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CRM Done Better is a US based real estate CRM combining lead capture forms, MLS or IDX driven property search, behavioural scoring, email automation and sales pipeline tracking. It is positioned for independent real estate agents and small brokerages. Because the platform hosts visitor data in the United States and installs marketing cookies, GDPR compliant deployment requires explicit consent and a documented transfer chain.
CRM Done Better is a US based customer relationship management platform tailored to real estate agents and small brokerages. It combines MLS or IDX driven property search, behavioural tracking on listings, lead capture forms, drip email campaigns, automated SMS follow ups and a sales pipeline view. The tool integrates with major real estate platforms and is marketed as a simpler alternative to general purpose CRMs.
CRM Done Better collects buyer and seller contact details, property search behaviour (saved searches, alerts, viewing patterns), email and SMS engagement, mortgage qualification preferences (if collected), IP addresses, user agents, referrers, UTM parameters and a behavioural score per prospect.
CRM Done Better is a third party processor; marketing automation features may make it a joint controller. Marketing cookies are not strictly necessary and require consent under Art. 5(3) ePrivacy. Behavioural scoring and email open tracking rely on consent under Art. 6(1)(a) GDPR. Real estate transactions trigger sectoral retention obligations specific to each EU member state.
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Add a CMP that gates the CRM Done Better tracking pixel until consent for marketing is granted. Configure double opt in on lead capture forms and provide an easy unsubscribe link in every drip email. Maintain an audit log of every staff interaction with the prospect record.
CRM Done Better hosts data in the United States. The transfer relies on the EU US Data Privacy Framework, complemented by Standard Contractual Clauses and a Transfer Impact Assessment. Document supplementary measures such as encryption at rest and pseudonymisation of mortgage qualification fields.
Sign the CRM Done Better DPA and SCCs, integrate a CMP, configure double opt in, set retention rules respecting national real estate record keeping requirements, document CRM Done Better in your Article 30 register, and update your privacy notice.
Websites using CRM Done Better must obtain user consent under GDPR regulations.
DPIA considerations
A DPIA is recommended when CRM Done Better is used at scale for behavioural scoring of real estate prospects, when MLS driven personal data is combined with marketing automation, or when sensitive financial information is added to buyer profiles.
Sample consent text
We use CRM Done Better, a US based real estate CRM, to manage your enquiries, track interactions with our property listings and send relevant follow up. This involves transferring your personal data to the United States.
Third-party domains contacted
crmdonebetter.comapp.crmdonebetter.comtracking.crmdonebetter.comCookies placed
| Name | Type | Duration | Purpose |
|---|---|---|---|
| cdb_uid | Marketing | 1 year | Unique CRM Done Better visitor identifier used to link a real estate prospect across listings and email follow ups. |
| cdb_search | Marketing | 6 months | Stores recent property searches and saved filters used for behavioural scoring and email alerts. |
| cdb_session | Strictly Necessary | Session | Maintains the agent dashboard session and the prospect portal session. |
CRM Done Better places tracking cookies for advertising — comply with GDPR using FlowConsent.
CRM Done Better sets a marketing visitor identifier, a search behaviour cookie used for behavioural scoring and email alerts, and a strictly necessary session cookie for the agent dashboard. Marketing cookies require prior consent; the session cookie is exempt.
Yes for marketing cookies, behavioural scoring and email open pixels. The session cookie used for the agent dashboard is strictly necessary and exempt under Art. 5(3) ePrivacy.
Consent (Art. 6(1)(a) GDPR) for marketing tracking and behavioural scoring. Performance of a contract (Art. 6(1)(b)) for representation agreements and transactions. Legitimate interest (Art. 6(1)(f)) for fraud prevention with a balancing test.
Yes. The platform is hosted in the United States. Transfers rely on the EU US Data Privacy Framework, complemented by Standard Contractual Clauses and a Transfer Impact Assessment per Schrems II.
A DPIA is recommended for large scale behavioural profiling of real estate prospects, when financial qualification data is processed, or when the CRM is combined with retargeting pixels.
Sign the CRM Done Better DPA and SCCs, integrate a CMP, configure double opt in on lead forms, set retention rules respecting national real estate record keeping requirements, and document CRM Done Better in your Article 30 register.
Yes. Apimo (France), Periscope IQ (UK), Reapit (UK), Hektor Software (Germany) and Salesforce Real Estate Cloud configured in EU regions provide comparable features with EU data residency.
List cdb_uid and cdb_search as marketing cookies and cdb_session as strictly necessary. Disclose CRM Done Better as a sub processor in the United States and re trigger the consent banner.