Apartments, villas and plots across Bangalore, with site visits every weekend.
Book a site visitLearn more
Apartments
Villas
Plots
9:41
Real Estate Agency
Find the home that fits.
Apartments, villas and plots across Bangalore, with site visits every weekend.
Book a site visit
realestateagency.in
RVNew lead · Rohit₹1.4 Cr3 BHK · website form
AlertedRaviOn WhatsApp
Site visitSat 11 amNikhil & Priya
Sneha Iyer₹92 L2 BHK · Instagram ad
Negotiation₹2.6 CrVilla · Palm Grove
BookedKavithaOn the record
Real Estate Agency
BuyRentProjectsContact
Book a site visit
Homes and plots · Bangalore
Find the home that fits.
Apartments, villas and plots across Bangalore, with site visits every weekend.
Book a site visitLearn more
Apartments
Villas
Plots
9:41
Real Estate Agency
Find the home that fits.
Apartments, villas and plots across Bangalore, with site visits every weekend.
Book a site visit
realestateagency.in
RVNew lead · Rohit₹1.4 Cr3 BHK · website form
AlertedRaviOn WhatsApp
Site visitSat 11 amNikhil & Priya
Sneha Iyer₹92 L2 BHK · Instagram ad
Negotiation₹2.6 CrVilla · Palm Grove
BookedKavithaOn the record
CRM systems at a glance
Per customer, from every source, duplicates merged.
1 recordPer customer, from every source, duplicates merged.
Routed to the right person, with an alert.
InstantlyRouted to the right person, with an alert.
Tagged with its source, so you know what works.
Every leadTagged with its source, so you know what works.
From, for a CRM build or integration, after a Blueprint.
₹65,000From, for a CRM build or integration, after a Blueprint.
Leads don’t go cold on their own. They go cold in someone’s inbox.
A CRM keeps one record for every customer, with every enquiry, call, message and next step on it. When enquiries arrive from an ad, a listing site, a WhatsApp forward or a call and each lives in a different place, follow-ups depend on memory and the same buyer gets called twice or not at all.
A CRM-connected system brings every source into one record, routes each lead to whoever handles it the moment it arrives, and reminds them of every next step until it’s closed either way. We connect the CRM you use — most with an API — or build a simple one around how you sell.
Enquiries from every source land in one place, and a returning buyer is recognised, not duplicated — with the source kept on every lead.
Website, ads, WhatsApp and calls in one record
Duplicates merged by phone and email
The source kept on every lead
Rohit Verma+91 98860 •• 214Returning
Everything, in order
Clicked “3 BHK Whitefield” ad12 Sep · Google Ads
Downloaded the Lakeside brochure12 Sep · website form
Asked about the payment plan14 Sep · replied by Ravi
Filled the site-visit formToday
Budget
₹1.3–1.5 Cr
Home loan3 BHK
One record, not three
One buyer, one record: every form, ad, message and call
Routing
The right person, straight away.
Rules send each lead to whoever handles it, and they’re alerted at once on WhatsApp or email. Reassigning takes a tap.
Routing by project, budget or area
Instant alerts to the owner
Reassignment in a tap
Rules, in orderYour rules, not ours
1Budget over ₹2 CrTo Meera · senior salesOn
2Lakeside ResidencyRavi and Anita, taking turnsOn
3Palm GroveSameerOn
4After 8 pmFirst in tomorrow’s queueOn
Assigned · 9:42 pm
Rohit Verma → Ravi
Rule: Lakeside Residency
New lead assigned to you
Assigned and alerted, instantly
The rules that send each lead to the right person
Pipeline
Follow-ups that happen.
Every lead has a stage and a next step, with reminders until it’s closed either way — and a pipeline that shows where every buyer stands.
Stages that match how you sell
Reminders for every next step
Reports on where buyers come from
Follow-upsToday
AKArvind KulkarniCall · brochure sent TueOverdue
N&Nikhil & PriyaConfirm Saturday’s visit11 am
FSFarah SiddiquiShare the payment plan2 pm
SMDr Suresh MenonRevised offer5 pm
Pipeline
New enquiryRohit · ₹1.4 Cr
Site visitNikhil & Priya · ₹1.2 Cr
NegotiationDr Suresh · ₹2.6 Cr
Reminders until it’s closed, either way
Today’s follow-ups on a salesperson’s phone
WhatsApp on the record
Conversations where the lead is.
Messages on the WhatsApp Business Platform are logged against the customer’s record, so whoever picks up the lead sees everything that was said.
WhatsApp messages on the record
Templates for brochures and reminders
Call notes in a tap
Farah Siddiqui2 BHK · yesterday
Is the 2 BHK in Tower A still available? What’s the payment plan?7:12 pm
Yes, three 2 BHK homes are open in Tower A. Here is the brochure and plan.7:12 pm
Can I visit on Sunday morning?7:30 pm
Farah SiddiquiLakeside Residency
4 messagesOn her record
Visit: Sun, 11 amWith Anita
Every chat on the lead’s record
A WhatsApp conversation on the buyer’s record
Reports
Know which ads bring buyers.
Every lead keeps its source from the first click to the booking, so you see where buyers come from and where they drop off — and ad budgets follow what actually sells.
A funnel from enquiry to booking
Leads, visits and bookings by source
Bookings reported back to your ad accounts
From enquiry to bookingThis quarter
Enquiries1,240100%
Contacted1,01282%
Site visits31826%
Negotiation968%
Booked413.3%
By sourceLeads → booked
Google Ads412 leads17 booked
Meta ads386 leads9 booked
Website forms214 leads8 booked
WhatsApp138 leads5 booked
Booked
41
17 from Google Ads
Know which ads bring buyers
Where buyers come from, and where they drop off
CRM-Connected Systems
CRM features
What a CRM-connected system can include, in your CRM or one we build.
