Leads · Sales · Post-sales · AI
The AI Real Estate CRM for sales & customer management
Manage leads, site visits, sales, inventory, channel partners, post-sales and property handover — one platform, on web, mobile and WhatsApp.
Sell every project faster
Capture leads from your website, Meta, portals and partners — and route them to the right salesperson in seconds.
Never miss a site visit
Schedule, assign and geo-verify property visits from the field app, with automated follow-ups.
Close bookings with confidence
Real-time inventory, bookings and payment schedules for every unit — on web and mobile.
From enquiry to handover
Receipts, transfers, registration and property handover — every step tracked and approved.
Real estate CRM built for sales & customers
EstateFlow CRM helps builders, developers, agents and channel partners manage leads, marketing, follow-ups, site visits, sales, inventory, customers and post-sales from one platform — with a prepaid wallet for WhatsApp, SMS, email, voice and AI, so every rupee is measurable.
Built for real estate
Projects, blocks, units, bookings, payment schedules, receipts, handover — not a generic pipeline with custom fields.
AI in the workflow
Voice agents, WhatsApp AI replies, image & video studios and campaign automation, right where your team works.
Guided onboarding
Analysis, configuration, migration, integration, training, testing and launch — with dedicated support.
A solution for every sales model
For Builders (Apartments / Flats / Villas)
Dedicated workflows for builder sales and project operations — inventory by block, floor and unit, bookings, payment schedules and handover.
Explore solutionFor Real Estate Developers (Plotting)
Project, sales, inventory and customer lifecycle management for plotted layouts, farm lands and villa communities.
Explore solutionFor Channel Partners (Brokers / Sole Selling)
Partner registration, referral tracking, sales status, commission calculation and payouts — with a partner portal and agent app.
Explore solutionEvery module, one login
The module catalog below is read live from the platform — what you see is what ships.
Loading modules…
Everything a real estate sales team needs
Lead Management
Capture enquiries from every marketing source, auto-assign them to the right sales team by project, source or round-robin, and track every lead through the pipeline.
Sales Management
Manage opportunities and track the customer journey from enquiry to negotiation to booking, with status-wise, team-wise and contact-wise views.
Site Visit Management
Schedule site visits, assign site in-charges, verify visits with geo-location from the field app and automate follow-ups after every visit.
Marketing Automation
Campaign dashboards, lead-source tracking, drip campaigns, meeting invitations and bulk WhatsApp / SMS / email — and see which sources actually convert.
AI-Powered Sales Automation
AI voice agents that call and qualify leads, AI reply for WhatsApp, and AI image & video studios for creatives — metered on prepaid credits.
Workflow & Approvals
Approval queues for discounts, cheques, receipts, shifting, transfers, commissions and travel; reminders, notifications and to-do lists for every team.
Project & Inventory Management
Multiple projects, blocks and units with real-time availability from web and mobile. Bulk unit uploads, legacy status codes and mortgage flags supported.
Lead Source Tracking
Know where every enquiry came from — website, Meta Lead Ads, portals, channel partners, walk-ins — and compare cost per lead and per sale.
Lead Qualification
Capture budget, preferences and buying intent on every lead; AI voice qualification batches surface the ready-to-buy customers first.
Customer Management
One customer record with communication history, documents, bookings, payment ledger, receipts and every post-sales activity.
Reports & Sales Analytics
Summary reports, team performance, daily reports, KPI dashboards, profit & loss, privacy-safe customer reports and CSV exports.
Post-Sales Management
Bookings, payment schedules, receipts, cancellations, unit shifting and transfers, registration tracking and property handover checklists.
Mobile & Field Apps
Flutter sales app, field-agent app with punch-in/out, live location and geo-verified visits, plus a customer portal for buyers.
Communication Management
Calls (browser softphone + IVR), WhatsApp (Meta Cloud API and QR), SMS and email — all logged against the customer record.
Let AI do the calling, following up & creating
AI Calling
AI voice agents run outbound call batches, qualify leads and log outcomes and transcripts.
Follow-ups
Re-engage inactive leads with scheduled follow-ups, reminders and drip campaigns.
Drip Campaigns
Keep prospects engaged with multi-step WhatsApp, SMS and email sequences.
