Customer experience management across the buyer’s journey to possession
Journey status, payment position and construction updates stay on one record, so the buyer hears from you before they have to ask.
- Agreement stage
- Registry in progress
- Registered
- Possession given
The problem with buyer communication
After booking, buyers wait: for an agreement, a registry date, a construction update. When nobody tells them, they call, and every call interrupts a different team.
Everything it covers
Select a feature to see it in action. All data shown is illustrative.
- Agreement stage
- Registry in progress
- Registered
- Possession given
- Issue raised
- Owner and due date set
- Fix recorded
- Closed with proof
What the buyer should hear, and when
Illustrative sample dataWhat the buyer should hear, and when
Sample data only. This shows how the work moves, not real figures.
How teams use it day to day
Construction update
The project team sends buyers a short status message from the booking record.
Registry date
Legal updates the file, and the next conversation starts from the right status.
Buyer call
Whoever picks up sees payments, documents and history.
Why Propto CRM for buyer communication?
Your brand on buyer communication
Propto CRM runs under your name, so buyers, partners and staff see your identity and not ours.
Workflows matched to buyer communication
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
Buyer communication share one record with Customer App, WhatsApp API & Automation and Post-Sales & Collections, 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 buyer communication 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
Can buyers see their own details?
The Customer App is designed for booking details, payment updates and document access. Exact features for your deployment are confirmed in a demo.
Can we message buyers on WhatsApp?
Yes, through WhatsApp Business connected on your own account, with conversations saved on the lead.
Are customer documents protected?
KYC documents are marked sensitive and role-based access applies.
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.

