Broker Enquiry Real Estate CRM

Real Estate
Broker CRM

Manage every buyer and tenant enquiry, follow-up, site visit and commission from one smart platform. Built for brokers. Designed for speed.

1 Year Free Access
Enquiry, Follow-up & Payment Collection modules — no cost, no commitment
FREE
Buy & Rent Tracking Mobile Friendly Role Based Security
Today's Overview
24
Enquiries
↑ 12%
18
Follow-ups
↑ 8%
6
Site Visits
↑ 5%
Lead Sources
LinkedIn
72%
Walk-in
55%
Referral
40%
Facebook
28%
Recent Activity
New rent enquiry from LinkedIn — Priya M. 7m
Follow-up scheduled — Ankit V. at 3 PM 12m
50,000+
Enquiries Managed
250+
Projects Tracked
500+
Brokers & Agents
1M+
Follow-ups Completed
99.9%
System Uptime
Platform Features

Everything a broker needs

From the moment an enquiry arrives to the day your commission is collected — every step is tracked, organised and never forgotten.

Quick Enquiry Entry
Add a buyer or tenant enquiry in seconds, from any device
Buy & Rent Enquiries
Track sale and rental enquiries side by side in one list
Assign to Team
Assign every enquiry to the right agent and see who owns what
Follow-up Reminders
Today, tomorrow and overdue follow-ups — never miss a call
Site Visit Tracking
Schedule and track every property visit with your clients
Outcome Tracking
Record the outcome of every call to know exactly where a lead stands
Property Inventory
Keep your listings, projects and unit types organised and searchable
Broker Dashboard
Total enquiries, today's follow-ups and site visits at a glance
Enquiry History
Full follow-up history for every client, so nothing is lost
Deal Conversion
Mark enquiries converted with the booked unit and close them cleanly
Commission Collection
Track the amount to collect from both customer and owner
Source Analytics
See which sources bring the most enquiries, month by month
Search & Filters
Filter by status, outcome, date or user to find any enquiry fast
Call & WhatsApp Ready
Every enquiry keeps the client's mobile number one tap away
Social Media Sources
Tag leads from Facebook, Instagram and LinkedIn campaigns
User Management
Add agents and staff to your office with their own logins
Secure Access
Your client data stays private, with access controlled per user
Broker Process

The complete Broker Workflow

Every enquiry passes through a structured, trackable pipeline from the first call right through to commission collection.

Enquiry
Received
Assigned
to Agent
First
Call
Property
Shortlist
Follow
Up
Site
Visit
Negotia-
tion
Deal
Closed
Commission
Collected
Why Choose Us

Why brokers choose our CRM

Purpose-built for real estate brokerage. Every feature solves a real problem that brokers and their teams face every day.

Buy & Rent in One Place

Handle sale and rental enquiries together, with the right property type and project for each client.

Projects & Inventory

Keep every project and property you deal in organised, so you can match clients quickly.

Team Accountability

See which agent owns which enquiry and how each follow-up is progressing.

Never Miss a Follow-up

Today, tomorrow and overdue lists keep your team on top of every client conversation.

Know Your Best Sources

Understand whether LinkedIn, walk-ins, referrals or social media bring you the best clients.

Commission Tracking

Record what is due from the customer and from the owner, and mark each side as collected.

Mobile Friendly

Update enquiries from the site or on the road — responsive on any device, anywhere.

Live Dashboard

Instant visibility into total enquiries, today's follow-ups and scheduled site visits.

Your Data, Protected

Client details stay private, with separate logins for you and every member of your team.

Dashboard Preview

Your command centre for brokerage

A live pulse of your entire brokerage — enquiries, follow-ups, site visits and lead sources — all in one view.

Broker Enquiry — Dashboard
Total Enquiries
127
↑ 12% vs last month
Follow-ups Today
18
4 pending
Today's Enquiries
9
↑ 22% vs yesterday
Site Visits Scheduled
6
This week
Today's Follow-ups
RS
Rahul Sharma — Buy · Site visit at 3 PM Today
PM
Priya Mehta — Rent · Price discussion call Overdue
AV
Ankit Verma — Buy · 1.5 BHK shortlist Upcoming
NK
Nisha Kapoor — Commission collection Scheduled
Enquiry Pipeline
New
127
Open
83
Site Visits
54
Negotiation
31
Converted
18
Lead Sources

Know where every enquiry comes from

Tag every enquiry with its source and see at a glance which channels bring you the most — and the best — clients.

Company Website
Facebook
Instagram
LinkedIn
Social Media
Walk-in
Phone Call
Friend or Family Referral
Existing Client Referral
WhatsApp
Property Portals
Print & Hoardings
Client Journey

Track every client milestone

A complete, chronological record of every interaction — so any agent in your office can pick up exactly where the last one left off.

Step 01

Client Enquiry

A buy or rent enquiry arrives from any source. The client's profile is created with their requirement, property type and project of interest.

Step 02

Initial Call & Qualification

The assigned agent makes the first call. Budget, intent and preferences are noted so the right properties can be shortlisted.

Step 03

Follow-up

Scheduled follow-ups keep the conversation alive. Each call outcome is logged, and reminders make sure nothing is missed.

Step 04

Site Visit

The visit is scheduled and tracked. Feedback after the visit tells you how interested the client really is.

Step 05

Negotiation

Price discussions between the client and the owner are followed up and recorded until both sides agree.

Step 06

Deal Converted

The enquiry is marked as successfully converted along with the unit that was booked or rented.

Step 07

Commission Collection

Record the amount due from the customer and from the owner, and tick off each side as it is collected.

Step 08

Enquiry Closed

Once everything is collected, close the enquiry. The full history stays on record for future reference and repeat business.

Insights

Data that drives smarter decisions

Clear insights on every part of your brokerage — available in seconds and always up to date.

Monthly Enquiries
Enquiry trends across the year with best month highlighted
Enquiry Status
Open, closed and completed enquiries at a glance
Follow-up Tracking
Today, upcoming, overdue and past follow-up history
Conversions
Successfully converted deals and the units booked
Commission Collections
Pending and collected amounts from customers and owners
Agent Activity
Filter enquiries by user to see who is handling what
Project & Property Interest
See which projects and unit types clients ask for most
Lead Source Analysis
Percentage split of enquiries by source
Get Started Today

Ready to organise your
brokerage business?

Join brokers already using this CRM to manage their enquiries, close more deals, and collect every commission on time.