Lead capture
Every enquiry — WhatsApp, Meta, Google, portal, website, call — lands in one lead list.
Real estate CRM softwarein India, for Indian sales teams
Track every WhatsApp enquiry, follow-up, agent owner, and site visit from one dashboard built for Indian real estate teams. See which source gave which site visit. See which agent followed up and which one forgot.
Direct Answer
What is SmartBuilds?
SmartBuilds is real estate CRM software for Indian builders, brokers, channel partners, and sales teams. It captures property enquiries from WhatsApp, ads, calls, website forms, portals, and referrals, then tracks each lead through agent ownership, follow-ups, site visits, outcomes, and daily owner reports.
Use SmartBuilds when your team already gets enquiries but cannot clearly answer which source produced site visits, which agent owns each lead, or which follow-ups are overdue.
The Real Problem
Most real estate teams do not have a lead problem. They have a lead control problem.
Leads come in from ads, WhatsApp, calls, and portals. Then they get lost — assigned on a group chat, follow-up happens from memory, no one knows which source gave the site visit. That is a control problem, not a lead-generation problem.
Read: how Indian teams manage real estate leads →- 01Leads land in 5+ places.
WhatsApp groups, ad inboxes, portal emails, call notes, and a CRM nobody opens. By Friday, half are forgotten.
- 02Ownership is unclear.
Three agents were “going to call” the same buyer. The buyer called someone else.
- 03Follow-ups happen from memory.
No system reminds the agent. The owner finds out on Monday morning that nothing moved.
- 04Source ROI is invisible.
You spend on Meta, Google, and portals. You cannot tell which one gave the last 10 site visits.
The Dashboard
What SmartBuilds tracks on your real estate lead control dashboard
Five jobs the system does every day — visible on a single screen, with no spreadsheets to chase.
Agent assignment
Every lead has one named owner. Unassigned leads show up red on the dashboard.
Follow-up tracking
Next follow-up date is set on the lead. Overdue list updates itself.
Site visit status
Scheduled, done, no-show, rebooked, lost — all visible per lead, per project, per agent.
Daily owner report
One-page summary of new leads, follow-ups, overdue, and site visits — sent on WhatsApp.
Swipe for all five
All Your Sources
All your real estate lead sources in one inbox
Every channel your buyers use to find you — captured, attributed, and assigned before the lead goes cold.
- WhatsApp enquiries (ads, organic, referrals)
- Meta / Facebook ad leads
- Google call leads
- Website form enquiries
- Property portal leads — MagicBricks, 99acres, Housing.com
- Channel partner & broker referrals
No more “where did this number come from?” on the morning call. See the WhatsApp CRM workflow →
Agent Ownership
Every lead has one owner. No more “I thought he was handling it.”
Assign a lead to a specific agent in one click. The owner is visible on the lead card. If a lead is unassigned, it shows up red on the owner's dashboard — and the team knows it is about to leak.
- Single owner per lead, visible on the lead card
- Unassigned leads highlighted in red on the dashboard
- Re-assignment captured in lead history
- Owner performance visible to managers in real time
Follow-up Tracking
Follow-ups stop happening from memory
Every lead gets a next follow-up date. Overdue leads show up automatically. The owner sees a daily overdue list — no more asking each agent “did you call that buyer?”
- Next follow-up set at lead creation and on every outcome
- Overdue list is automatic, not manual
- Owner sees a daily WhatsApp summary of pending follow-ups
- No more Monday-morning surprises
Site Visit Tracking
Site visits, tracked from booking to outcome
Move site visits out of notebooks and WhatsApp messages. Every visit has a status, an owner, and an outcome the owner can see.
14Scheduled
9Done
3No-show
4Rebooked
2Lost
See weekly site visit reports by project and by agent. Site visit tracking software explained →
For the Owner
The owner gets a daily report without asking the team
Every morning, the owner gets a one-page WhatsApp and email summary: new leads, follow-ups done, overdue leads, site visits booked, site visits done. No manual reporting. No chasing agents.
