Real Estate CRM for Brokers and Property Dealers
Leads, listings, site visits, deals and commissions in one place, so every buyer is followed up and every agent knows exactly what’s theirs.
Illustration with made-up names, not a client’s data.
Who It’s For
Brokerages of every size run into the same walls once they have more than a handful of agents and listings.
Brokerages with a Growing Team
You’ve gone from two agents to eight. Leads are shared in a WhatsApp group and it’s no longer clear who owns which buyer.
Owners Who Want to See the Pipeline
You want to know how many visits happened this week, which deals are close, and what commission is due, without asking each agent.
Teams Juggling Many Listings
Properties live in a spreadsheet and a phone gallery. Agents send outdated prices, or don’t know a flat is already booked.
Agencies Paying Commission Splits
Agent, team lead and brokerage shares are worked out by hand after each deal, and the numbers sometimes cause arguments.
Brokers Who Get Portal and Ad Leads
Enquiries arrive from property portals, ads, your website, walk-ins and referrals, and some of them are never called back.
Where Brokerages Lose Deals
Property sales have a long gap between the first call and the booking. Most lost deals fall through that gap.
Leads Arrive From Everywhere
Portals, ads, walk-ins and referrals each land somewhere different, and some are never called back.
Site Visits Live in Diaries
Who is visiting which property, and what they thought of it, depends on one agent’s memory.
Matching Buyers to Listings Is Manual
Agents remember roughly what each buyer wanted and scroll through listings to find something close.
Commission Splits Cause Arguments
Splits between agent, team lead and brokerage are worked out by hand after the deal closes.
The Owner Can’t See the Pipeline
How many visits happened this week, and how many bookings are close? Nobody can say without a day of counting.
A Brokerage’s Day, Step by Step
This is how a typical property sale moves through a brokerage, and where the CRM takes over the parts that usually slip.
A New Enquiry Arrives
What Happens
A buyer calls about a listing, fills a portal form, walks into the office, or is referred by a past client.
How the CRM Fits
The enquiry is recorded as a lead with its source, including which portal it came from. Enquiries from your public listings page arrive on their own, with the property they asked about in the notes.
The Requirement Is Written Down
What Happens
On the first call, the agent asks what the buyer wants: type of property, budget, city, area, BHK.
How the CRM Fits
The requirement is saved on the lead in proper fields, not a free-text note, so it can be searched and matched later.
Matching Listings Are Shortlisted
What Happens
The agent looks for properties that fit and shares a few options.
How the CRM Fits
The lead shows listings that match its requirement, so the agent isn’t scrolling a spreadsheet or a phone gallery.
Follow-Up Calls
What Happens
Buyers rarely say yes on the first call. The agent calls again, and again.
How the CRM Fits
Each call attempt is logged as ringing, unanswered, answered or not reachable. Missed calls come back as follow-ups, and the dashboard lists what’s due today.
Site Visits Are Booked
What Happens
The buyer agrees to see one or more properties, usually at the weekend.
How the CRM Fits
Visits are scheduled against the lead and the property. Afterwards the agent logs the outcome and whether the buyer is hot, warm or cold.
The Deal Takes Shape
What Happens
Negotiation, a token amount, then agreement and registration.
How the CRM Fits
A deal moves through token, agreement, registration and completion, with a sequential deal number and the payment milestones recorded.
Papers Are Collected
What Happens
Agreements, KYC, NOCs and receipts change hands.
How the CRM Fits
Documents are attached to the deal or lead they belong to, with an e-sign status you can track, and only people allowed to see that record can open them.
Commission Is Calculated
What Happens
Once the deal completes, the brokerage works out who gets what.
How the CRM Fits
Agent, team lead and brokerage shares are calculated from the split you set, and each payout is marked pending or paid.
The Month Is Reviewed
What Happens
The owner checks targets, closed deals and the team’s performance.
