# CRM for Real Estate Agents: From an Enquiry to the Next Viewing Follow one buyer across several properties in NetHunt. Separate contacts, property records and active deals, then check viewing tasks, mobile actions and plan limits. Page: https://topcrm.app/blog/crm-for-real-estate-agents/ Primary topic: CRM for real estate agents Language: en Author: topcrm Published: 2026-11-10T15:30:55.492Z Updated: 2026-11-10T15:30:56Z CRM for real estate agents should connect the buyer, the properties they are considering and a dated next action. NetHunt's Chrome extension can support that structure inside Gmail, including a changed viewing appointment, but it needs deliberate record setup; a property portal or listing feed requires separate evaluation. ![House keys beside a wooden house model and a property contract](https://cdn.sanity.io/images/740baonv/production/6614139104e1bd36dae38dc6ead1c85f4aa8803b-1400x933.webp) A property file is only part of the relationship: the buyer may still be considering other homes. ## Start with the relationship, then the property Imagine an independent agent receives an enquiry about a flat. The buyer also wants to view a house, and later changes the flat appointment. A single contact with one “Property” field soon becomes awkward: changing that field loses the first property, while copying the contact scatters the conversation. Use a contact for the person, property records for the homes and a deal record for each active buyer–property process. Keep the buyer's general requirements on the contact. Put the address, listing reference, availability and source link on the property. Put the viewing status, responsible agent and next decision on the deal. Configure these fields to match your process. NetHunt's [real-estate setup guide](https://help.nethunt.com/en/settings/net-hunt-for-real-estate-and-brokerage?utm_source=topcrm.app&utm_medium=referral&utm_campaign=crm_for_gmail) uses separate contact, buyer, seller and deal folders. You can adapt the structure to your own business. A buyer-side agency may need a different arrangement from a brokerage handling both sides of a sale. ## Link records instead of repeating the same notes In folder settings, add a related-record field pointing to the folder you need. For this example, a deal links to its buyer contact and property. Open either relationship to find the connected work rather than pasting the buyer's phone number into every viewing note. NetHunt documents that related records produce backlinks on the other record. Its [relationship guide](https://help.nethunt.com/en/settings/related-records?utm_source=topcrm.app&utm_medium=referral&utm_campaign=crm_for_gmail) recommends setting the relationship in one direction, because adding circular links can affect workflows. A backlink already provides the return path. The distinction pays off when the buyer rejects the flat but remains interested in the house. Close the flat's process with the reason and keep the house's process active. The buyer remains one person, with their broader requirements intact. A rejected property should not make the whole buyer relationship look lost. Link the relevant enquiry to the contact and the appropriate deal, then check what the record timeline shows. NetHunt's [record overview](https://help.nethunt.com/en/settings/what-is-a-record?utm_source=topcrm.app&utm_medium=referral&utm_campaign=crm_for_gmail) describes its fields, activity timeline and linked tasks. A useful note records the actual objection—such as access or layout—so the next conversation can address it. ## When the viewing moves, change the commitment Create a task such as “Confirm the revised flat viewing with the buyer,” assign the agent and set a due date. NetHunt tasks can link to several records, so the task can retain both the buyer and deal context. Its [task guide](https://help.nethunt.com/en/tasks/tasks-features?utm_source=topcrm.app&utm_medium=referral&utm_campaign=crm_for_gmail) also documents comments and a history of task changes. ![NetHunt task form showing a due date, assignee and linked contact record](https://cdn.sanity.io/images/740baonv/production/eb951dab1d27b0968af744f53da125180b426abe-970x1240.webp) NetHunt’s official task form with vendor example data. A task can carry a due date, an assignee and links to the relevant records. If the appointment moves, update the appointment as well as the preparation task. A task reminding you to confirm a viewing is a different commitment from the viewing itself. NetHunt lets you create a Google Calendar event from the task timeline; that event is added to its creator's calendar. Check the actual event, guests and new time before treating the rearrangement as finished. After the viewing, record the response on that buyer–property process and create the next agreed action. “Send the building's service-charge details” is more useful than “Follow up.” If the buyer asks to pause, change the open task to reflect the pause. ## What can you update between viewings? NetHunt has iOS and Android apps, plus a Gmail add-on. Those are different interfaces. The [add-on documentation](https://help.nethunt.com/en/articles/6596224-nethunt-add-on?utm_source=topcrm.app&utm_medium=referral&utm_campaign=crm_for_gmail) says mobile Gmail can link an email to an existing record, show linked tasks and complete them. Creating a task there offers limited due-date choices; editing a task redirects to the NetHunt app. Quick-created contacts and companies also need the app or desktop for editing. That matters when the new appointment needs an exact time and a revised note. Evaluate the full app on the phone you carry, rather than assuming the Gmail panel provides every desktop action. Test a reminder with the phone locked and check device permissions. A due date visible in a record does not establish that your particular notification setup will alert you outside the office. ## Price the structure you actually need Checked on 2 November 2026, [NetHunt pricing](https://nethunt.com/pricing?utm_source=topcrm.app&utm_medium=referral&utm_campaign=crm_for_gmail) lists Basic at USD $30 per user per month billed monthly, or $24 per user per month billed annually. It includes tasks, mobile access and four folders. The contact/property/deal structure above uses three folders; count your other record types before choosing it. Basic Plus allows seven folders and costs $42 monthly or $34 per user per month billed annually. Automated task creation and email sequences need a workflow plan. Business is listed at $60 per user per month billed monthly; annual pricing requires a quote. Manual tasks do not require buying that automation tier. Keep your choice tied to the work you will actually run. For a broader shortlist, the [Gmail CRM ranking](https://topcrm.app/) and [NetHunt guide](https://topcrm.app/crm/nethunt/) cover adjacent product decisions. If a single enquiry and dated reminder still meet your needs, the [manual Gmail workflow](https://topcrm.app/blog/how-to-use-gmail-as-a-crm/) is a simpler starting point. Before moving live records, recreate the changed viewing above: you should be able to find the buyer, both properties, the revised appointment and the next promised action without reconstructing the story from memory.