Real Estate CRM for Indian SMEs — purpose-built for how real estate operators actually sell
Magicbricks, 99acres and Housing.com leads in one inbox. Site-visit tracking with geo-tags. Channel-partner attribution. WhatsApp drip nurtures that re-engage prospects 60 days after they went silent. Built for the way Indian real estate actually closes.
Real estate's CRM challenge
The Indian property buyer's journey is long — often 3 to 9 months from first inquiry to booking. Most prospects ghost after the first call. Channel partners drive 40–60% of bookings but their attribution is often messy. Site visits get scheduled and never happen, then re-scheduled, then forgotten. Every drop-off is a deal lost. Most builders and brokers run this on a combination of Excel, WhatsApp groups and a wing-and-a-prayer.
What real estate firms use in ZIVUX
Multi-portal lead capture
- Magicbricks integration — inquiries land in real time
- 99acres integration
- Housing.com integration
- NoBroker integration
- Facebook + Instagram lead ads
- Google Ads lead forms
- Project-specific landing pages
- Channel partner submissions (WhatsApp, web form, dedicated portal)
Inquiry-to-booking pipeline
Standard real estate pipeline pre-configured: Inquiry → Contacted → Site Visit Scheduled → Site Visited → Token Money → Agreement → Registration → Possession. Each stage carries SLAs, automation triggers and the right team owner.
Site visit management
- Calendar-based scheduling with conflict detection
- Auto-WhatsApp confirmation 24h and 2h before visit
- Geo-tagged check-in by sales rep at the project site
- Visit recap auto-logged on the prospect's record
- No-show tracking with automated re-engagement after 48h
- Multi-project visit tracking for serious shoppers
Channel partner management
Every channel partner is a managed account in ZIVUX with their own:
- Lead submission portal
- Live deal-status dashboard for their own leads
- Commission calculation and tracking
- Performance reports — submissions, visits triggered, bookings, conversion %
- WhatsApp updates on milestone events (visit happened, token paid, registered)
Channel partners stop calling your sales team for status updates — they just check their own dashboard. Your team gets ~40% of its time back.
Long-cycle WhatsApp nurture
For prospects who went cold, ZIVUX runs multi-month nurture cadences:
- Day 7 after silence: project progress photo
- Day 21: payment plan flexibility update
- Day 45: similar units booked / inventory pressure nudge
- Day 75: festival offer / limited-time pricing
- Day 120: reactivation call assigned to senior rep
The conversion rate on prospects re-engaged this way is typically 8–15% — money that was being left on the table entirely before.
Project inventory awareness
Maintain a project inventory module — towers, floors, units, sizes, pricing, sold/available status. When a deal closes, the unit auto-marks as sold. Sales sees real-time inventory before promising a specific unit to a buyer. Prevents the awkward "sorry, just sold" conversation.
Document workflow
- KYC document collection (Aadhaar, PAN, address proof, income docs)
- Booking form generation
- Allotment letter generation
- Agreement-to-sell template generation
- e-Sign integration (DigiLocker / Razorpay X / DocuSign)
- Document expiry tracking (e.g. KYC re-validation)
Payment milestone tracking
For projects with phased payments (10% → token → 30% → start of construction → ...), ZIVUX tracks every milestone, sends reminders before due dates, escalates after, and ties payments back to the buyer's record. Finance and sales finally have one view.
RERA-aligned reporting
Pre-configured reports for RERA compliance: project-wise booking status, escrow account reconciliation cues, customer grievance ticket trends. Not a substitute for legal counsel, but a clean data foundation.
A typical real estate setup on ZIVUX
| Setup decision | Recommendation |
|---|---|
| Plan | Grow (Scale for 5+ projects or 20+ user team) |
| Pipelines | One per project; one for resale; one for channel-partner referrals |
| Lead sources | Magicbricks, 99acres, Housing, Facebook, Google, channel partners, website |
| Custom modules | Inventory, KYC documents, channel partners, payment milestones |
| Marketing | WhatsApp drip cadences (60-day, 90-day, festival) |
| Reports | Per-project booking velocity, channel partner ROI, no-show analysis, conversion funnel |
A real customer story
A mid-sized residential developer with three active projects across NCR was running on a combination of Magicbricks lead exports and Excel. Channel partner attribution was a quarterly fight. After moving to ZIVUX: channel partner satisfaction scores improved (they could see their own deals live), site-visit no-show rate dropped by 35% (because of auto-WhatsApp reminders), and 12% of "lost" leads were re-engaged successfully via the long-cycle nurture flow within the first six months.