Real Estate CRM, Sales, inventory and collections
Every lead, unit and payment in one real estate CRM.
From the first enquiry to handover: capture leads from every channel, follow up on time, sell from live inventory and never miss a payment milestone.
- Portal and ad leadsListings, social, search
- Calls and walk-insSales office, call center
- Projects and unitsTowers, floors, pricing
- Channel partnersBrokers and agents
- Payment plansMilestones and schedules
- Customer documentsKYC, agreements
- Lead scoring
- Follow-up assistant
- Inventory sync
- Collections
- Qualified leadsScored and assigned
- Site visitsBooked and confirmed
- Bookings and allotmentsLetters generated
- Payments and receiptsReminders sent on time
- HandoverPossession and after-sales
What Real Estate CRM fixes
The problems we hear most often before teams switch.
- 1
Leads lost between channels
Portal, ad and walk-in enquiries sit in different inboxes, and nobody knows who followed up.
- 2
Inventory that's out of date
Sales teams quote units that are already held or sold, and pricing changes don't reach everyone.
- 3
Payments chased by phone
Milestone dues are tracked in spreadsheets, and reminders go out late or not at all.
How it works, step by step
Scroll through the 5 steps. The panel shows what Real Estate CRM does at each one.
- 1 Step 1 of 5
Capture and qualify leads
Leads from portals, ads, calls and walk-ins land in one place, get scored on budget and intent, and go to the right salesperson automatically.
- 2 Step 2 of 5
Site visits and follow-ups
Visits are scheduled with reminders on both sides. Every call, message and visit note stays on the lead, so no one follows up twice or not at all.
- 3 Step 3 of 5
Booking and allotment
Sell from live inventory with current pricing. Holds expire on their own, and booking forms and allotment letters are generated from approved templates.
- 4 Step 4 of 5
Payments and collections
Payment plans tie to construction milestones. Customers get reminders and receipts automatically, and finance sees exactly what's due, paid and overdue.
- 5 Step 5 of 5
Handover and after-sales
Snag lists, possession letters, documents and maintenance requests all live on the customer record, with a portal where buyers track everything themselves.
- Priya S., 3BHK, Tower BHot
- Daniel R., office spaceWarm
- Ahmed K., villa enquiryHot
- Unknown caller, 10:42Needs details
- Broker referral, M. GarciaAssigned
- Sat 10:00, Priya S.Confirmed
- Sat 11:30, Ahmed K.Confirmed
- Sat 14:00, Lee familyReschedule asked
- Sun 10:00, Daniel R.Pending
- Feedback forms4 received
- B-1201, 2BHKSold
- B-1202, 2BHKAvailable
- B-1203, 3BHKBooked
- B-1204, 3BHKOn hold, 48 h
- B-1205, 3BHKAvailable
- Milestone: slab 12 completeRaised
- Due this week14 customers
- Overdue over 30 days3 customers
- Receipts issued41
- Bank reconciliationPending
- Snag inspections done18 of 22
- Possession lettersReady
- Final payments cleared20 of 22
- Society documentsShared
- Maintenance requests5 open
- Every channelPortals, ads, website, calls and walk-ins in one inbox
- Live inventoryHolds, bookings and prices updated instantly
- Milestone billingPayment plans tied to construction progress
- Buyer portalCustomers track payments and documents themselves
A closer look at each module
Use them together or start with the one you need most.
Leads and pipeline
Every enquiry captured, scored and assigned, with the full conversation history on one record.
- Automatic capture from portals and ads
- Lead scoring and round-robin assignment
- Calls, messages and notes on the timeline
Projects and inventory
Projects, towers, floors and units with live availability, pricing and holds.
- Unit availability grid per tower
- Price lists, premiums and discounts
- Holds that expire automatically
Bookings and payments
Booking forms, allotment letters, payment plans and receipts, all generated from approved templates.
- Milestone-linked payment schedules
- Automatic reminders and receipts
- Overdue tracking for finance
Partners and after-sales
Channel partners, commissions, handover and maintenance in the same system.
- Broker registration and referral tracking
- Commission rules and payouts
- Snag lists, possession and service requests
Everything on one screen
The overview your managers open every morning.
Sales overview
Leads by source
Inventory by project
- Skyline Tower A94% sold
- Skyline Tower B71% sold
- Greenview Villas38% sold
Agent activity
- 11 hot leads assigned from listing portals5 min ago
- Unit B-1204 hold expires in 12 hours40 min ago
- 14 payment reminders sent for slab 121 h ago
- Possession letters generated for Tower A3 h ago
What's included
Lead capture from every channel
Portals, ads, website forms, calls and walk-ins in one inbox.
Lead scoring and assignment
Hot leads reach the right salesperson in minutes.
Site visit scheduling
Bookings, reminders and visit feedback on the lead record.
Live inventory and pricing
Towers, floors and units with holds that expire on their own.
Booking and allotment
Forms and letters generated from approved templates.
Payment plans and reminders
Milestone-linked schedules, receipts and overdue alerts.
Channel partner management
Broker registration, referrals and commission rules.
Customer portal
Buyers track payments, documents and handover themselves.
Built for
- Developers and builders
- Brokerages
- Property managers
- Sales offices and call centers
Live in about five weeks
A typical rollout. Larger organizations go live in phases, one site or department at a time.
- 1DiscoveryWeek 1
We map your current process, data and roles, and agree what goes live first.
- 2ConfigurationWeeks 2 to 3
Workflows, templates, roles and languages set up around how you work.
- 3Data and trainingWeeks 3 to 4
Your existing data imported, and every role trained on their own screens.
- 4Go-live and supportWeek 5 onward
Launch with our team alongside you, then ongoing support and improvements.
Connects to what you already use
- Email and calendar
- Accounting software
- Payment gateways
- SMS and WhatsApp
- Single sign-on
- REST API and webhooks
- Spreadsheet import and export
- Document storage
Security and deployment
- Cloud hosted, private cloud, or on your own servers
- Role-based access for every screen and record
- Full audit trail of who changed what and when
- Encryption in transit and at rest, with daily backups
- Interface in each user's language, including right-to-left scripts
Questions teams ask us
Something else on your mind? Ask us directly
Can we import our existing leads and inventory?
Yes. Leads, customers, projects and units can be imported from spreadsheets during setup.
Does it work for rentals as well as sales?
The CRM is built around sales and handover. Talk to us about rental and property management needs, which can be configured.
Can sales teams use it on a phone?
Yes. Leads, site visits and inventory are available on mobile for sales teams in the field.
Can buyers see their own payments?
Yes. The customer portal shows payment schedules, receipts, documents and handover status.
In your team's language
Every user chooses their interface language, and documents and reports can be produced in each site's language. Right-to-left scripts are supported.
See the live language demo- English
- Español
- Français
- Deutsch
- Português
- Italiano
- العربية
- हिन्दी
- 中文
- 日本語
- Türkçe
- Bahasa Indonesia
- Русский
- 한국어
- Tiếng Việt
- ไทย
- Polski
- Nederlands
- বাংলা
- Kiswahili