Lead Nurturing
Build the relationship before the site visit with timely, personalised messages.
Re-engagement
Bring dormant leads back through calls, email and WhatsApp.
Bot Builder
Visual WhatsApp bot builder with a stateful flow engine and a real-estate template library.
WhatsApp AI Reply
Answer enquiries faster with AI-drafted replies inside the WhatsApp inbox.
Campaigns
Bulk campaigns across WhatsApp, SMS and email with open, click and unsubscribe tracking.
Qualification
Voice-agent batches identify ready-to-buy customers and hand them to sales.
Reminders
Never miss a follow-up, meeting or payment due — reminders on web and mobile.
Image Studio
Generate property creatives and ad images without a designer.
Video Studio
Script-to-video, photo-to-video and avatar promos with brand kit, voices and templates.
From first enquiry to keys in hand
Customer journey stages
- 1
↗ Lead Generation
Capture enquiries from multiple sources.
- 2
→ Lead Assignment
Route enquiries to the right salesperson.
- 3
🎯 Lead Qualification
Understand customer needs and buying intent.
- 4
⟳ Follow-Up
Automate calls, messages, emails and reminders.
- 5
⌂ Handover
Manage property handover activities.
- 6
🎧 Customer Support
Continue engagement and manage post-sales requests.
Sales conversion stages
- 📍
Site Visit
Schedule, assign and track property visits.
- ⇄
Negotiation
Track discussions, discount approvals and opportunities.
- ✓
Booking
Manage bookings and selected inventory.
- ₹
Payment Collection
Track schedules, dues, receipts and collections.
- 📋
Documentation
Manage customer and sales documents.
- ✍
Registration
Track registration activities and requirements.
How a CRM improves conversion rates
Faster Response Time
Instant alerts and auto-assignment mean every new enquiry reaches a salesperson within seconds, with the full customer context.
Better Lead Qualification
Budgets, preferences and engagement history are on every lead, so effort goes where conversion potential is highest.
Automated Nurturing
Automated follow-ups, WhatsApp drips, reminders and personalised communication keep buyers engaged across the journey.
Sales Accountability
Team performance, daily reports and pipeline views give management 360° visibility into every lead and opportunity.
Sales challenges we solve
What changes for your business
Respond to Enquiries Faster
Automatically assign leads to the right sales executive and trigger instant WhatsApp, SMS, email, IVR or AI-voice communication.
Increase Site Visits
Identify interested prospects, automate visit invitations and reminders, track confirmations and keep following up with customers who postpone.
Improve Lead Conversion
Capture, organise and nurture leads with smart tracking so sales teams convert more enquiries into bookings.
Reduce Missed Follow-Ups
Automated reminders and follow-up schedules ensure every lead receives timely attention.
Improve Sales Productivity
Organised customer data, deal pipelines and real-time updates help teams close faster.
Track Marketing ROI
Measure campaign performance, understand lead sources and see which channels generate the highest return.
Manage Multiple Projects
Handle multiple properties, developments and sales projects from a single dashboard.
Improve Customer Experience
Personalised communication and faster responses backed by a complete interaction history.
Automate Repetitive Tasks
Save time by automating emails, notifications, lead assignments and reporting.
Seven apps & portals, one platform
Pre-Sales CRM (Web)
Complete journey from lead capture to booking — leads, site visits, marketing, approvals, reporting.
Post-Sales CRM (Web)
From sale confirmation to handover — customers, units, payments, receipts, commissions, approvals.
Sales Mobile App
Flutter app for sales teams — leads, follow-ups, site visits and activities in the field.
Field Agent App
Shift check-in/out, live location, geo-verified property visits, scrollers and creatives.
Customer Portal
Buyers see their bookings, payment schedule, registration and handover status online.
Channel Partner Portal
Register partners, log referrals, track sales status and commission payouts.
Platform Console
Multi-tenant super-admin: plans, modules, wallets, integrations, audit logs and backups.
Real Estate CRM Integrations
EstateFlow CRM integrates with lead sources, websites, communication platforms, telephony, property portals and business applications.
