Real estate CRM

Real Estate CRM Software for Builders, Developers and Brokers

In real estate, leads are expensive and they go cold fast. An enquiry from a portal or a Facebook ad costs real money, and if nobody calls within the hour, the buyer has usually spoken to three other projects. Many builders and brokers still track all of this in Excel sheets and WhatsApp groups, and lose count of who visited, who is waiting for a price and which flat is still free.

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We build real estate CRM software around the way property is actually sold. Leads from 99acres, MagicBricks, Housing.com, Meta ads, Google ads and your website land in one place and are assigned to a sales executive straight away. Site visits are scheduled and confirmed on WhatsApp, and every call, visit and follow-up is logged against the lead.

For builders, the CRM also holds your live unit inventory: towers, floors, flats or plots, with price, facing and status. When a booking is made, the unit is blocked, the payment schedule is set up and the customer gets their demand letters and receipts on time. You own the software and pay no per-user fees.

Who it's for

Who Real Estate CRM is for

Builders and developers

Residential and commercial developers running one or more projects, who need leads, site visits, unit availability, bookings and collections in one system instead of five spreadsheets.

Real estate brokers and channel partners

Broking firms handling resale, rentals and new projects for several developers, who need to manage buyer requirements, property listings, visits and commission tracking.

Plot and villa layout promoters

Promoters selling approved plots or villas who need a layout-wise view of what is sold, blocked and available, and a simple way to share it with agents in the field.

Teams outgrowing generic CRMs

Sales teams who tried a general-purpose CRM and found it had no idea of towers, units, site visits or payment plans, and ended up running the real work in Excel again.

What you get

Features we build

Lead capture from every source

Leads from Meta lead ads and Google ads forms through their APIs, your website forms, IVR or missed-call numbers, and property portals through their lead emails or APIs where available. Duplicates are merged by phone number so one buyer is one record.

Instant assignment and follow-up

Round-robin or rule-based assignment by project, language or budget. The executive gets an alert, the lead gets a WhatsApp or SMS acknowledgement, and overdue follow-ups show up for the sales manager.

Site visit scheduling

Book visits against a calendar, send confirmations and location pins on WhatsApp, record check-in at the site from the mobile app, and capture the buyer's feedback after the visit.

WhatsApp built in

Approved WhatsApp templates for visit reminders, brochures, price sheets and payment reminders, sent through the official WhatsApp Business API, with replies logged in the lead's timeline.

Unit inventory and pricing

Projects, towers, floors and units, or layouts and plots, with carpet area, facing, floor rise and status. Sales staff see live availability and can place a time-limited hold on a unit.

Bookings and payment schedules

Booking forms, KYC documents, cost sheets and construction-linked or time-linked payment plans. The system raises demand letters, records receipts and shows what is due and overdue.

Broker and channel partner portal

Partners register their clients, see available inventory and track the status of their leads and commission, so disputes about who brought a buyer become rare.

Reports that owners use

Cost per lead and per site visit by source, conversion by executive, pending follow-ups, unit sales by project, and collections versus demand, on a dashboard and a weekly email.

How we work

From first call to launch

  1. 01

    Map your sales process

    We sit with your sales and CRM team to understand lead sources, stages, visit process, booking steps and the reports the management wants each week.

  2. 02

    Design screens and data

    We design the lead, visit, unit and booking screens for web and mobile, and agree how projects and units are structured in the system.

  3. 03

    Build in phases

    Lead capture and follow-up usually go live first, because that is where money leaks. Inventory, bookings and collections follow in the next phase.

  4. 04

    Import and train

    We import your existing leads, projects and units from Excel, then train sales, CRM and accounts staff on the parts of the system they use.

  5. 05

    Support and improve

    We watch usage for the first weeks, fix issues fast and add reports or automations as your team asks for them.

Deliverables

What you receive

  • Web CRM for sales, CRM and management teams
  • Android app for executives, with visit check-in and call logging
  • Lead integrations with ads, website and available portal sources
  • WhatsApp Business API templates and message logging
  • Unit inventory, booking and payment schedule modules, if in scope
  • Broker or channel partner portal, if in scope
  • Data import from your existing Excel sheets
  • Full source code, admin access and staff training
Cost & timeline

What Real Estate CRM costs

A lead and site visit CRM usually goes live in 4–7 weeks. A builder CRM with inventory and bookings takes 8–12 weeks, and a multi-project platform 3–5 months, often released in phases.

