Real estate CRM
Property enquiries land on the right sales executive's phone within minutes, sorted by project. Every call ends with a next step: a callback, a WhatsApp brochure with the location pin, or a site visit on the calendar.
New 38
Contacted 24
Site visit 9
Won 4
01Lead sources
A typical Indian developer or brokerage pays for two or three portals, runs Facebook campaigns for each launch and still gets walk-ins and channel partner referrals. CRM Dialer brings all of it into one place, and every connector is included on every plan. Details on the <a href="/integrations/">integrations page</a>.
Portal enquiries sync into CRM Dialer with the listing or project they came from, the buyer's message and the time of enquiry. Your sales team stops logging into three dashboards and copying numbers into Excel between calls.
Launch campaigns bring heavy lead volume in short bursts. Each lead carries its campaign name, so it can be tagged to the right project automatically.
High-intent searches like "2 BHK near Hinjewadi" arrive tagged with the campaign and keyword group.
Enquiry and "download brochure" forms on your project pages post leads straight into the queue, with UTM tags kept.
Brokers register their buyers through a form or sheet, and the CP's name is stored on the lead from the first minute.
Incoming calls to your executives' phones show up in the call log, so an unknown caller from a hoarding can become a lead in one tap.
02The workflow
In real estate the call is rarely the sale. The first job of the call is a site visit. Here is how the journey runs in CRM Dialer.
A buyer enquires about a 3 BHK on MagicBricks at 8:40 am. CRM Dialer reads the listing, tags the lead to your Baner project and checks whether the same number has enquired before.
The lead goes to the top of the Baner team's queue. The executive dials from their own SIM and qualifies: configuration, budget, possession timeline, self-use or investment, and whether a home loan is needed. Answers go into custom fields, not a notebook.
The executive picks Site visit scheduled, sets Saturday at 11 am and sends the buyer a WhatsApp template with the brochure, floor plan link and Google Maps pin for the sales office.
The buyer gets a WhatsApp reminder the day before. The executive and the site team get a task. If the buyer cancels, the lead goes back into the queue for a reschedule call on Monday.
After the visit, the lead moves to negotiation. Follow-ups continue on a set cadence, with every call, WhatsApp message and visit on one timeline, until the buyer books or closes the lead.
03Routing
A developer with three live projects doesn't want a villa buyer in Lonavala handled by the executive who knows only the Wakad towers. Each project has its own team, price sheet and site office. Your CRM should know that.
In CRM Dialer, leads are tagged by project from the portal listing, campaign name or form, and then routed to that project's team. Within the team, distribution can be round-robin or weighted towards your strongest closers. Brokerages can route by locality or micro-market instead. NRI enquiries can go to the evening shift, and leads can be matched to executives who speak the buyer's language.
Project = Wakad
Language = Marathi
→ round-robin
04What to measure
05Real life
Property enquiries spike when buyers have time: Friday evenings, Saturday mornings, Sundays and the days after a launch ad runs. That is exactly when your executives are standing in a sample flat with a family, not sitting at a desk. CRM Dialer is mobile-first. The queue, the call, the outcome and the WhatsApp brochure all happen on the phone in their pocket, so a ten-minute gap between site visits becomes six follow-up calls.
Channel partners bring a large share of bookings for many developers, and attribution disputes are common. When a CP registers a buyer, the CP's name and the registration time are stored on the lead. If the same buyer later comes in through a portal, duplicate detection flags it on the existing lead instead of creating a second one. That gives you a clear record when it is time to settle brokerage.
Calling from your SIM
Neha Joshi
+91 98xxx xx214
After the call
06A launch weekend
Picture a mid-sized developer running a launch campaign. Here is how the weekend goes with and without a dialer-first CRM.
| Moment | Spreadsheets, portals and WhatsApp | CRM Dialer |
|---|---|---|
| Saturday, 10 am: 40 new enquiries | Manager splits a downloaded sheet in the WhatsApp group by noon | Each lead is assigned to the project team on arrival and dialed in minutes |
| Same buyer enquires on two portals | Two executives call, the buyer feels chased | One lead, two sources, one owner |
| Executive busy with a site visit | Leads wait until the visit ends | Untouched leads escalate and go to the next free executive |
| Sunday site visits | Confirmations depend on someone remembering | Automatic WhatsApp reminders and executive tasks |
| Monday review | Everyone reports from memory | Calls, visits and bookings by source and executive, already counted |
Illustrative scenario, not a customer case study. See pricing to estimate the cost for your sales team.
FAQ
Yes. Enquiries from all three can sync into CRM Dialer automatically, along with Facebook and Instagram Lead Ads, Google Ads lead forms and your website forms. All connectors are included on every plan. Your portal subscription needs to give you access to your leads; we'll help you set up each one. See integrations.
Yes. Leads can be tagged by project from the portal listing, campaign name or form, then routed to that project's team. Brokers can route by locality, and you can add rules for language, NRI time zones and working hours.
The executive picks a site-visit outcome at the end of the call and sets the date and time. CRM Dialer creates a task for your team and can send the buyer a WhatsApp template with the location pin, plus a reminder before the visit. Completed and missed visits show up in your reports.
Yes. Store the CP's name and registration time on each referred lead. If the same buyer comes in again from a portal or ad, duplicate detection flags it on the existing lead, which helps when brokerage is being settled.
We don't make any claims about RERA. CRM Dialer is sales software and doesn't review your registrations, disclosures or ads. It helps with calling hygiene: DND scrubbing, consent and source records, an opt-out list and audit logs. For RERA questions, speak to your legal adviser.
Yes. Plans are per user per month with monthly billing, so a five-person team pays for five users. Start with the 14-day free trial on the pricing page.