A CRM for brokers and channel partners, built around how you sell
The short answer
A real estate CRM keeps every buyer enquiry in one list, from your website, portals, WhatsApp, referrals and calls, and moves each one from first call to site visit to booking, with one agent who owns it and a next step. Ready-made CRMs suit a standard process. We build one to order around yours.
Get a written planWhat goes wrong at a broker's desk
Built to order. The screens on this page are designs with demo data.
Seven things that go wrong at a broker's desk, and the rule that fixes each
The list is built to keep these rules, so nobody has to remember them.
Built to order
- The same buyer, twiceA match on phone or email warns before a second record is made.
- Nobody sure which agent has the buyerEvery enquiry has one owner.
- The first call comes lateNew enquiries sit on top, and the owner gets an email the moment one lands.
- A follow-up slipsEvery buyer has a next step with a date; overdue ones come first.
- A "no" with no reasonA buyer can't be closed without a reason, so you learn what lost them.
- A buyer you brought, claimed by someone elseWhich builder you registered the buyer with, for which project, and when, is on record.
- A buyer said stop, and still gets calledThe list keeps what each buyer agreed to, and who said stop.
Designs
What your team sees on the phone
The short answer
Four screens from the list we build. Designs with demo data; the names are made up.
Built to order
The list
Every enquiry, its source and its owner.
Built to order
The buyer
What they want, the next step, everything said so far.
Built to order
The email
Sent from your own address when the stage changes, with the project's registration number.
Built to order
The form
Says what it keeps and why; updates get their own unticked box.
What runs today
The same system, already at work
- Another industry · not namedThe same enquiry system runs today for a client in another industry: website enquiries and chat in one inbox, calls and referrals added by hand with their source, an owner and a next step on each, a fixed set of stages, and logins by role.Live
- On sites we buildUntil your list is built, every enquiry on a site we build reaches your team by email the moment it arrives, with the page it came from.Live
The same list, shaped to how you work
What both share comes first. Then each way of working gets what it needs.
On every agent's phone
- Works on each agent's phone
- Portal and WhatsApp enquiries in the same list
- Each enquiry tied to its listing or requirement
- When an agent leaves, the buyers stay with you
From registration to the site visit
- Every project you're empanelled for, in one list
- Each buyer registered with the builder, with the project and the time
- Site visits and revisits as stages, with a date
- Bookings recorded against the buyer you brought
What's in it, and what isn't
Most real estate CRMs promise everything. Here is exactly where ours stops.
In the first build Built to order
Website and listing enquiries
Calls, walk-ins and referrals, added by hand with their source
Site visits as a stage, with a date
Stage emails from your own address
Logins by role
Your old spreadsheet, brought in once
Added when you need it
Portal leads, the way your portal sends them Built to order
WhatsApp, after the buyer agrees to it Built to order
A chat assistant on your site In development
Stays where it is
The builder's inventory, bookings and payment schedules
Your listings on the property portals
Your accounts and brokerage invoices
Honest comparison
A ready-made CRM, or one built around you?
Both are good answers. It depends on how your team sells.
| Ready-made | Built for you | |
|---|---|---|
| Best for | One agent or a small team with a standard process | An agency with its own site, several agents, and projects from several builders |
| Your stages | Within the vendor's screens | Yours, with your fields |
| Your website | Connected by a form or plug-in | Built in, with the page each enquiry came from |
| How it's billed | Monthly, often per user | The build and its monthly care, never per user. You don't pay for each salesperson you hire. |
| Setup | Often this week | In your written plan |
| Price | Published by the vendor | Quoted on the project |
Buy a ready-made CRM instead when…
- You're one or two agents
- You have no website of your own
- You need it this week
- You already run one that works, and your team uses it
Priced on how you sell, in writing, in 48 hours
Tell us how your desk works today. The plan says what to build first, and what it costs.
What we need
How buyers reach you today
Your stages, in your words
Who works on a buyer: agents, managers, co-brokers
Where the enquiries live now: sheets, groups or a CRM
What you get
The stages and the roles
What's in the first build
The timeline and the price
Yours
The list and every buyer in it are yours
If you leave, we hand them over
Questions teams ask
- Which CRM is best for real estate in India?
- The one your team opens every day. For one or two agents with a standard process, a ready-made real estate CRM is the sensible buy. An agency with its own website, several agents and projects from several builders often outgrows one. That's when a CRM built around its stages pays.
- Is there a free CRM for real estate?
- Yes. Several ready-made CRMs have free plans for small teams, usually with a limit on users or features. We don't make a free one: we build to order, quoted on the project.
- Should we buy a ready-made CRM or have one built?
- Buy ready-made if your process is standard, your team is small or you need it this week. Have one built when your stages, sources and people don't fit a vendor's screens, or when per-user fees grow with every hire.
- We already have a CRM. Do we need yours?
- Probably not. If your team works well in it, keep it; we build the website and its pages alongside it. If enquiries live in spreadsheets and WhatsApp groups, we build one list shaped to how you sell.
- Can portal leads come in automatically?
- Usually. Each portal sends leads its own way, by email or by a feed on some packages. We take them the way your portal sends them, and your written plan names which ones. It's built to order.
- We're a channel partner. Does it keep the buyers we register?
- As a record, yes. The list keeps which buyer you registered with which builder, for which project, and when, and follows each one to the site visit and the booking. The builder's own rules decide the credit.
- Is it priced per user?
- No. You pay for the build and its monthly care, not for each salesperson you hire. The price is in your written plan.
- Who owns the enquiries?
- You do. The list and every buyer in it are yours. If you leave, we hand them over.
- Does anyone run it today?
- Not yet for real estate: the CRM is built to order. The same enquiry system runs today for a client in another industry, with website enquiries and chat in one inbox, calls added by hand, an owner and a next step on each, and logins by role.
Every buyer deserves an answer. Make sure someone gives it.
Tell us how buyers reach you and how your team works. Within 48 hours you get the plan in writing, priced.
Get a written planWhat sets the price: how many ways buyers reach you · your stages and the roles on your team · what's added, such as portal leads and WhatsApp