Managing communications efficiently is pivotal for Real estate agents’ success. They often grapple with the challenges posed by conventional real estate management software. Enter Clariti, a revolutionary platform reshaping the landscape of real estate communication.

This case study explores how Clariti, acting as a game-changing alternative to traditional real estate management software, addresses the pain points faced by agents. From streamlined email handling to contextual conversations, Clariti empowers real estate professionals with an all-in-one solution.

In the pursuit of enhanced productivity and seamless collaboration, Clariti emerges as the catalyst for transforming real estate management practices. This case study delves into the specifics, illustrating how Clariti has become the go-to tool for modern real estate professionals.

Traditional Real Estate Management Software Versus Clariti

  • Fragmented Conversations: In traditional Real Estate Management Software, conversations often occur across multiple platforms, leading to fragmented discussions. Agents struggle to maintain context, resulting in misunderstandings and potential errors. For instance, discussing property details on one platform while negotiation updates happen on another.
    Clariti consolidates conversations by providing a unified platform where real estate agents can seamlessly switch between chats, emails, and discussions in a single thread. For instance, discussing property details and negotiation updates can happen in one continuous conversation, eliminating fragmentation.
  • Limited Email Integration: Conventional Real Estate Management Software lacks seamless email integration. Agents using these systems find it challenging to centralize client communications, leading to scattered information. For example, an important email thread discussing contract details may go unnoticed, affecting the negotiation process.
    With Clariti, emails are integrated directly into the conversation thread, ensuring that all communication, including important contract discussions, is centralized. Agents can effortlessly track emails alongside other discussions within the Real Estate Management Software, preventing information silos.
  • Contextual Disconnection: The contextual disconnection in traditional Real Estate Management Software poses a significant challenge. Agents may engage with clients on multiple fronts, from emails to chats, without a unified view. This lack of context can result in delays and miscommunication, impacting client satisfaction.
    Clariti offers contextual continuity by organizing conversations chronologically. Agents can easily retrieve and understand the context of client interactions. For example, discussions about property preferences, negotiations, and follow-ups are seamlessly connected, enhancing communication efficiency.
  • Complex File Management: Traditional solutions struggle with file management, making it cumbersome for real estate professionals. A typical scenario involves agents juggling between different software to share documents, slowing down collaboration. For instance, sharing property images and legal documents can become a convoluted process.
    Clariti simplifies file management by allowing agents to share documents directly within the conversation thread. Property images, legal documents, and other files are easily accessible, eliminating the need to switch between different software for collaboration.
  • Inefficient Task Coordination: The limited task coordination capabilities in conventional Real Estate Management Software hinder efficient workflow. Agents may face challenges in assigning and tracking tasks related to property management. For example, coordinating property inspections and client follow-ups can become disjointed.
    Clariti’s schedule management features streamline workflow by enabling agents to assign and track events, calls and to-dos related to property management within the same platform. Coordination becomes efficient, ensuring that property inspections and client follow-ups are seamlessly integrated into the workflow.
  • High Operational Costs: Traditional real estate management software often comes with significant operational costs, limiting accessibility for smaller businesses. The financial burden of licensing fees, maintenance, and updates can strain the budget. For instance, a small real estate agency might find it economically challenging to scale up its operations with such high costs.
    Clariti provides a cost-efficient alternative with its straightforward pricing model. Small real estate agencies can benefit from Clariti’s integrated features without the hefty operational costs associated with traditional Real Estate Management Software. This allows for scalability without financial strain.

Case Study: Transforming Real Estate Communication with Clariti


Navigating the complex realm of real estate management demands more than just property expertise; it requires seamless communication and collaboration. Traditional real estate management software often falls short in meeting the evolving needs of modern agents.

This case study sheds light on the communication challenges faced by real estate professionals using conventional real estate management software and unveils how Clariti steps in as a transformative solution.

'Bring Email' Feature

Imagine Sarah, a real estate agent, is actively working on a property transaction. She has been communicating with her client, James, via email regarding important details such as property specifications, negotiation terms, and legal documents.