Every source connected
Website, ad lead forms, listing sites, WhatsApp and calls.
One record per customer
Matched by phone and email, duplicates merged.
Routing rules
By project, budget, area or language.
Instant alerts
On WhatsApp or email when a lead is assigned.
Stages and next steps
A pipeline that matches how you sell.
Follow-up reminders
Until every lead is closed either way.
WhatsApp on the record
Messages logged against the customer.
Call notes
Added in a tap; automatic logging where your phone system allows.
Source reports
Which sources turn into visits and sales.
Conversion tracking
Leads and sales reported back to your ads.
Old leads brought in
From a spreadsheet or your current tool.
Team roles
Who sees which leads, and who manages the team.
Pipeline · this weekend
Rohit Verma3 BHK · ₹1.3–1.5 CrNew
Sneha Iyer2 BHK · ₹92 LVisit
Farah SiddiquiLakeside ResidencyFollow-up
Nikhil & PriyaVisit · Sat 11 amVisit
Palm Grove villa₹2.6 CrNegotiation
KavithaOn the recordBooked
Alerted
RaviOn WhatsApp, 9:42 pm
Site visit
Sat 11 amNikhil & Priya
Negotiation
₹2.6 CrVilla · Palm Grove
crm.realestateagency.in/Rohit Verma
Rohit Verma
Came in
Website form · from a Google search ad
3 BHK, ₹1.3–1.5 Cr, home loan within 6 months
One record, matched by phone and email, assigned to Ravi and alerted at 9:42 pm. Call back today, before 10 am.
One recordSource savedRoutedAlerted
On the record
Stages and next stepsA pipeline that matches how you sell
Follow-up remindersUntil it’s closed either way
WhatsApp on the recordMessages logged against the customer
Call notesAdded in a tap
Source reportsWhich sources turn into visits and sales
Conversion trackingReported back to your ads
CRM-Connected Systems
How a CRM-connected system is built
Capture
Website forms, ad lead forms, WhatsApp, call notes, and listing sites by email or API.
One record
Matched by phone and email, with every touch on its timeline.
Routing and reminders
Rules you set, alerts on WhatsApp or email.
Your CRM or ours
We connect the one you use, or build a simple one around how you sell.
Calls
A call note in a tap; automatic logging depends on your phone system, checked in the Blueprint.
Watched
Connections monitored, and rules tuned each month on Evolve.
Site visitscrm.realestateagency.in · this weekend
N&Nikhil & PriyaSat, 11 am · Lakeside · Sameer
AKArvind KulkarniSat, 2 pm · Lakeside · Ravi
SISneha IyerSun, 12:30 pm · Lakeside · Anita
RfRao familySun, 3 pm · Palm Grove · Sameer
Rohit VermaNew lead assigned to you · 9:42 pm
Website formFrom a Google search ad
₹1.3–1.5 CrHome loan · within 6 months
Call backToday, before 10 amNext
The office and the phone see the same lead
How we connect your CRM
1
System Blueprint
Your lead sources, your stages, and who handles what.
2
Connect the sources
Each one tested with real enquiries.
3
Records, routing and reminders
Set up in your CRM, or in one we build.
4
Bring across old leads
Where they’re in a usable shape.
5
Launch and Evolve
Reports and rules tuned each month.
Works with your CRM and lead sources
Zoho CRM
HubSpot
Google Ads lead forms
Meta lead ads
Your website forms
WhatsApp
Google Sheets
Zoho CRM
HubSpot
Google Ads lead forms
Meta lead ads
Your website forms
WhatsApp
Google Sheets
Zoho CRM
HubSpot
Google Ads lead forms
Meta lead ads
Your website forms
WhatsApp
Google Sheets
Zoho CRM
HubSpot
Google Ads lead forms
Meta lead ads
Your website forms
WhatsApp
Google Sheets
CRMs
Lead sources
Messaging
Data
CRMs
Lead sources
Messaging
Data
CRMs
Lead sources
Messaging
Data
CRMs
Lead sources
Messaging
Data
CRMs
Lead sources
Messaging
Data
CRMs
Lead sources
Messaging
Data
CRM-Connected Systems
Who a connected CRM is for
Real Estate
Every enquiry from ads, portals and WhatsApp on one record, followed to a site visit.
Education
Admission enquiries followed up until a seat is booked.
Clinics
Patient enquiries routed to the right branch and followed up.
Professional Services
Prospects, proposals and follow-ups tracked to a yes or no.
Retail
Bulk and corporate enquiries routed to sales and followed up.
Startups
Leads, demos and trials in one pipeline from day one.
CRM-Connected Systems
CRM pricing
Add routing and follow-ups to what you have, or have a CRM built or connected in full.
Lead Follow-up Automation
Routing and follow-ups added to the website and CRM you already have.
Lead routing and follow-ups for the tools you have come as Lead Follow-up Automation, quoted in writing. A CRM build or integration is Custom, from ₹65,000, after a ₹10,000 System Blueprint that’s credited in full if you go ahead.
Not always. We can connect the one you use, or build a simple one around how you sell.
Most CRMs with an API. We confirm yours in the System Blueprint.
Yes. Messages on the WhatsApp Business Platform can be logged against the customer’s record.
Yes. Lead forms from Google Ads and Meta ads can flow straight into the CRM, with the source kept on each lead.
Yes, where they’re in a usable shape, such as a spreadsheet or an export from your current tool.
Your team adds a call note in a tap. Automatic call logging depends on your phone system, and we check it in the Blueprint.
Yes. Every lead keeps its source, and reports show which sources turn into site visits and sales.