Leads & Sales: real estate guides
Articles from the Propto CRM team on leads & sales.
Articles
A 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 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 2026Real Estate Lead Generation: Channels Worth Tracking
Real estate lead generation channels worth tracking: Meta ads, website forms, WhatsApp, referrals, walk-ins and channel partners.
4 min read · Propto CRM team · 31 Oct 2026Connect Meta Lead Ads to Your Real Estate CRM
How to connect Meta Lead Ads to a real estate CRM, map fields, test the connection and import past leads.
4 min read · Propto CRM team · 31 Oct 2026Lead Capture Forms for Real Estate That Get Filled
Design lead capture forms for real estate: fewer fields, clear promise, multi-step visit booking and tracking of every submission.
4 min read · Propto CRM team · 31 Oct 2026Speed to Lead: Why the First Call Matters in Property Sales
Why quick first contact matters for property enquiries and how to measure and improve response time with a CRM.
4 min read · Propto CRM team · 31 Oct 2026Lead 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 2026Click-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 2026Running Several Projects: One Inventory Dashboard
How to run several real estate projects with one inventory dashboard: totals, availability by project and bookings.
4 min read · Propto CRM team · 31 Oct 2026Digitising Layout Plans for Plotted Developments
How to digitise layout plans for plotted developments: scan, label plots, check numbers and keep the map linked to inventory.
4 min read · Propto CRM team · 31 Oct 2026