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CRM for Real Estate Agents

CRM for Real Estate Agents That Wins Clients on Follow-Up

Capture every property enquiry, match buyers to listings, and follow up on WhatsApp and calls from one record. Free to start; paid from $12/user/mo billed monthly.

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Free Forever • No Credit Card Required

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Real Estate Agents CRM

Live sample workspace for Real Estate Agents: Capture every property enquiry: portal leads, website forms, calls and WhatsApp.

Open pipeline

42

+12% this month

Follow-ups due

9

5 automated

Response SLA

18m

-34% faster

Automation coverage

76%

Capture every property enquiry

1

Real Estate Agents Account

Capture every property enquiry: portal leads, website forms, calls and

Rs. 2.4L

Buyer and seller pipelines

1

Real Estate Agents Opportunity

Buyer and seller pipelines: separate pipelines for listings and buyers,

Rs. 1.1L

WhatsApp and calling built

1

Real Estate Agents Renewal

WhatsApp and calling built in: send listings, follow up and

Rs. 78K

Follow-up reminders and sequences

1

Real Estate Agents Follow-up

Follow-up reminders and sequences: keep warm buyers and sellers moving

Rs. 3.2L

Quick answer

Is HelloGrowthCRM right for CRM for Real Estate Agents?

Yes. HelloGrowthCRM gives CRM for Real Estate Agents a single system to capture every lead, automate follow-up across phone, WhatsApp, and email, prioritise leads with AI scoring, and forecast revenue — with calling and messaging built in instead of sold as add-ons.
  • Capture every property enquiry: portal leads, website forms, calls and WhatsApp create a buyer or seller lead automatically with the source recorded
  • Buyer and seller pipelines: separate pipelines for listings and buyers, so each side of a deal is managed the right way
  • WhatsApp and calling built in: send listings, follow up and share details on the channel clients actually answer, with every touch logged

See pricingBook a demo

HelloGrowthCRM

Capture. Follow up. Close.

From Enquiry to Customer in One CRMEvery lead captured, followed up and tracked — so nothing goes cold.The path a lead takes inside HelloGrowthCRM, from first enquiry to a repeat customer.
  1. Step 1

    Capture

    Web forms, WhatsApp, calls and ads land in one inbox

  2. Step 2

    Qualify

    AI lead scoring flags who is ready to talk

  3. Step 3

    Assign

    Routed to the right rep automatically

  4. Step 4

    Follow up

    Reminders, sequences and WhatsApp nudges

  5. Step 5

    Track the deal

    Stages, value and next step in the pipeline

  6. Step 6

    Win & retain

    Renewals and repeat business stay on the radar

Every call, message and email is logged on the contact — the history travels with the lead.

One contact record, one pipeline, one clear next step.

01

Real estate is won on follow-up, not listings

A real estate agent's advantage is rarely the listing; it is being the agent who followed up fast and stayed in touch. Buyers and sellers talk to several agents and go with the one who is responsive and organised. A CRM for real estate agents exists to make that the default: every enquiry captured, every buyer and seller followed up, nothing lost between viewings. HelloGrowthCRM is built around that, with buyer and seller pipelines and WhatsApp and calling in the same record. For the broader industry view, see CRM for real estate.

02

Capture enquiries from every source

Portal leads, website forms, missed calls and WhatsApp messages all create a lead automatically with the source recorded, and the right agent is notified immediately. In a market where the first agent to respond often wins the client, automatic capture plus a fast first touch is the single biggest lever — see speed to lead for why.

03

Buyer and seller pipelines, run the right way

Listings and buyers need different handling, so HelloGrowthCRM gives you separate pipelines for each. Sellers move through valuation, listing and offer; buyers through requirement, viewings and offer. Each has clear stages and next actions, so a busy agent always knows who to call next and why.

04

Match buyers to listings fast

Tag every buyer by budget, location and requirement. When a new listing lands, filter to the buyers it fits and reach out immediately — being first to show a relevant property is a genuine edge. That only works if buyer requirements are organised in one place rather than scattered across notes and memory.

05

WhatsApp and calling, where clients actually reply

Property clients answer WhatsApp far more than email. Agents share listings, photos and details and follow up from the client record, and call from the built-in dialer, with every touch logged. Coordination stops scattering across personal phones, which matters most when a brokerage has several agents.

06

For brokers and teams

Brokers get a shared view of every agent's pipeline, automatic routing of new enquiries, and reporting on which agents and sources produce closings. The same tools that help a solo agent scale to a team without switching systems — see sales management software for the team view.

07

What it costs

Start free. The Free Forever plan runs your agent pipeline with no credit card and no time limit. The paid plan is $12/user/mo billed monthly (₹899/user/mo + 18% GST in India), with sequences, AI scoring, the dialer, WhatsApp and texting included. See the pricing page or the real estate CRM overview.

What you get

Why teams choose HelloGrowthCRM

AI-powered CRM with the features you need to close more deals.

  • Capture every property enquiry: portal leads, website forms, calls and WhatsApp create a buyer or seller lead automatically with the source recorded.
  • Buyer and seller pipelines: separate pipelines for listings and buyers, so each side of a deal is managed the right way.
  • WhatsApp and calling built in: send listings, follow up and share details on the channel clients actually answer, with every touch logged.
  • Follow-up reminders and sequences: keep warm buyers and sellers moving without relying on memory between site visits.
  • Property and requirement matching: tag buyers by budget, location and requirement so you can match them to new listings fast.
  • Site-visit scheduling and reminders: book, confirm and remind, so fewer viewings are missed.
  • Mobile CRM: update deals, log calls and message clients from your phone between showings and meetings.
  • Full client history: calls, messages, notes and documents on one record, so you pick up any conversation instantly.
  • Lead aging and alerts: see which buyers and sellers have gone quiet and need a nudge before they go to another agent.
  • Free Forever plan: run your agent pipeline with no credit card, then add automation and AI as your book grows.
Watch it work

CRM for Real Estate: Enquiry, Site Visit, Booking

CRM for Real Estate: Enquiry, Site Visit, Booking
A short walkthrough of HelloGrowthCRM for real estate.

Key takeaways from this video

  • Enquiries from portals, web forms and walk-ins arrive scored and route by locality, budget and property type.
  • One working record per buyer, with call, WhatsApp, SMS and email from the same screen.
  • Walk-ins and exhibition stalls captured by badge or business-card scan.
  • Booking tracked through to possession: agreement, loan, payment collection per booking and channel-partner credit.
  • AI actions wait for your confirmation before anything is sent.

HelloGrowthCRM by the numbers

$12
per user/month list price — $10/user/mo on annual billing, ₹899/user/mo in India
$0
free forever starter plan — no credit card required
14-day
trial included on paid plans
259+
live integrations, from WhatsApp to Tally and QuickBooks
500+
teams worldwide run their pipeline on HelloGrowthCRM

Frequently Asked Questions

Common questions about using HelloGrowthCRM in your industry.

More CRM guides to explore

Browse related HelloGrowthCRM guides and see how different teams run their pipelines.

Ready to grow?

Join small businesses that close more deals with HelloGrowthCRM.

Free Forever • No Credit Card Required

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Prefer email? Write to sales@hellogrowthcrm.com