Real Estate CRMDevelopment
Track every property enquiry from the first portal lead to a signed booking, matched to the inventory you actually have available.
Real Estate CRM Development: what the work involves
Property sales run on relationships and timing. A buyer enquires about a plot, an agent promises a callback, and by the time anyone follows up the buyer has visited a competitor. Leads arrive from portals, Facebook ads, walk-ins and dealer referrals, and agents guard their contacts in personal phones. Management then has no way to tell which source produces buyers, or which agent is sitting on dead leads.
We build the CRM around two linked sets of data: people and property. Leads and buyers move through a pipeline from enquiry to site visit, negotiation, token and booking, while the inventory side holds projects, blocks, plots or units with size, price and status. A lead can be matched to available stock, a hold can be placed, and agent commission is calculated from the booking. Lead sources connect through website forms and Meta lead ads.
Core features
Multi-source lead capture
Portal enquiries, ad forms, website forms and walk-ins land in one inbox, tagged by source and campaign, and auto-assigned to agents.
Property inventory and availability
Projects, phases, plots and units with size, category, price and status such as available, on hold, booked or sold.
Lead-to-property matching
Buyer budget, area and type preferences are matched to available inventory, so agents can send relevant options quickly.
Site visit and follow-up scheduling
Visits are booked against an agent and vehicle, outcomes recorded afterwards, and missed follow-ups appear on the manager's list.
Booking and payment plan
Token, down payment and instalment schedules attach to a booking, with printed booking forms and receipts.
Agent and dealer commission
Rules by project, slab or dealer tier accrue commission on confirmed bookings, with statements ready for approval.
What we get right before launch
Double-selling prevention
Two agents promising the same plot damages trust. A hold-and-release mechanism with expiry and a single status per unit stops the same inventory being sold twice.
Lead ownership disputes
Agents argue about who owns a client. We record first contact, assignment rules and activity history, so disputes are settled from a visible record rather than opinion.
Contact data protection
Buyer lists are valuable and portable. Agents see only their own leads, bulk export is limited to managers, and every download is logged.
Tools and technology
- Next.js
- React
- TypeScript
- Node.js
- PostgreSQL
- Supabase
- Prisma
- Meta Lead Ads API
- WhatsApp Business API
- REST APIs
Common questions, answered
Can leads from property portals flow in automatically?
Where a portal provides email forwarding or an API, leads can be parsed into the CRM automatically. Some portals restrict access, so we check what yours allow and fall back to a reliable email-parsing route where needed.
Does it manage plots and instalment plans?
The CRM covers inventory and bookings with payment schedules. Housing projects with large instalment ledgers may add our plot installment module, so collection tracking and receipts live alongside the sales pipeline.
Can agents work from their phones?
Yes. The CRM is responsive, so agents can log calls, update statuses and check availability from a mobile browser, and share plot details with a client during a site visit.
How is commission calculated?
You define the rules, such as percentage by project, tiered by volume, or split between agent and team lead. The system accrues commission on confirmed bookings and produces statements that finance can approve before payout.
More Custom Business Software services
All Custom Business Software servicesCRM Software Development
A customer relationship system that follows your own sales stages and stops leads from dying in personal notebooks and chat threads.
Property Management Software Development
Manage rented units, leases, rent due dates, maintenance and owner payouts across a portfolio without a wall of spreadsheets.
Plot Installment Management Software Development
Track every plot buyer's payment plan, receipt and overdue instalment, so collections stay visible across thousands of files.
Ready to start your Real Estate CRM Development project?
Tell us what you need and we will come back with a clear scope, timeline and the questions worth answering before any build starts.
