- +91 9511117684
- shweta@dataman.in
Real Estate CRM SoftwareManage Leads, Close Deals & Grow Sales Faster
Real Builder CRM is a purpose-built real estate CRM software that changes the way your sales team captures leads, nurtures prospects, and turns inquiries into bookings. More than 100 real estate developers, builders, brokers, and agents across India trust it.
Real Builder CRM gives your whole sales operation real-time visibility, automation, and control, from the first inquiry to follow-ups after the booking and managing funds. This means your team can spend less time on paperwork and more time closing deals.
Why Choose Real Builder CRM for Real Estate?
You need to do a lot of work to customize generic CRM tools like Salesforce or HubSpot before they can handle real estate-specific tasks like unit inventory, RERA compliance, tracking broker commissions, and making demand notes. Real Builder CRM is ready to use for the Indian real estate market right out of the box, so you can start getting value right away.
Made just for builders, developers, brokers, agents, and infrastructure companies in the real estate business
Full RERA compliance means that every interaction with a customer, every invoice, and every document meets the rules.
Covers the whole customer lifecycle, from managing leads before a sale to managing relationships after a booking.
Management can see everything about team performance and pipeline health in real time with sales dashboards.
A CRM app that works on mobile devices lets your sales team update leads, set up follow-ups, and close deals from anywhere.
Automated alerts through email, SMS, and WhatsApp make sure that no lead ever goes cold.
Core Features of Our Real Estate CRM Software
Real Builder CRM has six powerful, interconnected features that cover every step of the real estate sales process:
Mobile-Based CRM
Mobile-Based CRM for Field Sales Teams
Your salespeople don't spend much time at their desks. Real Builder's mobile CRM lets your whole team, whether they're on a site visit, at a property show, or working from home, access all of their leads, follow-up schedules, task lists, and customer histories from their smartphones. Everyone on the team can access pre-sale and post-sale CRM workflows, daily activity schedules, and sales force monitoring on the go. This keeps everyone on the same page and accountable.
Channel Partner Management
Broker & Channel Partner Management
Most Indian real estate developers get most of their leads from broker networks, but managing dozens of active channel partners by hand is a mess. The broker management module from Real Builder lets you see all of a broker's active leads, site visits, bookings, and commission entitlements on one dashboard. Your channel partner relationships will be professional and open if you give them all access to property information, transaction records, and commission statements in one place.
Sales Management
Sales & Customer Management
Take care of every interaction with a customer, from the time they ask about a property to the time they move in. Real Builder takes care of booking workflows, unit allotment, demand letter generation, receipt management, and full possession documentation, all of which are in line with current GST invoicing rules and RERA requirements. Your sales team doesn't have to switch between systems; everything happens in one place.
Document Management
Inventory & Store Management
There are a lot of documents that need to be filled out when buying or selling a house, such as booking forms, demand notes, allotment letters, sale agreements, and possession certificates. The document management module in Real Builder keeps all important documents in one place, organizes them, and lets you get them back. Role-based access makes sure that the right people can see the right documents, and an automatic audit trail helps with RERA inspection requirements and lowers legal risk.
Lead Notifications
Automated Alerts & Lead Notifications
In real estate, how quickly you follow up can make or break a sale. Real Builder's automated alert system sends instant emails, texts, and WhatsApp messages to let you know when a lead asks a question, a follow-up is due, or a customer milestone is reached. No matter where your team is working, important leads never get lost.
Financial Accounting Integration
Financial Accounting Integration
The accounts module is the heart of Real Builder CRM. It shares data with all the other modules in real time. Keep track of every payment you get, every demand note you send out, and every outstanding balance for all of your customers. The module does the math for GST, TDS, and bank reconciliation, and it makes full financial reports. This means that your finance team can get the real-time accuracy they need without having to enter data by hand.
Advanced CRM Capabilities
360° Customer View
You can see everything about each customer relationship in one place, including their full contact history, all of their interactions, follow-up notes, property preferences, financial status, and documents. Real Builder's 360-degree view of your customers gives your sales managers the information they need to make better, faster decisions about every lead and account.
Sales Process Automation
Your team loses time selling when they have to manually handle follow-ups, reminder calls, and pipeline updates. Real Builder takes care of your whole sales pipeline, from getting leads and nurturing prospects to scheduling site visits, keeping track of negotiations, and closing deals. The system takes care of the administrative work, so your team can focus on building relationships and closing deals.
