RSoft Real Estate CRM

End-to-End Real Estate CRM Software in the palm of your hand


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RSoft Real Estate CRM

What is Real Estate CRM

Boost lead conversions at your real estate firm with a dedicated CRM software, built for the industry, where even a single lead duplication would cost the company lakhs. SalezRobot Real Estate CRM is designed by industry experts with over 15 years of experience and will automate the workflow of all stakeholders including builders, developers, channel partners, brokers, construction companies, and marketers. It is successfully in use for the past 15 years by over 100 real estate firms.

RSoft Real Estate CRM handles pre-sales, sales, and after-sales capabilities with an in-depth know how of all relevant processes. With the software in hand, you can scale your real estate business up to 10X times within a short time span, effectively and easily. Our mantra behind this CRM software is to connect customers and company in less than 2 minutes of time for 3X sales, which has earned us the “Best Real Estate CRM” award in the industry.

1 single missed lead = 15 Lakhs Rupees in Loss.

Which is why our software is crafted for 0% lead leakage and 300% Sales Improvement.

RSoft Real Estate CRM

CRM: The Realtor’s tool to Success

  • Manage all client and property data from a centralized platform that is an indispensable tool in the competitive real estate market. Realtors get a holistic view of their business right from lead sourcing to sale closing, along with advanced post-sales management features that boost credibility.

  • In an industry where time mean everything, Real Estate CRM enables efficient management of leads, contacts, and listings, while saving valuable time that was earlier spent on manual data entry and retrieval.

  • Automate rote tasks such as lead follow ups and schedule reminders to ensure no lead goes unfollowed. The CRM tool also facilitates intelligent targeted marketing, with personalized recommendations and customizations for each lead and customer, driving up the conversion rates.

  • The software comes with mobile capabilities that have your work and customers always at your fingertips. You can stay productive on the go with access to all customer and property information, delivering quality service promptly from anywhere, anytime.

  • Its advanced reporting and analytics features, gives detailed insights into each property’s performance and value generation from campaigns and other marketing initiatives. Realtors can easily identify trends and measure success metrics to redefine strategies for better results.

  • With optimized operations and lead and customer nurturing taken care of by Real Estate CRM, realtors can truly focus on the human element of building and maintaining healthy client relationships, that is the critical success factor in real estate.

  • Pre-Sales Management
  • Sales Management
  • Post Sales Management

Pre-Sales Management

Monitor and manage your sales pipeline with valuable insights and analytics from Lead data

Cutting edge technology that offers both on-prem and cloud telephony capabilities for both Indian and International numbers.

  • Track leads across campaigns and platforms from a single dashboard.
  • Built-in Cloud telephony, IVR, Whatsapp, Chatbot, and Survey forms.
  • AI- enabled Automated lead distribution in round-robin basis or predefined rules.
  • Lead Notifications by Popup and Sound for instant response to customers.
  • Live Calls Monitoring and Call barging in for real-time call quality monitoring.
  • HD Call recording for crystal clear customer communication & quality monitoring

Route every lead to the right customer representative, driving up conversion rates and sales across all channels.

  • Round-robin routing for fair distribution of leads across every Customer relationship officer on the team.
  • Priority-based routing for hot prospects and referrals and based on customer preferences for consistent lead nurturing.
  • Customizable routing rules to align with agile business policies and expertise.
  • Automated lead distribution based on pre-defined rules.
  • Multi-channel routing from all campaigns and platforms to eliminate lead leakage.
  • Manual override to allow managers and administration to intervene and reassign leads as necessary.
  • Repeat enquiries will be routed to the same Sales Officer with a Real Estate Sticky Lead concept.
  • RSoft is the only Real Estate System in India which routes calls based on the lead owner, instead of passing to random available personnel.

Manage the entire team from a single screen, with agile measurement of performance and facilitating collaboration.

