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Project and Property Enquiry CRM for Builders and Brokers

Keep each tower, layout or engagement as a project in AliveCRM and link every enquiry and site visit request to the project the buyer is asking about.

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The short answer

How do builders track enquiries for each project?

By tying each lead to its project. In AliveCRM every project, such as a residential tower in Kharghar or a plotted layout near Pune, has its own record, enquiry form and sales team. Enquiries from that project's landing page arrive linked to it and reach the executives who know the floor plans and prices. It works as lead management software India's builders and brokers can set up in an afternoon.

This is not project management for construction tasks. It is about selling projects: following each enquiry from the first call to a site visit, a booking or a lost lead. Your site schedules and unit charts stay in the tools you already use.

What breaks without a record per project

  • A buyer says "the new 2 BHK project" and nobody knows which one.
  • Marketing cannot tell which project's ads are working.
  • Site visit requests reach agents who do not handle that project.
  • A total lead count hides the project that is struggling.
How It Works

From Project Ad to Booking

The project stays on the lead through every call, WhatsApp and site visit.

  1. 01Project Ad
  2. 02Enquiry Form
  3. 03Project Lead
  4. 04Site Visit
  5. 05Booking
Projects

One Record for Each Project

Give each project a name, location, builder, project URL, category and status, and set the team that sells it. A broker handling ten builders' projects keeps each one apart, with its own enquiries, instead of one folder of brochures and a long chat thread. Mark a sold-out project inactive and its history stays for reports.

See lead management in India
  • Location, builder and category
  • Project URL and status
  • Active and inactive projects
Forms

An Enquiry Form for Every Project Page

Embed a form on a project page or ad landing page and each enquiry routes to that project. Add a date and time field so buyers can suggest a site visit slot, and buyers can type in Hindi, Marathi or any language. The executive who calls back already knows which project, and your statuses can follow Site Visit Fixed, Visit Done and Negotiation.

  • A form per project or landing page
  • Project shown on the lead
  • Statuses for a longer sales cycle
See the form builder
An Enquiry Form for Every Project Page
Team

A Sales Team for Each Project

Set the executives who sell each project. With auto-assignment, included on selected paid plans, new enquiries for that project are shared within its team by round-robin, least busy, balanced, random or a fixed person, or you assign them yourself. Change the team when people move between sites, and reassign any lead by hand.

See lead assignment software India
  • Team per project
  • Assignment rule per project
  • Manual reassignment any time
Site Visits

Reminders for Every Site Visit

When a buyer agrees to visit, set a reminder on the lead for the visit and the call before it. The executive gets an in-app and mobile push notification, and on plans that include it, an SMS to the executive. With advanced reports on selected paid plans, the Project report lists each project with its status and lead count, so you see which project needs more effort.

  • Reminder for each visit
  • Push alerts to the executive
  • Lead count per project
See CRM calendar and reminders
Reminders for Every Site Visit
Who It Is For

Who Sells by Project in India

Real estate builders

Several towers or phases on sale at once, each with its own enquiries, sales team and site visits.

Property brokers and channel partners

Enquiries across many builders' projects kept separate, so each agent answers for the right one.

Construction and fit-out firms

Tender and site enquiries tied to a specific project, with a team that owns each one.

IT and software agencies

Client engagements tracked as projects, so each requirement has its own enquiries and owner.

Honest limits

What This Feature Is Not

AliveCRM projects are for selling, not building. There are no task lists, Gantt charts, timesheets or unit and floor inventory, and no 99acres or MagicBricks connector, so portal leads are added by hand or by CSV. Site visit reminders are set on each lead, not booked from a live slot calendar. Your plan's inventory limit counts projects, products and services together.

FAQ

Frequently Asked Questions

Is this a real estate CRM?

It covers the main real estate sales needs: a record per project, a form per project page, a team per project, site visit reminders and lead counts per project. It does not manage unit availability, booking payments or construction. Builders and brokers use it for enquiries and follow-ups from first call to booking.

Can I get leads from 99acres or MagicBricks?

Not automatically. AliveCRM has no connector to property portals. Add portal leads by hand with the project chosen, or save the downloaded list as CSV and import it. Leads from your own project landing pages and website arrive automatically through AliveCRM forms.

Can each project have its own sales team?

Yes. Set a team on the project. With auto-assignment on selected paid plans, its enquiries are shared within that team by the rule you choose. Change the team as executives move between sites, and reassign any lead by hand whenever needed.

Can executives see only their own project leads?

Yes. Give a role self-only access and those executives see only the leads assigned to them. The owner and sales head see every project's leads. There is no separate branch module, but assignment pools and roles let you keep teams working on their own projects.

How many projects can I add?

It depends on your plan. Paid plans raise the inventory limit, which counts projects, products and services together. Check the current limits on the pricing page against the number of projects you sell at once. All plans are priced in INR.

How is this different from product management?

Products are catalog items you sell again and again, with a SKU and price. Projects are individual, longer-running sales with a location and a builder. Builders and brokers use projects; a supplier uses products. Some companies use both, each with its own forms and teams.

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Related Pages

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Link Every Property Enquiry to Its Project

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