Real Estate CRM is a end to end sales, marketing and Customer Relationship Management (CRM) tool developed on Salesforce platform by Cloud Experts team.

Key Features

  1. Sales Activity Tracking: Get up-to date information about your sales executive’s activity. Whom they are meeting, when they are meeting, what was the outcome of the discussion etc.
  2. Inventory Information: Capture details information about each unit of your project. For example rate, size, facing, construction status, bi including project details, Site plan, floor plan etc.
  3. Inventory Status: You can track status units like Available, Booked, Sold, Blocked or Due for payment, not for sale etc.
  4. Project Information: Capture additional information like property Type, Rates, Payment method and plan, Bank details, Approved bankers for loan etc.
  5. Customer Information in a Single Page: Unit Logs , Unit Documents, Booking Details, Payment Schedules, Payments History, Reminders, Other Charges, Interest, Service Tax, Brokerage, Stamp Duty, Cancellation, Transfers, Refunds, , etc.
  6. Brokerage Calculation: It maintains complete account of Sales made through Brokers.
  7. Payment Status: How much payment is due, how much payment has collected client wise, project wise.
  8. Payment Reminder: Auto payment reminder to your CRM team and Customer.
  9. Payment Receipt: It can generate Payment Receipt on payment collection
  10. Reports & Dash Boards: More than 100 ready reports related to Marketing, Sales Enquiry, Sales Pipeline, Revenue Forecast, Properties, Payment Received, Payment Pending, Client Ledger, Installment, Brokerage due etc.
  11. Mass E-Mail: Our inbuilt Bulk Mailing system would enable Developers to communicate with customers about New Launches, offers etc.

Rate Management

  • Property Hierarchy
  • Construction Rate
  • Land Rate
  • Transfer Charges
  • Cancellation Charges
  • Agent Brokerage Rate
  • Preferred Location Charges
  • Parking Charges
  • Other Charges

Customer / Account Information:

  • Payment Schedule
  • Record Payments
  • Auto calculations of Service Tax
  • Other Charges
  • Interest on Over Due Payment
  • Auto Brokerage Calculation
  • Generate Payment Demand Notice
  • Generate Payment Receipts
  • Payment History
  • Customer Documents
  • Transfer Unit
  • Cancel Unit
  • Possession Letter Generation


  • Create Agents
  • Set Brokerage Rate
  • Agent Ledger Account
  • Pay Brokerage and Track Payment History
  • Track Agent Performance

Broker Login

  • Brokers can raise online booking requests for booking a unit.
  • Brokers can track the status of the lead that they have given to the Developer.
  • Brokers can view the booking details for the bookings done through them.
  • Brokers can view the details of the payments that are to be made to them in due course of time.

Reports and Trend Monitoring

  • Lead and Enquiry Report
  • Marketing ROI Report
  • Sales Funnel Report
  • Sales Activity Report
  • Inventory Report
  • Payment Received Report
  • Payment Pending Report
  • Agent Brokerage Report, and many more…

Real Estate CRM:    Product Brief

Lead & Activity Management

  • Record all Enquiries
  • Immediate Enquiry Acknowledgement to Client through Mail.
  • Send Enquires to Sales Team with Email notification.
  • Auto Follow up Reminders to respective Sales Executives
  • Overdue activities follow up Reminders.
  • Complete Track of each Enquiry Life. ( Enquiry, Site Visit, Offer & Negotiation, Booking, Agreement, Allotment, Handover etc)
  • Track every activity on every lead by every sales executive on daily, weekly and monthly basis.
  • Lead Source Analysis: Analyze the source of leads that gives you maximum leads, site visits and bookings.

Inventory / Units Status:

  • Blocked
  • Sold
  • Available
  • Not for Sales

Payment Schedule:

  • Construction Linked
  • Time Linked

Document Creation and Management System

  • Easily create, customize and manage vital sales and closing documents like booking form, Sales Agreement, contracts, Demand Note, Payment Receipt, Handover etc.
  • Maintain Archive of Internal and Customer Documents in a single place
  • Documents are saved to the buyer’s record for a complete history of the transaction.

Customer Login

  • Customer Booking Details
  • Download Demand Letter and Payment Receipt
  • View Latest project Status image and Video
  • Get Payment schedule details
  • Customers can refer their friends / relatives and collect points which can be redeemed against gifts.
  • Log a case / complain and track the status of the complain online.


  • Faster Booking Process
  • Auto Rate Calculations
  • Offer Discount at the time of Booking
  • Payment Schedule Design

Permission based Access

  • Staff Access
  • Agent Access
  • Client Access

Land Management

  • Identification of land
  • Details of purchasing the land
  • Land visit details
  • Feasibility entry by various level
  • Land agreement details
  • Land registration details
  • Land owner payment
  • Land broker payments

Why Salesforce CRM:

  • Simple and easy to use solution.
  • Powerful and Simple to use.
  • 360 degree Customer information in single page.
  • Fully customizable solution based on your need
  • Low Recurring Cost.
  • Minimum Support required.
  • Permission Based Access.
  • 125000+ companies are using Salesforce CRM.
  • 5000 Real Estate organizations are using Salesforce CRM.


Free Trial Get Started
  • $65/user/month*
    (billed annually)
  • Case management
  • Computer Telephony Integration (CTI)
  • Web and email capture
  • Salesforce1 Mobile App
  • Reports & analytics
  • Customizable dashboards
  • Lead Management
  • Account & Opportunity
  • Sales Automation Features
  • $135/user/month*
    (billed annually)
  • Includes all Professional features
  • Service Cloud Console
  • Service contracts and entitlements
  • Knowledge base
  • Web chat **
  • Salesforce Communities
  • Social customer service
  • Salesforce Identity
  • Salesforce Private AppExchange
  • $300/user/month*
    (billed annually)
  • Includes all Enterprise features
  • All Sales Cloud Features
  • Integrated knowledge base
  • Live web chat
  • 24×7 global support
  • console view for Inside Sales
  • Unlimited custom app development
  • Multiple sandboxes
  • More storage
**All editions have a minimum of 1GB of data and 11GB of file storage shared by all users. Additional storage is available on a per-user basis for each edition.

Cloud Experts is a Salesforce Certified Consulting Company. We do Salesforce Implementation for Real Estate Companies:

  • Set develop your Real Estate CRM Application
  • Add users and manage privileges
  • Automate your business process
  • Search Engine to recommend flat for customer based on their requirement
  • Set up Autoresponders, Drip Marketing and related Email templates
  • Train your users
  • Provide support 24×7 over the next 365 days

And for all of these we charge you a tiny, competitive services fee. Call us now+91 95919 61422 to discuss your requirements and get experts advice. You can mail us your requirements at