Real Estate CRM
Real-estate CRMs with lead scoring, broker management, site-visit scheduling and document workflows — from first enquiry to registration.
At a glance
- 3 days
- Written estimate
- 7 days
- Fixed proposal
- Weekly
- Live demos
- 14
- Industries served
Why Real Estate CRM projects fail — and how we build them differently
Real-estate sales lose money in the gaps: broker leads that never get called, site visits without follow-up, and documents moving on WhatsApp between sales, CRM and legal. We build the CRM that closes those gaps — one pipeline from enquiry to registration, with every lead owned and every next action scheduled.
Lead management is source-aware: portal feeds, websites, walk-ins and broker networks land in one system with automated scoring by budget, location and engagement. Sales follow structured cadences; managers see source-wise conversion and can kill what doesn't work.
Site visits get operational: scheduling with reminders, mobile check-in on arrival, and visit-to-booking conversion per project. The document workflow carries the deal home — agreements, payment schedules, registration status — so sales and legal work off one record instead of a WhatsApp thread.
Property sales without a system lose money in the gaps between people. Four enquiries in ten are never contacted a second time because nobody owned them — and each one cost real money to generate on a portal or a hoarding. Site visits booked over the phone are forgotten, so the buyer who did turn up meets nobody. Broker commissions reconciled monthly from memory produce disputes that sour the channel. And agreements, demand letters and registration status moving between sales and legal on WhatsApp mean closures slip by weeks and RERA disclosures are a scramble.
The rule that lifts conversion: no lead exists without a next action and a due date. Portal and broker leads arrive scored, site visits are booked and checked in on a phone, missed actions escalate the same day, and a booked unit's payments and documents live on one record. We build the pipeline first, live on real leads by week three.
Sound familiar?
The situations clients bring to us before this system.
Four in ten enquiries never called twice
Portal, hoarding and broker leads land in different inboxes with no owner.
Site visits booked and forgotten
Buyers who turn up meet nobody; conversion per project is unknown.
Broker commissions disputed monthly
Reconciled from memory and WhatsApp, souring the channel that brings the leads.
Documents on WhatsApp
Agreements, demand letters and registration status move between sales and legal by chat.
At a glance
- Typical timelinePipeline live by week 3
- 6–12 wks
- Team on itArchitect, backend, front-end, QA
- 3–5
- Starting investmentSingle project with broker portal
- ₹8 lakh
- First working demoYour real leads, scored and owned
- Week 3
- Portal feeds99acres, MagicBricks and more
- Automatic
Typical ranges from past deployments. Your written estimate arrives within 3 business days of the scoping call.
Best fit for
What it includes
Every capability below ships as standard — customised to your workflow in the scoping week, not sold as extra modules.
Every source, one pipeline
Portals, website, walk-ins and brokers consolidated with source tagging and duplicate detection.
Lead scoring & routing
Budget, location and engagement scored; auto-assigned by project and round-robin rules.
Site-visit scheduling
Reminders to buyers, mobile check-in by sales, and conversion tracking per project and tower.
Broker & channel partners
Partner portals with lead submission, status visibility and commission tracking.
Payment milestones
Demand letters, receipts and outstanding tracking aligned to construction-linked plans.
Document workflows
Agreement and registration status tracked on the unit record — legal and sales in sync.
Modules at a glance
How the build runs
Map the journey
Sources, stages, teams and per-project pricing structures documented first.
Pipeline live
Lead capture, scoring and cadences live on real leads within weeks.
Visits & brokers
Scheduling, check-in and partner portal rolled out to the field team.
Revenue workflows
Milestones and documents connected; management dashboards completed.
Integrates with
What changes after go-live
Every item here is a measurable state you can check on your own system a month after launch — not an adjective.
Guaranteed in the contract
- Code you own from day one
- A 24-hour response SLA
- Ship real software early
- The engineers who scope it build it
- Every lead from every source in one pipeline with a mandatory next action
- Site visits scheduled, reminded and checked in — with conversion per project
- Broker portal with lead status and auto-computed commissions
- Unit inventory, milestone payments and demand letters on one record
- Agreement and registration status shared between sales and legal, not chat
Four things that make the scoping week productive
None of these are hard; all of them are the difference between a thin slice in week three and one in week six.
- 1Portal account access and your broker network list
- 2Project, tower and unit inventory with pricing and payment plans
- 3Your agreement templates and RERA disclosure requirements
- 4A sales head and a legal owner for the weekly demo
Where your team gets its hours back with Real Estate CRM
Typical figures from live deployments. We measure the “before” during the scoping week on your own numbers, so the “after” is a target you can hold us to.
| Task | Before | After |
|---|---|---|
| Lead follow-up | 40% never called a second time | Mandatory next action on every lead |
| Site-visit scheduling | Phone and memory | Booked, reminded, checked in |
| Broker commission reconciliation | Monthly disputes | Portal, auto-computed |
| Demand letters | Typed per unit | Generated per milestone |
Common questions
Does it pull leads from property portals automatically?
Yes — portal leads flow in via API or email parsing, deduplicated and scored. Your team works one list, not six dashboards.
Can brokers see their own leads' status?
Yes — a partner portal shows submission status and site-visit outcomes, which keeps channel partners engaged and honest.
Does it handle construction-linked payment plans?
Yes — demand generation, receipts and outstanding reports track per unit against the milestone plan, with Tally sync.
How does it stop leads being missed?
Every lead has a mandatory next action with a due date; missed actions escalate to the manager. That single rule is what lifts conversion.
Related services & industries
Explore other solutions
Want Real Estate CRM built around your workflow?
Book a free scoping call — a written estimate in 3 days.
Book a scoping call with a software architect — not a sales bot.
You'll get a reply within one business day. We'll send a rough estimate in 3 days and a fixed proposal in 7.
Prefer to talk first? Phone, email and office address are on the contact page.