Leads · Sales · Post-sales · AI
Manage leads, site visits, sales, inventory, channel partners, post-sales and property handover — one platform, on web, mobile and WhatsApp.
Capture leads from your website, Meta, portals and partners — and route them to the right salesperson in seconds.
Schedule, assign and geo-verify property visits from the field app, with automated follow-ups.
Real-time inventory, bookings and payment schedules for every unit — on web and mobile.
Receipts, transfers, registration and property handover — every step tracked and approved.
EstateFlow CRM helps builders, developers, agents and channel partners manage leads, marketing, follow-ups, site visits, sales, inventory, customers and post-sales from one platform — with a prepaid wallet for WhatsApp, SMS, email, voice and AI, so every rupee is measurable.
Projects, blocks, units, bookings, payment schedules, receipts, handover — not a generic pipeline with custom fields.
Voice agents, WhatsApp AI replies, image & video studios and campaign automation, right where your team works.
Analysis, configuration, migration, integration, training, testing and launch — with dedicated support.
Take a quick tour of the screens your sales, marketing and field teams use every day.
Enquiries, site visits, bookings and spend for any date range — with a 12-month lead skyline, conversion pyramid and a live team activity feed.
Enquiries
1,284
Site visits
312
Bookings
46
Spend
₹4.2L
Lead inflow · 12 months
Active leads
64%
Live feed
• Priya moved Arjun → Site visit
• AI call qualified Neha
• Booking confirmed · B-1204
• Rahul logged a follow-up
Illustrative preview with sample data
Dedicated workflows for builder sales and project operations — inventory by block, floor and unit, bookings, payment schedules and handover.
Explore solutionProject, sales, inventory and customer lifecycle management for plotted layouts, farm lands and villa communities.
Explore solutionPartner registration, referral tracking, sales status, commission calculation and payouts — with a partner portal and agent app.
Explore solutionThe module catalog below is read live from the platform — what you see is what ships.
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Capture enquiries from every marketing source, auto-assign them to the right sales team by project, source or round-robin, and track every lead through the pipeline.
Manage opportunities and track the customer journey from enquiry to negotiation to booking, with status-wise, team-wise and contact-wise views.
Schedule site visits, assign site in-charges, verify visits with geo-location from the field app and automate follow-ups after every visit.
Campaign dashboards, lead-source tracking, drip campaigns, meeting invitations and bulk WhatsApp / SMS / email — and see which sources actually convert.
AI voice agents that call and qualify leads, AI reply for WhatsApp, and AI image & video studios for creatives — metered on prepaid credits.
Approval queues for discounts, cheques, receipts, shifting, transfers, commissions and travel; reminders, notifications and to-do lists for every team.
Multiple projects, blocks and units with real-time availability from web and mobile. Bulk unit uploads, legacy status codes and mortgage flags supported.
Know where every enquiry came from — website, Meta Lead Ads, portals, channel partners, walk-ins — and compare cost per lead and per sale.
Capture budget, preferences and buying intent on every lead; AI voice qualification batches surface the ready-to-buy customers first.
One customer record with communication history, documents, bookings, payment ledger, receipts and every post-sales activity.
Summary reports, team performance, daily reports, KPI dashboards, profit & loss, privacy-safe customer reports and CSV exports.
Bookings, payment schedules, receipts, cancellations, unit shifting and transfers, registration tracking and property handover checklists.
Flutter sales app, field-agent app with punch-in/out, live location and geo-verified visits, plus a customer portal for buyers.
Calls (browser softphone + IVR), WhatsApp (Meta Cloud API and QR), SMS and email — all logged against the customer record.
AI voice agents run outbound call batches, qualify leads and log outcomes and transcripts.
Re-engage inactive leads with scheduled follow-ups, reminders and drip campaigns.
Keep prospects engaged with multi-step WhatsApp, SMS and email sequences.
Build the relationship before the site visit with timely, personalised messages.
Bring dormant leads back through calls, email and WhatsApp.
Visual WhatsApp bot builder with a stateful flow engine and a real-estate template library.
