Short answer
A real estate CRM captures leads from portals, ads, websites and walk-ins, assigns them to sales agents, automates WhatsApp and call follow-ups, schedules site visits and tracks bookings, payment plans and channel-partner commissions. Infikey builds custom real estate CRMs for developers and brokerages. Typical builds cost USD 20,000–50,000.
Updated · Written by the Infikey Technologies delivery team
What a real estate CRM should do
| Stage | Features |
|---|---|
| Capture | Leads from Property Finder, Bayut, Dubizzle, 99acres, MagicBricks, Housing.com, Rightmove, Zoopla, Meta and Google lead forms, website and IVR |
| Assign | Round-robin or rules by project, language, budget and source; reassignment if not contacted within minutes |
| Follow up | WhatsApp templates, click-to-call with recording, reminders, nurture sequences |
| Site visits | Scheduling, cab pickup, check-in at site, visit feedback |
| Inventory | Towers, floors, units, live availability, holds and price lists |
| Booking | Cost sheets, payment plans, booking forms, KYC documents, receipts and demand letters |
| Partners | Channel-partner registration, lead ownership rules, commission tracking and payouts |
| Insights | Source-wise cost per lead, conversion funnel, agent performance, project sell-through |
Why developers and brokers go custom
- Inventory and payment plans are central to developer sales, and generic CRMs handle them poorly.
- Channel-partner disputes over who brought a buyer need clear lead-ownership rules and audit trails.
- Per-user pricing on global CRMs becomes expensive with large sales and partner teams.
- Local workflows: RERA or Trakheesi numbers on communication, Arabic and Hindi templates, cheque and escrow tracking.
Comparing options? See Salesforce vs HubSpot vs custom CRM.
Cost
| Scope | Budget (USD) | Budget (INR) |
|---|---|---|
| Broker CRM: lead capture, assignment, WhatsApp, listings | 15,000–30,000 | 12–25 lakh |
| Developer CRM: inventory, bookings, payment plans, partner portal | 25,000–50,000 | 20–40 lakh |
| Add customer app for buyers (payments, documents, construction updates) | 10,000–25,000 | 8–20 lakh |
WhatsApp Business Platform messages and telephony minutes are billed by the providers. Weigh your options with the build vs buy calculator.
Lead data and privacy
Lead data is personal data. We record consent and source for every lead, respect opt-outs on WhatsApp and calls, mask phone numbers from partners where needed, and restrict exports. This supports the DPDP Act in India, the UAE PDPL, UK GDPR and US state privacy laws.
Project blueprint
Sales CRM for a residential developer
Based on the requirements we hear most often from buyers like this.
A residential developer runs ads on several portals and social media. Leads land in different inboxes, site visits are booked over calls, and management cannot tell which campaign produces bookings rather than enquiries.
What we would build
- Lead capture from portals, ads, website and WhatsApp into one pipeline
- Automatic lead assignment and follow-up reminders for the sales team
- Site visit scheduling and feedback from the sales gallery
- Inventory view of towers and units with holds, bookings and pricing
- Campaign reports from lead to site visit to booking
How success is measured
- Lead response time
- Site visit to booking conversion
- Cost per booking by campaign and portal
- Leads lost without follow-up