Real Estate CRM & Sales Pipeline
Leads are managed in individual sales rep spreadsheets — when a rep leaves, the company loses all lead history; when management asks for a pipeline update, it takes half a day to compile.
CAPABILITIES // WHAT GETS BUILT
What this system delivers for your team
Lead auto-capture from portals (MagicBricks, 99acres), Facebook Lead Ads, website forms, and manual entry — deduplicated by phone number
Kanban pipeline with customisable stages: New → Contacted → Site Visit Done → Negotiation → Booked → Registered
Automatic follow-up reminders with WhatsApp integration — salesperson gets a nudge when a lead is cold for 3 days
Site visit scheduler with automated confirmation and directions sent to the prospect via WhatsApp
Booking form generated with unit details, pricing, payment plan, and e-signature ready for client
Demand letter generation linked to payment plan milestone with payment receipt tracking
Manager dashboard showing leads by source, pipeline conversion rates, and team-wise performance without a single report request
Every build is scoped to your organisation's workflow — features and modules may vary.
PROCESS // HOW I WORK
From scoping call to live system
Scoping Call
A 30–60 min free call to understand your workflow, team structure, and exact requirements. No commitment — just alignment.
Custom Build
I build the system to your specifications with weekly updates. All work is tracked — you see progress before final delivery.
Delivery & Handoff
Deployed to your infrastructure, your team trained, documentation handed over. Optional AMC for ongoing support.
FIT // WHO THIS IS FOR
Who this system is for
Sales Head / CRM Manager / Builder Director
Real estate developer or large brokerage with a sales team of 5 or more handling 200 or more leads per month across multiple projects where the current sales tracking system is a mix of Excel sheets, personal phone contacts, and WhatsApp groups
A sales rep resigns and takes 200 leads with them in their personal phone — the company has no record of those conversations and the prospects go cold permanently
- —A sales rep resigns and takes 200 leads with them in their personal phone — the company has no record of those conversations and the prospects go cold permanently
- —Leads from MagicBricks and 99acres flow into a shared inbox and get assigned by WhatsApp message — leads get missed or double-assigned and there is no audit trail
- —Management wants to know the conversion rate from site visit to booking — the sales head spends four hours compiling this from individual rep Excel files and the number is always a week old
BEFORE
Leads come in from portal emails and walk-ins, get shared in a WhatsApp group, and are picked up by whichever rep is online. Each rep manages their leads in a personal Excel sheet or phone contacts. Follow-ups happen from memory. Site visits are noted in a diary. Bookings are tracked in a separate mastersheet maintained by the CRM executive.
WITH THIS SYSTEM
Every lead from every source flows into the CRM automatically. Reps see their own lead list with follow-up due dates highlighted. Overdue follow-ups escalate to the manager. Site visit slots are booked in the system and confirmed to the prospect. Booking and payment tracking is live. Management sees real-time pipeline funnel, source ROI, and team leaderboard at any moment.
KEY OUTCOME
Lead follow-up leakage (leads that go cold with no contact): 30–40% → under 8%. Sales pipeline reporting time for management: 4 hours weekly → real-time dashboard.
BUILD // WHAT I DELIVER
What gets built for you
PROCESS // HOW IT WORKS
Every build starts with a scoping call. I understand your workflow, adapt the system to your team, and deliver a detailed price estimate before any work begins.
Ready to scope Real Estate CRM & Sales Pipeline?
Book a free scoping call. I'll map your workflow, align the build to your team, and provide a detailed price estimate based on your requirements.
WORKS WELL WITH
These systems are commonly scoped together or phased into a connected build. Let me know during the scoping call if you're considering a multi-system setup — I'll structure the engagement accordingly.