A Customer App that tells buyers about their booking before they ask
Booking details, payment updates and document access under your brand, connected to the record your teams already keep.
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A Propto CRM team member will contact you. Nothing is booked until we confirm a time with you.
Everything it covers
Select a feature to see it in action. All data shown is illustrative.
- Template chosen
- Booking details filled
- Document produced
- Shared with the buyer
The Customer App, in four screens
The Customer App, in four screens
Sample data only. This shows how the work moves, not real figures.
The problem with buyer self-service
Buyers phone for the same three things: what do I owe, what is my status, where is my document. Each call takes a team member away from selling.
How teams use it day to day
Payment question
A buyer checks the next instalment without calling.
Document request
A buyer downloads a receipt shared by accounts.
Status check
A buyer sees where the agreement stands.
Why Propto CRM for buyer self-service?
Your brand on buyer self-service
Propto CRM runs under your name, so buyers, partners and staff see your identity and not ours.
Workflows matched to buyer self-service
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 self-service share one record with Customer Experience Management, Post-Sales & Collections and Broker App, 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 buyer self-service 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
What does the Customer App show?
Booking details, payment updates and document access. Exact features and platforms for your deployment are confirmed in a demo.
Are documents protected?
KYC documents are marked sensitive and access follows roles. Buyer-facing access is confirmed in a demo.
Can we show store buttons?
Only once your branded app is live with valid links.
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
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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.