Can I capture leads from 99acres and MagicBricks automatically?

You can bring portal enquiries into one inbox and tag them by source. When a buyer messages your number on WhatsApp, that chat attaches to their record, so every enquiry from every portal sits in one list you can call from.

Is IndiaCRM really free for a small property team?

The core CRM with lead capture, pipeline stages and follow up reminders is free, with no per-user fee. You only pay if you add advanced modules, and you can see what is free on the pricing page.

How does it help with site visit follow ups?

You set a reminder the moment a visit is booked and again after it ends. The CRM shows you every buyer who visited but has not decided, so you can call each one the same evening instead of forgetting.

Can my whole broking team see the same leads?

Yes. Leads and their full history are shared, so pre sales, sales and post sales all see the same notes. When one agent is on leave, another can pick up the buyer without losing context.

Does it work on my phone during a site visit?

Yes. IndiaCRM runs on iPhone and Android, so you can update a lead, send a brochure on WhatsApp and set the next follow up right from the site.

CRM for Real Estate Agents and Builders in India

If you sell property in India, your day is a race against leads going cold. A buyer fills a form on 99acres at 11 am, three other brokers call by noon, and the one who follows up first usually wins the site visit. When your leads live in a WhatsApp chat, a diary and two phones, you lose deals you never even knew you had. A CRM built for how Indian real estate actually works fixes that.

This guide is for property agents, channel partners and small builders who want one place to hold every enquiry, book every site visit, and follow up until the token amount lands. You do not need a fancy setup or a per-seat contract. You need a system that captures leads fast and reminds you to call.

Why property leads slip through the cracks

Real estate leads come from everywhere: portals like 99acres, MagicBricks and Housing, your own Facebook and Instagram ads, hoardings with a phone number, and plain word of mouth. Each source dumps enquiries in a different inbox. Without a single list you cannot tell a hot buyer from a time pass caller, and you cannot see which project or which broker is actually converting.

Speed to first call. A portal lead answered in five minutes is worth far more than one called the next day. You need every new enquiry landing in one queue.
Long follow up cycles. A flat buyer may take two to six months and four or five site visits. Miss one follow up and they book with someone else.
Many hands. Pre sales, sales and post sales each touch the lead. If the notes are in one person's phone, the handover breaks.

Capture every lead in one place

Start by pulling all your enquiry sources into one inbox. When a buyer messages your number, capture the name, budget, preferred location and the project they asked about right away. A lead you tag with 2 BHK, Wakad, 75 lakh budget, ready to move is a lead you can act on. A blank contact saved as "Rahul portal" is not.

Most Indian buyers prefer to talk on WhatsApp, so your CRM should send and log WhatsApp messages, not just emails nobody opens. With WhatsApp CRM you can share brochures, floor plans and a Google Maps pin from the same screen where the lead lives, and every reply stays attached to that buyer.

Tag by intent, not just by name

Add a stage to every lead: New, Site visit planned, Visited, Negotiation, Token paid, Lost. When you can filter your list to "Site visit planned this week", your follow up calls plan themselves.

Run the booking pipeline like a funnel

A property sale is a pipeline with clear stages, and a CRM makes that pipeline visible. You move a buyer from enquiry to site visit to booking, and at each stage the CRM reminds you what to do next. On a Monday morning you should be able to open one screen and see every buyer who visited last week but has not yet decided, so you can call each one before your competitor does.

Site visit follow ups. Set a reminder the moment a visit ends. A quick call that evening asking for feedback keeps you top of mind.
Token and booking tracking. Record the token amount, the agreed rate and the payment schedule so nothing is verbal.
Channel partner attribution. Know which broker or which portal sourced the buyer, so commissions and ad spend are settled fairly.

Get the free IndiaCRM app

IndiaCRM does billing, inventory, khata and CRM in one free app for iPhone and Android, no per-user fees. Download the app or see the features.

Spreadsheet versus a real estate CRM

Plenty of agents run on an Excel sheet, and for the first twenty leads it works. The trouble starts when the sheet grows, the team grows, and nobody remembers to call. Here is the honest difference.

Keep the money side clean too

Real estate is not only leads. You raise invoices for brokerage, you track GST on your commission, and you keep an eye on which builder still owes you a payout. Because IndiaCRM also handles GST billing, you can raise a proper brokerage invoice and record the payment against the same buyer record, so your sales pipeline and your books stay in sync. If you run a larger team, the HR and payroll module keeps agent attendance and incentives in the same app.

A simple start

You do not need to change how you sell. Start by putting one week of leads into the CRM, tag each with a budget and a stage, and set a reminder for every site visit. Within a fortnight you will see which projects pull the most serious buyers and which follow ups you were quietly dropping. If you also run project sites or a builder office, the same approach works for factory style pipelines too, which is why teams pair this with a CRM for manufacturers when they diversify. Pricing stays free for the core CRM, and you can check the pricing page before you add a paid module.