- Sent at 9 AM on WhatsApp and email — every day
- One-page, scannable, no login required
- Includes source, project, and agent breakdown
- Designed for the person who signs the cheque
Who It's For
Built for Indian real estate teams that run on leads, not paperwork
Four ICPs, one core workflow. Pick the tile that sounds like your week.
For builders & developers
Multiple projects, channel partner teams, and per-project site visit attribution.
For brokers & brokerage owners
Agent accountability and source-level ROI on ad spend — across the whole team.
For independent agents
Stop losing WhatsApp enquiries in chat scroll. Every number has an owner and a next step.
For sales managers
Daily report, overdue visibility, and no manual team follow-up — out of the box.
Swipe for all four
7-Day Install
Live in 7 days, not 7 months
No long onboarding. No “implementation partner” needed. Your team is using it before the next sales review.
- 01Day 1–2
Import leads & team
Bring across your existing lead list, agent list, and project list.
- 02Day 3–5
Connect sources
WhatsApp Business, Meta Ads, Google Ads, website forms, and call source.
- 03Day 6
Train the team
Live walkthrough for owners, managers, and field agents. Recorded for later.
- 04Day 7
Go live
Your team works the new way from Monday morning. No implementation partner needed.
Honest Comparison
Why most Indian real estate teams outgrow Excel and WhatsApp
We are not enterprise CRM. We are not a chatbot. We are the lead control layer your spreadsheet and your WhatsApp group cannot be.
Excel / WhatsAppBreaks at 50 leads and 3 agents
SmartBuildsOne list for all leads, all sources
Excel / WhatsAppNo reminder, no overdue list
SmartBuildsNext follow-up date set on every lead
Excel / WhatsAppNo source attribution, no ROI
SmartBuildsSource-to-visit ROI, per channel
Excel / WhatsAppFollow-ups get lost in chat scroll
SmartBuildsSite visit tracked from booking to outcome
Excel / WhatsAppOwner has no daily visibility
SmartBuildsDaily owner WhatsApp report, on time
What SmartBuilds Does
Five tools. One lead control system.
Lead Tracking
Capture every enquiry from WhatsApp, ads, portals, calls, and website. Zero leaks.
Explore →WhatsApp CRM
Convert WhatsApp enquiries into booked site visits with automated follow-ups.
Explore →Site Visit Pipeline
Track visit booking, confirmation, no-shows, and outcomes for every enquiry.
Explore →Owner Dashboard
Daily WhatsApp reports, source ROI analysis, and agent performance metrics.
Explore →Agent Mobile App
Field agents log visits, receive follow-up alerts, and capture WhatsApp enquiries on the go.
Explore →Swipe for all five
Why India Is Different
Why Indian real estate sales needs a CRM built for India
Most generic CRMs are built for SaaS funnels or US enterprise pipelines. Indian real estate sales looks nothing like that — and that is where most teams lose leads.
Buyers message on WhatsApp before they fill any form. Your CRM has to treat WhatsApp as a first-class lead source — not an afterthought.
MagicBricks, 99acres, Housing.com, CommonFloor, NoBroker, square yards — each portal sends leads in its own format. They need to land in one list with the source tagged.
Many Indian sales teams run 30–60% of their business through brokers and channel partners. CP leads have to be tracked separately from direct sales, with separate ROI.
For Indian buyers, a booked site visit is the real qualification step. From booking to outcome — done, no-show, rebooked, lost — has to be visible to the owner.
Most builder and broker sales teams have 3–25 agents, not 200. Implementation timelines, training, and pricing have to fit that reality — not enterprise procurement.
Builder sales teams often run 3–8 projects across cities at once. Per-project agent ownership and per-project source ROI matter from day one.
15-Minute Audit
What we check in your 15-minute lead-flow audit
A short, structured look at your current enquiry-to-site-visit path. We show you where leads are leaking today — and what a CRM with the right lead control would change.
