Real estate CRM for builders and brokers: from portal lead to site visit
atomcrm.ai is a real estate CRM for builders, developers and brokers in India. It captures leads from property portals, Meta and Google ads, websites and IVR, assigns them to sales executives instantly, books and tracks site visits, and shows which source, project and person produces bookings.
Where enquiries are lost today
Portal leads go cold in minutes
The same buyer enquires on three portals. The builder who calls first gets the site visit.
Site visits are not tracked to outcome
Visits are booked on the phone and forgotten; nobody knows the visit-to-booking rate per project or executive.
Channel spend without answers
Portals, Meta and Google all bill monthly. Which one produced site visits and bookings is argued, not measured.
How atomcrm.ai works, step by step
- 1
Every portal and ad lead in one list
Portals, landing pages and generic webhooks post leads in; Meta and Google lead forms connect directly. Duplicates are recognised as re-enquiries, not new leads.
- 2
Assigned by project or team
Distribution rules route leads by team, location or weight, with daily caps and a fallback.
- 3
Called, followed up, qualified
Quick Update records each call; stages can require a callback date so interested buyers always have a next step.
- 4
Site visits booked and tracked
Moving to "Site visit scheduled" books the visit; mark attended or no-show and see visit rates.
- 5
Know what sells
Source ROI, Sales Funnel and team performance show which channels and executives turn leads into bookings.
Everything the team needs, in one CRM
Speed to lead
Instant assignment and a first-response time limit, so portal leads are called while the buyer is still browsing.
Re-enquiry detection
A buyer who enquires again is added to their existing lead as a repeat, so executives see the full history and nobody double-calls.
Site visit tracking
Visits as appointments with attended and no-show outcomes, per project and executive.
Branches and projects
Locations, teams and team-level data scope for multi-project, multi-city sales teams.
WhatsApp follow-up
Send brochures and updates with approved templates and keep the chat on the lead.
Source ROI
Spend, leads, site visits and bookings per source, so channel budgets follow results.
What your team actually works with
Questions people ask
Can the CRM capture leads from property portals?
Yes. Any portal or tool that can send leads to a URL can post to a webhook, and each source can have its own mapping, starting stage and routing.
How are duplicate buyers handled?
A buyer who enquires again is matched by phone or email and recorded as a re-enquiry on the existing lead instead of creating a second lead.
Can we track site visits?
Yes. Site visits are appointments with confirmed, attended, no-show and cancelled outcomes, reported by project and executive.
Is pricing per user?
No. atomcrm.ai is priced per workspace with users included, which suits large sales floors.
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