[ Inventory, site visits and channel partners in one place ]
Built around the way property is actually sold in India: unit inventory that must never double-book, site visits as the real conversion event, channel partners with commission, and a booking that involves paperwork.
Built around the way property is actually sold in India: unit inventory that must never double-book, site visits as the real conversion event, channel partners with commission, and a booking that involves paperwork.
Tell us how many projects and towersTower, floor, unit, facing, area and status, with a hold that expires. Two salespeople selling the same flat is the failure this system exists to prevent.
Scheduling, confirmation, reminders, attendance and post-visit follow-up. In property the visit is the conversion event, not the enquiry.
Broker registration, lead tagging, visit attribution and commission calculation — with the disputes anticipated rather than argued afterwards.
Application, KYC, payment schedule, allotment letter and agreement, each with a status, so nobody has to ask where a file has reached.
Live unit inventory with holds, pricing rules, bookings, payment schedules and the document trail through allotment.
Every source into one pipeline, assignment with response deadlines, and the site-visit workflow that actually drives conversion.
Broker onboarding, lead tagging, attribution rules, commission slabs and payout statements — designed to prevent the usual arguments.
Projects, towers, floors, units, typologies, areas, facing and pricing with floor rise and PLC. This is the spine of the whole system.
Portals, lead ads, website, walk-ins and channel partners into one pipeline, deduplicated by phone and tagged with the source that will be paid.
Scheduling, confirmation, reminders, attendance capture at site and structured feedback, because the visit is where deals are made or lost.
Time-limited unit holds, booking with payment, and the document checklist through allotment — with the inventory status always truthful.
Registration, lead tagging, attribution rules agreed in advance, commission slabs and payout tracking with statements partners can check.
Enquiry to visit to booking by source and by project, inventory absorption, and cost per booking rather than cost per lead.
A real estate CRM differs from a general one in three ways that matter. There is finite inventory that must never be double-sold, the site visit rather than the enquiry is the conversion event, and a large share of leads arrive through channel partners who expect to be paid for them.
Get those three right and the rest is ordinary pipeline management. Get the inventory locking wrong and you have two buyers for one flat; get attribution wrong and you have a commission dispute with the broker who brings you the most business.
Everything hangs off a specific unit with a truthful status. Holds expire automatically because a hold that never releases is inventory lost.
Who gets credit when a customer walks in after a broker registered them. Decide it before the commission is claimed, not after.
Enquiries are cheap and plentiful. Scheduled, attended, followed-up site visits are what actually predict a booking.
Disclosure, agreement terms and payment schedules tied to construction milestones are now regulated, which the booking workflow has to reflect.
Brochures, floor plans and visit reminders go by WhatsApp. A CRM without the thread in the lead record is missing most of the conversation.
Buyers shortlist online and visit fewer projects. That makes the quality of pre-visit material a funnel stage in itself.
That is the central requirement. A unit can be held only once, holds are time-limited and release automatically, and status changes are transactional with an audit trail. We test double-booking explicitly as an acceptance criterion rather than assuming it cannot happen.
Let’s talk about your real estate crm project. No obligation, just a conversation.
Next service
SaaS Application Development