Hospitality & Real Estate

Real Estate CRM

End-to-end Real Estate CRM with lead pipeline management, project inventory, site-visit scheduling, EMI calculator, broker commission tracking and post-sales customer portal.

What is Real Estate CRM?

VertexWing's Real Estate CRM is purpose-built for developers, brokers and channel partners managing residential and commercial projects. The lead pipeline gives sales teams a visual Kanban board tracking every prospect from initial inquiry through site visit, negotiation, booking and possession. Automated follow-up sequences via SMS, WhatsApp and email ensure no lead goes cold. The project inventory module tracks unit availability, pricing, floor plans and booking status in real time. Customers can view their unit's construction progress, payment schedule and documents through a self-service portal. The EMI and cost-sheet calculator generates professional proposals in seconds. The broker management module tracks channel partner registrations, lead assignments and commission calculations, ensuring transparent and timely payout. Possession checklists, snag lists and customer satisfaction surveys complete the post-sales journey.

Key Capabilities

  • Visual lead pipeline with Kanban & list view
  • Automated follow-up via SMS, WhatsApp & email
  • Project inventory with unit booking & status tracking
  • EMI calculator & professional cost-sheet generator
  • Site-visit scheduling with GPS location & feedback
  • Broker / channel partner management & commission tracking
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Real Estate CRM — VertexWing

Technologies & Features

Real Estate CRM, Lead Management, Project Inventory, Broker Management, EMI Calculator
  • Industry: Hospitality & Real Estate
  • End-to-End CRM
  • Fast deployment
  • Dedicated support
  • Data security & backups

Everything Included in Real Estate CRM

A complete, ready-to-deploy solution — no hidden modules, no add-on costs.

01

Visual lead pipeline with Kanban & list view

02

Automated follow-up via SMS, WhatsApp & email

03

Project inventory with unit booking & status tracking

04

EMI calculator & professional cost-sheet generator

05

Site-visit scheduling with GPS location & feedback

06

Broker / channel partner management & commission tracking

07

Customer self-service portal with payment schedule

08

Construction progress updates with photo uploads

09

Possession checklist & snag-list management

10

Management analytics: funnel, conversion & revenue forecasting

Try Real Estate CRM Today

Fill in your details and our team will schedule a personalised demo within 2 business hours.

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