A CRM for mandate companies that sell several developers’ projects at once
Keep every project’s leads, inventory and commissions clear, even when many partners work the same list.
The problem with mandate companies
A mandate company sells inventory it does not own, for several clients at once. Leads, prices and commissions mix easily, and every client wants to know exactly how their project is doing.
From enquiry to possession, on one record
Illustrative sample dataFrom enquiry to possession, on one record
Sample data only. This shows how the work moves, not real figures.
The modules behind it
Select a module to preview it, or open it for the full page.
- Partner added
- Project access set
- KYC status tracked
- Leads shared
How teams use it day to day
Several launches
Each project has its own campaign forms and pipeline stages.
Partner conflict
A protected lead settles who registered a buyer first.
Client report
A booking and payment report is exported for each developer.
Why Propto CRM for mandate companies?
Your brand on mandate companies
Propto CRM runs under your name, so buyers, partners and staff see your identity and not ours.
Workflows matched to mandate companies
Pipelines, forms, roles, rules and templates are configured around how you already work, instead of bending your process to someone else’s menu.
No per-user pricing
Add the people who need access without a per-seat conversation. A one-time investment option exists. Hosting, AI usage, telephony and messaging are separate, and terms are set out in a written proposal.
Connected with the rest of the business
Mandate companies share one record with Real Estate CRM, Property Inventory & Deal Negotiations and Channel Partners & Commissions, so nothing is retyped between tools.
AI for routine work
AI Copilot and AI SDR agents assist with lookups and follow-up once an AI provider is configured. Changes wait for approval, and people stay in control.
What does waiting cost you?
Tick what sounds like your week. There is no score, only a conversation starter.
Bring your existing data with you
We help move mandate companies from spreadsheets or another CRM, without promising miracles.
Look at what you have and what is worth moving.
Map fields and flag cleanup.
Import a sample and check it with your team.
Plan the cut-over, training and a pilot.
- White-label under your brand
- Customised to your workflow
- No per-user pricing
- One-time investment option
Hosting, maintenance, AI usage, telephony, WhatsApp and other third-party services are separate. Scope and terms are confirmed in a written proposal.
Questions we hear
Can we run projects for different clients?
Yes. Projects and properties are managed per project with their own inventory and reports.
Can we protect partner leads?
Yes, lead protection is configurable.
Can clients see their own project?
Role-based access limits what each person sees; client-facing views are discussed in a demo.
Book a personalised demo
Tell us about your business. We will contact you to understand your workflow.
Thank you. We have your request.
A Propto CRM team member will contact you. Nothing is booked until we confirm a time with you.
Related reading
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.
Moving 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.
Per-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.