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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Click-to-Call CRM Setup: What to Check Before You Go Live
Checklist for click-to-call CRM setup in India: provider account, extensions, caller ID, call logs and handling missed calls.
4 min read · Propto CRM team · 31 Oct 2026Managing the Negotiation Stage: Notes, Offers and Approvals
How to manage the negotiation stage of a property deal: notes, discount approvals, deadlines and a clear path to booking.
4 min read · Propto CRM team · 31 Oct 2026Tracking Why Property Leads Are Lost
Why you should track lost lead reasons in real estate, and a simple list of reasons to record and review.
4 min read · Propto CRM team · 31 Oct 2026A Daily CRM Routine for Property Sales Teams
A simple daily routine for property sales teams using a CRM: morning queue, calls, notes, visits and an evening update.
4 min read · Propto CRM team · 31 Oct 2026Plot Map Software: What to Look For
What to look for in plot map software: live status, filters, holds, price updates and connection to bookings.
4 min read · Propto CRM team · 31 Oct 2026Preventing Double Booking of Plots and Units
How to prevent double booking of plots and units: single inventory, live status, holds and clear booking approval.
4 min read · Propto CRM team · 31 Oct 2026Plot Holds and Token Amounts: Policy and Practice
Plot holds and token amounts: how long to hold, who can place holds, and how to release them fairly.
4 min read · Propto CRM team · 31 Oct 2026Bulk Price Updates for Unsold Inventory
How to update prices across unsold inventory safely: segment, preview, approve and communicate changes.
4 min read · Propto CRM team · 31 Oct 2026Cost Sheets: Making Pricing Transparent to Buyers
Why a clear cost sheet matters in property sales and how to generate one from a booking with taxes and charges.
4 min read · Propto CRM team · 31 Oct 2026Real Estate Inventory Management: A Practical Checklist
A practical real estate inventory management checklist: unit data, status, pricing, holds, bookings and reconciliation.
4 min read · Propto CRM team · 31 Oct 2026Booking Cancellations and Refunds: Writing a Fair Policy
How to write a fair booking cancellation and refund policy, and handle approvals in a CRM.
4 min read · Propto CRM team · 31 Oct 2026The Booking Workflow from Token to Agreement
A clear booking workflow from token to agreement: KYC, verification, payment schedule and legal file.
4 min read · Propto CRM team · 31 Oct 2026