Features

One CRM for the whole real estate sales cycle

From the first portal enquiry to the last milestone payment — and every call, visit and partner in between.

Lead management

Every enquiry from portals, ads, your website and walk-ins lands in one list — de-duplicated, scored and assigned in seconds.

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  • Every source, automatically 99acres, MagicBricks, Housing.com, NoBroker, JustDial, Meta Lead Ads, Google Ads, Google Sheets and website forms push leads straight in. No more downloading CSVs every morning.
  • Duplicates caught by phone number The same buyer enquiring on three portals shows up once, with every source recorded — so two agents never call the same person.
  • Smart assignment and routing Route leads by project, source, budget or location, round-robin across the team, and respect each agent’s capacity. Unattended leads are flagged against your SLA.
  • Status master that fits your process Define your own stages — New, Contacted, Visit scheduled, Negotiation, Booked — and see time-in-stage and SLA breaches at a glance.
  • Filters and saved views Slice leads by project, budget, source, agent, stage or date and save the view your team checks every morning.
  • Full timeline on every lead Calls, WhatsApp messages, notes, visits, status changes and assignments in one chronological history — anyone can pick up where a colleague left off.

Site visits

Schedule visits, send reminders, check buyers in at the site and capture feedback — so every visit moves the deal forward.

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  • Schedule in two taps Book a visit from the lead, pick the project and time, and it appears on the agent’s calendar and the site team’s list.
  • Automatic reminders Buyers get reminders before the visit and agents get a nudge, cutting no-shows without anyone chasing.
  • Walk-in kiosk at the sales office Visitors register themselves on a tablet at the site. The lead is created or matched, and the right person is notified instantly.
  • Feedback that drives the next step Record interest level, preferred unit and objections right after the visit, then schedule the follow-up before the buyer leaves.
  • Builder visit portal Channel partners register their visits with the builder, and site teams confirm them — no disputes about who brought the buyer.
  • Visit reports See visits scheduled vs. done, conversion to booking by project and agent, and download visit reports as PDF.

Channel partner management

Give brokers and channel partners their own portal to register leads and visits, with clear ownership and transparent commissions.

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  • Partner portal and app Partners sign up, add their team, register leads and schedule visits from their own dashboard on web or mobile.
  • Clear lead ownership Every lead is stamped with the partner and agent who registered it, with duplicate protection — ending “who brought this buyer” arguments.
  • Partner firms and teams Group partners into firms, see each firm’s leads, visits and bookings, and rank your best performers.
  • Commissions calculated for you Commission rules apply on every booking. Partners see what they have earned and what is pending — no spreadsheets, no surprises.
  • Referrals Track referrals from existing buyers and partners, and reward them when a referral books.

Bookings & payments

Manage inventory, record bookings, track payment milestones, send invoices and receipts, and collect online with Razorpay.

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  • Live inventory See available, held and booked units for every project and tower, so sales never promises a unit that is already gone.
  • Bookings and payment plans Record the booking, attach the payment plan and track each milestone from token amount to possession.
  • Milestone reminders Buyers get automatic reminders 7, 3 and 1 day before a payment is due, by SMS or WhatsApp.
  • Invoices, receipts and online payment Generate GST-ready invoices and receipts as PDF, and collect payments online through Razorpay.
  • Documents and e-sign Create allotment letters and agreements from templates and get them signed electronically with Digio or Leegality.

Automation & WhatsApp

Nurture sequences, follow-up reminders and WhatsApp messages that run on their own — so no buyer slips through the cracks.

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  • Follow-up reminders Every lead has a next action. Agents see today’s and overdue follow-ups the moment they open the app, with push notifications.
  • Nurture sequences Drip project updates, offers and site visit invites over WhatsApp, SMS and email until the buyer is ready.
  • WhatsApp from the CRM Send templates and reply to buyers from the lead’s timeline, with every message logged against the lead.
  • Automation rules When a lead changes stage, a visit is done or a payment is due, trigger tasks, messages and assignments automatically.
  • SLA alerts Set how long a lead may stay in each stage. Realease flags breaches and alerts the owner and their manager.

Calling & call tracking

Click-to-call, call logs and recordings from Exotel, Knowlarity and NeoDove — tied to every lead automatically.

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  • Click-to-call Call a buyer from the lead in one tap on web or mobile, using your Exotel or Knowlarity number.
  • Automatic call logs Calls, durations and recordings sync to the lead timeline — including calls made through NeoDove.
  • Call performance Connected calls, talk time and calls per agent per day, so you can coach the team with real numbers.

Reports & team performance

Live dashboards for source ROI, funnel conversion, agent scorecards and targets — know exactly what is closing.

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  • Source and campaign ROI Leads, visits and bookings by source and campaign, with UTM attribution from your website and ads.
  • Funnel conversion See where leads drop off between enquiry, contact, visit and booking — by project, team or agent.
  • Team scorecards and targets Set monthly targets, track each agent’s calls, visits and bookings against them, and drill down to the leads behind every number.
  • Audit log Every assignment, status change and export is recorded, so you always know who did what.

Mobile app

A fast Android app for agents in the field — leads, calls, visits, follow-ups and notifications, even on patchy networks.

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  • Built for the field Add a lead, call, log the outcome and schedule the next step in seconds — with layouts tuned for brokers, builders and channel partners.
  • Push notifications New lead assigned, visit in an hour, follow-up overdue — agents hear about it instantly.
  • Works on patchy networks Recently viewed data stays available offline and changes sync when the connection returns.
  • Map and calendar See projects on a map and today’s visits and follow-ups on a calendar.

See Realease with your own projects

A 30-minute walkthrough tailored to how your team sells. We’ll show you lead capture from your portals, site visits, partners and bookings.

Book a free demo