CRM · Real estate
CRM development for real estate developers and brokers
A CRM shaped around how property is sold in India: pre-sales calling, site visits, channel partners, cost sheets and post-sales follow-through.
This page brings together
- Runs on
- Web app
- Android
- PWA
- Admin
- Built with
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Property sales need a pipeline that runs for years
A generic CRM assumes a deal closes and the record goes quiet. In real estate, the booking starts the longest stretch: agreement, loan disbursements, construction-linked demands and possession. Before it, leads arrive from property portals, social ads, missed-call numbers on hoardings and channel partners, and a pre-sales team calls most of them before anyone visits the site.
We build real estate CRMs for developers and larger brokerages that have outgrown spreadsheets or a configurable CRM. The work covers lead capture and routing, calling, site visits, channel partner rules, cost sheets and bookings, with post-sales collections linked to accounts. Stages come from how your team actually sells, not from a template.
Challenges
Sales problems specific to real estate teams
Leads scattered across sources
Portal, ad, missed-call and walk-in enquiries land in different inboxes, and slow first calls lose buyers.
Disputed lead ownership
Channel partners and the direct team claim the same buyer, and brokerage disputes follow.
Unverifiable site visits
Visits logged after the fact make funnel reports and partner payouts unreliable.
Inconsistent cost sheets
Hand-built quotes with varying charges cause confusion at booking and in the agreement.
What is included
Modules in a real estate CRM we build
Platform: Web app
Pre-sales desk
- One inbox for portal, ad-form, website and missed-call leads
- Duplicate detection by phone number
- Routing by project, language and budget
- Click-to-call with recording and disposition codes
- Follow-up reminders and WhatsApp templates
Platform: Mobile app
Site visits and closing
- Visit scheduling with pickup requests
- OTP check-in at the site office
- Unit holds that expire automatically
- Cost sheets from the live price list
- Discount approvals by hierarchy
Platform: Web portal
Channel partner portal
- Onboarding with RERA agent registration and KYC
- Lead registration with ownership windows
- Brokerage calculation and invoices
Platform: Web app
Post-sales
- Booking, allotment and agreement checklist
- Demand letters and receipts by milestone
- Home-loan disbursement tracking
Integrations
Lead sources and tools a property CRM connects to
Lead source
Property portals
99acres, MagicBricks and Housing.com via API, webhook or parsed email, depending on your subscription.
Meta and Google lead forms
Real-time ad-form leads through webhooks.
Calling
Cloud telephony
Click-to-call and recordings via providers such as Exotel or Knowlarity.
Messaging
WhatsApp Business Platform
Brochures, visit confirmations and payment reminders.
Documents
Aadhaar eSign
Booking forms signed through an eSign service provider.
Solutions
Solutions that often sit beside the CRM
Property management software
Custom property management software for leases, rent collection with UPI AutoPay, maintenance requests, owner statements and society operations.
ERP development
Custom ERP software connecting purchase, inventory, production, sales and GST compliance, alongside your existing accounting system.
AI chatbot development
Support and sales chatbots for web, app and WhatsApp that answer from your own content and hand off to your team.
AI workflow automation
Automations for repetitive back-office work, with AI steps that read, classify and draft, and approvals where decisions matter.
Cost drivers
Factors that size a real estate CRM project
Lead sources
Each portal, ad platform and telephony provider is its own integration with its own failure cases.
Channel partner module
Ownership rules and brokerage calculations form a substantial module on their own.
Post-sales depth
Demands, interest and loan tracking tie the CRM to finance and need more testing.
Migration
Leads and payment histories from sheets or another CRM need mapping and clean-up.
Estimates are written from your scope, with the effort and assumptions behind each line item.
How pricing worksProcess
From lead sheet to live CRM
Stage mapping
We sit with pre-sales, sales and CRM teams to map every stage and hand-off.
You getStage and rule map
Lead capture first
Lead capture and routing go live early, so value shows before post-sales is built.
You getWorking lead inbox
Post-sales and reports
Bookings, demands and dashboards follow, reconciled with accounts.
You getFull CRM rollout
FAQ
Frequently asked questions
Why build a custom CRM instead of using an off-the-shelf one?
Often you should not. If a configurable CRM fits your stages, it is quicker and cheaper to start. Custom makes sense when you need channel partner rules, cost sheets from your live price list or post-sales collections on the same buyer record, or when per-user subscriptions grow into a large recurring cost. If configuration would solve the problem, we will say so.
How do you prevent disputes between channel partners and our direct sales team?
The CRM applies your policy consistently. When a partner registers a lead, the system checks whether that phone number already exists and, if not, gives the partner ownership for a set period. A visit confirmed by OTP at the site office strengthens the claim; if nothing happens before the period ends, ownership lapses. Every step is time-stamped, so disputes are settled from the record rather than memory.
Can calls be recorded and summarised automatically?
Recording comes from your telephony provider and is linked to the lead, with a disclosure that calls are recorded. Transcripts and summaries are possible with speech-to-text and language models, but accuracy drops with mixed Hindi-English speech, crosstalk and poor lines. We treat summaries as drafts a manager can check, and store recordings with access controls and a retention period set with the DPDP Act in mind.
Can sales executives use the CRM on their phones at the site office?
Yes. Visit check-in, feedback, unit availability and cost sheets are built mobile-first, as a progressive web app or a native app if you need offline capture. Executives see only their own leads. Price lists and discount limits come from the server, so a quote shared from a phone matches what accounts will invoice.
Next step
Outgrown your current lead sheets?
Walk us through how a lead becomes a booking today, and we will estimate each module you need.