The CRM: the office
It centralizes your business: pipeline, transactions, marketing and team follow-up.
COMPARISON
Real estate CRM or field app: what’s the difference?
A real estate CRM manages your business: contacts, pipeline, transactions, marketing and team. A field app like My Estate Map is for when you’re on the road: see your properties on a map and open the right file before every showing. The two work well together.
Your first property is free, on iPhone and iPad.
IN PRACTICE
Two tools, two different jobs.
The field app: the road
It puts your properties on a map and gives you the right file at the right time, on your phone.
Both together
Keep your CRM for management, and use My Estate Map during your showings.
USING BOTH
How do you use a CRM and My Estate Map together?
Your CRM stays your system of record: pipeline, transactions, marketing and brokerage reporting. My Estate Map doesn’t replace these and doesn’t connect to your CRM automatically.
For the field, export the list of properties you work as a CSV file, if your software allows it, and import it into My Estate Map with Pro. You then find your properties on the map, with their file, owner and notes.
As you go through your showings, add notes and appointments in the app. It becomes your field notebook: simple, fast, and available even when the signal is weak.
KEY POINTS
- Private portfolio
- CSV import from your software with Pro
- No automatic CRM connection
- iPhone and iPad
THE COMPARISON
Real estate CRM vs. field app: the differences.
| Real estate CRM | My Estate Map | |
|---|---|---|
| Main job | Run your business | Help you while you’re out in the field |
| Team management | Often included | No, private portfolio |
| Pipeline, transactions, marketing | Yes, depending on the software | No |
| Map of your properties | Varies by software | At the heart of the app |
| Phone use | Varies by software | Built for iPhone and iPad |
| Getting started | Setup often required | One property, no sign-up |
| Price | Varies by vendor | Free for one property, Pro from $4.90/week |
GOOD TO KNOW
Which tool for your situation?
Independent agent
Your brokerage often provides management software. My Estate Map adds the field layer: your properties on a map and your notes before every appointment.
Agent at a brokerage
The brokerage keeps its shared CRM. You use My Estate Map for your own portfolio and the day’s showings.
No tool yet
Start simple: add your first property for free and see if the app fits the way you work.
STEP BY STEP
Your setup in four steps.
Pipeline and transactions in your CRM.
Your property list as CSV.
Your properties into My Estate Map with Pro.
The right file before every appointment.
YOUR QUESTIONS
CRM vs. field app FAQ.
Your first property is free, on iPhone and iPad.
No. My Estate Map doesn’t manage teams, transactions or listing syndication. It’s a field app to find your properties, owners and appointments.
START WITH YOUR FIRST PROPERTY
Your portfolio, with you in the field.
Add your first property for free, then see it on the map.
