Property Dealer CRM
Inventory, client requirements and commission on both sides — so the deal that one dealer was tracking in his phone survives his day off.
A dealer's office runs on two lists that nobody writes down properly: what is available, and who is looking. The matching happens in conversation, and the value of the office is almost entirely in the heads of the people sitting in it. That works until a dealer leaves, takes his phone with him, and the office discovers it never knew half its own inventory.
What gets built here is not a generic sales pipeline. It is the two lists, plus the bit that generates the actual income: commission, which in practice is claimed from both buyer and seller, often shared with another dealer, and almost never recorded until the day someone disagrees about it.
What it fixes
- Inventory held in individual phones and WhatsApp groups, so the office cannot say what it currently has in a given block
- Client requirements — size, block, budget, possession or file — remembered rather than recorded, so a matching property goes past unnoticed
- Rates that move month to month per phase and block, with no record of what a plot was quoted at six months ago
- Token or biyana taken with no central record of what was agreed, what is refundable and by when the deal must close
- Commission split with a co-dealer on a verbal understanding, then disputed after the transfer
- Site visits arranged and forgotten, and leads bought from portals or advertising that are never followed up
What gets built
A starting point, not a fixed list. The build is scoped to your own process before anything is written.
Property inventory
Plots, files, houses, shops and apartments with location down to block and street, size, demand price, owner contact, and whether it is a file or a possession plot. Marked available, under deal or sold, with who introduced it.
Client requirements
What each buyer is actually looking for — area, size range, budget, investment or possession — kept as a searchable requirement so new inventory can be matched against the existing demand list.
Deal tracking
From token taken through to transfer, with the agreed price, the dates committed by each side, and the documents still pending. The stages should be the ones your office uses, not a generic funnel.
Commission record
Commission due from buyer and from seller, any share agreed with a co-dealer or introducer, what has been received and what is still outstanding. This is usually the part that pays for the build.
Follow-ups and visits
Next action and date on every client and every live deal, with a daily list, plus site visits scheduled against a dealer so the day is planned rather than reactive.
Rate and activity history
What was quoted, to whom and when, by block and phase — which over a year becomes the only honest record of how rates in your area actually moved.
Who this is for
Dealer offices with roughly three to thirty people, especially those working several societies at once and paying for leads from portals or social media advertising, where an unfollowed lead has a cost you can name. It suits an office where the proprietor wants the inventory and client list to belong to the business rather than to individual dealers. A single dealer working alone with forty clients does not need this and will not maintain it — a notebook is faster. It also will not fix an office where dealers actively do not want their deals visible to each other; that is a management problem before it is a software one.
Questions
Our dealers will not enter data. What then?
Then this fails, and it is worth saying so before you spend money. The honest design response is to ask for the absolute minimum that keeps the two lists true — property, client requirement, deal stage and next action — and to accept that call notes and photographs will be patchy. If even that will not be entered, the problem is not the software.
Can it post our listings to Zameen or OLX automatically?
Not something we would promise. Those platforms change what they allow and automated posting usually depends on an agency account and their current terms, which we would have to check for your specific account before quoting it. What is realistic is keeping one clean inventory record and exporting the fields you need when you list manually.
We deal in files, not just plots. Does that change anything?
Yes, and it is worth raising at the start. A file has no fixed plot number, changes hands repeatedly, and its value depends on the society's own transfer rules — so the record has to track the file itself and whose name it currently stands in. If most of your business is file trading, the build is shaped around that rather than around physical property.
Tell us how your office runs.
We scope it first — what it takes, how long, what it costs. No obligation.