Answer enquiries faster with AI-drafted replies inside the WhatsApp inbox.
Bulk campaigns across WhatsApp, SMS and email with open, click and unsubscribe tracking.
Voice-agent batches identify ready-to-buy customers and hand them to sales.
Never miss a follow-up, meeting or payment due — reminders on web and mobile.
Generate property creatives and ad images without a designer.
Script-to-video, photo-to-video and avatar promos with brand kit, voices and templates.
Customer journey stages
↗ Lead Generation
Capture enquiries from multiple sources.
→ Lead Assignment
Route enquiries to the right salesperson.
🎯 Lead Qualification
Understand customer needs and buying intent.
⟳ Follow-Up
Automate calls, messages, emails and reminders.
⌂ Handover
Manage property handover activities.
🎧 Customer Support
Continue engagement and manage post-sales requests.
Sales conversion stages
Site Visit
Schedule, assign and track property visits.
Negotiation
Track discussions, discount approvals and opportunities.
Booking
Manage bookings and selected inventory.
Payment Collection
Track schedules, dues, receipts and collections.
Documentation
Manage customer and sales documents.
Registration
Track registration activities and requirements.
Instant alerts and auto-assignment mean every new enquiry reaches a salesperson within seconds, with the full customer context.
Budgets, preferences and engagement history are on every lead, so effort goes where conversion potential is highest.
Automated follow-ups, WhatsApp drips, reminders and personalised communication keep buyers engaged across the journey.
Team performance, daily reports and pipeline views give management 360° visibility into every lead and opportunity.
Sales challenges we solve
Automatically assign leads to the right sales executive and trigger instant WhatsApp, SMS, email, IVR or AI-voice communication.
Identify interested prospects, automate visit invitations and reminders, track confirmations and keep following up with customers who postpone.
Capture, organise and nurture leads with smart tracking so sales teams convert more enquiries into bookings.
Automated reminders and follow-up schedules ensure every lead receives timely attention.
Organised customer data, deal pipelines and real-time updates help teams close faster.
Measure campaign performance, understand lead sources and see which channels generate the highest return.
Handle multiple properties, developments and sales projects from a single dashboard.
Personalised communication and faster responses backed by a complete interaction history.
Save time by automating emails, notifications, lead assignments and reporting.
Complete journey from lead capture to booking — leads, site visits, marketing, approvals, reporting.
From sale confirmation to handover — customers, units, payments, receipts, commissions, approvals.
Flutter app for sales teams — leads, follow-ups, site visits and activities in the field.
Download APKShift check-in/out, live location, geo-verified property visits, scrollers and creatives.
Download APKBuyers see their bookings, payment schedule, registration and handover status online.
Register partners, log referrals, track sales status and commission payouts.
Multi-tenant super-admin: plans, modules, wallets, integrations, audit logs and backups.
Two native Android apps, one login. Download the APK directly, or scan the QR code with your phone.
Sales app for pre-sales teams
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Field & post-sales agent app
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EstateFlow CRM integrates with lead sources, websites, communication platforms, telephony, property portals and business applications.
1,052
Fresh Leads
398
Phone
102
Site Visit F/U
1,307
Site Visit
40
Regs F/U
44
Negotiation
1,052
Fresh Leads
398
Phone
102
Site Visit F/U
1,307
Site Visit
40
Regs F/U
44
Negotiation
Leads from multiple sources → EstateFlow CRM → Faster Sales Follow-Up
📥 Lead Capture & Distribution
Capture enquiries from multiple sources and automatically distribute them to the right sales teams.
🎯 Lead Qualification
Identify and prioritise high-intent customers based on lead information, engagement and buying signals.
🔁 Sales Follow-Up
Organise calls, reminders, tasks and automated follow-ups to reduce missed opportunities.
📍 Site Visit Management
Schedule, assign and track site visits while monitoring outcomes and customer interest.
🏢 Property Inventory
Manage unit availability and connect inventory with leads, bookings and sales.
