CRM setup for real estate agents and brokers in India
Real estate leads are expensive and slow to close, which makes a CRM essential. Here is the pipeline, fields and automations that work for Indian agents and builders, and how to set it up in a week.
By Shashi Kumar ·
A property enquiry can take weeks of calls, site visits, negotiation and paperwork. Without a system, agents rely on memory and WhatsApp scrolling, and leads from portals and ads go cold. A CRM built for real estate tracks every enquiry from first call to registration and tells you where each one stands.
The pipeline that fits property sales
New enquiry, contacted, site visit scheduled, site visit done, negotiation, token received, agreement, registered, lost. Each stage has a clear meaning and a next action. Add a separate pipeline for rentals if you handle both.
Fields that matter
- Source: website, portal, referral, ad, walk-in.
- Budget range and preferred configuration or locality.
- Purpose: self-use or investment, and timeline.
- Assigned agent and site-visit dates.
- Project or property of interest, linked to the inventory.
Automations that save deals
- Website and portal enquiries created as leads automatically, assigned in rotation, with a follow-up due the same day.
- Reminder the day before a site visit, and a follow-up task the day after.
- Alert to the manager when a lead sits in one stage too long.
- WhatsApp templates for brochure, location and visit confirmation.
Reports a broker actually uses
- Leads per source and conversion to site visit.
- Site visits per agent per week.
- Deals by stage with expected value.
- Lost reasons, so marketing can adjust.
Setup in a week
Acquiretech configures a self-hosted CRM with the real estate pipeline, imports your existing leads from Excel with duplicate checks, connects the website form and sets the automations above. Website to CRM integration starts at ₹10,000; a full real estate workspace with inventory and 360° tour links is quoted as a web application.
Frequently asked questions
Can portal leads from 99acres or MagicBricks be imported?
Yes. Leads can be imported from their exports or forwarded emails, and higher-volume accounts can be connected directly.
Can agents use it on their phones during site visits?
Yes. The workspace is mobile-friendly, so notes and stage changes can be made on the spot.
What about commission and payment tracking?
Token, agreement and registration stages can carry amounts, and commission reports can be added as a customisation.
Next step
Tell us how many agents you have and where leads come from. You will get a pipeline design and a fixed setup price.
Contact Acquiretech Software Solution: info@acquiretechsoftwaresolution.in · WhatsApp +91 80786 33912 · Send an enquiry