CRM Builds for Real Estate
Leads from portals, ads and walk-ins in separate places, with no view of who called whom.
A CRM build configures or creates a customer relationship system around your actual sales process — your stages, your qualification criteria, your automations and your reporting — and integrates it with the forms and ad platforms that generate the leads. For a real estate developer or brokerage, the work is judged on a site visit booked, not a form filled. One pipeline per project, site visit as the key stage, WhatsApp logged against the record, and instant assignment on arrival.
What is costing you money today
Leads from portals, ads and walk-ins in separate places, with no view of who called whom.
Buying leads by volume and judging the campaign on cost per lead, while the sales team quietly discards eight in ten of them as junk.
What changes once this is in place
One pipeline per project, site visit as the key stage, WhatsApp logged against the record, and instant assignment on arrival.
How real estate actually buys
Weeks to months, with a sales team calling within minutes of the enquiry and the actual decision made by a couple or a family, not one person.
- The unit of value
- a site visit booked, not a form filled
- The common mistake
- Buying leads by volume and judging the campaign on cost per lead, while the sales team quietly discards eight in ten of them as junk.
- What we do instead
- Push the site-visit outcome back into the ad platform as the conversion event, so the algorithm optimises for the person who actually turns up.
What it has to talk to
A build for a real estate developer or brokerage is mostly integration work. These are the systems we expect to exchange data with:
- CRM (Sell.Do, Zoho, Salesforce)
- IVR & call tracking
- WhatsApp Business API
- Channel-partner portals
The words your buyers actually use
Generic service copy loses to copy written in the vocabulary of the vertical. These are the terms that carry intent here, and the ones the pages we build are structured around:
- project microsite
- site visit booking
- cost sheet download
- RERA number
- possession date
- floor plan enquiry
The rules this sits under
RERA registration numbers must appear on advertising in India; in Dubai, RERA/DLD permit numbers are required on listings. Claims about returns are constrained everywhere.
What you get
- Sales process mapping — The real process, from how a lead arrives to how a deal closes, documented by watching it rather than by being briefed on it.
- Platform recommendation — Zoho, HubSpot or custom — argued from your volume, budget, integration needs and how much process customisation you genuinely require.
- Pipeline and stage design — Stages defined by observable buyer actions, with entry and exit criteria everyone agrees on.
- Field and form design — A short create form, with everything else captured automatically or progressively.
- Automation — Assignment rules, follow-up reminders, stall alerts, stage-based tasks and escalation.
- Integrations — Ad platforms, website forms, WhatsApp, telephony and accounting — see API Development & Integrations.
- Dashboards — Pipeline by stage, ageing, conversion by source, and revenue attributed to campaign — live rather than exported.
- Training and adoption — Role-based training, a two-week hand-holding period, and an adoption review at thirty days.