1,052
Fresh Leads
398
Phone
102
Site Visit F/U
1,307
Site Visit
40
Regs F/U
44
Negotiation
1,052
Fresh Leads
398
Phone
102
Site Visit F/U
1,307
Site Visit
40
Regs F/U
44
Negotiation
Leads from multiple sources → EstateFlow CRM → Faster Sales Follow-Up
Real workflows, day one
📥 Lead Capture & Distribution
Capture enquiries from multiple sources and automatically distribute them to the right sales teams.
🎯 Lead Qualification
Identify and prioritise high-intent customers based on lead information, engagement and buying signals.
🔁 Sales Follow-Up
Organise calls, reminders, tasks and automated follow-ups to reduce missed opportunities.
📍 Site Visit Management
Schedule, assign and track site visits while monitoring outcomes and customer interest.
🏢 Property Inventory
Manage unit availability and connect inventory with leads, bookings and sales.
📝 Booking Management
Manage selected units, booking information and sales activities through a structured workflow.
💰 Payment Tracking
Track payment schedules, outstanding dues, receipts and collections.
💬 Customer Communication
Centralise calls, WhatsApp, SMS and email against every customer.
⚡ Marketing Automation
Automate campaigns, nurturing and engagement across the sales lifecycle.
📊 Sales Team Performance
Monitor activities, follow-ups, conversions and individual performance through reports.
🎧 Customer Support
Organise customer requests, interactions and service activities after the sale.
🔑 Post-Sales Management
Documentation, payments, shifting, transfers, handover and ongoing engagement.
📊 Lead Source Tracking
Track sources, campaigns, enquiries, site visits and sales to understand marketing performance.
EstateFlow CRM vs a generic CRM
| Feature | EstateFlow CRM | Generic CRM |
|---|---|---|
| Built for Real Estate | ✓Yes | ~ Integration required |
| Lead Capture | ✓Website API, Meta, portals, partners | ~ Basic / requires setup |
| Meta / Facebook Lead Sync | ✓Yes | ~ Integration required |
| IVR & Cloud Telephony | ✓Built-in (TeleCMI) | ~ Integration required |
| WhatsApp API Integration | ✓Meta Cloud API + QR channel | ~ Integration required |
| AI Calling | ✓Voice agents & batches | ✕ Usually not built-in |
| Site Visit Management | ✓Dedicated, geo-verified | ~ Customisation required |
| Partner & Referral Management | ✓Dedicated | ~ Customisation required |
| Inventory Management | ✓Real estate inventory | ✕ Customisation required |
| Booking Management | ✓Yes | ~ Customisation required |
| Post-Sales Management | ✓Dedicated module | ✕ Customisation required |
| Customer Ledger & Receipts | ✓Yes | ~ Customisation required |
| Approval Workflows | ✓Built-in queues | ✕ Custom development |
| Mobile & Field Apps | ✓Sales app + field agent app | ~ Depends on CRM |
| Marketing Automation | ✓Built-in | ~ Add-on / integration |
| Email Marketing (own SMTP) | ✓Built-in with tracking | ~ Add-on |
| Reporting & Analytics | ✓Real estate-focused | ~ Generic |
| AI Video Creation | ✓Video Studio | ✕ Usually not built-in |
| AI Image Creation | ✓Image Studio | ✕ Usually not built-in |
| Buyer / Customer Portal | ✓Web portal | ~ Custom development |
| Prepaid Credits & Wallet | ✓Per-channel metering, Razorpay top-ups | ✕ Usually not available |
| Multi-tenant Platform Console | ✓Plans, modules, audit, backups | ✕ Usually not available |
| Field Force Tracking | ✓Live location, shifts, geo visits | ✕ Usually not available |
How to choose the right CRM
Industry-Specific Workflows
Choose software designed around real estate sales processes rather than a generic CRM.
Lead Capture & Assignment
Check whether leads from your important sources can be captured and automatically assigned.
Follow-Up Automation
Look for automated reminders, calling, WhatsApp, email and lead nurturing.
Site Visit Management
The CRM should connect enquiries, salespeople and site visits through a structured workflow.
Property Inventory
Make sure inventory and customer sales records are connected for better visibility of availability.
Sales & Conversion Reporting
Look for dashboards covering leads, site visits, sales and conversion rates.
