Real Estate CRM · Built for Indian real-estate teams

One CRM for your project sales team — from lead to booking.

Capture leads from 99acres, MagicBricks, Housing, NoBroker, and Facebook. Auto-assign by project, call instantly, send WhatsApp site visit invites, and follow up till the buyer books — all in one place.

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15+ years of CRM experience · 100+ Real Estate Clients · 1,00,000+ sales users

01Project pipeline

COURSES · THIS WEEK

New enquirySite visitTokenBooked

Ananta Heights 2BHK24 · 14 May

KW Horizon 3BHK18 · 14 May

Samdariya Residency Plot11 · 13 May

Coconest Villas9 · 13 May

02Broker dialer

LIVE CALL

Rohit Menon

3BHK enquiry — Ananta Heights

01:42● REC

Note: Wants floor plan + pricing; budget 1.2Cr

HotCallbackColdJunk

SIM · AUTO-LOGGED

03Buyer WhatsApp

STUDENT THREAD

Hi Rohit, your site visit for Ananta Heights is confirmed for Sat 18 May, 11 am. Address + map →

Floor plan PDF attached.

Can we reschedule to Sun?

TEMPLATE · APPROVED

Trusted by 100+ real estate companies across India

HRD Associates

Shubham Samrudhi

Tara Devis Enclave

Urbanest Realty

Qubic Properties

Balaji Ventures

Choose Realty (Royal Properties)

Propvest India

LSR Realty

HRD Associates

Shubham Samrudhi

Tara Devis Enclave

Urbanest Realty

Qubic Properties

Balaji Ventures

Choose Realty (Royal Properties)

Propvest India

LSR Realty

The problem

Where real estate sales actually breaks

Four things costing you deals every day.

Leads come from everywhere. No single view.

Portals and ads send leads to different places. Your team keeps switching tabs — and still misses the newest lead. First call gets delayed → buyer moves to another project.

Site visits are planned, not confirmed.

Buyer says "I'll come" — and that's it. No reminder, no reconfirmation, no follow-up. The visit doesn't happen. The deal never starts.

Wrong lead to wrong RM.

Assignment depends on memory, calls, or a sheet. A hot buyer goes to the wrong RM or gets delayed. By the time it's corrected, the lead is gone.

No control over conversations.

Calls and WhatsApp happen on personal phones. No tracking. No visibility. No backup. When an RM leaves, the buyer goes with them.

Speed to first call

From 99acres lead to ringing phone — in seconds.

The webhook fires. Cratio routes by project + micro-market. The rep's phone rings. Same flow runs for MagicBricks, Housing, NoBroker, Facebook Lead Ads — every source in your stack.

99acresMagicBricksHousing.comNoBrokerFacebook Lead AdsGoogle AdsWebsite & landing pagesIndiaMART

Cratio captures a 99acres lead, auto-assigns to a Pune-West rep, and connects the call in under eight seconds — phone dialler and CRM lead card shown side by side.

Shown: 99acres. The same flow runs from every source above.

The playbook

How your project sales should actually run

Capture → Assign → Follow up → Close. Every step tracked. Nothing gets missed.

Capture

Every enquiry in one place, instantly

Leads from portals, ads, website, walk-ins, and CPs — all come into one inbox. No checking multiple dashboards. No missed leads.

Distribute

Right lead to the right RM, immediately

Leads are auto-assigned by project, budget, location, or team. No confusion. No delay. No manual routing.

Engage

Call, WhatsApp, and follow up — in one flow

Call instantly, send site visit invites on WhatsApp, log notes, and set follow-ups. Everything tracked under the same lead.

Convert

Move buyers from visit to booking without gaps

Automated reminders and follow-ups keep buyers engaged. From site visit to token to booking — nothing drops.

The product

The features your sales team actually uses every day

Everything your team needs — from first lead to booking — in one system.

Track every project and deal clearly

Separate pipeline for each project
Custom stages — enquiry → visit → token → booking
Filter by broker, city, or source instantly
Move deals forward and track progress clearly

app.cratio.com/pipeline

MTD · Q2 FY26

Project sales pipeline

All

Mumbai

Delhi

BLR

New enquiry38

₹7,80,000

Aditya Sharma

Ananta Heights

99acres₹85k

Kavya R.

Coconest Villas

MagicBricks₹42k

Site visit22

₹5,40,000

Rohan M.

KW Horizon

Housing.com₹1.2L

Sneha D.