Show prices in

Lead and site visit CRM

₹90,000–1.75 lakh (≈ $1,350–2,700)

Lead capture from ads and website, assignment, follow-ups, site visit scheduling, WhatsApp templates and basic reports for one or two projects.

Builder CRM with inventory and bookings

₹1.75–4.25 lakh (≈ $2,700–6,400)

Adds unit inventory, holds, booking forms, cost sheets, payment schedules, demand letters and an executive mobile app.

Multi-project platform

₹4.25–9 lakh+ (≈ $6,400–13,500+)

Several projects or cities, channel partner portal, customer portal, Tally or Zoho Books integration and custom management dashboards.

Indicative budgets based on typical projects. Your fixed-price quote depends on scope, integrations and timeline.

Free estimate

Get your price in one working day

Two fields. No obligation, no spam.

Technology

Tools and technology we use

  • Next.js
  • React
  • Node.js
  • PostgreSQL
  • React Native
  • Meta Cloud API
  • Meta Lead Ads API
  • Google Ads lead form webhooks
  • Exotel
  • Razorpay
  • Tally
  • Zoho Books
  • AWS
Why RED SAG

Why teams choose us

Built for property, not bent to fit

Towers, units, holds, visits and payment plans are part of the design from day one, not custom fields added to a generic sales pipeline.

No per-user fees

You pay once for the build and a modest amount for hosting and support. Adding ten more sales executives or channel partners does not add a monthly licence bill.

You own the data and code

Your buyer data is one of your most valuable assets. It sits in a database in your account, and the source code is handed over in full.

Honest about portal limits

Not every property portal offers a proper API. Where they do not, we use lead emails or scheduled imports, and we tell you upfront which sources can be fully automatic.

FAQ

Frequently asked questions

How much does real estate CRM software cost?

With us, a lead and site visit CRM costs ₹90,000–1.75 lakh, a builder CRM with inventory and bookings ₹1.75–4.25 lakh, and a multi-project platform ₹4.25 lakh or more. It is a one-time build cost. Hosting, WhatsApp message charges and SMS or calling costs are separate and usually modest.

Can the CRM pull leads from 99acres, MagicBricks and Housing.com?

Usually yes, but the method depends on the portal and your package with them. Some offer lead push or API access, and all send lead emails, which we can read automatically. Meta and Google ad leads come in directly through their APIs. We confirm each source during discovery so you know what will be instant and what may have a short delay.

How does WhatsApp work inside the CRM?

We connect the CRM to the official WhatsApp Business API, either through Meta's Cloud API directly or through a provider you already use. Visit reminders, brochures and payment reminders go out as approved templates, and customer replies appear on the lead's timeline. Meta's message charges are billed to your account at their actual cost.

Is this better than a ready-made real estate CRM?

It depends on your size and process. Ready-made real estate CRMs are quick to start and fine for many brokers. A custom CRM makes sense when your booking process, payment plans or partner structure do not fit the product, or when per-user fees start to add up across a large sales team. We can help you compare honestly.

Can it handle payment schedules and demand letters?

Yes. We set up construction-linked, time-linked or custom payment plans per unit, generate demand letters when milestones are reached, record receipts and show outstanding amounts. Receipts and ledgers can be pushed to Tally or Zoho Books so accounts do not re-enter them.

Do sales executives get a mobile app?

Yes. The Android app, and iOS if needed, lets executives see their leads, call with one tap, log call outcomes, check in at the site during visits and update the lead stage from the field. It works on patchy connections and syncs when back online.

We have never had a CRM. Where should we start?

If you are working out how to build a CRM for property sales, start with the part that loses money today, which is usually lead capture and follow-up. Get every lead into one place, assigned within minutes and tracked to a site visit. Inventory, bookings and collections can follow in a second phase once the team is using the system every day.

Can you also build our project website?

Yes. We also take on real estate website development: project microsites with floor plans, amenities, location maps, price sheets on request and brochure downloads. Every enquiry form on the site feeds straight into the CRM, so website leads are assigned and followed up like any other source.

How is this different from your custom CRM page?

Our custom CRM page covers CRMs for any kind of business. This page is only about property sales, with features like unit inventory, site visits, bookings and payment schedules that general businesses do not need.

Planning Real Estate CRM? Let's talk.

Share a few lines about your idea. We reply within one working day with questions, a rough budget and the next step, with no obligation.

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  • Fixed-price quote, no obligation
  • You own the code and the data
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