Step 1
Enquiry captured
Enquiries arrive from your website form, Meta Lead Ads, inbound email, CSV import or property portals connected through an official webhook, API feed or CSV — no scraping. Duplicates are detected by email or phone.
Real Estate CRM
A real estate CRM that matches buyers to real inventory.
Capture enquiries, record what each buyer wants, match them to available units, run site visits and create bookings — with AI follow-ups your team approves.
Who it’s for
Built for teams selling projects, towers and units.
Developers and builders selling inventory across projects and towers
Brokerages and channel partners handling portal and website enquiries
Sales managers who need to see which buyers are close to booking
The workflow
From first enquiry to confirmed booking.
Workspaces set to Real Estate start with this pipeline: New Enquiry → Contacted → Qualified → Property Shortlisted → Site Visit → Negotiation → Booking → Closed.
- Step 2
Buyer requirement recorded
Budget range, preferred location, bedrooms and property type are stored as a structured buyer requirement, not buried in notes. A captured requirement also lifts the lead score.
- Step 3
Inventory matched
Projects, towers and units live in the CRM. Each requirement is matched only against units marked available, with a plain reason for every match — within budget, preferred location, BHK fit.
- Step 4
Site visit scheduled
Site visits are scheduled and tracked against the buyer and the deal. Buyers can also request a visit from their booking portal link.
- Step 5
Booking created
Bookings are created from available inventory and can be confirmed, cancelled or transferred. A unit can’t be confirmed twice — the database enforces it.
- Step 6
Follow-up never dropped
Every stage gets a next best action and a drafted follow-up in real-estate language. Your rep edits and approves it before anything is sent.
Where the AI helps
AI that speaks real estate — and stays grounded.
Lead score adds real-estate signals: requirement captured, site-visit stage, booking in progress
Property matches are computed from your actual inventory — never invented units, prices or availability
Assistant and follow-ups use buyer, enquiry, site-visit and booking vocabulary
Deal health flags deals that have gone quiet, so no buyer is left waiting
Plus the full CRM
Everything else your team needs is already there.
Visual pipeline with AI deal health
Quotes with view tracking
Tasks, calendar and reminders
Automations: WHEN → IF → THEN
Customer booking portal
Reports by source and team
Your team already has the data.
Give it a co-pilot.
Start a 14-day free trial and see your own pipeline with AI on top.