  • User, Role & Profile Based Control for secured and easy accessibility of data.
  • Never Miss a Lead or follow up ensuring highest brand image and increased site visits.
  • First Time in Real Estate Industry a World Class, AI Based duplication validation that verifies following in combination.
    1. Mobile Number
    2. Alternate Number
    3. WhatsApp Number
    4. Primary Email
    5. Alternate Email
    No duplicates; Zero confusion
  • Number and Email Masking for secure data access.
  • Hierarchy-based access provides seamless secured flow of data.
  • Lead Status based fields ensures every bucket gets the required information from the staff.
  • Get in depth segmentation of lost leads to provide valid inputs to your marketing teams.
  • Auto-Dialer to double pre-sales team productivity and ease their efforts in achieving targets.
  • Targets in dashboard give crystal clear visual statistics, motivating the team to meet the standards.
  • Call recording and feedback for quality monitoring.

World Class ‘AI Based’ Channel Partner Management System

  • AI Based channel partner system for partners to enter leads in to the system automatically via web and mobiles apps in android and ios. Each CP will have unique credentials to enter leads and monitor their progress will booking.
  • Instant validation giving more confidence to CP’s.
  • Notification via app, whatsapp, email and sms to CPs in every stage of the lead lifecycle.
  • CP wise lead assignment.
    • a. Ex. CP A Lead should be routed to CP Manager 1
    • b. Ex. CP B Lead should be routed to CP Manager 1

Intelligent lead scoring to prioritize leads based on interest shown, their credit background and insights from interactions for easier conversions.

  • Custom scoring criteria to prioritize leads as per business necessities.
  • Lead assignment based on behavioural tracking and interest expressed.
  • Recorded interactions between leads and agents for future reference to give customers a personalized experience.
  • Leads scoring based on origin of lead and the ranking of the campaign within the organization.
  • Enhanced lead profiles with data capture from external sources to understand the lead better.
  • Lead segmentation to prioritize and engage with leads based on the chance of conversion.
  • Predictive analytics to forecast chances of conversion to focus on high potential leads.

Reach leads across multiple channels like calls, SMS, Whatsapp, Mails, and other convenient platforms to reduce lead leakage.

  • Multi-channel integration with Email, social media, website, live chat, etc. to connect with leads everywhere.
  • Customer profiles where data from all channels are consolidated on a single platform for context-rich interactions.
  • Cross-channel conversation history to maintain consistency in communication even when lead switches to different channel.
  • Real-time responses for better lead nurturing and sustained interest.
  • Seamless switch between channels with automatic distribution of leads to relevant personnel.
  • Analytics for insights on each channel’s performance in lead generation and engagement.

Sales Management

Data-driven decision making and complete view of performance of sales teams from initial lead interaction to sales closing, facilitating achievement of daily targets.

  • Track field sales staff attendance with GPS coordinates.
  • Get the complete view of lead information including all details of their site visits.
  • Centralized Inventory with tracking and sorting of all units across all towers and projects, with a centralized view to avoid booking overlaps and miscommunication.
  • Generate quotes with a single click, even from your hand-held devices, and send them through Whatsapp with complete project details.
  • Online booking form for the instant customer booking along with payment gateway.
  • Unit blocking option for executives and auto release option in a 2-7 day window.
  • Auto site visit feedback from every customer, giving clear picture of customer experience to the management, to dive sales closure from customer POV.
  • Complete Followup reminders and monitoring to help nurture leads.
  • Excellent reporting of site visits and closure on a daily, weekly and monthly basis.
    1. Project wise
    2. Sales person wise
    3. Site Visits bucket wise

Post Sales Management

Streamline post-sales processes including tasks like feedback collection, complaint management, transaction management, and nurturing, to ensure 100% conversions.