Ananta Heights

Facebook₹68k

Token9

₹3,20,000

Faizal K.

KW Horizon

Google₹95k

Booked3

₹4,22,500

Priya S.

Ananta Heights

99acres₹1.4L

What you can do

Six ways real-estate teams run Cratio

Every builder and broker firm runs slightly differently. Here's how the most common workflows run inside Cratio.

Project-wise & city-wise lead distribution

Route 3BHK enquiries to the 3BHK team, plot enquiries to the township team, Mumbai leads to Mumbai brokers. Rules run on source, project, configuration, budget, or round-robin — no manual assignment.

Sales targets & leaderboard

Daily calls, talk time, first-response time, site visits, bookings, revenue per broker. Live leaderboard on the Manager dashboard — no spreadsheets, no separate BI tool.

Project-specific drip nurture

Separate WhatsApp follow-ups per project and per stage. Pre-launch buyers get teaser content, launch buyers get pricing, RTMI buyers get possession updates — all automated.

Sales workflow

Enquiry → site visit → token → booking → agreement. Stages you define, with actions and follow-ups triggered at each step.

Referrals & walk-in capture

Capture site-office walk-ins in seconds. Upload channel partner referrals in one click. All leads follow the same pipeline and assignment rules.

Seamless WhatsApp messaging

In Indian real estate, buyers respond faster on WhatsApp. Send floor plans, site-visit confirmations, and updates — all logged under one lead.

CUSTOMER STORY

Before Cratio, our RMs were chasing 99acres leads in one tab, MagicBricks in another, and WhatsApping buyers from their personal phones. Site-visit no-shows were killing our Saturdays. Within a month every portal enquiry was landing in one pipeline, the broker who owned the project got the lead in seconds, and the WhatsApp site-visit reminders started going out on their own. Our Saturday no-show rate dropped and our team actually started trusting the system.

Aditya Nair, Head of Sales, Ananta Realty, Mumbai

RESULTS

First-response time

3× faster

Portals in one pipeline

Brokers on one dashboard

Proof

The real-estate teams we serve.

From a 5-RM broker firm to a 150-user multi-project builder — one CRM, transparent pricing, every major Indian property portal.

100+

real estate companies on Cratio

15+ years

serving Indian sales teams

Every

major property portal — native or via no-code

Why Cratio

Generic CRM bends. Cratio is shaped for real-estate sales.

A project-sales team runs on project pipelines, site visits, WhatsApp, and the broker's own phone. Most CRMs were built for generic B2B and bolt these on. Cratio ships them ready.

Generic CRM bends. Cratio is shaped for real-estate sales.
Capability	Generic CRM	Cratio Real Estate CRM
Project-wise lead distribution	Manual setup with tags, rules built and maintained by your team	✓Built-in — route by source, project, configuration, budget, city, or round-robin
Indian property portals (99acres / MagicBricks / Housing / NoBroker)	Requires Zapier, APIs, or third-party tools with extra cost	✓Native integrations — 99acres, MagicBricks, Housing, Facebook Lead Ads, IndiaMART, JustDial
Broker mobile dialer with SIM call tracking	Separate dialer app and licence	✓Native mobile app with SIM-based calling, auto logging, and recording
WhatsApp Business API (site-visit invites, updates)	Add-on module or external tool	✓Integrated WhatsApp inbox, templates, campaigns, and automation
Project lifecycle stages (pre-launch / launch / RTMI)	Generic pipeline stages (New → Qualified → Won)	✓Custom stages — enquiry → site visit → token → booking → agreement
Site-visit reminders & no-show control	Manual tracking via calendar or calls	✓Automated reminders (before visit + same-day follow-up)
Sales targets & leaderboard	Built in spreadsheets or external BI tools	✓Built-in dashboard — calls, response time, visits, bookings per broker
Referrals & walk-in capture	Managed in Excel, entered later	✓Capture instantly via mobile or bulk upload — same pipeline and rules

FAQ

Questions real-estate sales heads ask

Still stuck? Write to support@cratio.com or book a 20-minute walkthrough.

Yes. 99acres, MagicBricks, Housing, Facebook Lead Ads, IndiaMART, and JustDial are directly integrated — leads flow in automatically. Other portals can be connected via API or no-code tools in a few minutes.

Run your project sales on one CRM.

CRM, broker dialer, WhatsApp — bundled for Indian real-estate teams.

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