What is Real Estate CRM?
Real Estate CRM from UdyamS captures leads from portals and ads, manages site visits, inventory, bookings, payment schedules and channel partners for real estate projects. It is built for real estate developers and channel partners that have outgrown registers, spreadsheets and separate billing tools, and it is configured around your own process rather than a fixed template.
Most real estate developers and channel partners we work with describe the same problems: leads from portals are not followed up; site visits are not tracked; and unit inventory is out of date. Real Estate CRM handles these through lead capture from portals & ads and follow-up & site visit tracking, so the improvement shows up in daily work, not only in month-end reports.
Choose cloud hosting or on-premise installation, start with the modules you need today and add more later. Book a free live demo of Real Estate CRM by calling +91 9119431984 or writing to support@udyams.com.
Explore Features
Challenges Real Estate CRM Solves
Leads from portals are not followed up
Enquiries from property portals and ads sit in email inboxes.
Site visits are not tracked
Sales teams do not record visits, feedback or next steps.
Unit inventory is out of date
Booked, blocked and available units are tracked in Excel.
Payment demands are missed
Construction-linked payment schedules are followed up manually.
Key Capabilities & Deliverables
Everything you need from Real Estate CRM — engineered for performance, security and ease of use.
Contractor & Subcontractor Billing
RA bills, measurements, retention and deductions.
Unit Booking & Sales CRM
Inventory of flats/plots, bookings, agreements and payment schedules.
RERA Compliance
Project milestones, quarterly updates and document records.
Labour Management
Labour attendance, wages and contractor-wise labour reports.
Equipment Tracking
Machinery usage, fuel, rent and maintenance logs.
Customer Demand Letters
Automatic demand letters and receipts linked to construction stages.
HR, Attendance & Payroll
Employee records, attendance, leave, salary processing and statutory reports.
Analytics & MIS Reports
Ready-made and custom reports exportable to Excel and PDF.
Audit Trail & Data Security
Every change is logged; daily backups and encrypted data keep you safe.
Modules Included
Why Businesses Choose It
- Faster, error-free operations with real estate CRM workflows automated end-to-end
- Real-time dashboards and reports for confident decisions
- Secure, role-based access with complete audit trails
- Mobile-friendly experience for office and field teams
- Scales with your business — add users, branches and modules anytime
- Local support team with quick response over phone and WhatsApp
Our Implementation Process
Requirement Study
We study your current process, formats and reports on-site or online.
Configuration & Customization
Masters, workflows, print formats and custom modules configured for you.
Data Migration
Opening balances, items, customers and history imported from Excel or old software.
Training & Go-Live
Role-wise training for owners, managers and operators with go-live handholding.
Support & Upgrades
Phone, WhatsApp and remote support with regular feature upgrades.
Frequently Asked Questions
Real Estate CRM Near You
Local pages for 11 cities, with area-specific details, FAQs and on-site support information.
- Real Estate CRM in Ahilyanagar
- Real Estate CRM in Ahmedabad
- Real Estate CRM in Bangalore
- Real Estate CRM in Chhatrapati Sambhajinagar
- Real Estate CRM in Hyderabad
- Real Estate CRM in Kolhapur
- Real Estate CRM in Mumbai
- Real Estate CRM in Nagpur
- Real Estate CRM in Nashik
- Real Estate CRM in Pune
- Real Estate CRM in Surat
