Property sales take months, involve several family members and often a broker, and end in a payment schedule tied to construction. A generic CRM handles the first call. A real estate CRM has to handle everything from the portal lead to the last demand letter.
Lead capture and qualification
Builders pay heavily for leads, and many are lost through slow response.
Site visits and follow-ups
The site visit is the key conversion event. Track it as carefully as a sale.
A lead without a next follow-up date is a lead you have already lost.
Inventory and booking
Sales teams need live availability so two buyers are not promised the same unit.
Post-sales and collections
After booking, the relationship runs for years. Collections tied to construction milestones need discipline and clear communication.
Channel partners
Brokers bring a large share of sales in most Indian cities. Give them a portal and pay them on time.
Compliance and reporting
RERA registration numbers must appear on marketing material, and project accounts and disclosures need supporting data. A CRM that records unit status, collections and agreements accurately makes those filings easier. For management, the key reports are lead-to-visit and visit-to-booking ratios by source, inventory ageing and collections due.
