A custom CRM for builders and brokers that captures every lead from portals, ads and WhatsApp, assigns it instantly, schedules site visits and tracks each buyer from enquiry to booking.
1// Book a site visit and remind everyone2export async function bookVisit(lead, slot) {3 const visit = await visits.create({ lead, slot, project: lead.project });4 await whatsapp.sendTemplate(lead.phone, 'visit_confirmed', visit);5 await notify(lead.owner, 'Site visit booked', visit);6 await remind(lead.phone, visit.slot, { hoursBefore: 3 });7}Worked with
Problems we solve
In real estate, the gap between a lead arriving and a salesperson calling decides most outcomes.
Portal leads, ad forms, calls and WhatsApp messages sit in different places.
Managers can't see who called whom, or when.
Visits, feedback and next steps live in notebooks.
Channel partners argue over who brought a buyer.
Our solution
Built around projects, units, site visits and long buying cycles.
Portals, ads, website, calls and WhatsApp feed one lead list with sources recorded.
Instant assignment, reminders, WhatsApp templates and escalation when leads wait too long.
Pipeline, site visits, conversions and source performance by project.
CRM modules
Choose the modules you need now and add more later.
Leads from property portals, Google and Meta ad forms, website, calls and WhatsApp, merged when the same buyer enquires twice.
Round-robin or rule-based assignment by project, budget or location, with reminders and escalation.
Visit booking, confirmations, reminders, check-ins at the site and feedback after the visit.
Project and unit inventory linked to leads, with holds, bookings, cost sheets and payment schedules.
Brokers register leads, see status and track commissions, with time stamps that settle disputes.
Dashboards by project, source and salesperson, plus a mobile app for sales teams on site.
What you get
Every lead accounted for, every visit tracked.
Every source captured and assigned.
Instant assignment and WhatsApp replies.
See which spend brings bookings.
Bookings, check-ins and feedback.
Time-stamped registrations.
Code and data owned by you.
Why us
Custom CRM development is a core service.
Automated responses and lead qualification.
Our work includes Ek Inch, a construction marketplace.
A proposal with scope and a customised quotation.
A free strategy call, then a written proposal with a customised quotation.
Our approach
Open each step to see what it covers.
Lead sources, stages, visits, bookings and partner rules.
Modules and integrations agreed in writing.
Screens for sales, managers and partners.
Portals, ads, WhatsApp and telephony connected.
Existing leads imported; teams trained.
Go-live with a project, then roll out to others.
Common situations
Most CRM projects begin with one of these situations.
Options
How the main options compare.
| Criteria | Custom CRM | Real estate CRM product | Generic CRM |
|---|---|---|---|
| Projects, units, site visits | Built in | Built in | Needs customization |
| Fit to your rules | Exact | Within settings | With effort |
| Running cost | Hosting and support | Per-user subscription | Per-user subscription |
| Ownership | Your code and data | Vendor's platform | Vendor's platform |
| Best for | Builders with distinct processes | Standard processes | Simple brokerages |
If a ready-made product fits, we'll say so honestly.
Who it's for
Common set-ups we design.
Launches, site visits and bookings.
Long cycles and corporate buyers.
Listings, buyers and sellers.
See the workPlot inventory and payment plans.
Multiple developers and commissions.
CRM inside a wider product.
See the workHow we work together
Every engagement starts with a written proposal and a customised quotation.
Capture, assignment, follow-ups and visits.
Best for: Teams losing leads
Adds inventory, bookings and payment schedules.
Best for: Developers
Adds partner portal, customer portal and apps.
Best for: Multi-project developers
Guide
Property sales revolve around projects, units, site visits and long decision cycles involving families. A generic CRM built for one-off deals struggles with these.
A real estate CRM links each lead to projects and units, tracks visits and handles bookings and payment plans.
Most leads come from property portals and ad forms. Capturing them automatically, removing duplicates and recording the source are the foundation of a useful CRM.
Check which integrations each portal offers; some provide APIs, others email or exports.
Set a target response time and let the CRM enforce it with assignment rules, reminders and escalation. A WhatsApp message with the brochure keeps the lead warm until a call happens.
Record call outcomes and next steps so nothing depends on memory.
Track visits booked, visits done and bookings after visits by project and salesperson. Confirmations and reminders reduce no-shows.
Visit feedback helps refine pricing, inventory and marketing.
Start with one project, a simple pipeline and a mobile-friendly interface. Train the team, collect feedback and adjust before rolling out to other projects.
A CRM succeeds when salespeople find it saves them time.
Many sales teams work by phone. Integrating telephony lets calls be logged automatically, with outcomes and recordings where permitted.
This gives managers real visibility and helps train new salespeople.
Write clear rules for lead ownership: how long a registration is valid, what counts as a duplicate and how disputes are settled. The CRM can enforce them consistently.
Transparency reduces disputes and keeps good partners engaged.
Connect every booking back to its first source, whether portal, ad, hoarding or referral. Cost per booking by source is the most useful number for marketing decisions.
Review it for each project, since sources perform differently by location and price.
Many property buyers take months to decide. Scheduled follow-ups, relevant project updates and reminders for revisits keep them engaged without spamming.
Segment leads by budget, location and stage so messages stay relevant.
Useful reports include leads by source, response time, visits booked and completed, bookings by salesperson and project, and cost per booking. Reports should come from recorded activity, not manual updates.
Review them weekly with the sales team to spot bottlenecks early.
Sales teams at project sites need to update leads, record visits and check inventory from their phones, often with patchy connectivity. A mobile app or mobile-first web app with offline-friendly screens keeps data current.
Simple screens matter more than many features for busy site teams.
After the first visit, automated but personal follow-ups, such as project updates, offers and reminders, keep buyers engaged. Send them through WhatsApp or email based on consent and stage.
Stop automated messages as soon as a salesperson takes over a conversation.
Export leads, notes and bookings from your current system, clean and de-duplicate them, and map sources and stages to the new CRM. Run both briefly to confirm nothing is missing.
Train the team before switching, and keep the old data accessible for reference.
Duplicate leads, missing phone numbers and inconsistent project names make reports unreliable. Validation at entry, automatic de-duplication and required fields for key stages keep data clean.
Clean data is what makes source and conversion reports trustworthy.
Costs depend on modules, integrations with portals, ads, telephony and WhatsApp, mobile apps, data migration and support.
We don't publish fixed prices or packages. After a strategy call, we send a written proposal with a customised quotation.
Before you talk to us
Yes, where portals provide integrations, emails or exports that can be processed automatically.
Yes, through the WhatsApp Business Platform with approved templates.
Yes. Visits can be booked, confirmed, checked in and followed up.
Yes, if you need it. Units, bookings, cost sheets and payment schedules can be included.
Yes, through a partner portal with lead registration and commission tracking.
Yes. Sales teams can use a mobile app or mobile-friendly web app.
Yes, from spreadsheets or another CRM.
Yes, with telephony integration where your provider supports it.
Yes. Registration validity, duplicate checks and ownership rules can be built in.
Yes, if marketing spend is recorded by source.
Yes. Our real estate CRM software development service covers lead capture, site visits, bookings, channel partners and reports, built around your process.
We design mobile screens to be light and tolerant of patchy connections.
Yes, through WhatsApp or email based on consent and stage, stopping when a salesperson takes over.
Yes. Leads, notes and bookings can be cleaned and imported.
It depends on modules, integrations, apps and migration. We do not publish fixed prices; share your needs for a customised quotation.
Contact us
Share a few details. Our team reviews every enquiry and gets back to you to set up a call.