How the CRM Fits
The dashboard shows leads by stage, deals by stage, what closed this month and pending commission. A leaderboard ranks agents by closed deal value against their monthly target.
What the CRM Covers
Everything from the first enquiry to the commission payout, with each person seeing only what they should.
Leads with Requirements
Property type, budget range, preferred city and area, and BHK recorded with every lead, along with its source and portal.
Property Listings
Listings with photos, type, size, RERA ID, owner details and status from available to sold.
A Public Listings Page
A page where buyers can browse your available properties by city and send an enquiry that lands in the CRM as a lead.
Matching Listings
See listings that fit a buyer’s requirement instead of searching from memory.
Site Visits
Schedule visits per lead and property, then log the outcome and how interested the buyer was.
Deals and Payment Milestones
Each deal moves from token to agreement to registration, with sequential deal codes and payment milestones.
Commission Splits
Agent, team lead and brokerage shares calculated automatically, with payout status tracked.
Documents
Agreements, KYC, NOCs, sale deeds and payment receipts kept with the record, with e-sign status.
Team Roles and Targets
Admins see everything, team leads see their team, agents see what’s assigned to them. Monthly targets and a leaderboard keep it visible.
Calls and Follow-Ups
Every call attempt logged, with unanswered calls coming back as follow-ups.
Your Data, Backed Up
Automatic backups and a full export whenever you want it.
Getting Your Brokerage Onto It
Whether you start with Evalo CRM or a custom build, the move follows the same phases. The dates go into a written plan.
Discovery
How leads reach you, how visits are booked, and how commissions are split today.
Plan Sign-Off
Ready-made or custom, the plan and timeline are written down for you to approve.
Setup or Build
Your team, listings, stages and commission splits set up, or built for a custom CRM.
Testing
Checked with real-shaped data on the phones your agents use.
Launch
Old leads imported and cleaned, and the old sheet kept until you’re confident.
Training
Training as agreed for your team: agents, team leads and admins.
Support
An annual maintenance plan, which can cover help and improvements.
Evalo CRM or a Custom Build?
We offer both, so we’ll tell you honestly which suits your brokerage.
Evalo CRM
Ready to use, built for brokerages.
- Your process is close to enquiry, visit, deal, commission
- You want to start without a build project
- A standard set of reports is enough
Custom CRM
Built around how your brokerage works.
- You handle projects, rentals and resale very differently
- You need particular reports or approvals
- You want it connected to other systems you use
Relevant Work
Real estate case studies will appear here once each client has approved them in writing.
Happy to walk you through how a brokerage would use it, on a free call.
Book a Free Consultation →Real Estate CRM Questions
Something else on your mind? Ask us directly.
Can It Track Site Visits?
Yes. Visits are scheduled per lead and property, with the outcome and the buyer’s interest level logged afterwards.
How Are Commissions Handled?
Splits between agent, team lead and brokerage are calculated automatically when a deal completes, and payout status is tracked.
Can Leads From Property Portals Come In?
Portal leads can be recorded with the portal they came from. Connecting a portal directly depends on what that portal offers, so we check it for your portals.
Can Buyers Browse Our Listings?
Yes. A public listings page shows your available properties, and an enquiry from it arrives in the CRM as a lead.
Will Agents See Each Other’s Leads?
Not unless you want them to. Agents see what’s assigned to them; team leads see their team; admins see everything.
Can We Track Monthly Targets?
Yes. Each person can have a monthly target, and a leaderboard ranks agents by the value of deals they closed.
Where Do Agreements and KYC Go?
They’re attached to the lead, deal or property they belong to, with an e-sign status, and only people allowed to see that record can open them.
Can We Import Our Old Leads and Listings?
Yes. We import them from your sheets, remove duplicates and repair phone numbers before go-live.
How Is It Priced?
Evalo CRM and custom builds are both quoted after a free consultation.
Tell Us How Your Brokerage Sells Today.
The first call is free. We’ll tell you whether Evalo CRM fits or custom makes more sense.
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