Guides and resources
Practical material for choosing, comparing and rolling out a real estate CRM.
Propto CRM product booklet
Forty pages on the platform, from the dashboard to HRMS, with screens from the product.
GuideReal 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.
GuideA 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.
GuideA Weekly Collections Rhythm for Real Estate Developers
Build a weekly collections routine for developers: payment schedules, balances, reminders, escalation, demand notes and a shared review with sales.
GuideA Channel Partner Commission Policy That Avoids Disputes
How to write a channel partner commission policy for real estate: lead protection, levels, incentive requests, payout triggers, statements and dispute handling.
GuideSite 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.
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