Real estate CRM blog
Practical, example-led guides for developers, mandate companies and brokers on leads, sales, collections, partners, teams and AI.
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Lead Assignment Rules: Round-Robin, Territory or Skill?
Compare lead assignment rules for property sales: round-robin, project-based, source-based and manual, and how to review fairness.
4 min read · Propto CRM team · 31 Oct 2026Lead Priority and Temperature: A Simple Scoring Approach
A simple approach to lead priority and temperature in real estate CRM, using budget, timeline, engagement and visit interest.
4 min read · Propto CRM team · 31 Oct 2026Handling Duplicate Leads Without Upsetting Your Team
How to handle duplicate property leads: agree ownership rules, merge carefully and protect partner-sourced enquiries.
4 min read · Propto CRM team · 31 Oct 2026UTM and Source Attribution for Property Campaigns
Use UTM parameters and ad attribution to link property campaigns to site visits and bookings, not just enquiries.
4 min read · Propto CRM team · 31 Oct 2026Reviving Cold Property Leads: A Follow-Up Playbook
A follow-up playbook for cold property leads: timing, channel, message and when to stop.
4 min read · Propto CRM team · 31 Oct 2026Follow-Up Messages in Hindi, English and Hinglish That Work
Sample structure for property follow-up messages in Hindi, English and Hinglish, with tips on tone, timing and personalisation.
4 min read · Propto CRM team · 31 Oct 2026Real Estate Sales Pipeline Stages Explained
The stages of a real estate sales pipeline, what each one means and how to keep leads moving from new to booking.
4 min read · Propto CRM team · 31 Oct 2026Kanban Boards for Property Sales: Setup Tips
How to set up a Kanban board for property sales: limit columns, show value, drag cards and review stuck leads.
4 min read · Propto CRM team · 31 Oct 2026Site Visit Scheduling: Best Practices for Developers
Best practices for scheduling property site visits: confirm, remind, assign, record outcomes and follow up the same day.
4 min read · Propto CRM team · 31 Oct 2026How to Reduce Site Visit No-Shows
Practical ways to reduce site visit no-shows: confirmations, transport help, flexible slots and a rescheduling routine.
4 min read · Propto CRM team · 31 Oct 2026Building a Follow-Up Tracker Your Team Will Not Ignore
How to build a follow-up tracker for property sales with overdue, due today and upcoming views that teams trust.
4 min read · Propto CRM team · 31 Oct 2026Monitoring Telecaller Performance Fairly
How to monitor telecaller performance fairly: calls, connected rate, follow-ups, visits and bookings, with context.
4 min read · Propto CRM team · 31 Oct 2026