For brokerages and developers

CRM for real estate brokers and developers

Portal enquiries, first calls, WhatsApp, site visits and bookings — one pipeline your whole team works from.

Common problems in property sales

  • “Who called back the 99acres lead from Tuesday?”

    Enquiries land in portal dashboards nobody owns, so everyone assumes someone else has it.

  • “The buyer’s chats left with the agent who quit.”

    Months of WhatsApp history live on personal phones, and walk out with them.

  • “Did anyone call after Saturday’s site visit?”

    Visits sit in personal diaries, so the follow-up depends on someone remembering.

  • “Which portal is actually worth renewing?”

    Nobody can trace a booking back to its source, so listing spend is renewed on gut feel.

How SalesRaga handles a property sale

Follow one buyer through a property sale, and see where SalesRaga takes over the chasing.

  1. Enquiry

    Portal leads in one pipeline

    Enquiries come from portals, ads and your website, and each one used to land somewhere different. Here they arrive as leads on their own, with the source recorded.

    • 99acres, MagicBricks, Housing.com
    • Meta and Google lead forms
    • Your website
    • Nothing retyped
    Lead sources
  2. First call

    Instant lead assignment and first reply

    A buyer on a portal enquires on five listings at once, and the first agent to call usually books the visit. Automations assign the lead and send the first message the moment it arrives.

    • An owner on arrival
    • Instant acknowledgement
    • Alert on the agent’s phone
    • Nudge when a lead goes quiet
    Workflows & automations
  3. WhatsApp

    Early access

    Shared WhatsApp inbox

    Buyers talk on WhatsApp. The Inbox keeps every conversation in the CRM, filed on the deal, so a new agent picks up exactly where the last one stopped.

    • One shared inbox
    • Filed on the deal
    • Official Business API
    • Approved templates
    Conversations
  4. Site visit

    Site visit scheduling

    A visit is a task on the shared calendar, tied to the buyer and the unit. The team sees this week's visits, and the call after each one is already on someone's list.

    • On the shared calendar
    • Tied to buyer and unit
    • Reminder before it
    • Follow-up task after it
    Tasks and calendar
  5. Booking

    Real estate pipeline stages

    Your stages — contacted, visit done, negotiation, booked — and every buyer's place in them on one board. When an agent leaves, the history stays with the deal.

    • Your own stages
    • Board or list
    • Projects and units linked
    • Full history on every deal
    Deals & contacts
  6. Review

    Reports by source and agent

    Reports split leads, visits and bookings by source and by agent, so the next listing budget is a decision, not a guess.

    • Bookings per portal
    • Conversion by agent
    • Click through to the leads
    • Bookings against target
    Reports

6 ready-made workflows that do the chasing for property teams.

See the workflows

Custom fields for property deals

The things that decide a property deal are not the ones a generic CRM ships with. Add your own fields and rename records to your team's words — deals become enquiries, items become units.

  • Fields for budget, configuration, location and possession
  • Renamed records carry through menus and reports
  • Filter on any field: every 3BHK buyer under ₹1.5 Cr
  • Roles decide who sees which deals
Customization

Enquiry

Ritu Menon

Visit done
Budget
₹1.2 – 1.5 Cr
Configuration
3BHK
Location
Whitefield
Possession
Dec 2027
Source
99acres
Unit
Tower B · 1204
Illustrative record

Frequently asked questions

Something else on your mind? Ask us on a call.

Yes. Enquiries from the property portals, Meta and Google lead forms and your website arrive in SalesRaga as leads, with the source recorded, so nobody retypes them. If you use a source that is not listed, tell us during onboarding and we will connect it.

Ready to stop losing deals to missed follow-ups?

SalesRaga gives growing sales teams structured pipelines, clear ownership and automatic reminders — without an enterprise setup project.