Builders and brokers pay a lot for leads from 99acres, MagicBricks, Housing.com and Facebook ads. Yet most of those leads are called late, called once, or never called at all. A real estate CRM fixes the leak between "lead received" and "site visit done".
Why real estate leads go cold
- The first call happens hours later — the buyer has already spoken to three other projects.
- Leads sit in different portals, sheets and phones.
- Follow-ups depend on one executive remembering.
- Nobody knows which portal actually brings bookings.
What a real estate CRM should do
Capture every lead with details
Source, budget, property type, BHK and preferred location — from portals, ads, website and walk-ins.
Reply instantly
An automatic WhatsApp message with the brochure and price list within seconds keeps the buyer warm until your executive calls.
Book and track site visits
Schedule visits, assign executives and send reminders the day before. Track "site visit scheduled" and "site visit done" as separate stages.
Manage deals and bookings
A property deals pipeline by project and unit, with booking amount and instalment invoices and reminders.
Assign leads fairly
Round-robin assignment and performance reports by executive.
Measure portal ROI
See leads, visits and bookings by source — so you renew the portals that work.
A simple follow-up cadence that works
- Minute 0: automatic WhatsApp with brochure.
- Within 10 minutes: call from the assigned executive.
- Day 1, 3 and 7: follow-ups with new information (offers, videos, site photos).
- Day before the visit: reminder with location and executive name.
DiziGoo's Real Estate CRM (part of DGA CRM + ERP) does all of this and runs on your own domain. Combine it with our lead generation for a complete system.
FAQs
Can a CRM import portal leads?
Yes — through import, forms or API integrations depending on the portal.
Is a CRM useful for small brokers?
Yes. Even a two-person team closes more when no lead is forgotten.