Meaningful Data Insights & Reporting
Real-time dashboards turn raw CRM data into useful information that helps you make better business decisions. From one management dashboard, you can see the conversion rates of leads, the performance of channel partners, the activity of the sales team, the average deal cycle times, and the speed at which projects are booked. You can focus on the metrics that matter most to your business with custom reports.
Business Benefits at a Glance
Convert More Leads
Automated follow-ups, instant alerts, and a structured sales pipeline make sure that your team talks to every lead at the right time. This boosts conversion rates without adding more people to the team.
Save Time on Admin
Automate tasks like scheduling, sending reminders, making documents, and reporting so your salespeople can spend more time selling and less time on paperwork.
Total Pipeline Visibility
Directors and sales managers can see all of their leads, all of the stages, and all of the activities of all of their team members in real time. This makes it easy to find problems and coach for better performance.
Sell from Anywhere
Mobile-ready CRM makes sure that your field sales team, site sales staff, and remote agents can all work together and stay connected, no matter where they are—at a project site or a property exhibition.
Who Is This Real Estate CRM Software Designed For?
Real Builder CRM is the right solution for:
Real estate developers in charge of sales for projects that are still in the planning stages, being built, or ready for occupancy
Builders and contractors keeping track of customer inquiries, site visits, and booking status for more than one project
Real estate agents and brokers who keep track of big lead databases, channel partners, and commission workflows
Sales managers and directors who need to see their team's pipeline all in one place and in real time
Customer relationship teams that handle follow-ups after a booking, demand notes, and coordinating possession
Marketing teams keeping track of how many leads turn into customers and spending less money based on the quality of the leads
Faqs
Frequently Asked Questions
Real estate CRM software is a type of customer relationship management software that is made to work with the specific needs of real estate businesses. It helps builders, developers, brokers, and agents get leads, handle interactions with prospects, automate follow-ups, keep track of sales pipelines, handle bookings, and keep in touch with customers after the sale, all from one system.
CRM software makes sure that no opportunity is missed and every prospect gets timely, personalized engagement by automating follow-up reminders, organizing leads by stage and priority, sending instant mobile alerts, and giving sales managers real-time visibility over every active lead. Studies show that structured pipelines and faster follow-up times make a big difference in conversion rates.
Yes. The Real Builder’s Sales & Customer Management module automatically creates demand letters, receipts, booking confirmations, and transaction documentation that meet RERA standards. Every document that customers see meets current legal standards. This lowers the risk of breaking the law and makes it easier to get ready for an audit.
Yes. Real Builder CRM has two separate workflows that run at the same time for direct buyers and channel partners (brokers and agents). Your team can see everything about both channels from one dashboard, including each broker’s active leads, site visits, bookings, and commission entitlements.
Yes. Real Builder’s automated alert system sends emails, texts, and WhatsApp messages to remind you of due dates, lead activity updates, and customer milestones. Alerts work whether your team is in the office or on-site, so no lead goes cold because someone forgot to follow up.
Yes. You can manage more than one project, tower, phase, and unit type at the same time with Real Builder CRM. Sales teams can sort lead activity by project, and managers can look at the performance and conversion rates of all their projects in one place.
Yes. Real Builder CRM works on mobile devices, so your field sales team, on-site staff, and remote agents can access their leads, schedules, customer histories, and follow-up tasks from any smartphone. Everyone on the team sees all changes right away.
Before generic CRM platforms can handle real estate-specific tasks like managing unit inventory, creating demand notes, handling RERA paperwork, and managing broker commissions, they need a lot of customization and third-party integrations. Real Builder CRM is already set up for these workflows, which cuts down on the time it takes to set up, the total cost of ownership, and the need for ongoing customization.
Ready to Modernise Your Real Estate Business?
Share your details and our team will walk you through a live demo of Real Builder — India’s trusted real estate ERP software for developers, builders, and brokers.
Phone
+91 9511117684
shweta@dataman.in
Our Location
Kanpur | Delhi | Mumbai | Bengaluru | Kolkata
shweta@dataman.in
Kanpur | Delhi | Mumbai | Bengaluru | Kolkata
