+91 88578 53138 info@codexxa.in Pune Β· Bengaluru Β· Mumbai
Solution

Real Estate Lead Management for Builders & Sales Teams

Track leads, follow-ups, site visits, bookings, and sales team performance with a complete real estate CRM and lead management system.

Lead Tracking Site Visits Follow-ups Bookings Team Analytics
CRM Screens
📊
Lead Pipeline
🏢
Site Visits
📈
Sales Dashboard
Why This Matters

Why Real Estate Companies Need Lead Management

Convert more leads and close more deals with organized follow-ups and complete sales visibility.

Faster Follow-Up

Instant lead notification with automated assignment ensures your team contacts prospects within minutes, not hours.

Lead Assignment Visibility

Clear ownership of leads prevents duplicate outreach and ensures every prospect is handled by one person.

Site Visit Coordination

Schedule visits, track visitor details, and capture feedback to improve conversion rates significantly.

80%
Leads lost without follow-up in 5 mins
3x
Better conversion with site visit tracking
45%
Increase in lead-to-booking conversion
Problems Solved

Problems This Solution Solves

Replace scattered spreadsheets and missed opportunities with a unified lead management system.

Missed Leads

Automated lead capture from all sources with instant notification prevents any prospect from slipping through.

Slow Follow-Ups

Automated reminders and task creation ensure your team follows up consistently without manual tracking.

📊

Poor Source Tracking

Track which marketing channels, campaigns, and sources generate the best leads for smarter spending.

🏢

No Visit Management

Schedule, track, and analyze site visits with visitor details, feedback, and conversion correlation.

👥

Weak Sales Visibility

Real-time dashboards show pipeline status, team performance, and booking forecasts for management.

📱

Scattered Customer Data

Complete 360-degree view of every customer with interaction history, preferences, and communication log.

Core Modules

Core Modules of the Real Estate CRM

Complete lead-to-booking workflow for real estate sales teams.

📥

Lead Capture

Collect leads from website forms, Meta ads, Google ads, walk-ins, and referrals with source tracking.

🔗

Source Tracking

Tag and analyze lead sources to understand which campaigns and channels deliver quality prospects.

👤

Lead Assignment

Auto-assign or manually distribute leads to sales executives with round-robin or territory-based rules.

📞

Follow-Up Reminders

Automated task creation and reminders ensure consistent follow-up without manual tracking.

🏢

Site Visit Scheduling

Schedule visits, capture visitor details, record feedback, and track visit-to-booking conversion.

🏠

Project Mapping

Map units, towers, and inventory to help sales team match leads with available inventory.

🤝

Broker Management

Manage broker network, track referrals, commission calculation, and broker-specific reports.

📋

Booking Tracking

Track bookings from enquiry through site visit to registration, payment, and unit allocation.

📈

Sales Analytics

Revenue forecasts, pipeline analysis, team performance, and conversion rate dashboards.

Workflow

Lead-to-Booking Workflow

Complete lifecycle from lead capture to post-booking follow-up.

📥
Lead Received

Auto-captured

👤
Assigned

To executive

📞
Follow-Up

Call/visit

🏢
Site Visit

Property tour

💰
Negotiation

Deal closing

Booking

Registered

Integrations

Integrations Available

💭
Meta Lead Ads
🔍
Google Leads
🌐
Website Forms
💬
WhatsApp
📞
Call Tracking
🔔
CRM Alerts
Use Cases

Who Can Use This Solution

🏗

Builder Sales Team

Manage multiple projects with centralized lead database and project-specific tracking.

📋

Project-Specific CRM

Dedicated lead pipeline for individual projects with unit mapping and inventory tracking.

🤝

Broker Network

Manage channel partners, track broker referrals, and calculate commissions automatically.

🔗

Multi-Project Company

Consolidated view across multiple projects with unified customer database and cross-sell tracking.

FAQs

Frequently Asked Questions

Can leads from Meta and Google ads be captured automatically?
Yes, we integrate with Meta Lead Ads and Google Lead Forms. Leads are automatically captured into your CRM with source attribution for campaign performance analysis.
Can we track site visits and visitor feedback?
Absolutely. Schedule site visits, record visitor details, capture feedback, and track visit-to-booking conversion rates for each project.
Can we manage broker/channel partner referrals?
Yes, the system supports broker registration, referral tracking, lead tagging by broker, and commission calculation based on bookings.
Can we map units and track inventory?
Yes, you can create project inventory with towers, floors, unit types, pricing, and availability. Sales team can match leads to available inventory.
Does it provide team performance analytics?
Yes, real-time dashboards show individual and team performance including calls made, visits conducted, leads converted, and bookings closed.

Losing Property Leads Because Follow-Ups and Site Visits Are Not Managed Properly?

Book a free consultation call to plan a real estate CRM that improves lead conversion, visit handling, and sales team visibility.

Book Free Consultation Call

Codexxa Support

We typically reply within minutes

Hey! πŸ‘‹ Are you looking for something? I can help you β€” just fill your details here.