📝 Booking Management
Manage selected units, booking information and sales activities through a structured workflow.
💰 Payment Tracking
Track payment schedules, outstanding dues, receipts and collections.
💬 Customer Communication
Centralise calls, WhatsApp, SMS and email against every customer.
⚡ Marketing Automation
Automate campaigns, nurturing and engagement across the sales lifecycle.
📊 Sales Team Performance
Monitor activities, follow-ups, conversions and individual performance through reports.
🎧 Customer Support
Organise customer requests, interactions and service activities after the sale.
🔑 Post-Sales Management
Documentation, payments, shifting, transfers, handover and ongoing engagement.
📊 Lead Source Tracking
Track sources, campaigns, enquiries, site visits and sales to understand marketing performance.
| Feature | EstateFlow CRM | Generic CRM |
|---|---|---|
| Built for Real Estate | ✓Yes | ~ Integration required |
| Lead Capture | ✓Website API, Meta, portals, partners | ~ Basic / requires setup |
| Meta / Facebook Lead Sync | ✓Yes | ~ Integration required |
| IVR & Cloud Telephony | ✓Built-in (TeleCMI) | ~ Integration required |
| WhatsApp API Integration | ✓Meta Cloud API + QR channel | ~ Integration required |
| AI Calling | ✓Voice agents & batches | ✕ Usually not built-in |
| Site Visit Management | ✓Dedicated, geo-verified | ~ Customisation required |
| Partner & Referral Management | ✓Dedicated | ~ Customisation required |
| Inventory Management | ✓Real estate inventory | ✕ Customisation required |
| Booking Management | ✓Yes | ~ Customisation required |
| Post-Sales Management | ✓Dedicated module | ✕ Customisation required |
| Customer Ledger & Receipts | ✓Yes | ~ Customisation required |
| Approval Workflows | ✓Built-in queues | ✕ Custom development |
| Mobile & Field Apps | ✓Sales app + field agent app | ~ Depends on CRM |
| Marketing Automation | ✓Built-in | ~ Add-on / integration |
| Email Marketing (own SMTP) | ✓Built-in with tracking | ~ Add-on |
| Reporting & Analytics | ✓Real estate-focused | ~ Generic |
| AI Video Creation | ✓Video Studio | ✕ Usually not built-in |
| AI Image Creation | ✓Image Studio | ✕ Usually not built-in |
| Buyer / Customer Portal | ✓Web portal | ~ Custom development |
| Prepaid Credits & Wallet | ✓Per-channel metering, Razorpay top-ups | ✕ Usually not available |
| Multi-tenant Platform Console | ✓Plans, modules, audit, backups | ✕ Usually not available |
| Field Force Tracking | ✓Live location, shifts, geo visits | ✕ Usually not available |
Industry-Specific Workflows
Choose software designed around real estate sales processes rather than a generic CRM.
Lead Capture & Assignment
Check whether leads from your important sources can be captured and automatically assigned.
Follow-Up Automation
Look for automated reminders, calling, WhatsApp, email and lead nurturing.
Site Visit Management
The CRM should connect enquiries, salespeople and site visits through a structured workflow.
Property Inventory
Make sure inventory and customer sales records are connected for better visibility of availability.
Sales & Conversion Reporting
Look for dashboards covering leads, site visits, sales and conversion rates.
Mobile Access
Sales teams should be able to access customer information while working in the field.
Integrations
Check website, advertising, communication, telephony and property-portal integrations.
Post-Sales
If your business requires it, make sure the CRM supports the customer journey after booking.
Pricing & Licensing
Compare user-based pricing, set-up costs, usage charges and licensing options.
Pick a real estate CRM plan by team size and needs — pay yearly as a subscription, or once with a lifetime one-time licence.
Launch offer: flat 30% off every plan
Applies to the plan price on both the annual subscription and the one-time licence. Set-up fees and maintenance as listed.
