CRM for real estate sales and channel partner teams
Property leads are expensive and slow. The one that answers first usually wins the site visit, and the site visit is what closes the deal.
A property enquiry costs real money to generate, and most go cold because nobody called within the hour. The ones that do convert take weeks — a call, a site visit, a family discussion, a negotiation — and the history of that matters when the buyer finally decides.
JugnuCRM dials new enquiries the moment they arrive from your portal or ad campaign, tracks the journey from enquiry to site visit to booking, and keeps every call recorded so the next conversation starts informed.
What this solves
Portal leads called hours late
Leads from your website or portals arrive through the API and go straight into the dialer, so the first call happens while the enquiry is fresh.
Site visits not tracked
Site visit scheduled, done or no-show is a stage on the lead, with the date and who took them.
Two brokers calling the same buyer
Automatic assignment with duplicate checks means one owner per lead.
No record of what was offered
Calls are recorded and notes stay on the lead, so a negotiation can be checked rather than remembered.
Expensive leads with no source data
Lead source reporting shows which portal or campaign produced site visits and bookings, not just enquiries.
Follow-ups forgotten over long cycles
Each lead carries a next follow-up date; overdue ones surface on the manager's screen.
What's included
Property sales stages
New enquiry, contacted, site visit scheduled, visited, negotiation, booked — define your own.
Instant lead capture
Leads pushed in from your website, portals and ad campaigns through the REST API and webhooks.
Predictive dialer & Click2Call
Bulk dialing for fresh enquiries, one-click calling for follow-ups.
Site visit tracking
Scheduled date, who accompanied, outcome and next step on the lead record.
Call recording
Stored against the lead with agent, time and outcome.
WhatsApp & SMS
Send floor plans, location links and price sheets from the same screen as the call.
Project and inventory fields
Your own fields for project, unit type, budget range and possession date.
Lead source reporting
Cost-per-booking visibility by portal, campaign and agent.
How you get started
Demo on your projects
We show a lead moving from portal enquiry to site visit to booking, set up the way you sell.
Setup
Your projects, stages, fields, teams and calling configured by our team.
Import & train
Existing leads imported from Excel and your portals connected, then a walkthrough for your team.
Go live
Your team starts calling, with support on phone and WhatsApp from Indore.
See JugnuCRM in action
A short walkthrough: how a caller works through leads, logs a call and sets the next follow-up, and what the owner sees in reports.
Questions about crm for real estate
Can leads come in automatically from property portals?
Yes. JugnuCRM has a REST API and webhooks, so leads from your website, portals or ad campaigns arrive directly and can be dialed immediately.
Can we track site visits?
Yes. Site visit scheduled, completed or no-show is a stage on the lead, with the date, the agent who accompanied and the outcome.
Does it work for channel partners as well as builders?
Yes. Both use the same setup. Channel partner teams usually run more projects with fewer units each, which is just a different field configuration.
Can we send floor plans and location links on WhatsApp?
Yes, through the WhatsApp Business API, from the same screen where the agent is calling.
Can we see cost per booking by portal?
Reports show enquiries, site visits and bookings by lead source and campaign. Enter your spend per source and the cost per booking follows from that.
How much does it cost for a sales team of fifteen?
CRM with calling is ₹8,500 a month for up to 25 users, which covers fifteen comfortably. GST extra, no lock-in.
Related
Lead Management
Every lead captured, assigned and followed up — and a clear view of which source brings clients who actually pay.
Read more →Predictive Dialer
Stop paying callers to listen to ringing phones. JugnuCRM dials for your team, skips the numbers that do not answer, and puts the lead's history on screen the moment someone picks up.
Read more →WhatsApp & SMS
Your customers read WhatsApp and ignore email. Message them from inside the CRM, with every message saved on their record.
Read more →Get a demo set up for your team
Tell us how your team works and we'll show you the CRM and dialer set up the way you'd actually use it — not a generic slide deck.
Bangali Square, Indore, Madhya Pradesh 452016