NewAI assistant, customer support desk and shareable project pages for WhatsApp.
Realty CRM by Floating Infotech
Free trial
Built for real estateMahaRERA & GST ready

Best real estate CRM software for builders & developers in India

Every enquiry, every flat, every rupee. One CRM.

Realty CRM brings leads, live inventory, cost sheets, bookings, collections and channel partners into one workspace, so developers close faster and no lead slips through.

Start free trialTake the product tour
  • No credit card needed
  • Import leads from Excel
  • Set up in minutes

Works with the tools your team already uses

Meta Lead AdsGoogle Ads99acresMagicBricksHousing.comWhatsAppMSG91 SMSExotelRazorpayPhonePeExcel & CSVWebsite forms
New in Realty CRM

An AI assistant, a support desk, and project pages that sell

After the booking, the work moves to customer care. Before it, your sales team needs something better than PDFs to send. Both are now built in.

I paid ₹4,85,000 by NEFT on Monday for the slab instalment but haven't received the receipt.Anjali J. · website support form

AI draft · check before sending

Hi Anjali, thank you for the details. Receipts are emailed within 2 working days once the payment reaches our account. Our accounts team is checking yours now and will send it today.How to pay an instalment
Hot leadNext best action: call to confirm Sunday's site visit

AI assistant

Replies, summaries and next steps, drafted for you

Built on Claude by Anthropic. It reads the ticket, the booking and your help articles, then drafts a reply your team checks and sends.

  • Draft replies to customer tickets
  • Lead insight: how warm, what to do next, a WhatsApp to send
  • Polish or translate any message to Hindi or Marathi
  • Write help articles from your notes

Open

5

Overdue

1

First reply

3.3 h

Receipt not receivedHighOverdue
Share draft agreementNormalin 22 h
Possession date for wing BNormalin 3 days
Construction photosLowWaiting on customer

Support desk

Every buyer request, owned and on time

Payment, document, possession and maintenance requests become tickets with an owner and a deadline set by priority.

  • Support form for your website, straight into tickets
  • Deadlines: urgent 4 h, high 24 h, normal 3 days
  • Reply by email or WhatsApp from the ticket
  • Knowledge base with suggested answers
Under construction

Harbour Crest

Chembur, Mumbai

Starting from

₹1 Cr onwards

1 BHK34 available2 BHK34 available
Enquire now

Harbour Crest, Chembur · from ₹1 Cr

1 & 2 BHK · possession Sept 2027

Hi Ananya, photos, floor plans and prices are here 👆11:02 ✓✓

Enquiries come back to the sender

Project pages

A page for every project, ready for WhatsApp

Photos, floor plans, prices, amenities, map and an enquiry form, in your choice of five themes. Plus one catalogue link for all projects.

  • Rich previews when shared on WhatsApp
  • Enquiries are assigned to the executive who shared
  • Send projects to a lead in two clicks
  • Show or hide prices and availability

Contacts

Buyers, investors, brokers, vendors and landowners in one address book.

Send the catalogue

Pick projects and send the links by WhatsApp or email, logged on the lead.

Knowledge base

One right answer for payments, documents and possession, for the whole team.

Forms anywhere

Enquiry and support forms as a script, an iframe or a link for your Instagram bio.

Product tour

Built around how projects actually sell

Not a generic CRM with real-estate fields bolted on. Towers, floors, cost sheets, construction-linked payments and channel partners are part of the product.

Incoming leads

Live
AK

Ananya Kulkarni

2 BHK · Baner

just now→ Rohan
VM

Vikram Mehta

3 BHK · Powai

2 min→ Sneha
FS

Farah Shaikh

2 BHK · Wakad

6 min→ Amit
RD

Rahul Desai

3 BHK · Kharadi

11 min→ Rohan
NP

Neha Patil

1 BHK · Hinjewadi

18 min→ Sneha

Assignment rule

WhenEnquiry is for Skyline Towers

RuleProject-wise

AssignRound robin · Hinjewadi team

First-call SLA

12:40

left to call Vikram Mehta. If missed, the team leader is alerted and the lead can be reassigned.

  • Meta Lead Ads, Google, 99acres, MagicBricks, Housing.com, website forms and walk-ins
  • Duplicates caught by phone number, with the full history kept
  • Round robin, or rules by project, location or campaign, with first-call SLAs

0

modules in one login

From the first lead to the last instalment

0

ready-made reports

Excel and PDF, or emailed on a schedule

0

built-in roles

Each with Own, Team or All access

0

payment gateways

Razorpay and PhonePe

Everything in one place

Everything else your sales office needs

The small things that decide whether a busy sales team follows up on time: built in, connected, and on by default.

WhatsApp, SMS & email automations

Approved templates for confirmations, reminders and offers. Automations fire on new leads, visits, bookings and due dates, and every message lands on the lead's timeline.

