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Real Estate CRM for Indian Property Teams

From 99Acres and Housing.com to WhatsApp and site visits — complete 2-page guide to tracking every enquiry, automating follow-ups, and managing broker networks.

What's inside

  • 99Acres / Housing.com / MagicBricks auto-import
  • Site visit booking + WhatsApp confirmation
  • Project-wise pipeline & unit inventory
  • Broker & channel partner management
  • Commission tracking & dispute prevention
  • NRI follow-up with time-zone scheduling
  • Construction update WhatsApp broadcasts
  • Rs. 899 / user / month — all features included

Built for

Property Developers · Real Estate Brokers · NRI Investment Sales · Commercial Leasing

Document

PDF · 2 pages · A4 landscape · India-first · SOC 2

Why real estate teams use a CRM built for their workflow

Property enquiries rarely arrive in one place. A buyer fills a form on 99Acres in the morning, another comes through Housing.com after lunch, and a MagicBricks lead lands late at night. When each portal keeps its own inbox, telecallers copy numbers into spreadsheets, hours pass before the first call, and the buyer has already spoken to a competing project. In residential sales, the first team to respond usually gets the site visit — and the site visit is where bookings happen. Speed of response is not a nice-to-have in this market; it often decides which project the family walks into on Saturday.

The workflow does not end at the first call. Site visits need to be booked, confirmed on WhatsApp, and rescheduled when buyers cancel on Saturday morning. Broker and channel partner leads must be tagged to the right partner from the start, or commission disputes surface at booking time. NRI buyers reply at odd hours from other time zones, and a follow-up sent at the wrong hour simply gets ignored. Generic CRMs were not designed around any of this. Each of these moments is easy to handle once and nearly impossible to manage at scale from a spreadsheet and a shared phone.

A CRM built for property sales handles the whole flow: portal enquiries auto-import into one project-wise pipeline, WhatsApp confirmations go out the moment a visit is booked, AI lead scoring pushes serious buyers to the top of the call list, and the built-in dialer records every conversation so managers can coach telecallers using real calls instead of guesswork. Nothing about this asks the team to sell differently — it simply removes the copying, chasing, and remembering that used to sit between an enquiry and a booking.

What the brochure covers in depth

Each point on the inside list gets a practical treatment in the PDF — what the feature does, how Indian property teams use it day to day, and what changes once it is in place.

Portal auto-import

How enquiries from 99Acres, Housing.com, and MagicBricks flow straight into one pipeline with the source tagged, so no lead waits unread inside a portal inbox.

Site visit booking on WhatsApp

The booking flow that sends instant WhatsApp confirmations and reminders, cutting no-shows and keeping weekend visit slots full without manual calling.

Project-wise pipeline and unit inventory

How to run a separate pipeline per project with live unit availability, so sales teams never promise a flat that was blocked the day before.

Broker and channel partner management

A clean way to register partners, tag every lead to its source, and see which brokers actually bring buyers who close bookings.

Commission tracking

Transparent commission records per booking that prevent the disputes which sour broker relationships and slow down channel sales.

NRI follow-up scheduling

Time-zone aware follow-up sequences for NRI buyers, so calls and WhatsApp messages land during their evening rather than the middle of their night.

Construction update broadcasts

WhatsApp broadcast templates that keep booked buyers informed on construction milestones and reduce anxious inbound calls to the sales office.

Simple pricing

What Rs. 899 per user per month includes — every feature, WhatsApp integration, the built-in dialer with recording, and invoicing with GST support.

How teams roll this out

The brochure closes with a rollout plan, and it mirrors what actual property teams do in their first weeks. None of it needs an IT project or a consultant on site.

  1. 1

    Import your leads

    Bring in existing enquiries from spreadsheets or a previous CRM. Basic setup takes 15 to 30 minutes, so the pipeline is live the same morning. No technical work is needed — a sales coordinator can do it.

  2. 2

    Connect portals and WhatsApp

    Link your portal accounts and connect WhatsApp through the native Meta Cloud API, then map each project as its own pipeline. Existing enquiry sources keep working; they simply start landing in one place.

  3. 3

    Onboard the team

    Telecallers get the built-in dialer with recording, site teams get the mobile app, and managers get project dashboards from day one. Most teams run a normal week and let the system record it.

  4. 4

    Review and refine

    After the first week, review call recordings and pipeline reports, then tighten follow-up cadences wherever warm buyers were slipping through. This is also when AI lead scoring starts proving itself on your own data.

Frequently asked questions

Straight answers to the questions property developers and brokers ask most before downloading the PDF or starting a trial.

How much does HelloGrowthCRM cost for real estate teams?

Pricing in India is Rs. 899 per user per month with all features included. Global teams pay $10 per user per month on annual billing. A free plan covers 1 user and 200 leads, which is enough to trial the portal import and WhatsApp flows before committing.

How long does setup take?

Basic setup takes 15 to 30 minutes. Most property teams import their lead sheet, connect WhatsApp, and set up project-wise pipelines on the first day. Broker networks and NRI follow-up sequences can be added gradually once the basics are running.

Does the WhatsApp integration use the official API?

Yes. HelloGrowthCRM uses the native Meta Cloud API, so site visit confirmations, reminders, and construction update broadcasts are sent from your verified business number. Templates and delivery status are managed inside the CRM itself.

Can we migrate data from spreadsheets or another CRM?

Yes. You can import leads and buyer history from Excel or CSV files, and 259+ integrations help connect the tools you already use. Data is protected under SOC 2 Type II controls. Records do not need to be perfectly clean before import — they can be corrected inside the CRM later.

Is the brochure gated behind a form?

No. The PDF is a direct download — no email address, phone number, or signup is required. Share it with partners and telecallers freely. If you want a live walkthrough of anything inside it, the demo covers the same ground.