  • RSoft automatically sends Booking confirmation with allotment letter.
  • RSoft generates unique customer credentials including Username and Password to allow them to view progress on their purchase, with web and mobile access for both Android and iOS.
  • Automated KYC process so customer can comfortably provide all the documents necessary for further processing.
  • Keeps customer informed about the lead approval status and also ease the management of multiple banks and files.
  • Automated Agreement Option for simple and clear process.
  • Plan and schedule registration and get customer feedback on the entire journey inside the organization for improvement and also pitch for references.
  • Complete track of customer payments and loan payments.
  • Automated Demand letter generation for stage wise under construction projects.
  • Automated payment receipt generation for every completed transaction.
  • Automated ticket management system for every request or complaint from the customer.
  • Options to track multiple units bought by same customer.
  • End to End tracking till the successful possession of the property.
  • Lead Management
  • Site Visit Management
  • Project Management
  • Reports & Analytics

Lead Management

Reduce lead leakage and eliminate paper documentation with a fully digital solution that allows you to capture, manage, and prioritize leads from multiple channels.

  • Auto-capture leads from multiple channels such as Google, Facebook, Sulekha, Magicbricks, Commonfloor, India Property, Yellow Pages, etc.
  • Prevent duplication of leads.
  • Auto-dialer feature to double and triple your revenue.
  • Keep track of leads across campaigns and different customer journey stages.
  • Lead categorization and prioritization for better lead nurturing.
  • Instant updates on leads and follow up progress with custom notifications.
  • The real-time tracking and analytics report for agile marketing campaigns.
  • Track performance of each and every staff for organizational growth.
  • View lead attendance to sale closure in a single software and over world class Web and Mobile apps on Android and iOS.

Site Visit Management

Advanced site visit management with one-click access to customer data, queue management, and dedicated technical support for offline events.

  • Schedule visits and integrate with calendars.
  • Notifications to developer for every site visit to maintain transparency.
  • Match properties to leads and customers based on preferences and purchase history.
  • Send reminders and notifications about client visits and followups to clients and developer.
  • Track property-wise and unit-wise site visits.
  • Access to detailed and updated project information.
  • Collect site visit feedback after every site visit to understand customers POV and to increase closures.
  • Create personalized site visits for sales efficiency.
  • Digital documentation capabilities.
  • Real-time property inventory status to avoid booking overlaps.
  • Reports on site activity, conversion rates, and project performance.
  • One-click property details in PDF with photos in your organization’s predefined format.

Project Management

Track and sort your unit inventory across all projects and towers with a unified view of the stock details to avoid miscommunication and overlaps in bookings.

  • Manage all property requirements and inventory types in a single place
    • Fresh, Re-Sale, Rental, Lease etc
    • Residential, Commercial, Land Lot, ROI etc
  • Send property details in a single click with your brands pre-defined format. Single click to send to customers’ whatsapp numbers.
  • Filter properties in every possible way to attend to the customers’ requirements.
    1. Location
    2. Size
    3. Budget
    4. Facing
    5. Type
  • Manage all documents of the property in a single place for future reference like brochures, cost sheet and other legal documents as well.
  • Track site visits for each and every unit and project wise.
  • Add properties instantly from anywhere even in mobile app and make the geo co ordinates.
  • Excellent daily reports in email on a daily, weekly and monthly basis.
  • Raise invoice to the closures and track payments professionally.
  • Set reminders for lease and contract reminders.
  • Task and activity tracking across projects with shared updates.
  • Set and monitor project milestones to stay on schedule.
  • Manage project budget and track expenses.
  • Identify, assess, and mitigate potential risks.
  • Get access to collaboration tools for discussions and document sharing.
  • View and generate performance metrics for projects to make informed decisions.

Reports & Analytics

Get a bird’s eye view of team metrics and performance with custom report templates and automated insights.

  • Shared and personalized dashboards and metrics.
  • Improved accountability by tracking interactions and performances.
  • Customizable reports for enhanced reporting capabilities.
  • Turn-Around-Time (TAT) and Escalation reports.
  • Intelligent insights into lead and customer behaviour and team performance.
  • Analytics on properties to gauge high-performing real estate assets.
  • Get data on market trends and predictive analytics to forecast demand.

