CRM contacts automatically, checked against your existing contacts first so the same person does not land twice.
Lead gating on listings
Optionally ask for contact details after a visitor views a set number of listings.
Tasks and reporting
A task list across your work, plus reporting on your contacts and where they came from.
Who it's for
Torelis CRM works two ways
The same CRM, used at two different scales.
An individual agent
An agent can open their own account, for themselves, without their brokerage being involved. They get the CRM and a public website free, with nothing to cancel.
Torelis CRM for individual agentsA brokerage
A brokerage adds its whole team free and chooses what each person sees: the CRM for agents, Transactions for the people who handle contracts, Property Management for the rental side.
Torelis CRM for brokeragesThe rest of the platform
What the CRM connects to
Both come with every account, also free, so the CRM has somewhere to go when your business grows.
Transactions
The deal from contract to close, including the document and signature work that usually needs a second subscription.
About TransactionsProperty Management
Doors, leases, money, and the two portals your owners and tenants log into.
About Property ManagementQuestions
Common questions
What is Torelis CRM?
Torelis CRM is the contact and lead management module of the Torelis real estate platform. It stores your contacts, records every note and task against them, captures leads from your website, and routes those leads to agents. It is included in Torelis Free.
How much does Torelis CRM cost?
Nothing. The CRM is part of Torelis Free, along with Transactions and Property Management, for every user on the account. Paid plans, from $29 per user, per month, add email and text campaigns, drips, and AI drafting.
Can an individual real estate agent use Torelis CRM?
Yes. An agent can create their own free account. It does not have to belong to a brokerage.
Can a brokerage use Torelis CRM for its whole team?
Yes. A brokerage can add its agents as users at no cost. Inbound website leads can be distributed automatically by shark tank, rotation, or broker assignment, and brokers and admins see the full contact database while agents work their own.
Does Torelis CRM include e-signature?
Yes. Every Torelis account includes e-signature through the Transactions and Property Management modules, for sales documents, leases, and owner agreements. The CRM itself covers contacts, notes, tasks, and leads.
Does Torelis CRM include a website?
Yes. Every Torelis account includes a branded public website with listings, an agent profile, and a contact form. Inquiries from that website become CRM contacts automatically.
Do I need a card or a contract?
No. Torelis Free needs no card and has no contract. Paid plans are billed monthly, and cancelling one moves the account back to Free.
Start with the CRM
Free for your whole team, with the rest of the platform included.
No card needed. No contract.