Billed yearly · lower per-user cost the bigger your team
Up to 5 Users
₹89,940Save ₹26,982
Set-Up Fee
One time
₹15,000
Up to 10 Users
₹1,67,880Save ₹50,364
Set-Up Fee
One time
₹20,000
Up to 25 Users
₹3,59,700Save ₹1,07,910
Set-Up Fee
One time
₹25,000
Up to 50 Users
₹5,99,400Save ₹1,79,820
Set-Up Fee
One time
₹30,000
Up to 100 Users
₹10,78,800Save ₹3,23,640
Set-Up Fee
One time
₹35,000
Optional
₹95,988Save ₹28,796
Set-Up Fee
One time
₹60,000
* Post Sales is an optional add-on. Setup and maintenance charges are additional as specified above.
Pick a plan, verify your mobile and we walk you through the CRM on your own sales process.
Projects, units, teams and approval rules are configured; your leads and customers migrated; lead sources and WhatsApp connected.
Role-based training on web and mobile, a test run on your data, then launch — with monitoring, audit logs and backups in place.
Built for teams that handle buyer details, payments and partner commissions every day.
Role-based access
Admins, managers, sales, post-sales, partners and customers each see only what their role allows.
Audit trail
Key actions — assignments, approvals, settings changes — are logged with who and when.
Encrypted secrets
Your WhatsApp, telephony, AI and payment-gateway keys are stored encrypted, per organisation.
Scheduled backups
Database and file backups with a backup vault for restores.
Razorpay payments
Customer dues, invoices and wallet top-ups via secure Razorpay payment links.
Official WhatsApp API
Meta WhatsApp Cloud API with your own number, templates and signed webhooks.
PHASE 01
Requirement Analysis
We understand your business goals, sales workflow, lead-management process and reporting requirements.
PHASE 02
Configure
Projects, blocks and units, lead statuses, sources, teams, roles and approval rules are set up for your organisation.
PHASE 03
Migration
Leads, customers, units, agents and payment schedules are imported with validated bulk uploads.
PHASE 04
Integration
Website, Meta Lead Ads, WhatsApp, telephony, SMS and email are connected with your own credentials.
PHASE 05
Training
Role-based training for sales, post-sales, marketing and management users on web and mobile.
PHASE 06
Testing
Your team runs real workflows end to end on your data before launch.
PHASE 07
Launch
Go live with monitoring, audit logs and scheduled backups in place.
A customer relationship management platform built for real estate businesses. It manages leads, follow-ups, site visits, sales opportunities, property inventory, customer information, marketing, reporting and post-sales from one system.
Lead management and assignment, a sales pipeline, site-visit tracking, follow-up automation, marketing automation, project and inventory management, customer management, reporting, mobile access and post-sales capabilities — all of which are included here.
Yes. Projects, blocks and units live in one workspace; teams manage project-wise leads, inventory, bookings and customers while management keeps visibility across every project.
Yes — through the official Meta WhatsApp Cloud API or the QR channel, with templates, bulk sends, bots and AI replies. WhatsApp usage is metered on prepaid credits.
Yes. Units carry real-time status (available, blocked, booked, sold, cancelled), can be bulk-uploaded from sheets and are connected to leads, bookings and post-sales.
Yes. Bookings, payment schedules, receipts, cancellations, unit shifting and transfers, commissions, registration and handover — with approval queues and a customer portal.
Plans are priced per organisation with user, project and lead limits; communication and AI usage is metered on prepaid credits. Live plan prices are shown in the Pricing section above.
Yes — website forms via an API key, Meta Lead Ads, property portals as tracked sources, channel-partner uploads and walk-ins.
Yes — a Flutter sales app and a field-agent app with shift check-in, live location and geo-verified site visits, plus a web customer portal for buyers.
By centralising customer data, reducing missed follow-ups, automating repetitive tasks, qualifying leads better and giving management real-time visibility into the pipeline.
Tell us about your team and we'll walk you through pre-sales, post-sales, WhatsApp, AI calling and the mobile apps — with your sales process, not a canned script.
Verified mobile · quick response
Share a few details about your team and we'll tailor the walkthrough to your projects, user count and lead sources.
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