Real estate sales cycles are long and involve many touchpoints. Without a CRM designed for property sales, leads slip through the cracks and channel partner disputes become common.
Lead capture from every source
Portal leads, Meta and Google ad leads, website enquiries, walk-ins and calls should flow into one system automatically, tagged by source and project.
Fast assignment and follow-up
Leads should reach the right salesperson within minutes, with reminders for follow-ups and alerts for untouched leads.
Site visit management
- Schedule visits with reminders to the buyer
- Record visit feedback and interest level
- Track revisits and family visits
Inventory and bookings
Show live unit availability by tower and floor, block units on booking, and generate cost sheets and booking forms.
Channel partner management
Register channel partners, record which partner introduced which buyer, and calculate commissions transparently to avoid disputes.
Payment schedules
After booking, track construction-linked payment plans, demand letters, receipts and outstanding amounts.
Reports
Management needs lead source performance, conversion rates by salesperson, site visit ratios and booking trends.
FAQs
Can WhatsApp chats be stored in the CRM?
Yes, with WhatsApp Business Platform integration.
Can channel partners log in?
A partner portal lets them register leads and track status.
Is an app needed for sales staff?
A mobile app or responsive interface helps staff update visits on the go.
