A CRM for real estate teams that live on follow-ups
A CRM for real estate teams captures leads from property portals, Meta ads, walk-ins and WhatsApp, assigns each lead to an agent instantly, and tracks the follow-ups and site visits that turn an enquiry into a booking. That is the job Vaalo is set up to do for property teams.
Where property leads come from
A project's leads arrive from Meta and Google ads, from IndiaMART and JustDial, from walk-ins and from WhatsApp chats that start with a brochure request. Each source lives in a different app, and the team's first job every morning is collecting them before they can work them.
The leak: the site visit goes to whoever replied first
A buyer who enquires about three projects visits the one that responded first and clearly. When the first reply waits for a person to copy the lead out of a portal app, the visit is lost before the conversation starts. Speed is not a nicety in real estate; it is the product.
The Vaalo flow for a property team
Every source feeds one pipeline. Leads are assigned automatically by project or area, the Greeter agent can send a first WhatsApp reply in minutes, and site visits are scheduled as tasks on the lead record. Teams broadcast launch and offer updates to interested lists, and a booking moves to proposal and payment through the developer's or agency's own Razorpay account.
Lead capture → · IndiaMART leads → · Meta Lead Ads → · WhatsApp CRM →
A pipeline in real estate words
New enquiry, contacted, site visit scheduled, site visit done, negotiation, booked, closed. Stages are set from your business type at signup and can be shaped to how your team actually sells, so the board reads like your work, not like a software template.
Questions, answered plainly
What is the best CRM setup for a real estate team?
A real estate team needs a CRM that captures portal and ad leads the moment they arrive, assigns each lead to an agent, and drives the next step: a call, a WhatsApp conversation, then a site visit. Vaalo does this with native capture from Meta Lead Ads, IndiaMART, JustDial and WhatsApp, automatic assignment, and follow-up agents that chase quiet leads.
Can Vaalo track site visits?
Yes. Site visits are handled as scheduled tasks and activities on the lead record. Your team sees who was visited, what happened, and what the next step is, and managers see follow-up status across the team without asking for updates on WhatsApp groups.
See Vaalo on your own leads
Tell us where your leads come from and how your team follows up today. We will show you Vaalo set up for your business type, scope what you need, and give you a fixed quote.