Evalo CRM: Ready to Use for Real Estate and Education Teams
Leads, site visits or counselling calls, deals, commissions and follow-ups in one place. Set up for your team, without a build project.
Illustration with made-up names. Not the CRM’s actual screens.
What’s Inside
Every feature below is in Evalo CRM today. Where you see a drawing, it’s a simplified illustration, not a screenshot.
Every Lead, with What They Want
Each lead carries its requirement: property type, budget range, city and BHK for real estate, or the course of interest and campaign for education. Every call attempt is logged with its outcome.
- Source recorded on every lead, including which portal or campaign it came from
- Notes added over time, so the next person sees the full history
- Search by name, phone number or email
Call Attempts and Follow-Ups
Every call is logged as ringing, unanswered, answered or not reachable, with a note if needed. Leads that weren’t reached come back on their own.
- An unanswered or ringing call creates a follow-up for the next day
- A number that isn’t reachable comes back after two days
- The latest call status shows next to each lead in the list
A Dashboard for the Day
The dashboard shows what’s due, soonest first, alongside your lead funnel and how recent calls went.
- Leads by stage and follow-ups due
- Call outcomes across the team
- Deals by stage, deals closed this month and pending commission
Filters and Saved Views
Filter the lead list by stage, source, campaign or course interest, and save the views you open every morning.
- Each person keeps their own saved views
- Campaign and course lists only show values the person is allowed to see
- Assign or reassign a lead to a teammate in one step
Property Listings (Real Estate)
Keep every property in one place, with the details agents need when a buyer calls.
- Type, size, BHK, price, location and furnishing
- RERA ID and owner details
- Photos, and a status from available through on hold, booked, sold or rented
- Listings that match a lead’s requirement, shown on the lead
A Public Listings Page (Real Estate)
Share a page where buyers can browse your available properties by city and send an enquiry.
- Each enquiry becomes a lead with the source set to website
- The property they asked about is saved in the lead’s notes
- Phone numbers are checked before the lead is created
Site Visits and Counselling Calls
Schedule a site visit against a lead and a listing, or a counselling call with the right counsellor. Afterwards, record how it went and how interested they are.
Courses and Batches (Education)
Keep your courses in the CRM so counsellors always quote current details.
- Course name, duration and batch
- Start date and status: upcoming, ongoing, completed or cancelled
- Course interest recorded on each enquiry, from the ad or form where available
Deals and Commissions
Deals move through clear stages with payment milestones and sequential deal codes. Commission splits between agent, team lead and brokerage are calculated automatically.
- Real estate deals: token, agreement, registration, completed
- Education enrolments tracked with their own stages and milestones
- Each commission payout marked pending or paid
Documents on the Record
Attach documents to the lead, deal or property they belong to.
- Agreements, KYC, NOCs, sale deeds and payment receipts
- An e-sign status for each document: not required, pending or signed
- Files open only for people allowed to see that record
Roles and Saved Views
Admins, team leads and agents each see what they should. Everyone can save the filtered views they use every day.
- Admin, team lead, agent and counsellor roles
- Pages switched on or off per person
- Monthly targets and a leaderboard by closed deal value
- Admins can reset a teammate’s password
Your Data Stays Yours
Automatic backups, and a one-click export of everything for admins.
- Scheduled backups of your organisation’s data to Google Drive
- A full export as a ZIP file, available to admins
- Login attempts are rate-limited, and records are scoped to each person’s role
Two Setups, One CRM
Pick the setup that matches your business. Each shows the pages and stages that make sense for it.
Real Estate
- Leads with property requirements
- Property listings with photos and RERA ID
- Site visits with outcomes
- Deals, payment milestones and commissions
- A public page to share your listings
Education
- Enquiries with course interest and campaign
- Courses with batches and start dates
- Counselling calls
- Enrolments and commissions
- Roles for counsellors and managers
Evalo CRM Questions
Something else on your mind? Ask us directly.
Who Is Evalo CRM For?
Real estate brokerages and education teams such as coaching institutes and admissions counsellors. Each gets its own setup with the right stages and pages.
How Is Evalo CRM Priced?
It depends on the size of your team. Book a demo and we’ll walk you through it.
Can We Bring Our Existing Leads?
Yes. We can import your existing leads from Excel or Google Sheets, removing duplicates and repairing phone numbers.
Can Each Agent or Counsellor See Only Their Own Leads?
Yes. Admins see everything, team leads see their team, and agents or counsellors see what’s assigned to them. Admins can also switch individual pages on or off for each person.
Can Facebook Ad Leads Come In Automatically?
For education teams, yes: Facebook Lead Ads and website enquiry forms can be connected so leads arrive with their campaign and answers. For real estate, enquiries from your public listings page arrive automatically, and portal leads are recorded with their source.
Does It Work on Phones?
Yes. Evalo CRM runs in the browser, and the screens are built to work on phones as well as laptops.
Is Our Data Backed Up?
Yes. Data is backed up automatically on a schedule, and admins can download a full export of everything as a ZIP file.
Can We Leave and Take Our Data?
Yes. The export contains all your records, so you’re never locked in.
What If Our Process Doesn’t Fit?
Then a custom CRM may suit you better. We build those too, and we’ll tell you honestly which fits.
See Evalo CRM with Your Own Process in Mind.
Book a demo and we’ll walk you through it, or tell you honestly if custom suits you better.
Talk to Us Directly
Message, call or email. You’ll reach the founder, and we’ll set up a free call around your team’s day.
Chat on WhatsApp Call +91 97817 60005Email info@evaloai.com