Hi Ananya, your site visit at Skyline Towers is confirmed for Sat, 11:00 AM. Your relationship manager Rohan will meet you at the sales office. 📍10:42 ✓✓
Great, see you there 👍10:44

Projects on the map

Every project pinned across Pune, Mumbai and beyond, with prices and live availability.

₹72 L₹1.1 Cr₹1.8 Cr

Approvals

Discounts, cancellations and refunds above the limit go to the right manager, with a full trail.

Discount ₹2,00,000 on A-902

Requested by Rohan · limit ₹1,00,000

ApproveReject

Roles & permissions

Choose what each role can see and do, for their own records, their team's, or everyone's.

LeadsOwnTeamAll
BookingsOwnTeamAll
PaymentsOwnTeamAll
ReportsOwnTeamAll

Click-to-call & recordings

Call from the lead with your cloud telephony number. Duration, outcome and recording are logged.

4:47

KYC document checklist

PAN, Aadhaar, photos and the agreement collected per buyer, verified and versioned.

PAN card

Aadhaar

Passport photo

Signed agreement

Targets & leaderboards

Set monthly targets for leads, site visits, bookings and revenue per executive or team. Everyone sees where they stand.

1SP

Sneha Patil11 of 12 bookings

2RG

Rohan Gaikwad7 of 9 bookings

3AJ

Amit Joshi5 of 8 bookings

Complete audit trail

Who changed a price, a status or an owner, and when. Nothing is edited silently.

Rohan changed status to Negotiation10:12

Priya approved discount on A-90209:40

Accounts recorded receipt RC-2041Yesterday

Up and running in a day

Import your leads and units from Excel or CSV, map the columns once, and connect your ad accounts and portals in a few minutes.

leads-2025.xlsx2,418 rows

2,301 imported · 117 duplicates merged

How builders use it

Three ways real estate teams run on Realty CRM

Typical setups we help teams put in place, from the first week to launch day.

Developer with 3 projects

Pune · Growth plan · 12 sales executives

From four lead sheets to one pipeline

Before

  • Facebook, 99acres and walk-in leads in separate sheets
  • Nobody sure which flats were on hold
  • Cost sheets in Excel, with stamp duty mistakes

With Realty CRM

  • Every lead assigned round-robin, with a 30-minute first-call deadline
  • Live tower grid; holds expire on their own after 48 hours
  • Cost sheets with GST and stamp duty; discounts above the limit go for approval
  • Executives share project pages on WhatsApp; enquiries come back to them
Lead assignmentInventoryCost sheetsProject pages

Launch with 40 channel partners

Mumbai · Professional plan · 25 users

Partners who stop calling the office

Before

  • The same buyer registered by two brokers
  • Commission worked out on paper after every booking
  • No idea which campaign produced bookings

With Realty CRM

  • Partners register buyers in their portal; duplicates within 60 days are blocked with date and time
  • Commission and TDS calculated when the agreement is done
  • Cost per booking by campaign, from ad spend to registration
  • One catalogue link partners forward to their buyers
Partner portalCommissionMarketing ROICatalogue

Customer care for 800 buyers

Pune & Nashik · Professional plan · CRM team of 4

Post-sales that never drops a request

Before

  • Payment and document questions in WhatsApp groups
  • Receipts and NOCs requested twice
  • Answers depended on who picked up the phone

With Realty CRM

  • A support form on the website creates tickets with a deadline by priority
  • Payment schedules and reminders from the booking
  • Help articles for receipts, loans, agreements and possession
  • The AI assistant drafts replies; the team checks and sends
Support deskKnowledge baseCollectionsAI assistant

These are example setups that show how the features fit together, not stories of named customers.

Set up your workspace
Android app

Your sales office, in every executive’s pocket.

Built for the people who meet buyers. Fast, simple, and in sync with the office the moment they hang up.

One-tap call and WhatsApp

Back in the app, the call is logged with its duration. Pick an outcome and the next follow-up.

GPS check-in at the site

Managers see who actually met the buyer at the project, and when.

Today, sorted

New leads to call first, follow-ups due, site visits and tasks, on one screen.

Inventory in the pocket

Live availability, prices and floor plans to show the buyer on the spot.

Get startedGet it on Google Play

Free to install. Included in the Professional and Enterprise plans and the channel partner plans.

VM

Vikram Mehta

+91 98220 55501

● NegotiationNext: Today, 4:00 PM
CallWhatsAppEmail

Requirement

Budget₹1.8 – 2.2 Cr

Configuration3 BHK · Apartment

LocationPowai

Call logged · 4m 47s

Outcome: Interested · Follow-up set for today 4 PM

Matching units

B-1104 · 3 BHK

₹1.98 Cr

A-1502 · 3 BHK

₹2.07 Cr

Good morning,

Rohan

Today: 4 follow-ups · 2 site visits

4

Follow-ups

2

Visits

3

New leads

Call these new leads first

AK

Ananya Kulkarni

Facebook · 2 min ago

Site visit · 12:00

22OCT

Arjun Nair

Skyline Towers · Hinjewadi

Check inComplete
For every role

One platform for everyone who sells

Each person sees what they need first, and nothing they shouldn't. Permissions follow your organisation chart.

