Lead Management Pipeline
Capture, qualify, assign and move leads through the exact stages used by your sales team.
Real Estate CRM
Real estate CRM development.
Every lead, followed through.
Custom real estate CRM development for property sales teams, developers and agencies. Bring enquiries, lead ownership, properties, site visits and follow-ups into an agreed workflow, built remotely with me from India.
Real Estate CRMWorkflow concept
OverviewWorkflowTeam
A clearer next action.
Property enquiryRequirements & preferred location
ReviewSite visitAgent, project & next step
ScheduleSales follow-upLast conversation & ownership
ActionIllustrative interface · Sample workflows, with no real customer data.
Work directly with Jagjeet Singh.India · Remote projects · Agency collaboration
What I can help with
Real Estate CRM.
What we can build.
Real Estate CRM support, with the scope shaped around your goals and current setup.
Site Visit Management
Schedule visits, assign agents, capture outcomes and trigger the next follow-up from one place.
Property & Inventory
Connect leads with projects, units, budgets, configurations and availability.
WhatsApp Workflows
Keep WhatsApp as part of the lead process with click-to-chat, templates and activity context.
Sales Team Dashboard
Give managers and agents the right views for daily follow-ups, leads, visits and performance.
Reports & Analytics
Turn raw lead activity into practical reporting for source quality, pipeline movement and team performance.
Designed around the work
Know the requirement.
Keep the conversation moving.
Give the sales team context before the next call: the enquiry source, preferred location, budget, shortlisted property, last conversation and next action.
- Enquiry capture, ownership and source history
- Property preferences, inventory and project matching
- Visit scheduling, notes and follow-up queues
- Role-based views and reporting for the sales team
Is this the right fit?
A project shaped around your requirements.
For property teams coordinating enquiries across salespeople, brokers and projects. A custom build can reflect your actual stages and reporting needs, with integrations reviewed before implementation.
What we review before a quote
- Map enquiry sources, lead assignment and sales stages.
- Agree property or project records and site-visit scheduling.
- Review broker access, team permissions and reporting needs.
- Define website or portal integrations against available APIs.
Independent product
Kaarix CRM.
Built around a business.
- Customers & leads
Keep the relationship in context
- Reservations & follow-ups
Give each enquiry a next step
Explore my product work
See how I connect
interfaces and workflows.
Kaarix is my jewellery CRM product. It is an example of how I approach custom business systems, from the interface to the modules behind it.
Explore Kaarix
Jagjeet SinghFull Stack Developer · WordPress Engineer
How we work together
A clear scope.
A considered delivery.
Agree the requirements and approach before development starts, with room to review the work as it takes shape.
- 01
Map the sales cycle.
Review lead sources, property data, users and site visits.
- 02
Plan the CRM.
Define the stages, fields, permissions and reporting needs.
- 03
Build & review.
Develop the modules and check realistic sales scenarios.
- 04
Launch with the team.
Import reviewed data, introduce the workflow and refine the rollout.
Before we start
Scope, cost & handover.
Your questions answered.
What can a custom real estate CRM include?
It can include lead capture, source tracking, lead assignment, custom sales stages, follow-up reminders, site visit scheduling, property inventory, notes, tasks, role-based dashboards, reports and WhatsApp-related actions. The final scope depends on your sales process.
Can the CRM match leads with projects or properties?
Yes. Leads can be linked with project, location, budget, property type, configuration and other requirement fields so the team can quickly identify relevant options.
Can different salespeople have separate access?
Yes. A custom CRM can use role-based access so sales agents, managers and administrators see the records, actions and reports relevant to their responsibilities.
Can we import existing leads from Excel?
Usually yes. Existing spreadsheets can be reviewed and mapped into the new CRM structure. Data cleanup and import scope depends on the quality and format of the existing records.
Can WhatsApp be part of the CRM workflow?
Yes. The system can include click-to-WhatsApp actions, prefilled messages, follow-up prompts and other WhatsApp-related workflows. Deeper integrations depend on the WhatsApp API setup and the exact requirements.
Can the CRM be extended later?
Yes. The CRM can be planned modularly so additional reporting, automation, integrations, booking workflows or operational modules can be added later.
What affects real estate CRM development pricing?
Lead workflows, property data, broker or team roles, site-visit modules, reporting and integrations determine cost. I review your existing process and required first release before quoting. Third-party portal or messaging fees are separate where applicable.
Can you customise the CRM for several property projects?
Yes. We can scope project-specific records, assigned teams, lead stages and reporting within one system. The required access rules and cross-project visibility are agreed before development.
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