Real Estate CRM Software By Sathuram Soft

From first enquiry to booked unit — every lead, site visit, and payment in one system.

Sathuram Soft builds real estate CRM software around how your sales team actually works: lead capture, site visit scheduling, projects & property inventory, advance payment tracking, and WhatsApp follow-ups — not a generic sales pipeline stretched to fit plots and flats.

Built for developers, builders, and real estate brokerages selling plots, flats, villas, and commercial shops across multiple projects.

Live Property Master

120 Available • 18 Held • 18 Booked

Real Estate CRM Software Dashboard - Sathuram Soft
Instant WhatsApp Sync

Site visit reminder logged & sent

What it covers

Your entire sales funnel, mapped to your actual inventory

Engineered specifically for property sales workflows. No force-fitting generic CRM schemas — every module reflects how plots, apartments, villas, and commercial units move from enquiry to registered deed.

Inflow & Prioritization

1. Lead capture & scoring

Leads from your website, walk-ins, referrals, and portals captured in one place, with source tracking and a simple hot/warm/cold view for your sales team.

Ground Execution

2. Site visit scheduling & tracking

Book, reschedule, and log outcomes for every site visit against the lead and the specific unit shown — so a "visited, undecided" lead never falls through the cracks.

Live Inventory Master

3. Projects & properties master

Every project, block, and unit — plot, flat, villa, or shop — maintained with live status (available, held, booked, sold) linked directly to leads and bookings.

Cash Flow & Commitment

4. Advance payment & booking tracking

Record advance payments the moment a customer commits, tied to the exact unit and lead, and rolled up into your sales and collections reports automatically.

Direct Communication

5. WhatsApp follow-ups

Site-visit reminders, brochure shares, and price-list follow-ups sent and logged straight against the lead record — no more "did we already message this person?"

Executive Visibility

6. Sales & inventory reports

Funnel conversion by project, inventory status across all properties, and broker/agent performance — the numbers a sales head actually reviews weekly.

CUSTOMIZED FOR ALL ASSET TYPES

Designed Around Your Exact Property Portfolio

Whether you are developing plotted layouts in suburban hubs or multi-storey residential towers, our real estate CRM organizes each unit unit-by-unit with custom pricing, facing, square footage, and payment milestones.

Plots & Land Layouts
Apartments & Flats
Villas & Row Houses
Commercial Shops & Offices
Gated Community Townships
Why it matters

What real estate sales teams typically struggle with before this

When you run property sales off scattered notebooks, disparate WhatsApp chats, and stale spreadsheets, buyers slip away and inventory gets double-booked.

Before Sathuram Soft CRM

Leads split across Excel sheets, WhatsApp threads, and a broker's notebook. Site visits logged nowhere. No single view of which units across which projects are actually still available.

  • Leads go cold because sales agents forget who completed a site visit last Saturday.
  • Double-booking risks when two brokers promise Plot 42 or Flat 302 simultaneously.
  • WhatsApp chat histories vanish on individual agents' personal phones when they exit.
  • Advance tokens and payment receipts take days to reconcile with the finance desk.
  • Directors wait until end-of-month review meetings to discover real conversion numbers.

After Sathuram Soft CRM

One system where every lead's visit history, negotiation stage, and advance payment status is visible at a glance — and your inventory status updates the moment a unit is booked, not at next week's team meeting.

  • 100% of site visits logged with instant outcome feedback and automated WhatsApp follow-ups.
  • Live unit status (Available, Held, Booked, Sold) visible to all authorized sales agents in real time.
  • Company-owned communication history permanently archived under each customer's file.
  • Token payment receipts recorded on the spot, triggering immediate unit reservation.
  • Real-time leadership dashboard displaying project-wise conversion rates and revenue collections.
How it's built

See it working before you commit to the full build

Rather than quoting a full build off a requirements document, we build a working prototype around your actual projects and sales process first — so you can see exactly how it will feel to use.

1
Days 1–2

Discovery call

We walk through how your team currently captures leads, schedules site visits, and tracks bookings across projects.

2
Days 3–7

Working prototype

A clickable prototype built around your real projects and property types, so you can see the lead-to-booking flow before any commercial commitment.

3
Day 8

Fixed-price MVP scope

Once you've seen the prototype, we agree a fixed-price scope for the full build — no open-ended estimate or budget surprises.

4
Weeks 2–6

Build, launch & support

Milestone-based delivery of the full CRM, team training, and post-launch support as your sales team starts using it daily.

Common questions

Real estate CRM software, answered plainly

Clear answers to the practical questions developers, builders, and sales directors ask before deploying a specialized CRM.

What is the best CRM for real estate developers and builders?
The best CRM for a developer or builder is one that models your actual sales funnel — lead capture, site visit scheduling, negotiation, booking with advance payment, and post-sale follow-up — against your specific projects and property inventory, rather than a generic sales pipeline stretched to fit plots and flats.
Does a real estate CRM track site visits?
Yes. A real estate CRM built for this purpose logs every site visit against the lead and property, tracks visit outcomes, and prompts follow-up reminders so visits don't go cold after the first meeting.
Can a real estate CRM handle multiple projects and properties?
Yes. Projects and properties are maintained as master data — each unit, plot, or shop tracked by status (available, held, booked, sold) — and linked directly to the leads and bookings associated with it.
Can the CRM track advance payments and bookings?
Yes. Advance payments can be recorded at the point a customer commits, linked to the specific unit and lead, and rolled up into your sales and collections reports automatically.
Does the CRM integrate with WhatsApp for lead follow-up?
Yes, through WhatsApp Business API integration, so site-visit reminders, brochure shares, and follow-up messages are sent and logged directly against the lead record — ensuring no message is missed and your entire sales communication history stays in your company's control.
PROTOTYPE FIRST APPROACH

See it working before you commit

Tell us about your projects and current sales process. We'll build a working prototype around your actual inventory — yours to see, even if you don't proceed to the full build.

Limited slots this month — we take on a small number of new prototypes at a time to keep delivery quality high.
Clickable prototype ready within 5–7 business days
Customized with your actual plots, flats, or commercial inventory
Zero risk • Transparent fixed-scope commercial terms

Request a Free Prototype

Fill out your details below and our solution architects will get in touch to start your custom mockup.

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