Benefits of Real Estate CRM

SalezRobot Real Estate CRM is a game changing innovation in the Real Estate industry that eases and automates a lot of manual processes that are endemic to customer relations. With automated operations in place, you can let the business run itself with minimal human interference.

  • Manage all your leads & campaigns at one place without any lead leakage.

  • Reduce Marketing Expenses by understanding which medium is working.

  • SMS & Email Re Marketing in a Single Click and build customer base.

  • Handle Multiple Channel Partners and own leads in 1 place without duplicates.

  • Drive more site visits with efficient pre-sales process.

  • Improve Customer Service, handle customer queries and payments.

  • Project your Brand Image by Automating your Real Estate Business and increase referrals.

  • Reduce booking to registration time.

  • Project availability and automatic cost sheet.

  • Juice out junk leads.

  • Know your cost per lead, site visit, and booking.

  • Site staff attendance and location tracking.

Video

Go Mobile with SalezRobot Real Estate CRM

RSoft CRM Platform provides all the customer information required for sales and customer support operations when your personnel are out on the field.

Remote working capabilities

Work from anywhere, as the mobile app frees your staff from their desks, making sure productivity never goes down and conversions are uninterrupted.

Omnichannel communication

Mobile CRM app lets you connect with leads and customers in their preferred mode of communication with access to SMS, WhatsApp, Email, Live Chat, and Call.

Instant updates and notifications

Set alerts and reminders and receive instant notifications on customer and project updates that ensures that no follow up or task is missed.

Enhanced Collaboration

Shared and personalized dashboards for task creation, management, and collaboration with synchronized data sharing and insights

Geo location tagging

Get visibility of each and every customer support personnel on the field with live geo-location tagging that allows monitoring and better resource allocation.

Documentation

Save project details and documentation such as floor plans, quotes, brochures, etc. to instantly communicate critical information with leads and customers.

Reporting and Analytics

Customer support personnel can create and send reports directly from the mobile app and gain invaluable insights on customer behaviour, market trends, and project performance.

Compatible with iOS and Android

Interface is no more an excuse as RSoft’s Mobile CRM App is compatible with both iOS and Android operating systems and thus compatible with all handheld devices.

Salez Robot CRM The Ideal Choice for Your Real Estate Business

Double your site visits and triple your bookings in just 90 days with SalezRobot Real Estate CRM. Backed by a robust interface and extended features, the software streamlines and automates the entire sales lifecycle from pre-sales to post-sales.

  • Centralized Projects

    Gain transparency into inventory and bookings with centralized project management.

  • Booking Notifications

    Send instant notifications and alerts of bookings to customer mobile app for marketing.

  • Omnichannel reach

    Send personalized offers through SMS, Whatsapp, and Email to leverage all channels.

  • Feedback monitoring

    Monitor each site visit and gather insights from feedback capture through SMS/Email.

  • Referral System

    Reward customers for referrals with automated referral system with custom settings

Transparent and Affordable Pricing to
Help Your Business Scale Up

Transparent and competitive pricing structure
with custom plans optimized to each client’s unique
requirements and CRM strategies.

