Real estate CRM integration & lead management: Your CRM, complete and current — without anyone typing.
For builders, property dealers and channel partners: we connect every lead source and your WhatsApp to the CRM you already pay for, assign leads by your rules, track follow-ups and report on what actually produces site visits. No migration, no new software to learn.
What lands in your CRM
Lead record · auto-updated
- Contact
- Rohan M.
- Mobile
- +91 98xxx x4521
- Source
- Portal · listing enquiry
- Interest
- 3BHK · Sector 150
- Budget
- ₹1.8–2.2 Cr
- Timeline
- 0–3 months · loan: yes
- Language
- English
- Owner
- Priya S. (Noida team)
- Stage
- Visit scheduled
- Next action
- Site visit · Sun 11:00
- First reply
- 2 s
Who it's for
Teams with an underused CRM
You pay for seats, but leads still live in WhatsApp and spreadsheets.
Multi-source lead flow
Portals, ads, IVR and partners each arrive in a different place.
Developers with partners
You need one record per buyer and clean partner attribution.
Teams without a CRM
We'll recommend one that fits your size, then integrate it.
Where CRM data breaks down
- 01
Manual entry
Leads are copied in late, partially or not at all.
- 02
Duplicates and disputes
The same buyer appears three times, claimed by different salespeople or partners.
- 03
No source truth
You can't tell which portal or campaign produces site visits and bookings.
How we implement it
We confirm the integration route for each system during the audit before building anything.
- 01
Audit
We measure how your team responds today, source by source, and map your current tools.
- Response-time baseline
- Lead-source and CRM map
- Prioritised fix list
- 02
Design
We agree the workflows, templates, routing rules and hand-off points with your sales leadership.
- Workflow design
- Message templates for approval
- Routing and escalation rules
- 03
Build
We connect your lead sources, WhatsApp number and CRM, and test every path with sample leads.
- Connected integrations
- Test log of every path
- Admin access for your team
- 04
Pilot
We run on one project or team first, watch real conversations and tune before scaling.
- Pilot report vs. baseline
- Template and rule adjustments
- Team walkthrough
- 05
Rollout
We extend to every project and source, then report against the baseline every month.
- Full rollout
- Monthly performance report
- Named point of contact
What we automate in your CRM
| Capability | What it means in practice |
|---|---|
| Automatic lead creation | Every lead from every connected source becomes a CRM record within seconds, with source and campaign. |
| WhatsApp CRM integration | Every WhatsApp conversation on your business number is logged on the buyer's record, with answers, owner and opt-outs. |
| De-duplication | Matching by phone and email merges repeats and flags partner-registered buyers. |
| Lead assignment | Rules by project, location, language or workload set the owner and alert them. |
| Pipeline tracking | Stages update from real events — reply sent, qualified, visit booked, visit done. |
| Follow-up monitoring | Overdue follow-ups trigger reminders and escalate to a manager if ignored. |
| Source attribution | Each record keeps its portal, campaign and UTM source through to booking. |
| Performance dashboards | Response time, follow-ups and visits by source, project and salesperson. |
What lands in your CRM
Every event, written to the record.
- 01
Lead arrives
New contact/lead with source, campaign, project and consent status
- 02
First reply sent
Activity note with timestamp — response time is measured automatically
- 03
Buyer qualified
Budget, configuration, timeline and loan-need fields updated
- 04
Lead assigned
Owner set by your rules; salesperson alerted
- 05
Site visit booked
Task or meeting with date, time and project
- 06
Follow-up overdue
Reminder to the owner; escalation to a manager if still open
CRMs and systems we work with
- Sell.Do
- LeadSquared
- Zoho CRM
- HubSpot
- Salesforce
- Google Sheets
- Other CRMs with API access
Integration availability depends on the vendor's API access, account plan and permissions. We confirm feasibility during the audit.
What we need from you
- API or webhook access on your CRM plan — some plans restrict it
- An admin user or API key we can use under a written agreement
- Agreement on which fields and stages we create or update
- Where no API is available: an agreed secure import route
Compliance and data handling
Least-privilege access
We request only the permissions each integration needs, and you can revoke them at any time.
Consent travels with the lead
Marketing consent and opt-outs are recorded on the CRM record, so nobody messages a buyer who said no.
No data lock-in
Your data stays in your CRM. We don't keep a shadow copy beyond what the workflows need.
Documented changes
Every field, stage and automation we add is written down and handed over.
How pricing works
Every engagement is scoped after the audit, because cost depends on your lead sources, volume and CRM. We quote a fixed setup fee and a monthly management fee — no per-seat surprises.
- One-time setup, quoted in writing after the audit
- Monthly management and optimisation
- WhatsApp messaging billed by Meta to your own account at their published rates
- Pilot on one project or team before committing to a full rollout
FAQ
Common questions
Do you replace our CRM?
No. We make the CRM you have work — integrations, assignment and reporting on top of it.
What if our CRM plan doesn't allow API access?
We'll tell you during the audit. Options include upgrading the plan, a secure scheduled import, or forwarding — we'll recommend the simplest reliable route.
Can you clean up our existing data?
We can take a snapshot of data quality during the audit and propose a clean-up — merging duplicates and fixing sources — as part of the rollout.
Will our team need training?
Very little — they keep using the CRM they know. We run a short walkthrough of the new assignment and follow-up flow.
Related
- Lead Response AcceleratorThe complete lead-response system, CRM integration included.
- WhatsApp & AI Sales AutomationInstant replies and qualification on your own WhatsApp number.
- Free lead-response auditIncludes a CRM data-quality snapshot.
- Real estate CRM in India: how to choose one, and why a CRM alone doesn't answer your leadsWhat Indian real estate teams need from a CRM: portal and ad leads, WhatsApp, missed calls, CP registration and site visits, plus questions for every demo.
- Portal leads from 99acres, MagicBricks and Housing.com: how to answer every enquiry fastHow property dealers and builders get 99acres, MagicBricks and Housing.com enquiries into one place, reply fast, follow up and measure each portal.
Find out what your CRM is missing.
The free audit includes a CRM data-quality snapshot and a prioritised list of fixes.