Every project, team and rupee on one screen

For owners & management

  • Bookings, revenue and collections across all projects
  • Cost per booking for every campaign and channel
  • Approvals for discounts and cancellations
  • Scheduled reports in your inbox every morning
Security & compliance

Your buyers’ data, treated with care

Real estate runs on trust. Realty CRM is built so that your customers’ documents and your deal data stay yours.

MahaRERA details on every projectGST-compliant invoicesDLT template IDs for SMSConsent recorded per lead

Isolated workspaces

Every company has its own workspace. One workspace can never read another’s data; it is enforced on every query.

Encrypted personal data

Aadhaar, PAN and bank details are encrypted in the database, not just on the network.

Two-factor sign-in

Authenticator-app codes for every user, and sign-in attempts are rate-limited.

Role-based access

Eight built-in roles plus your own, each with Own, Team or All scope per module.

Full audit log

Every change to prices, statuses, owners and payments is recorded with who and when.

Secure sessions

Short-lived access tokens and rotating refresh tokens held in secure, HTTP-only cookies.

Why teams switch

Spreadsheets and generic CRMs weren’t made for this

Real estate sales has towers, floors, cost sheets and partners. A tool built for it removes the workarounds.

What you needSpreadsheets & WhatsAppGeneric CRMRealty CRM
Leads from ads, portals and the website in one list
Automatic assignment with first-call SLAs
Live tower, floor and unit inventory with holds
Cost sheets with GST, stamp duty and registration
Construction-linked payment schedules and receipts
Channel partner portal with commission and TDS
Android app with GPS site check-in
Reports on cost per booking by campaign
Shareable project pages and catalogue with enquiry forms
Customer support tickets with deadlines and a knowledge base
AI assistant for replies, ticket summaries and lead next steps

Partly: possible with add-ons, custom fields or manual work.

Pricing

Simple plans that grow with your projects

Start free, pick a plan when you are ready, and change it any time. Prices in INR, exclusive of GST.

How to use Realty CRM

Up and running in an afternoon

Four steps from sign-up to your first booking. Every step has a short guide, and inside the app the AI assistant and our support team are one click away.

  1. 1

    Add your project

    Wings, floors and units in minutes, or import them from Excel with our sample sheet.

    Read the guide
  2. 2

    Invite your team

    Roles for sales, managers and accounts, teams, and who receives new leads.

    Read the guide
  3. 3

    Connect lead sources

    Website form, Facebook and Instagram, Google Ads and portals, assigned automatically.

    Read the guide
  4. 4

    Quote, book and collect

    Cost sheets, bookings, payment schedules and receipts in one flow.

    Read the guide
All how-to guidesSupport from Floating Infotech on every plan
FAQ

Questions builders ask

Can’t find what you’re looking for? We’re happy to walk you through it.

Start a free trial

Every feature of the plan you choose, with no card needed. When it ends you get an invoice and a short grace period to pay online; after that the workspace becomes read-only until it is paid. Nothing is deleted.

Online through Razorpay or PhonePe: UPI, cards, net banking and wallets. You get a GST invoice for every payment. Bank transfer is also possible.

Yes. Every company gets its own workspace, and the system enforces that one workspace can never read another’s data. Aadhaar, PAN and bank details are encrypted, and every change is written to an audit log.

It uses Claude by Anthropic to draft replies, summarise tickets, suggest next steps on a lead and polish messages. It only sees the record you are working on and your help articles, a person always reviews the text before anything is sent, and your administrator can switch it off. Under Anthropic’s commercial API terms, this data is not used to train their models.

Yes, if you want them to. Every project gets a public page with photos, floor plans, prices, amenities, map and an enquiry form, plus one catalogue link for all projects. You choose the theme, whether prices and availability show, or switch a page off.

Yes. Import leads and units from Excel or CSV, and connect Meta Lead Ads, Google Ads, property portals and your website forms in a few minutes.

Yes. GST, stamp duty (including concessions such as the one for women buyers) and registration charges are built into the cost sheet, and every rate can be changed in settings or per project.

Yes, an Android app for the sales team: one-tap calls and WhatsApp with automatic call logging, GPS check-in at site visits, follow-ups and live inventory. It is included in the Professional and Enterprise plans.

Always. Leads export to Excel, and all 13 reports export to Excel or PDF. Your data belongs to you.

Your next booking is already in your leads.

Set up your projects, connect your ad accounts and let your team start following up today.

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No credit card · Your data stays yours · Set up in minutes