Every enquiry, every flat, every rupee.
One CRM.
Realty CRM brings leads, live inventory, cost sheets, bookings, collections and channel partners into one workspace, so developers close faster and no lead slips through.
- No credit card needed
- Import leads from Excel
- Set up in minutes
Works with the tools your team already uses
Built around how projects actually sell
Not a generic CRM with real-estate fields bolted on. Towers, floors, cost sheets, construction-linked payments and channel partners are part of the product.
Incoming leads
LiveAnanya Kulkarni
2 BHK · Baner
Vikram Mehta
3 BHK · Powai
Farah Shaikh
2 BHK · Wakad
Rahul Desai
3 BHK · Kharadi
Neha Patil
1 BHK · Hinjewadi
Assignment rule
WhenEnquiry is for Skyline Towers
RuleProject-wise
AssignRound robin · Hinjewadi team
First-call SLA
12:40
left to call Vikram Mehta. If missed, the team leader is alerted and the lead can be reassigned.
- Meta Lead Ads, Google, 99acres, MagicBricks, Housing.com, website forms and walk-ins
- Duplicates caught by phone number, with the full history kept
- Round robin, or rules by project, location or campaign, with first-call SLAs
0
modules in one login
From the first lead to the last instalment
0
ready-made reports
Excel and PDF, or emailed on a schedule
0
built-in roles
Each with Own, Team or All access
0
payment gateways
Razorpay and PhonePe
Everything else your sales office needs
The small things that decide whether a busy sales team follows up on time: built in, connected, and on by default.
WhatsApp, SMS & email automations
Approved templates for confirmations, reminders and offers. Automations fire on new leads, visits, bookings and due dates, and every message lands on the lead's timeline.
Projects on the map
Every project pinned across Pune, Mumbai and beyond, with prices and live availability.
Approvals
Discounts, cancellations and refunds above the limit go to the right manager, with a full trail.
Discount ₹2,00,000 on A-902
Requested by Rohan · limit ₹1,00,000
Roles & permissions
Choose what each role can see and do, for their own records, their team's, or everyone's.
Click-to-call & recordings
Call from the lead with your cloud telephony number. Duration, outcome and recording are logged.
KYC document checklist
PAN, Aadhaar, photos and the agreement collected per buyer, verified and versioned.
PAN card
Aadhaar
Passport photo
Signed agreement
Targets & leaderboards
Set monthly targets for leads, site visits, bookings and revenue per executive or team. Everyone sees where they stand.
Sneha Patil11 of 12 bookings
Rohan Gaikwad7 of 9 bookings
Amit Joshi5 of 8 bookings
Complete audit trail
Who changed a price, a status or an owner, and when. Nothing is edited silently.
Rohan changed status to Negotiation10:12
Priya approved discount on A-90209:40
Accounts recorded receipt RC-2041Yesterday
Up and running in a day
Import your leads and units from Excel or CSV, map the columns once, and connect your ad accounts and portals in a few minutes.
leads-2025.xlsx2,418 rows
2,301 imported · 117 duplicates merged
Your sales office, in every executive’s pocket.
Built for the people who meet buyers. Fast, simple, and in sync with the office the moment they hang up.
One-tap call and WhatsApp
Back in the app, the call is logged with its duration. Pick an outcome and the next follow-up.
GPS check-in at the site
Managers see who actually met the buyer at the project, and when.
Today, sorted
New leads to call first, follow-ups due, site visits and tasks, on one screen.
Inventory in the pocket
Live availability, prices and floor plans to show the buyer on the spot.
Vikram Mehta
+91 98220 55501
Requirement
Budget₹1.8 – 2.2 Cr
Configuration3 BHK · Apartment
LocationPowai
Call logged · 4m 47s
Outcome: Interested · Follow-up set for today 4 PM
Matching units
B-1104 · 3 BHK
₹1.98 Cr
A-1502 · 3 BHK
₹2.07 Cr
Good morning,
Rohan
Today: 4 follow-ups · 2 site visits
4
Follow-ups
2
Visits
3
New leads
Call these new leads first
Ananya Kulkarni
Facebook · 2 min ago
Site visit · 12:00
Arjun Nair
Skyline Towers · Hinjewadi
One platform for everyone who sells
Each person sees what they need first, and nothing they shouldn't. Permissions follow your organisation chart.
Every project, team and rupee on one screen
For owners & management
- Bookings, revenue and collections across all projects
- Cost per booking for every campaign and channel
- Approvals for discounts and cancellations
- Scheduled reports in your inbox every morning
Your buyers’ data, treated with care
Real estate runs on trust. Realty CRM is built so that your customers’ documents and your deal data stay yours.
Isolated workspaces
Every company has its own workspace. One workspace can never read another’s data; it is enforced on every query.
Encrypted personal data
Aadhaar, PAN and bank details are encrypted in the database, not just on the network.
Two-factor sign-in
Authenticator-app codes for every user, and sign-in attempts are rate-limited.
Role-based access
Eight built-in roles plus your own, each with Own, Team or All scope per module.
Full audit log
Every change to prices, statuses, owners and payments is recorded with who and when.
Secure sessions
Short-lived access tokens and rotating refresh tokens held in secure, HTTP-only cookies.
Spreadsheets and generic CRMs weren’t made for this
Real estate sales has towers, floors, cost sheets and partners. A tool built for it removes the workarounds.
| What you need | Spreadsheets & WhatsApp | Generic CRM | Realty CRM |
|---|---|---|---|
| Leads from ads, portals and the website in one list | |||
| Automatic assignment with first-call SLAs | |||
| Live tower, floor and unit inventory with holds | |||
| Cost sheets with GST, stamp duty and registration | |||
| Construction-linked payment schedules and receipts | |||
| Channel partner portal with commission and TDS | |||
| Android app with GPS site check-in | |||
| Reports on cost per booking by campaign |
Partly: possible with add-ons, custom fields or manual work.
Simple plans that grow with your projects
Start free, pick a plan when you are ready, and change it any time. Prices in INR, exclusive of GST.
Questions builders ask
Can’t find what you’re looking for? We’re happy to walk you through it.
Start a free trialEvery feature of the plan you choose, with no card needed. When it ends you get an invoice and a short grace period to pay online; after that the workspace becomes read-only until it is paid. Nothing is deleted.
Online through Razorpay or PhonePe: UPI, cards, net banking and wallets. You get a GST invoice for every payment. Bank transfer is also possible.
Yes. Every company gets its own workspace, and the system enforces that one workspace can never read another’s data. Aadhaar, PAN and bank details are encrypted, and every change is written to an audit log.
Yes. Import leads and units from Excel or CSV, and connect Meta Lead Ads, Google Ads, property portals and your website forms in a few minutes.
Yes. GST, stamp duty (including concessions such as the one for women buyers) and registration charges are built into the cost sheet, and every rate can be changed in settings or per project.
Yes, an Android app for the sales team: one-tap calls and WhatsApp with automatic call logging, GPS check-in at site visits, follow-ups and live inventory. It is included in the Professional and Enterprise plans.
Always. Leads export to Excel, and all 13 reports export to Excel or PDF. Your data belongs to you.
Your next booking is already in your leads.
Set up your projects, connect your ad accounts and let your team start following up today.
No credit card · Your data stays yours · Set up in minutes