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FIG 0.0 · ARTICLE
Industry7 min readMarch 8, 2026

CRM for real estate agents and brokers in Quebec

CRM for real estate agents and brokers in Quebec
FIG 0.1 · LECTURE

The Quebec real estate market is competitive. Between RE/MAX, Royal LePage, Sutton brokers and independents, every lead counts. The problem: most agents use disconnected tools — a basic CRM provided by the brand, Outlook for emails, an Excel file for follow-ups, and their memory for the rest. The result? Leads that fall through the cracks.

The real estate cycle in a visual pipeline

The real estate cycle is unique: lead, qualification, showing, offer, negotiation, inspection, notary, keys. Each stage has its own actions and timelines. In toncrm.io, the Kanban pipeline is set up to mirror these stages. You see at a glance where each transaction stands, how much your open deals are worth, and which clients need immediate follow-up.

Automating follow-ups

A potential buyer tours a property but isn't ready yet? toncrm.io automatically sends an email follow-up 3 days after the showing, then a text after 7 days, then a scheduled courtesy call after 14 days. You set up the workflow once, and the system handles the follow-ups effortlessly. For more details on automated workflows, read our dedicated guide.

Clodyne qualifies your leads during your showings

You're at a showing with a buyer and your phone rings. It might be a seller wanting to list their property. Before, you'd lose that call. With Clodyne, the voice AI, the lead is greeted professionally, their information is collected, and a file is created in your CRM. You call back between two showings with all the information in hand.

Electronic signatures to speed up transactions

In Quebec real estate, timing is critical. An offer often has to be signed within hours. toncrm.io lets you get promises to purchase, counter-offers, and other documents signed directly from the app, on phone or computer. The electronic signature is recognized by the OACIQ and by financial institutions.

An enriched contact database

Every contact in toncrm.io has a complete profile: the type of property they're looking for, budget, preferred area, showing history, conversation notes, and a qualification score. When a new property hits the market, you instantly know which potential buyers are a match. It's automated reverse prospecting.

Reminders for important dates

Post-sale follow-up is what generates referrals. toncrm.io automatically sends a message to your past clients on the anniversary of their purchase, for their mortgage renewal (5 years), and for the holidays. These little touches generate referrals that are worth their weight in gold.

SMS marketing for your listings

Got a new listing? Send a text to every qualified buyer in your database in a few clicks. SMS marketing has a 98% open rate, compared to 20% for emails. It's the most effective way to reach your leads quickly.

OACIQ and Law 25 compliance

toncrm.io meets the OACIQ's record-keeping requirements and Quebec's Law 25 on the protection of personal information. Communications are encrypted in transit (TLS 1.2+), sensitive secrets are encrypted, a privacy impact assessment (PIA) has been completed, and consents are tracked in the system.

Check out toncrm.io's real estate plan. 14-day free trial — you'll understand why brokers across Quebec are making the switch.

FIG 0.2 · ESSAI

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