Real Estate CRM with AI to Accelerate Sales and Bookings.

PropFlo CRM comes with real estate-specific workflows and processes to manage relationships with current and potential customers across the customer lifecycle and drive more revenue for real estate developers, agents and channel partner firms.

Trusted by India’s Leading Real Estate CRM for Developers

PropFlo is #1 choice for Real Estate Developers and Channel Partners across the geographies.

What is Real Estate CRM?

Real Estate CRM software is a system that helps real estate developers, channel partners and agents manage the entire customer lifecycle from enquiry to handover and caters to multiple requirements of real estate firms. From capturing multi-source leads, handling site visits and deals, and managing prospects and existing customer interactions, improve workflows and processes to achieve the desired outcome. The real estate CRM takes care of the end-to-end process for the real estate professionals.

Why is PropFlo Real Estate CRM the preferred choice?

PropFlo is an AI-powered real estate CRM software that was built exclusively for real estate developers, agents and channel partners to build better customer relationships and grow your business efficiently. From initial enquiry to handover, the PropFlo CRM solution helps manage the customer lifecycle and streamline relationships and day-to-day operations with its cutting-edge AI technology.

What we offer for Real Estate?

Marketing Automation

Lead Management

AI Features

Sales Management

Omni Channel Communication

Inventory Management

Post Sales Management

PropFlo’s AI-powered sales assistant engages with visitors on your website 24/7, collecting lead information and also scheduling calls or site visits based on user preferences.

Support your teams with a unique and human-like content generator for customer communication via Email and WhatsApp:
- Follow-up emails
- Site visit communication
- Payment conversation
- Customer queries handling
- Prompt-based content generation

Easily craft highly engaging ad copy that converts and makes content your competitive advantage for better customer engagement and marketing impact.

Unlock powerful insights with our upcoming AI Data Analyst. Analyze trends, gain actionable recommendations, and make smarter decisions.

What if your team can concentrate only on big wins and all the routine tasks, such as approvals, follow-ups and updates, happen automatically? This is where workflow automation converts pain points into opportunities by automating CRM workflows.

PropFlo makes sure that no lead is left behind. Whether through email or notifications, the system sends timely, personalized follow-ups and responses based on predefined schedules.

We provide flexibility with pipeline customizations for stages and nomenclature as per your business definitions and requirements to take your sales to the next level.

Manage all your client site visits in one place and automate the site visit scheduling updates and follow-up communication from CRM software—focus more on attending to the customers.

Generate custom cost sheets as per your organization's template and share them with prospective customers instantly through the CRM system.

Handle the real-time inventory and manage EOI bookings. Stay up-to-date with unit availability and manage instant bookings and blockings to avoid overlap and serve your customers better.

Equip sales teams and agents with a mobile application to stay updated with every lead activity, follow-up, and reminder. Log a call directly through the mobile app via telephony integration from anywhere in the world.

Set up the Automated marketing workflow and nurture leads by sending them personalized drip marketing messages through Email and WhatsApp based on the leads' profiles. Once the lead stage is changed in the pipeline, the drip campaign automation will automatically send stage-wise marketing messages to leads.

With built-in WhatsApp Automation in PropFlo, reach out to your prospective customers directly through WhatsApp and send personalized messages, limited-period offers, site visit updates, reminders, and announcements.

Send personalized and bulk messages for a specific segment of leads or email lists and track email campaigns for the below-listed metrics:
- Email open rate
- Engagement rate
- Delivered Emails
- Link clicks

Real estate CRM makes client communication easier by automating Emails and WhatsApp messages. Personalize messages and set predefined communication for lead activity, site visit requests, re-engagement, brochure requests, etc.

CRM software provides consolidated analytics reports for marketing campaigns to measure performance effectiveness, calculate ROI, and strategize for future campaigns.

Capture all leads from different platforms and channels in one place and organize them source-wise to never miss a sales opportunity.
- Websites and Web Forms
- Social Media
- Real Estate Property Portals
- Walk-in Site Visits
- Referrals and Direct Channels
- Offline Campaigns (Hoardings, Brochures, Leaflets)

Categorize prospective customers based on factors like property preference, location, demographics, financial status, and engagement level to personalize communication.

PropFlo automatically scores leads based on conversion potential, engagement, and behavior. Prioritize high-value prospects and focus your sales efforts smartly.

Gain valuable behavioral and profile insights on every lead:
- Social Media Profile
- Annual Salary
- Professional Details
- Educational Details

Assign leads using round-robin logic and automate task creation for sales agents. PropFlo ensures no lead is missed with automatic notifications for follow-ups and reminders.

Automatically detect and resolve conflicts when the same lead comes from multiple channels. PropFlo ensures the same lead isn’t assigned to multiple agents, avoiding duplication and confusion.

Centralize all your customer communication channels in one CRM platform—manage calls, WhatsApp, emails, and SMS seamlessly for a consistent and effective client engagement experience.

Track customer communication with call logs, recent activity, and recordings to gain better insights and plan effective follow-up actions during the sales process.

With built-in WhatsApp for real estate, you’ll always stay connected with customers, quickly respond to their queries, and send essential post-sales updates such as:
- Payment follow-ups, reminders
- Overdue payment interest calculations
- Construction updates
- Property milestones

Communicate your offerings to prospects, send bulk emails to specific lead segments with personalized messaging, and create drip campaigns to nurture leads and build long-term relationships.

Receive and log calls from the CRM software and automatically save recordings, call logs, and client details. Choose from the following supported telephony integrations:
- MCube
- Knowlarity
- Ozonetel
- Custom

Whether it’s a site visit or a reservation, all booking details are organized and updated in real-time, ensuring smooth coordination with clients and preventing double-booking.

Manage and accept online/offline payments, maintain ledgers, and access complete payment histories. Set up automated reminders with interest calculations for overdue payments.

Track every project milestone and view collection progress across inventory levels. Schedule automated payment reminders to ensure financial goals are met.

Create, manage, and store legal documents like Agreement of Sale (AOS), Demand Notes, and Sale Deeds within the CRM system for a seamless post-sales experience.

Stay in touch with buyers post-booking using built-in WhatsApp and Email updates. Send reminders and updates related to:
- Payment follow-ups
- Overdue interest
- Construction milestones
- Property updates

Set up a structured property checklist for documentation, inspection, and maintenance tasks. Ensure smooth and professional handovers to your clients.

Manage all post-sales activities in one place. Automate repetitive tasks to save your CRM team’s time and increase efficiency.

Create or bulk import a real-time inventory for each project at the tower level. Easily switch between list and grid views to manage inventory based on your preference.

Create custom milestones and payment schedules tailored to your real estate project. Set personalized parking allocation rules and guidelines to match individual client preferences.

Set up a comprehensive Property Handover Checklist covering all essential activities such as documentation, inspection, and maintenance to ensure a smooth and complete handover process.

What we offer for Real Estate?

CRM software provides consolidated analytics reports for marketing campaigns to measure performance effectiveness, calculate ROI, and strategize for future campaigns.