AI‑Powered Real Estate CRM

Built for Builders, Brokers & Real Estate Teams

Auto-capture inquiries from property portals, Meta & Google ads and WhatsApp. Route them to the right RM, book site visits over WhatsApp, and track bookings, loans and payments end-to-end — with AI follow-ups running 24/7 in your project's voice.

Lead captureLead inboxField sales toolkitPipelineLead stagesLead routingTasks & remindersWhatsApp AIReports & analytics
Residential developersCommercial developersPlots & townshipsLuxury & villasBrokersChannel partners
Lead capture

Every inquiry from every source — in one inbox

Portals, ad platforms, WhatsApp and IVR feed directly into NexoCRM, tagged with source, campaign, project and city.

Property portals
Listing sites
Meta Lead Ads
Google Ads
WhatsApp
IVR / Missed call
Website forms
CSV import
WhatsApp
IVR / Missed call
SMS
Email
Instagram DM
Web chat
Lead inbox

Every buyer inquiry, in one searchable inbox

Eighty thousand leads or eight hundred — the inbox stays the same. Filter by stage, source, agent, city or date range, switch between card and list views, and call straight from the RM's own SIM without leaving the screen.

Stage chips with live counts — New, Pending, Followup, Site Visit, Meeting Done, EOI, Deal Done
Filter by source, agent, city and date range in a single row
Every card carries source, campaign, owning RM, call count and last activity
Bulk assign, CSV import with field mapping, and one-click export
Full import history, so you always know which batch a lead came from
NexoCRM Leads inbox — 80,227 real estate leads with stage chips for New, Pending, Followup, Site Visit Scheduled, Meeting Done, EOI Submitted and Deal Done, plus source, campaign and agent on every lead card
The platform

Built for how property is actually sold in India

From first inquiry to sale deed — leads, site visits, inventory, channel partners, bookings and payments live in one CRM, sharing a single source of truth.

Site-visit scheduling

Inventory & unit availability

Channel partner network

Booking, payments & loan tracker

Also built in
RERA-ready record keepingBrochure & floor-plan share on WhatsAppMissed-call to lead captureDuplicate-lead detectionBulk CSV import with field mappingPost-sale handover & snag listGST invoicing helpersKanban & saved viewsRole-based access (RM, TL, Head)
Field sales toolkit

Built for RMs on the ground — not just the office

Real estate is sold on-site. NexoCRM ships as a mobile-first CRM so RMs can dial, message, log calls, mark attendance and hand off leads — from wherever the buyer is.

01

SIM-based calling & 1-click auto dialer

Native SIM calling from the mobile CRM — no third-party gateway. Auto-dial your day’s follow-up list with one tap, no more copy-pasting numbers or switching apps.

02

Automatic call recording & tracking

Every call is logged with duration, disposition and recording — with hour-by-hour analytics per RM so managers see exactly what happened on the ground.

03

Attendance & live location tracking

Check-in / check-out with GPS, live location during site visits and a full day route log — so you know each RM’s real on-ground coverage.

04

1-click WhatsApp — without saving numbers

Message any lead on WhatsApp with one tap from the CRM. No contact-book clutter, no lost chat history, no more asking RMs to save every buyer’s number.

Smart lead distribution
Follow-up reminders
Call reports by the hour
Roles & permissions
Pipeline

A drag-and-drop Kanban built for property sales

Every lead on one visual board — from New to Deal Done — with source, campaign and assigned RM on every card. Drag between stages, filter by RM or project, and never lose a lead in a spreadsheet again.

Custom stages tailored to your projects (Inquiry → Site Visit → Booking → Sale Deed)
Every card shows source, campaign, RM and phone
Drag between stages with live counters per column
Filter by RM, project, source or city
Instant search across your entire lead database
NexoCRM Pipeline — Kanban board with New, Pending, Followup, Site Visit Scheduled and Meeting Done stages, showing lead cards with source, RM and phone
Lead stages

Design the exact stages your projects run on

Every real-estate team qualifies leads differently — resale vs pre-launch, plot buyers vs luxury, channel-partner sourced vs walk-in. Build custom stage flows with initial, active and closed groupings, and change them any time without a developer.

