Software for estate agents

Real estate CRM: integrations, property portals and price per user

Help estate agencies recognise your CRM’s integrations and terms. A checklist connects portal, per-user pricing and French questions to the same offer’s references before clarification.

The same offer

Three references before updating the story.

Check the portal’s country, the pricing terms and the question language. Tell a declared integration apart from a technical test and the per-user price from the plan; a presence in French is read in its own sample, not the Italian one.

The CRM comparison checklist

Three illustrative documentary checks on one CRM without executing portal connections or preparing real customer quotations.

CRM checkReference for the same offer
Portal and countryIntegration list with country, version and document date
Per-user pricePricing page identifying the plan and its relevant terms
Sample languageFrench questions and pages for the same product version

The detail to clarify

An included integration needs its reference.

Clarify the version customers are comparing, then review descriptions after the update. Measurements show sample changes without proving the page caused them or the technical connection works. If the clarification disappears from the page, the intervention record flags it as a regression.

An estate agent places two small wooden houses side by side on the table in front of a couple watching attentively from the other side. AI-generated scene.
Image generated with artificial intelligence · Illustrative scene
View of the canonical Actions demo: the record of an intervention on a page, with its path, the history of rereads, the before and after with control questions and the regression notice. Illustrative data, without real customers from this sector. (fictional brand, demo data)
Demo data · Ilmarde Audio

Using it in your work

A portal logo does not prove a current connection.

When an answer cites a property portal, open the connector page and check the version, plan and operations described, such as listing submission or synchronisation, distinguishing stated compatibility from the terms of the connection.

What should be checked when an answer mentions a property-portal integration?

Find the connector page and check the version, plan and operations described, such as listing publication or synchronisation. Keep the reference if the answer extends those functions. Reading sources does not test the estate agency’s private account.

Related paths

Each use case starts from a specific business. From here you move on to the other businesses, to the pages of the sectors they belong to and to the method we use to measure answers.

AI visibility use cases

Explore the use cases for your business: customers’ questions, ChatGPT and Gemini answers and information to work on with TrustInsider.

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From question to action

Learn how to use TrustInsider: choose the brand and the questions, read the collected answers, update your content and compare the results.

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Find the right answer

Help with access, credits, collections, integrations and data: guides, FAQs, the site assistant and support requests from your workspace.

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