Real estate CRM blog
Practical, example-led guides for developers, mandate companies and brokers on leads, sales, collections, partners, teams and AI.
Articles
No articles match that search. Try a topic instead.
Real Estate CRM in India: What to Check Before You Buy
A practical buyer’s checklist for a real estate CRM in India: process fit, inventory, collections, partners, languages, channels, pricing model and migration.
5 min read · Propto CRM team · 31 Oct 2026A Lead-to-Booking Workflow for Plotted Developments
Design a lead-to-booking workflow for a plotted development: stages, ownership, follow-up rules, site visits, holds and token handling, with practical examples.
4 min read · Propto CRM team · 31 Oct 2026A Weekly Collections Rhythm for Real Estate Developers
Build a weekly collections routine for developers: payment schedules, balances, reminders, escalation, demand notes and a shared review with sales.
4 min read · Propto CRM team · 31 Oct 2026A Channel Partner Commission Policy That Avoids Disputes
How to write a channel partner commission policy for real estate: lead protection, levels, incentive requests, payout triggers, statements and dispute handling.
4 min read · Propto CRM team · 31 Oct 2026Site Visit Management: From Enquiry to a Recorded Outcome
A practical guide to site visit management for real estate teams: scheduling, confirmations, no-shows, outcomes, follow-ups and what to measure.
4 min read · Propto CRM team · 31 Oct 2026Field Attendance and Payroll for Real Estate Teams
How real estate companies can manage field attendance, leave, corrections and payroll: geo-fencing, sync, policies, payroll runs and the mistakes to avoid.
4 min read · Propto CRM team · 31 Oct 2026WhatsApp Automation for Real Estate: What to Automate and What Not To
A practical guide to WhatsApp automation for real estate: shared inbox, qualification, scheduling, reminders, guardrails and where a human should step in.
4 min read · Propto CRM team · 31 Oct 2026Moving from Excel to a Real Estate CRM Without Losing Data
A four-step guide to migrating from spreadsheets to a real estate CRM: reviewing sources, mapping fields, validating a sample and planning cut-over and training.
4 min read · Propto CRM team · 31 Oct 2026Per-User Pricing vs One-Time Investment: Comparing CRM Costs Honestly
Compare per-user CRM subscriptions with a one-time investment model: total cost, growth, partners, hosting, AI, telephony and what to get in writing.
5 min read · Propto CRM team · 31 Oct 2026AI Voice Assistants in Real Estate: Three Different Jobs, Not One
AI voice in real estate means voice commands, automated prospect calling or post-call analysis. Learn the differences, guardrails and questions to ask.
5 min read · Propto CRM team · 31 Oct 2026What Is a Real Estate CRM? A Plain-English Guide
What a real estate CRM is, what it replaces, who needs one and how developers use it from first lead to possession.
4 min read · Propto CRM team · 31 Oct 2026Real Estate CRM Features: A Buyer’s Checklist
A practical checklist of real estate CRM features, from lead capture and pipelines to inventory, payments, legal and reports.
4 min read · Propto CRM team · 31 Oct 2026