In a traditional scenario, Sarah would need to juggle between her email client and Real Estate Management software, causing a potential loss of context and an increased risk of missing crucial information. However, with Clariti’s ‘Bring Email’ feature, Sarah can seamlessly integrate her email communication directly into the Clariti platform. Here’s how it works:

  • Initiating the Transaction:
    • Sarah receives an email from James discussing the terms of the property deal.
    • Instead of leaving the email in her inbox or having to switch between applications, Sarah decides to bring this email into Clariti.
  • Bringing Email into Clariti:
    • Sarah opens Clariti and navigates to the ongoing conversation thread related to James and the specific property transaction.
    • Using the ‘Bring Email’ feature, Sarah selects the relevant email and incorporates it into the existing conversation.
  • Unified Communication Hub:
    • Now, all communication related to this specific property transaction, including emails, discussions, and attached files, is consolidated within the Clariti platform.
    • The conversation thread acts as a centralized hub where Sarah, James, and any other stakeholders can access the entire context of their discussions.
  • Maintaining Context:
    • As the deal progresses, Sarah and James continue to communicate via email, schedule property viewings, and share important documents.
    • Each new email brought into Clariti becomes a part of the ongoing contextual conversation, ensuring that all details are retained in one comprehensive thread.
  • Efficiency and Collaboration:
    • The ‘Bring Email’ feature eliminates the need for Sarah to switch between multiple applications, enhancing her workflow efficiency.
    • Sarah’s colleagues and any team members involved in the deal can easily access the centralized conversation thread, fostering collaboration and informed decision-making.

'Contextual Conversations' Feature for Real Estate Agents:

Let’s follow the journey of David, a real estate agent, as he leverages Clariti’s ‘Contextual Conversations’ feature to streamline his communication and collaboration throughout a property transaction.

  • Initiating the Conversation:
    • David starts a new conversation thread in Clariti dedicated to a specific property listing.
    • Within this thread, he can compose messages, schedule events, share files, and more, all centered around the context of this particular property.
  • Comprehensive Communication:
    • David invites his client, Lisa, to join the conversation thread. Lisa can now participate in discussions, ask questions, and provide feedback within the same thread.
    • Both David and Lisa have the ability to share and compose emails directly within the Clariti platform, eliminating the need to switch between email clients and the Real Estate Management software.
  • Scheduling and Collaboration:
    • David schedules property viewings, meetings, and important milestones directly within the conversation thread.
    • The ‘Contextual Conversations’ feature ensures that every scheduled event is tied to the specific property transaction, maintaining a clear and organized timeline of activities.
  • File Sharing and Documentation:
    • As the transaction progresses, David and Lisa share important documents related to the property, such as contracts, agreements, and property specifications.
    • All files shared within the conversation thread are easily accessible, creating a centralized repository of documentation for both parties.
  • Screen Sharing for Virtual Tours:
    • To provide a virtual tour of the property to Lisa, David utilizes Clariti’s screen-sharing feature directly within the conversation.
    • Lisa can view the virtual tour in real-time, and the interaction is seamlessly integrated into the ongoing contextual conversation.
  • Historical Context and Follow-ups:
    • The entire history of communication, including messages, emails, scheduled events, file attachments, and virtual tours, is preserved within the conversation thread.
    • David and Lisa can easily refer back to previous interactions, ensuring that there is no loss of context throughout the entire property transaction process.
  • Efficiency and Client Satisfaction:
    • By utilizing Clariti’s ‘Contextual Conversations’ feature, David streamlines his workflow, minimizes communication silos, and enhances collaboration with Lisa.
    • The comprehensive and organized nature of the conversation thread contributes to a positive client experience, making the property transaction more efficient and satisfying for both parties.


The case study highlights the profound impact of Clariti’s contextual collaboration in revolutionizing real estate management. By seamlessly integrating email, discussions, and events, Clariti not only simplifies the workflow but elevates client interactions to new heights. The innovative features, analogous to real estate management software and property management software, have proven instrumental in fostering a dynamic and efficient environment for real estate professionals.

As the industry undergoes a change, Clariti emerges as a beacon, demonstrating how cutting-edge technology can redefine collaboration, boost productivity, and enhance client relationships in the ever-evolving realm of real estate management.

The journey from conventional methods to Clariti’s contextual collaboration signifies a progressive leap toward a more streamlined and client-centric future for the real estate agents.

Bringing clarity to your world

If it's on our mind, you'll be the first to know!


Leave a Comment

Recent Blogs

AI-Driven Clariti
recruitment agency