Custom stages with your own labels, colours and order
Initial → Active → Closed groupings for clean funnel math
Mark stages as Default, Disposition, Final or Won
Different flows for different projects or lines of business
Rename, reorder or add stages any time — no dev needed
NexoCRM Lead Stages configuration — stage flow with New, Pending, Followup, Site Visit Scheduled, Meeting Done, EOI Submitted, Deal Done, Invalid and Lost, grouped as Initial, Active and Closed
Lead routing

The right lead reaches the right RM — in the right order

Rules run in priority order and the first active rule whose conditions all pass wins. Send ₹2 Cr+ inquiries to the premium desk, Mumbai leads to the Mumbai team, channel-partner submissions to the CP desk — and let a catch-all Default rule round-robin whatever is left.

Priority-ordered rules — first match wins, so overlapping rules never fight
Conditions on budget band, city, project, source, campaign or any custom field
Assign to a team, a named RM or a channel-partner pool with round-robin
A Default rule catches everything else — no lead ever sits unassigned
Dry-run the whole chain in the simulator before you switch a rule on
4 rules · first match winsPriority order
High-budget premium
Budget ≥ ₹2 CrTeam Gopal
Mumbai region leads
City is MumbaiTeam Sumit
Channel partner sourced
Source is Channel PartnerCP desk
Default
No filters — matches every leadRound-robin pool
Unmatched leads round-robin across the pool, so the queue never stalls on one RM.
Tasks & reminders

Never miss a follow-up, site visit or callback again

Every RM sees their day's tasks — call-backs, WhatsApp follow-ups, site visits and meetings — sorted by priority and overdue status. Each task automatically fires a reminder notification before it's due, so nothing slips.

Task types built for real estate — Call, WhatsApp, Site Visit, Meeting, Follow-up
Automatic reminder notifications on WhatsApp & push before every task is due
Priority markers (Low / Medium / High) and clear overdue counters
Filter by type, priority or “My tasks” vs the whole team
One-tap “Mark done” with next-action prompts
NexoCRM Tasks board — pending, overdue and done tasks across call-back, WhatsApp, site visit and meeting types, with priority and overdue markers
WhatsApp · NexoGPT (Skyline Heights)
Hi, do you have 2BHK flats in Wakad under ₹90L?
Hi! 👋 Yes — 3 ready-to-move 2BHKs in Wakad & Hinjewadi from ₹78L. Sharing the floor plans and price sheet. May I have your name?
Aarav. Planning to buy in ~2 months, home loan needed.
Thanks Aarav! 🏡 Noted a 2-month timeline and home-loan requirement. Our Pune advisor can walk you through the shortlist and loan process — does Sat 11 AM work for a site visit?
intent: buyconfig: 2BHKbudget: ₹90Ltimeline: 2 moloan: yes
Lead captured · HOT · site visit booked Sat 11 AM
WhatsApp AI

Turn every WhatsApp inquiry into a booked site visit

Capture every inquiry

Every WhatsApp, portal or ad inquiry becomes a lead in NexoCRM within seconds — tagged with project, source and campaign, with the full transcript attached.

Qualify with AI, in your voice

The AI reads your project data (price sheet, floor plans, RERA, amenities) and conversation history to answer accurately and probe intent, budget and timeline.

Book the site visit

Offer live slots, confirm on WhatsApp, share the location pin and remind buyers 24h + 2h before the visit — with feedback captured after.

Hand off to the right RM

Qualified leads route to the right sales manager by project, city or budget band — with every question, floor-plan share and callback already on the timeline.

