What is a real estate CRM for builders?

A system that keeps every buyer, unit, channel partner, demand letter and receipt on one record, from the first enquiry to possession. A broker’s CRM ends at the deal. A builder’s runs through construction, collections and handover.

Is this a Sell.Do alternative?

It can be. Sell.Do is quicker to start on a standard Indian real estate process. Salesforce fits when you also want collections, ERP sync, partner and buyer portals and after-sales on one record, across several projects. We say which fits after reading your process.

Does the CRM file our RERA updates?

No. It keeps the data your updates need: bookings, collections, the project account split and milestones. Your CA, architect and engineer still certify and your team files on the state RERA portal.

Does it handle GST and TDS?

Demand letters carry GST lines at the rates your finance team sets, and the record tracks each buyer’s TDS deduction and certificate. Returns and filings stay with your accounts team.

Can buyers and partners use their own language?

Yes. WhatsApp replies and AI first replies can run in Hindi, Marathi, Tamil, Malayalam and other Indian languages, with a person taking over when needed.

Do you work with builders in India?

Yes. We have an India desk in Kochi alongside our UAE and US desks, and the stages are the same ones we set up for Gulf developers, with India’s registers and taxes.

A builder’s site sales office in an Indian city at dusk: a sales manager shows a floor plan to a young couple and a parent beside a model of three towers, a half-built tower with a crane and wet roads with auto-rickshaws outside the window.

Real estate CRM · for builders in India

The fifth slab is cast. Your real estate CRM can’t raise one demand letter.

An Indian builder sells through site visits and channel partners, books against a cost sheet, collects against construction milestones, waits on home loan disbursements and reports to RERA. Most real estate CRMs stop at the site visit. We set up Salesforce so the buyer, the unit, the channel partner, every demand letter and every receipt sit on one record, from the first enquiry to possession.

Get the written assessment See the developer’s CRM

Salesforce consulting partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE, India and US desks

Where a builder’s sale leaks

Seven handoffs, seven spreadsheets.

None of these needs a bigger team. Each is a step that lives in a sheet, an inbox or one person’s phone.

01Enquiry to first callLeads from 99acres, MagicBricks, Housing.com, Meta and Google land in different inboxes and get called the next morning.

02Site visitVisits booked by phone, no-shows nobody follows up, and the visit never tied back to the lead or the channel partner.

03Channel partnersTwo partners register the same buyer, the brokerage is argued over, and nobody checks the partner’s RERA registration.

04Booking to agreementCost sheets in Excel, the advance limit before a registered agreement watched by memory, stamp duty and registration slots on WhatsApp.

05Demand letters by slabRaised by hand when site confirms a slab, GST worked out in a sheet, the buyer’s bank disbursement status unknown.

06RERA and the project accountCollections split into the separate project account and quarterly updates rebuilt from three systems before each filing.

07PossessionSnag lists on paper, possession letters typed one by one, maintenance and society handover on a different list.

The whole sale

From the site visit to possession.

What the CRM keeps at each step. Your steps, documents and approvals replace ours.

Day 0
Enquiry
Every portal, ad and walk-in lead lands on one record, routed to a sales manager by project and language.
Week 1
Site visit
Booked with a reminder, logged on arrival, tagged to the channel partner who registered the buyer.
Booking
Token and cost sheet
Unit held, cost sheet from the price list with approved discounts, KYC and the advance against the agreement limit.
Agreement
Agreement for sale
Drafted from the record, signed, and tracked through stamp duty and registration.
Each slab
Demand letter
Raised when site marks the milestone, with GST lines, sent to the buyer and the lending bank.
Each receipt
Receipt and TDS
Matched from the bank, split to the project account, the buyer’s TDS certificate chased until it arrives.
Possession
Handover
Final dues, snag list, possession letter and keys on the same record.
After
Owner and society
Maintenance requests, resale and referrals from owners who already trust you.

Rates, limits and filings follow the law in your state and your finance team’s settings. The CRM keeps the data; your CA and legal team file.

Get the written assessment

Before and after

The same month-end, without the sheets.

Today

In Salesforce

Leads called the next morning: Leads routed by project and language
Partner disputes settled by phone: One owner per buyer, first registration wins
Demand letters typed when site calls: Letters raised from the milestone
Bank disbursements chased by email: Disbursement status on the unit
TDS certificates missing at year-end: Missing certificates listed by buyer
RERA updates rebuilt by hand: Collections split by project account

What we set up

Salesforce in the middle, India’s tools around it.

Licences come from Salesforce today. We help you pick the plan and work with your Salesforce account team.

Which CRM fits

Sell.Do, LeadSquared, Zoho or Salesforce?

Each is used by builders in India. Here is when each one fits, including the cases where we are not the answer.

01Sell.DoBuilt for Indian real estate: site visits, inventory and channel partners out of the box. A good fit when you want to start quickly on a standard process.

02LeadSquaredStrong for high-volume inside sales teams: lead capture, routing, calling and activity tracking.

03Zoho CRMLower cost and flexible. Towers, units and partner rules need setting up.

04SalesforceFits builders with several projects or cities who want sales, collections, partner and buyer portals, ERP sync and after-sales on one record, and have someone to own it. That is what we set up.

Who it is for

Builders who outgrew the sheet.

Example
Sales head at a builder with two towers under construction in Pune
Today: Channel partners bring most buyers, and every month starts with a dispute over who registered whom.
After: Partners register buyers in a portal, first registration wins, and brokerage is worked out from the booking.
See channel partners
Example
CFO at a developer with projects in three cities
Today: Demand letters go out late after each slab and the project account split is rebuilt every quarter.
After: Letters are raised from the milestone on site, receipts match from the bank, and the split is a report.
See payment collection
Example
Founder of a builder in Kochi selling to buyers in the Gulf
Today: NRI buyers enquire at night on WhatsApp and wait until morning for a reply in their language.
After: AI first replies in Malayalam or English, a sales manager on the record by morning, and visits booked for their next trip home.
See AI agents for India

Examples of the work, not client stories.

FAQ

What builders ask first.

What is a real estate CRM for builders?: A system that keeps every buyer, unit, channel partner, demand letter and receipt on one record, from the first enquiry to possession. A broker’s CRM ends at the deal. A builder’s runs through construction, collections and handover.
Is this a Sell.Do alternative?: It can be. Sell.Do is quicker to start on a standard Indian real estate process. Salesforce fits when you also want collections, ERP sync, partner and buyer portals and after-sales on one record, across several projects. We say which fits after reading your process.
Does the CRM file our RERA updates?: No. It keeps the data your updates need: bookings, collections, the project account split and milestones. Your CA, architect and engineer still certify and your team files on the state RERA portal.
Does it handle GST and TDS?: Demand letters carry GST lines at the rates your finance team sets, and the record tracks each buyer’s TDS deduction and certificate. Returns and filings stay with your accounts team.
Can buyers and partners use their own language?: Yes. WhatsApp replies and AI first replies can run in Hindi, Marathi, Tamil, Malayalam and other Indian languages, with a person taking over when needed.
Do you work with builders in India?: Yes. We have an India desk in Kochi alongside our UAE and US desks, and the stages are the same ones we set up for Gulf developers, with India’s registers and taxes.

The brief · one email

Tell us your projects and where the sale stalls.

The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.