Real Estate CRM every enquiry, site visit, and booking in one place
Real estate leads come from everywhere — 99acres, MagicBricks, Housing.com, Meta and Google ads, the project website, walk-ins, and channel partners — and most of them land in inboxes, spreadsheets, and personal WhatsApp chats. By the time a sales executive calls, the buyer has already spoken to three other projects. A real estate CRM puts every enquiry in one place the moment it arrives, assigns it, and tracks it through site visit, negotiation, booking, and payment.
We either set up and automate an existing CRM (Zoho, LeadSquared, Salesforce, or a real-estate-specific tool) or build a custom CRM around your projects: inventory by tower and unit, site-visit calendar, channel-partner tracking, cost sheets, and booking-to-registration payment milestones.
Is real estate crm the right move?
Good fit
- Teams losing hours to repetitive admin
- Businesses that need reliable workflows with monitoring and documentation
- Portal and ad leads scattered across email, sheets, and phones
- Same buyer enquiring through two portals and called by two executives
Not the right fit
- You only need a one-off opinion with no implementation owner
- You are not ready to share access, context, or decision feedback during the project
Common problems we fix
Built to solve a specific business problem, not just deliver a task.
The engagement is scoped around the outcome, the operating workflow, and the proof needed to judge whether it worked.
What you get
The page is scoped around tangible outputs, not vague consulting hours.
What happens after you enquire
A short, visible delivery path keeps the work moving and gives you clear approval points.
Audit the current state
We review what exists today, where it is leaking value, and what should be fixed first.
Lock the working plan
You get a concrete scope, timeline, success metrics, and owner before execution starts.
Build and review
We execute in short approval loops so copy, design, tracking, and delivery stay aligned.
Launch and measure
The final work ships with tracking, documentation, and next-step recommendations.
Bizeract versus the usual alternatives
Use this to decide whether this needs a full operating partner or a narrower execution resource.
Want a plan tailored to your situation? Let's talk specifics.
Free 20-minute call. We will review your current setup, flag what is broken, and share what we would do first. No slides, no pitch deck.
Book ConsultationQuestions about real estate crm
Yes. Depending on the portal and your plan, we pull leads through the portal's lead API or by parsing the lead-notification emails, then create them in the CRM within a minute of arrival.
Brokers and small teams usually do well on a configured off-the-shelf CRM. Builders with multiple projects, unit inventory, channel partners, and payment milestones often get a better fit — and lower per-seat cost — from a custom CRM.
Yes. Sales executives update leads, log calls, and mark site visits from their phone. Managers see live status without calling anyone.
Yes. Partners register their leads, the CRM checks for duplicates, and bookings are attributed to the right partner so commission disputes drop.
Configuring an existing CRM with portal and WhatsApp integration takes 2–4 weeks. A custom real estate CRM with inventory and payment tracking takes 6–10 weeks, delivered in stages.
Let's talk about your business.
Tell us what you're working on and where you want to go. We'll put together a plan. No obligation, no sales pitch.
- Free 30-minute call
- A plan built around your goals
- No obligation, no pressure
- Your own account manager