Real estate CRM software that runs the whole business, not just the leads
One dashboard and one record for sales, inventory, post-sales, partners, teams and site work. Under your brand, shaped around your process.
The problem with your real estate operations
Most real estate teams run on a CRM for leads, a spreadsheet for inventory, another tool for attendance and a notebook for site updates. Every handover between them loses detail, and the owner finds out late.
Everything it covers
Select a feature to see it in action. All data shown is illustrative.
- Source and campaign
- Owner and stage
- Activities and notes
- History timeline
- Admin changes a record
- Entry written to the log
- Filter by module and user
- Review who did what
From first enquiry to possession on one record
Illustrative sample dataFrom first enquiry to possession on one record
Sample data only. This shows how the work moves, not real figures.
How teams use it day to day
Morning review
An owner opens the dashboard and sees pipeline, overdue instalments and agreements waiting for signature.
New team member
A new telecaller picks up a lead and reads its full history without asking anyone.
Month-end
Finance and sales read the same booking and payment figures, so reviews start from facts.
Why Propto CRM for your real estate operations?
Your brand on your real estate operations
Propto CRM runs under your name, so buyers, partners and staff see your identity and not ours.
Workflows matched to your real estate operations
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
Your real estate operations share one record with Lead & Marketing Automation, Sales & Pre-Sales Management and Property Inventory & Deal Negotiations, 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 your real estate operations 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
What does a real estate CRM cover in Propto?
Leads and pipelines, follow-ups and site visits, inventory and bookings, collections, legal files, construction, partners, HRMS, tasks, reports and AI-assisted tools.
Is Propto CRM only for sales teams?
No. Sales is one part. Accounts, legal, construction, HR and management work on the same platform and the same data.
Can we use our own brand and workflow?
Yes. Propto CRM is white-label and customised around how your business works. Scope is agreed in a written proposal.
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.