Mobile Access
Sales teams should be able to access customer information while working in the field.
Integrations
Check website, advertising, communication, telephony and property-portal integrations.
Post-Sales
If your business requires it, make sure the CRM supports the customer journey after booking.
Pricing & Licensing
Compare user-based pricing, set-up costs, usage charges and licensing options.
Choose a plan that fits your business
Pick a real estate CRM plan by team size and needs — pay yearly as a subscription, or once with a lifetime one-time licence.
Billed yearly · lower per-user cost the bigger your team
Starter
Up to 5 Users
Set-Up Fee
One time
₹15,000
Growth
Up to 10 Users
Set-Up Fee
One time
₹20,000
Business
Up to 25 Users
Set-Up Fee
One time
₹25,000
Corporate
Up to 50 Users
Set-Up Fee
One time
₹30,000
EnterpriseCustom quote
Up to 100 Users
Set-Up Fee
One time
₹35,000
Post Sales*
Optional
Set-Up Fee
One time
₹60,000
* Post Sales is an optional add-on. Setup and maintenance charges are additional as specified above.
Live in seven guided phases
PHASE 01
Requirement Analysis
We understand your business goals, sales workflow, lead-management process and reporting requirements.
PHASE 02
Configure
Projects, blocks and units, lead statuses, sources, teams, roles and approval rules are set up for your organisation.
PHASE 03
Migration
Leads, customers, units, agents and payment schedules are imported with validated bulk uploads.
PHASE 04
Integration
Website, Meta Lead Ads, WhatsApp, telephony, SMS and email are connected with your own credentials.
PHASE 05
Training
Role-based training for sales, post-sales, marketing and management users on web and mobile.
PHASE 06
Testing
Your team runs real workflows end to end on your data before launch.
PHASE 07
Launch
Go live with monitoring, audit logs and scheduled backups in place.
Questions, answered
What is real estate CRM software?
A customer relationship management platform built for real estate businesses. It manages leads, follow-ups, site visits, sales opportunities, property inventory, customer information, marketing, reporting and post-sales from one system.
What features should a real estate CRM have?
Lead management and assignment, a sales pipeline, site-visit tracking, follow-up automation, marketing automation, project and inventory management, customer management, reporting, mobile access and post-sales capabilities — all of which are included here.
Can it manage multiple projects?
Yes. Projects, blocks and units live in one workspace; teams manage project-wise leads, inventory, bookings and customers while management keeps visibility across every project.
Can it automate WhatsApp follow-ups?
Yes — through the official Meta WhatsApp Cloud API or the QR channel, with templates, bulk sends, bots and AI replies. WhatsApp usage is metered on prepaid credits.
Does it manage property inventory?
Yes. Units carry real-time status (available, blocked, booked, sold, cancelled), can be bulk-uploaded from sheets and are connected to leads, bookings and post-sales.
Does it handle post-sales?
Yes. Bookings, payment schedules, receipts, cancellations, unit shifting and transfers, commissions, registration and handover — with approval queues and a customer portal.
How much does it cost?
Plans are priced per organisation with user, project and lead limits; communication and AI usage is metered on prepaid credits. Live plan prices are shown in the Pricing section above.
Can it integrate with my lead sources?
Yes — website forms via an API key, Meta Lead Ads, property portals as tracked sources, channel-partner uploads and walk-ins.
Is there a mobile app?
Yes — a Flutter sales app and a field-agent app with shift check-in, live location and geo-verified site visits, plus a web customer portal for buyers.
How does a CRM improve sales?
By centralising customer data, reducing missed follow-ups, automating repetitive tasks, qualifying leads better and giving management real-time visibility into the pipeline.
See EstateFlow CRM on your own projects
Tell us about your team and we'll walk you through pre-sales, post-sales, WhatsApp, AI calling and the mobile apps — with your sales process, not a canned script.
- Personalised 45-minute walkthrough
- Pricing for your user count and modules
- Migration and integration plan for your lead sources
Book your free demo
Verified mobile · quick response
Share a few details about your team and we'll tailor the walkthrough to your projects, user count and lead sources.
- Pick the plan you're interested in
- Verify your mobile with a quick OTP
- We call, WhatsApp and email you back fast
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