Industry Focus

Real Estate CRM: Site Visit Tracking & Automated Lead Nurturing in India

A comprehensive guide to real estate sales CRM: property inventory lookups, site visit scheduling, channel partner tracking, and WhatsApp follow-ups.

Real Estate CRM India

High Inquiry Volumes & Rapid Drop-off Rates

Real estate developers and property agencies receive hundreds of portal inquiries daily from MagicBricks, 99acres, and Meta ads. Without automated scoring and instant response queues, over 60% of leads go cold within 24 hours.

Essential Real Estate CRM Features

  • Instant Portal & Web Capture: Automatically route leads to property executives based on budget and location.
  • Site Visit Management: Schedule site visits with SMS/WhatsApp reminders and check-in confirmation.
  • Unit Inventory Status: View live unit availability (Available, Blocked, Sold) right inside the deal interface.
Ready to streamline your sales team's workflow?
Explore Planex365 CRM Demo today and see how automated follow-up reminders, lead visibility, and WhatsApp integration accelerate sales growth.