Broker CRM Powered by Salesforce

Running a high-performing brokerage means managing more than just deals—it means managing people, processes, and performance across your entire sales team. Whether you’re in real estate, insurance, finance, or mortgage, you need a system that gives you complete visibility and control.
Our Broker CRM, built on Salesforce, is designed specifically for business owners, sales directors, and team leads who need to streamline agent workflows, automate lead handling, and track results—all from one powerful, customizable platform.

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Core Broker CRM Features

Real-Time Commission Tracking & Reporting
Custom Workflows Tailored to Your Industry
Integrated Email, SMS & WhatsApp Communications
Seamless Salesforce Integration
Advanced Role-Based Access & Team Visibility
Automated Lead Assignment Rules
Multi-Agent Scorecards & Productivity Dashboards
KPI Tracking by Agent, Team, or Office
Email, SMS, WhatsApp, and Phone Integration
Custom Workflows per Department

Why Top Brokerages Choose this CRM to
Scale Smarter and Sell Faster

Built for Managing Broker Teams

Whether you have 5 agents or 500, this CRM helps you track productivity, automate lead assignments, and keep every broker accountable—without micromanaging.

Customized for Your Brokerage

You get a fully tailored CRM system that matches your business structure, not the other way around. Set your own workflows, pipelines, dashboards, and KPIs.

Real-Time Visibility into Team Performance

Know exactly how each agent is doing—who’s converting, who needs help, and where deals are getting stuck. Stay on top of targets and team activity at all times.

Smarter Lead Management

Leads don’t sit idle. Automatically distribute based on zip code, property type, product line, or performance—ensuring faster responses and higher conversion.

Mobile Access for Field Teams

Your brokers and agents can work from anywhere. You can manage your team from anywhere. It’s fully cloud-based, mobile-ready, and built for scale.

Why This CRM Beats Generic Tools

	Generic CRM	This Broker CRM
Built on Salesforce	Maybe	Yes
Lead Routing Rules	Basic	Smart Automation
Agent Performance	Manual	Real-Time Scorecards
Industry-Specific	Yes	No
Custom Workflows	Limited	Fully Tailored
Scalability	Questionable	Built to Scale

APHIDAS CLIENTS

We work with diverse businesses, spanning many sectors. Whatever industry you’re in, we’re here to partner with you and help you thrive.

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Why companies are Switching to
broker CRM by salesforce

Aphidas were our partner of choice for our salesforce.com implementation because they were responsive, knowledgeable and extremely professional. During our implementation, Aphidas assisted us in overcoming both technical and user adoption challenges.

Tosin Alao CIO, CWL Group – Nigeria

Aphidas has good Support & understanding of the product ..has done the implementation smoothly for Al Masah Capital . Definitely would like to recommended Aphidas for Salesforce projects. Aphidas greater strength is their delivery and outcome-based attitude.

Satyam Manager IT Al Masah Capital Limited

Aphidas has been a strategic partner for our implementation of salesforce.com. Throughout this project ,the technical expertise and commitment exhibited by the Aphidas Team enabled the successful delivery of the project on time with our language and processes .

Santosh George Almarai

It was a pleasure working with Aphidas on the Salesforce enhancement. They have detailed understanding of the product and good analytical knowledge to match our requirements. Was happy with their professionalism and timely delivery.

Sumeet Akewar IT Manager

We are extremely happy with team for customizing Salesforce for Honeywell Life Safety MEA. Aphidas’ enthusiastic and qualified team have customized and enabled the forecasting, demand planning, and territory management for us” I would rate Aphidas as "OUTSTANDING”

Zafar Siddiqui Marketing Manager Al Thahabi

Our experience with Aphidas was excellent. From the initial sales pitch to the launch and ongoing support of our Salesforce solution, everything was well-planned to our needs. The team showed professionalism in developing tools.

Suheil Eldanaf Director IT, MEIRC Training & Consulting

Questions And Answers

Frequently Asked Questions (FAQs)

1. What is a broker CRM?

A broker CRM is a customer relationship management system designed specifically for brokerages. It helps manage leads, track agent activity, automate follow-ups, and organize client communications. Broker CRMs are tailored for industries like real estate, finance, and insurance where relationship tracking and deal flow visibility are essential.

2. Who should use a broker CRM?

Broker CRMs are ideal for business owners, managers, and directors who oversee sales teams, agents, or advisors. Whether in real estate, insurance, or financial services, a broker CRM helps streamline team operations, improve visibility into performance, and scale business processes across multiple agents or branches.

3. What features should a broker CRM have?

A strong broker CRM should include lead and deal tracking, agent productivity reports, commission management, pipeline automation, multi-branch support, and customizable dashboards. These features help brokerages monitor operations, improve team performance, and close deals more efficiently across real estate, finance, and insurance sectors.

4. How does a broker CRM support agent performance?

A broker CRM provides real-time dashboards to monitor agent activities, sales progress, and performance metrics. Managers can set targets, view detailed reports, and reward top performers. This fosters accountability, boosts productivity, and ensures that agents focus on the most valuable leads and tasks.

5. Can a broker CRM handle commission tracking?

Yes, most broker CRMs include built-in commission tracking features that can be customized for your brokerage's compensation model. They allow automatic calculation based on closed deals, commission splits, or agent tiers. This reduces administrative effort, minimizes human error, and ensures accurate, transparent reporting for agent earnings and performance.

6. How does a broker CRM ensure data security?

A broker CRM built on Salesforce ensures enterprise-level data security. It includes role-based access controls, data encryption, secure logins, and compliance with industry standards. This ensures sensitive client and transaction data is protected, especially important for brokerages handling financial, legal, or personal client information.

7. Can I customize a broker CRM to match my brokerage workflow?

Yes, broker CRMs can be fully customized to match your brokerage’s specific sales stages, approval flows, agent roles, and commission structures. Whether you operate in real estate, insurance, or finance, the CRM adapts to your unique process rather than forcing a one-size-fits-all model.

8. How does a broker CRM improve lead management?

A broker CRM captures leads from websites, ads, or referrals and assigns them to the right agents automatically. It enables fast follow-ups, tracks progress through custom pipelines, and provides insights to prioritize high-value opportunities—resulting in higher conversion rates and improved client relationships.

9. Is a broker CRM suitable for small teams?

Yes, broker CRMs are scalable and can be used by solo agents or small teams. Features like automated follow-ups, task reminders, and simple dashboards help smaller teams stay organized, manage deals efficiently, and grow their business without needing a complex setup.

10. What are the benefits of using a broker CRM?

A broker CRM improves operational efficiency, agent accountability, lead conversion, and customer experience. It centralizes data, automates repetitive tasks, and provides real-time insights—allowing brokerages to make informed decisions, scale faster, and maintain strong client relationships across all touchpoints.

Get Started with the Ultimate Broker CRM Today

Ready to take full control of your leads, teams, and performance? Our Salesforce-powered Broker CRM is built to help you grow faster, work smarter, and lead with confidence.

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