Real Estate CRM

The real estate CRM that turns enquiries into bookings

Every buyer enquiry — portals, WhatsApp, ad campaigns, walk-ins — in one pipeline. Auto-assign to agents, schedule site visits, follow up on WhatsApp, and know exactly which projects and sources close.

Pick “Real Estate” during signup and the property pipeline switches on automatically.

Builders & developersProperty brokersChannel partnersPlotting & townshipsCommercial leasingProperty consultants

From first enquiry to booking amount

A property pipeline built for site visits and negotiations — not a generic CRM with renamed labels.

Portal & ad lead capture

99acres, MagicBricks, Housing, WhatsApp, Meta & Google ads, and walk-ins all land in one place with budget, configuration, and UTM source captured.

Site-visit pipeline

New → Contacted → Site visit scheduled → Visited → Negotiation → Booked. Drag-and-drop Kanban with every move audit-logged.

Auto-assign to agents

New enquiries route to the least-loaded agent instantly. Agents see only their leads; managers see the whole desk.

Site visits & follow-ups

Schedule site visits, calls, office meetings and virtual tours with reminders and attendance — so no visit is forgotten.

WhatsApp nurture

Day 0 brochure, Day 1 project details, Day 2 site-visit nudge, Day 3 re-engage — consent-first, with a ready template pack.

Project & source reporting

Budget-band demand, source-to-booking conversion, agent performance, and the full funnel — updated in real time.

From website form to booking

  1. 1

    Enquiry arrives

    Your form, WhatsApp, or portal lead creates the enquiry with budget, configuration, and source captured.

  2. 2

    Agent engages

    Auto-assigned with a first-call task. Site visit booked; Day 1–3 WhatsApp follow-ups fire if the buyer goes quiet.

  3. 3

    Booking closed

    Negotiation, booking form, and payment tracked to the closed deal — every step reportable by project and source.

Want the full breakdown? See the Real Estate solution

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