Portal leads go stale
An enquiry from a listing site sits unread for a day, and by the time you call, they have booked a visit elsewhere.
CRM for real estate agents
A simple follow-up CRM for real estate agents
The lead that went cold last month is the sale you lose this month. Enquiries come from portals, referrals and walk-ins at every hour; keep every buyer and seller in one pipeline, with a follow-up date on each so nobody waits for a callback that never comes.
Sound familiar?
Site visits without a next step
You show the property, take their number, and then nothing is scheduled to bring them back.
No record of what was discussed
Budget, preferred locality and timeline live in your memory, not anywhere you can hand off or search.
How WTS CRM works for real estate agents
Capture every enquiry
Log leads from portals, referrals and site visits into one pipeline as they come in.
Track budget and preferences
Keep notes and custom fields for locality, budget and timeline so any call picks up where the last one left off.
Never miss a follow-up
Set the next call or visit date, and today’s due and overdue leads show up automatically.
Close and invoice
Move a lead to Won, turn them into a client, and raise an invoice for your brokerage.
What real estate agents use most
Custom fields for what you always ask
Add fields such as BHK, locality, budget band or possession date, up to 25, and search or export on them.
A follow-up on every lead
Moving a lead forward books the next call, and the morning email lists who is due.
WhatsApp from the lead
Open a chat from the saved number with one of your message templates, such as a site-visit confirmation.
Brokerage invoices
Bill your commission as a GST invoice and record part payments.
Everything included
Most real estate agents start on the Solo plan at ₹999 a month, after a free trial. Compare plans.
- Lead management — Every enquiry in one pipeline, with its status, temperature and notes kept together.
- Follow-ups and tasks — The next call or message is scheduled, prioritised, and waiting for you each morning.
- Clients and projects — When a lead is won, the relationship carries on in the same place.
- GST invoices and payments — Bill the work you won and see exactly what is still owed.
- Teams and roles — Share one workspace, and give each person only the access their job needs.
- Reports and your data — See how the pipeline is doing, and keep full control of what is in it.
Guides for real estate agents
Lead follow-up software
Follow-up software that never lets a lead go quiet
WhatsApp follow-up CRM
Follow up on WhatsApp without losing track of the lead
Website lead capture
Send website enquiries straight into your CRM
Guide
WhatsApp Follow-Up Message Templates for Leads and Clients (Copy and Paste)
CRM for sales teams
A shared CRM for small sales and agency teams
WTS CRM for other teams
Questions from real estate agents
Can I track leads from multiple property portals in one place?
Yes. Leads from any source go into one pipeline, whether they arrive from a portal, a referral or a walk-in. Portal enquiries are added by hand or imported; there is no direct sync with listing sites.
Can I record a lead’s budget and preferred locality?
Yes. Each lead keeps its own notes, and you can add custom fields for budget, locality and timeline.
Does it manage property listings or inventory?
No. It tracks people, follow-ups and billing, not listings, availability or documents.
Is it built for one agent or a whole brokerage?
Both. A solo agent works fine on Solo (₹999 a month), and a brokerage can move to Team to assign leads across the team.