- Home
- Lead management app
- Real estate CRM
Real estate CRM
Real Estate CRM With Calling, Site Visits and WhatsApp Is Calsyst
A real estate CRM is lead software that keeps each property lead, call and site visit in one record until the buyer books. Calsyst runs it on each agent's phone, where portal leads queue up and visit reminders ring on the day.
- Leads from portals, ads and sheets, shared in turn
- Budget, area and unit type as your own fields
- Brochure file and map link sent on WhatsApp after the call
What is a real estate crm?
A real estate CRM captures property buyer leads, records their needs, schedules site visits and tracks each buyer through to booking or loss.
Calsyst is a real estate CRM that runs on the phones agents already call from, with lead routing, call logging and WhatsApp in one app.
- Call each new lead fast; buyers compare agents.
- Site visits are the real conversion step.
- Brochures and maps go out on WhatsApp.
Real estate CRM app benefits for agents and builders
Where a property team gains time each day.
Leads rotate to agents
Webhook and live sheet sources hand each new lead to the next agent in turn on the Web CRM.
Buyer needs on the record
Add fields for budget, unit type, area and possession date, and voice-type them on site.
Visit alarms that ring
Book the site visit call-back and it sounds on the day, even on a locked phone.
Brochures in one tap
A saved WhatsApp message carries the brochure or floor plan as a file, with the map link in the text.
Visit place in the note
Remarks taken at the site add the area and coordinates without typing.
First call by an AI agent
With the Web CRM set up, an AI voice agent can ring each new lead first and pass on the result.
Real estate CRM software: a lead from first ring to booking
Property buyers compare several agents at once. The CRM’s job is to make your agent the first and most organised one.
The lead arrives
A portal or advert form sends the buyer to a webhook or a Google Sheet. On the Web CRM, Calsyst picks it up and gives it to the next agent in the rotation, tagged with its source.
The first call
The agent rings from their own SIM. When the buyer hangs up, a sheet asks for status, note and next step, while budget, area and unit type fill the custom fields. See the lead management app for how fields and filters work together.
The brochure and the visit
A saved WhatsApp message sends the brochure file, with the site’s map link in the text. The visit call-back rings on the day, and remarks made on site carry the location. For the reminder detail, read the follow-up reminder app page.
Real estate CRM template: the daily workflow
| Moment | What the agent does | What Calsyst does |
|---|---|---|
| New portal lead | Calls within minutes | Assigns it to the next agent and shows it in their queue |
| First conversation | Asks budget, area and unit type | Saves status, remark and next step in 2 taps; custom fields sit on the lead |
| Right after the call | Shares project details | Sends the brochure file and map link on WhatsApp |
| Visit day | Confirms and meets the buyer | Rings the visit reminder and tags the note with the site |
| Negotiation | Follows up on price and payment plan | Keeps every call and chat on one buyer screen |
| Booking or loss | Closes the lead | Gives it a Booked status or a Lost status with the reason |
Real estate CRM app limits
- No listings, inventory or unit maps; use your project software for those.
- No document signing or payment collection.
- Portal leads need a webhook or sheet the portal can fill; there are no named portal plug-ins.
- Call history is Android only; the iPhone app works without it.
Real estate CRM example: a builder’s sales desk
A residential builder in Sylhet sells 120 flats in two towers with 4 agents.
Advert leads land in a Google Sheet and rotate across the agents. Each agent calls new leads before noon, saves budget and tower preference, and sends the brochure on WhatsApp.
Saturday visit reminders ring at 11:00. By the end of the month, 38 buyers have visited and 9 have booked. The owner filters the leads carrying a Lost status and finds most dropped over the payment plan, which the next brochure explains better.
The lead assignment software page covers rotation rules in more depth.
Real estate CRM FAQ
Which real estate CRM works on agents' own phones?
Calsyst does. Agents call buyers on their own SIM, every call files under the buyer's lead, and site visits come back as alarms.
What is Calsyst?
Calsyst is a real estate CRM that lives in each agent's dialer: property leads rotate in, buyer calls file themselves, and brochures leave on WhatsApp.
What is a CRM for real estate?
Software that stores property buyers and sellers, their requirements and every contact with them, so no lead is forgotten between calls and visits.
Can leads from property portals reach agents directly?
Yes, if the portal can post leads to a webhook or fill a Google Sheet. The Calsyst Web CRM watches that source and hands every new buyer to the next agent.
Can I record budget and unit type for each buyer?
Yes. Create custom fields such as budget, unit type, preferred area and possession date. They show on the lead and work in filters.
How does the CRM help with site visits?
Set a visit call-back after the call and it rings on the day. Notes taken at the site carry the area and coordinates.
Can I send the project brochure after a call?
Yes. Attach the project PDF as a document to a saved WhatsApp message, put the map link in its text, and send it with one tap.
Does Calsyst manage property listings or inventory?
No. It manages buyers, calls and follow-ups. Keep unit availability and listings in your project or listing software.
Is there a real estate CRM template for Excel?
Yes, a simple one. Use columns for buyer, phone, source, budget, unit type, area, last call, next step and status. Those same columns can be custom fields in Calsyst.
Can the owner see every agent's calls?
Yes. On company phones the owner can open each agent's calls and see which new leads were called.