A CRM for real estate brokers who juggle many buyers and many builders
Follow every buyer, every visit and every commission from a single working view.
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
- Click to call
- Call connects
- Duration logged
- Outcome added to lead
How teams use it day to day
Visit day
A broker schedules three site visits and records outcomes.
Commission proof
A recorded lead and booking settle who brought the buyer.
Team handover
A junior broker continues a lead with full notes.
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.
Why Propto CRM for brokers?
Your brand on brokers
Propto CRM runs under your name, so buyers, partners and staff see your identity and not ours.
Workflows matched to brokers
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
Brokers share one record with Sales & Pre-Sales Management, Channel Partners & Commissions and Communication Centre, 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.
- 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.
Bring your existing data with you
We help move brokers 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.
What does waiting cost you?
Tick what sounds like your week. There is no score, only a conversation starter.
Questions we hear
Is this only for large firms?
It suits any brokerage that wants follow-up and commission records in one place; scope is set in a proposal.
Can partners use a mobile app?
The Broker App is designed for lead, commission and team management; details are confirmed in a demo.
Does it integrate with portals?
Portals that can send enquiries by webhook can connect; others are custom work.
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.