Which channels are sending enquiries today — WhatsApp Business, Meta, Google, MagicBricks, 99acres, Housing.com, your website form, calls, walk-ins — and whether each one is being captured in one place.
How a new enquiry gets from inbox to a named agent. We check whether there is one owner per lead, whether unassigned leads are visible, and whether re-assignment is tracked.
Whether a next follow-up date is set on every lead, whether the team has an overdue list, and whether the owner gets a daily view without asking each agent.
Whether visits are tracked from booking to outcome — scheduled, done, no-show, rebooked, lost — and whether outcomes are visible per project and per agent.
Whether you can answer: “Which source gave us the last 10 site visits?” If not, we show how the audit answers that question for next month.
How the owner currently gets visibility — daily, weekly, only when something goes wrong — and what a structured daily owner report would look like for your team.
15 minutes. No commitment. Book your lead-flow audit →
Honest Scope
SmartBuilds may not be the right fit if…
We are a focused real estate lead control system. If your team needs something different, we will say so — and point you in a useful direction.
If you want a system that covers sales, marketing automation, service desk, accounting, and inventory in one platform, broader tools (Zoho, Salesforce, LeadSquared) are a better match.
SmartBuilds is built for teams that generate and follow up on real estate leads. If you are a property owner selling one unit yourself, a CRM is probably overkill.
We run on secure cloud infrastructure designed for Indian teams. If your compliance requires on-premise servers, we are not the right vendor.
SmartBuilds is intentionally narrow — it covers lead capture, ownership, follow-up, site visit, and daily reporting. We do not try to be your ERP, accounting, or project management tool.
No tool fixes a team that refuses to log follow-ups. If adoption is the real issue, that is an internal conversation before a software decision.
We integrate with Meta, Google, portals, and WhatsApp Business. We are not an ad-buying tool, and we are not a chatbot builder.
FAQ
Frequently asked questions
Real questions Indian builders, brokers, and sales teams ask before switching.
Real estate CRM software helps builders, brokers, and agents track leads, follow-ups, site visits, and agent performance in one place. SmartBuilds is built specifically for Indian real estate sales teams — not a generic CRM adapted for property.
It is a real estate lead control system. It covers the part of CRM that actually matters for sales teams: lead source, agent owner, follow-up status, site visit, and daily report. It does not try to replace your accounting, project management, or ERP.
Yes. WhatsApp enquiries — from ads, organic, or referrals — get captured into the lead list with source, timestamp, and assigned agent. Follow-ups are tracked in the same place.
Yes. Each lead has a site visit status — scheduled, completed, no-show, rebooked, or lost. Owners see site visit reports by project and by agent.
Sell.Do, LeadSquared, and Zoho are broader CRM platforms. SmartBuilds is more focused on the real estate lead-control workflow: lead source, agent owner, follow-up status, site visit tracking, and daily owner reporting. It is designed for teams that want faster visibility into the enquiry-to-site-visit path without implementing a heavy all-purpose system.
It replaces the lead tracking part of Excel. Most teams still use spreadsheets for project, inventory, and finance — and that is fine. SmartBuilds focuses only on the lead → follow-up → site visit path.
Seven days. Day 1–2 we import your current lead list and team. Day 3–5 we connect your WhatsApp, ad accounts, website forms, and call source. Day 6 is training. Day 7 you go live.
A 15-minute call where we look at your current sources, lead routing, follow-up visibility, site visit tracking, and reporting. We point out where leads leak today and show how SmartBuilds closes those gaps. No commitment.
15 Minutes
Stop finding out about bad follow-ups on Monday morning
15 minutes. We audit your current lead flow — sources, follow-ups, agent ownership, site visit tracking — and show you what is leaking. No commitment.
Built for builders, brokers, and channel partner teams across India.
Built For
Built for the way Indian real estate sales actually works
Lead capture from WhatsApp, Meta, Google, portals, and your website — connected to the agent owner, the follow-up, and the site visit.
See the CRM workflow →