CRM Built for
Real Estate
From capturing listings to securing financing — Gridwork CRM gives real estate agencies everything they need to sell faster, serve clients better, and collaborate smarter.
Results That Matter for Your Agency
Close deals faster
From seller onboarding to financing — everything moves in one streamlined process.
Grow revenue
Earn from mortgage referral fees and strengthen client relationships.
Simplify financing
Help buyers secure mortgages quickly with connected banks.
Reduce admin work
One system for transactions, documents, and client communication.
Start your Gridwork Test Drive
Experience Gridwork in real use. Explore the CRM with a prepared setup, a demo property, and guided support. No commitment and no risk.
Guided onboarding
We set up your agency workspace and guide you through the Test Drive step by step.
Free and non binding
The Test Drive is completely free. You decide only after you have experienced Gridwork.
Real-world testing
Work with a demo property and add your own properties. Understand Gridwork by using it, not by watching a presentation.
Seamless transition
If you choose to continue with Gridwork, your setup remains in place. No restart and no duplicate effort.
Manage Listings Smarter
Keep all your properties, clients, and sales activities in one place. Gridwork CRM makes it easy to capture, present, and market every listing professionally — without extra tools or manual work.
A dedicated website for each of your properties
Stop sending static PDFs. Every listing in Gridwork CRM becomes a property page — a clean, mobile-friendly mini-website that serves as your digital brochure.
Showcase images, videos, and details
Share instantly with buyers via a unique link
Always up to date, no redundant work needed
Ready for the future of search, AI finds your properties directly
Involve your clients
Digital Onboarding
Allow sellers to seamlessly onboard themselves in a secure manner, with no paperwork or complicated processes required.
Branded Client Hub
Give buyers and sellers one place to follow every step of their transaction — fully in your agency’s look & feel. Strengthen your brand while offering clients clarity and trust.
Document Exchange
Share and store all documents in one safe place.
Agency Productivity
Our CRM helps agencies stay organized and efficient, so you spend less time on admin and more time closing deals.
Buyer Lead Management
Never lose a lead again. Every buyer inquiry is automatically captured, assigned, and tracked so your team can respond faster and close more opportunities.
Automated E-Mail Responses
Save hours of manual work. Use autoresponders and templates to confirm inquiries, send updates, and keep buyers informed instantly.
Reporting
See a clear overview of pipeline, time-to-close, referral revenue, and financing conversions. Track what matters and improve fast.
Access Levels & Roles
Stay in control of your team. Assign Admins, Managers, and Property Experts with the right permissions to keep workflows structured and secure.
Your Daily Workspace
Tasks
Create and assign tasks with due dates and reminders. See what’s next for each sale and teammate so nothing slips.
Notes
Add quick notes to properties and clients. Pin important details and keep all context in one place, right on the deal.
Notifications
Never miss a thing. Get instant alerts for new inquiries, updates, and deadlines — so you and your clients are always in the loop.
Seamless Financing for Your Buyers
With Gridwork, arranging financing becomes part of your sales process. Agencies can request tailored mortgage offers directly from connected banks.
Financing Requests
Request mortgage offers from connected banks in just a few clicks by securely sharing property and buyer data.
Referral Revenue
Earn additional income when buyers finance through Gridwork by adding mortgages to your sales process.
Pricing plan
Choose the plan that fits your agency today, with room to expand tomorrow.
Trusted by Modern Agencies
From Switzerland’s largest banks to local real estate agencies — Gridwork is already powering collaboration that makes property transactions smoother and faster.
“As an agency, we’re always looking for ways to simplify our processes and strengthen collaboration with partners. Gridwork is a promising step in that direction, and we’re glad to contribute to its journey.”
"With Gridwork, we can onboard sellers faster, manage the whole sales process and connect the buyer with financing in one step"
It's time for a new CRM
We’re offering a test drive for agencies to experience Gridwork for free. Don’t miss your chance to shape the future of real estate collaboration.
FAQs
Discover answers to common questions real estate agencies have about using Gridwork effectively.
You can onboard sellers directly into Gridwork CRM in minutes. Or, if their bank is connected to Gridwork, the bank advisor can refer the seller to you — securely and instantly.
Yes. Once you have a buyer interested in a property, you can request mortgage offers directly from connected banks with a single click. All the property and buyer details are already in Gridwork, so banks receive complete and standardized requests.
Absolutely. Gridwork is developed and hosted in Switzerland, following the highest standards for data security and compliance. You stay in control of your client information at all times.
No. You don't need any technical knowledge to use Gridwork. It's a cloud-based platform, accessible through a browser and internet connection. Everything is designed to be intuitive and straightforward, so your team can start using it immediately, without any technical setup.
Still have questions?
Feel free to get in touch. We are more then happy to discover your needs and to share our vision with you.
News
Updates from Gridwork on LinkedIn. News, events, and thoughts we share along the journey.