Who it's for

One CRM for every part of the real estate value chain

Whether you launch towers, sell plots, resell resale inventory or run a broker network — NexoCRM adapts to your product mix, hierarchy and payout model.

Residential developers

Multi-project inventory, site-visit ops, channel-partner network, buyer payments and RERA-ready record keeping.

Commercial developers

Longer sales cycles, larger buyer teams, unit-level fit-out negotiations, and enterprise-grade access control.

Brokers & agencies

Multi-builder inventory, cross-project lead pooling, and clean commission attribution across sourcing and closing agents.

Channel partners

Self-serve portal to submit leads, see live status, and reconcile commissions on tracked, verified closures.

Reports & analytics

See exactly where deals drop off — and where to double down

Track how leads move stage by stage — New → Pending → Followup → Site Visit → Meeting → EOI → Deal — and pinpoint the biggest leakage points across sources, projects and agents.

Conversion funnel with stage-by-stage drop-off
Source, campaign, agent and stage breakdowns
Top / mid-funnel, converted and win-rate KPIs
Daily, weekly and monthly sales views
NexoCRM Conversion Funnel report — stage-by-stage drop-off, stage breakdown and win-rate for a real estate sales team
0+
Lead sources & portals synced
0s
Median first-response SLA (auto)
0/7
WhatsApp AI for inquiries
0
System of record — RM, CP, buyer
Integrations

Plugs into the tools every real estate team already runs on

Native connectors for property portals, ad platforms and messaging — inquiries flow in, follow-ups go out, automatically.

WhatsApp Cloud API
Meta Lead Ads
Google Ads
Property portals & listings
FAQ

Real Estate CRM — frequently asked

Everything sales heads, marketing leads and IT teams typically ask before rolling out NexoCRM across their projects.

What is a real estate CRM?

A real estate CRM is a customer relationship management system built for the way property is sold — capturing inquiries from property portals, ads (Meta, Google) and WhatsApp, routing them to sales managers or channel partners, tracking site visits, bookings, payments and loan status, and following up automatically across WhatsApp, SMS and email.

Which lead sources does NexoCRM capture from?

NexoCRM captures leads from property portals and listing sites, Meta Lead Ads, Google Ads, WhatsApp Cloud API, IVR / missed-call platforms and your own website forms — with source, campaign and project tagged on every lead.

Can NexoCRM manage brokers and channel partners?

Yes. Channel partners get a self-serve portal to submit leads, see live status and track their commissions. Split-attribution rules ensure clean credit, and NexoCRM keeps a full audit trail from lead capture to sale deed so you can pay commissions on real, verified closures.

Does NexoCRM support RERA-compliant record keeping?

NexoCRM stores project RERA numbers, buyer agreements, allotment letters and demand notes against each unit and buyer, with audit logs and role-based access for legal and compliance teams. You keep an immutable trail of every commitment and communication.

How does WhatsApp AI help my sales team?

The AI agent replies to inquiries 24/7 in your project’s voice — sharing floor plans, pricing and availability, answering RERA and amenity questions, and qualifying budget, timeline and loan needs. When a human is needed, the qualified lead hands off to the right RM with the full context already captured.

How long does it take to onboard a real estate team on NexoCRM?

Most teams go live within 1–2 weeks. Onboarding covers connecting your portals, WhatsApp Business Number, ad accounts and IVR, importing existing leads and inventory, configuring routing rules and RM hierarchies, and training the AI on your project data (RERA, price sheet, floor plans, FAQs).

Get started

See NexoCRM for real estate in action

Tell us about your projects and sales team, and we'll set up a personalised walkthrough of your portal sync, site-visit ops and payment tracker.

A live demo tailored to your project & city
Portal, IVR and WhatsApp integration guidance
RERA-ready data model & onboarding help
No credit card · no obligation

Also available for Lending / DSA, Insurance, Hospitality and E-commerce. Explore the full product at NexoCRM.

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