A real estate CRM captures property enquiries from ads, portals and walk-ins, assigns them to sales executives, schedules site visits with reminders, and tracks each lead to booking and payment. For Indian builders and brokers, the biggest gains come from responding to ad leads quickly and never missing a site-visit follow-up.
Where real estate leads get lost
- Ad leads downloaded once a day instead of instantly
- Site visits booked on WhatsApp and forgotten
- No record of which executive spoke to whom
- Booking amounts and instalments tracked in Excel
What to set up in your CRM
- Stages such as New, Contacted, Site visit scheduled, Site visit done, Negotiation, Booked
- Project and unit fields on every lead
- Round-robin assignment across executives
- Reminders before and after every site visit
- Booking invoices and payment promises tracked per customer
Measure what matters
Track leads by source and project, site-visit conversion by executive, and booking value in the pipeline. These numbers show which campaigns and people actually sell.
Frequently asked questions
Can a CRM capture leads from Facebook ads for real estate?
Yes. SkleUp connects Facebook and Instagram lead ads directly, so each enquiry becomes a lead with its project and source.
Can channel partners use the CRM?
Yes. Roles and territories control which leads each partner or executive can see.
Want to see this in practice? Explore SkleUp features or book a demo.