  • INR
  • USD
  • GBP

  • Users
  • Departments / Modules
  • Attendance Management
  • Add on
  • Filters
  • Workflows
  • Custom fields
  • Reports
  • Mobile App
  • One Time Charges (One Time Setup of Modules, Fields, Flow, Workflow, Integrations, Dashboards, Reports & Training)
  • Free Widgets
  • Users Organisations having 4-9 Users
  • Departments / Modules Pre Sales Modules
  • Attendance Management Web & Mobile
  • Add on IVR Incoming Only
  • Filters 5
  • Workflows 5
  • Custom fields 5
  • Reports 5
  • Mobile App Android,ios, & Weblite
  • One Time Charges INR 25000
  • Free Widgets Whatsapp & Chatbot
Signup Now
  • Users Organisations with 10+ Users
  • Departments / ModulesPre Sales, Post Sales & After Sales Modules
  • Attendance ManagementWeb & Mobile
  • Add on IVR Incoming & Outgoing
  • Filters10 Per Department
  • Workflows10 Per Department
  • Custom fields10 Per Department
  • Reports10 Per Department
  • Mobile AppAndroid,ios, & Weblite
  • One Time ChargesINR 25000 - Rs.100000
  • Free WidgetsWhatsapp, IVR & Chatbot
Signup Now
  • Users Organisations with 25+ Users
  • Departments / ModulesCustomised Requirements
  • Attendance ManagementCustomised as per needs
  • Add onCustomised Requirements
  • FiltersUnlimited
  • WorkflowsUnlimited
  • Custom fieldsUnlimited
  • ReportsUnlimited
  • Mobile AppAndroid,ios, & Weblite
  • One Time ChargesBased on Requirements
  • Free WidgetsWhatsapp, IVR & Chatbot
Signup Now

  • Users
  • Departments / Modules
  • Attendance Management
  • Add on
  • Filters
  • Workflows
  • Custom fields
  • Reports
  • Mobile App
  • One Time Charges (One Time Setup of Modules, Fields, Flow, Workflow, Integrations, Dashboards, Reports & Training)
  • Free Widgets
  • Users Organisations having 4-9 Users
  • Departments / Modules Pre Sales Modules
  • Attendance Management Web & Mobile
  • Add on IVR Incoming Only
  • Filters 5
  • Workflows 5
  • Custom fields 5
  • Reports 5
  • Mobile App Android,ios, & Weblite
  • One Time Charges INR 25000
  • Free Widgets Whatsapp & Chatbot
Signup Now
  • Users Organisations with 10+ Users
  • Departments / ModulesPre Sales, Post Sales & After Sales Modules
  • Attendance ManagementWeb & Mobile
  • Add on IVR Incoming & Outgoing
  • Filters10 Per Department
  • Workflows10 Per Department
  • Custom fields10 Per Department
  • Reports10 Per Department
  • Mobile AppAndroid,ios, & Weblite
  • One Time ChargesINR 25000 - Rs.100000
  • Free WidgetsWhatsapp, IVR & Chatbot
Signup Now
  • Users Organisations with 25+ Users
  • Departments / ModulesCustomised Requirements
  • Attendance ManagementCustomised as per needs
  • Add onCustomised Requirements
  • FiltersUnlimited
  • WorkflowsUnlimited
  • Custom fieldsUnlimited
  • ReportsUnlimited
  • Mobile AppAndroid,ios, & Weblite
  • One Time ChargesBased on Requirements
  • Free WidgetsWhatsapp, IVR & Chatbot
Signup Now

  • Users
  • Departments / Modules
  • Attendance Management
  • Add on
  • Filters
  • Workflows
  • Custom fields
  • Reports
  • Mobile App
  • One Time Charges (One Time Setup of Modules, Fields, Flow, Workflow, Integrations, Dashboards, Reports & Training)
  • Free Widgets
  • Users Organisations having 4-9 Users
  • Departments / Modules Pre Sales Modules
  • Attendance Management Web & Mobile
  • Add on IVR Incoming Only
  • Filters 5
  • Workflows 5
  • Custom fields 5
  • Reports 5
  • Mobile App Android,ios, & Weblite
  • One Time Charges INR 25000
  • Free Widgets Whatsapp & Chatbot
Signup Now
  • Users Organisations with 10+ Users
  • Departments / ModulesPre Sales, Post Sales & After Sales Modules
  • Attendance ManagementWeb & Mobile
  • Add on IVR Incoming & Outgoing
  • Filters10 Per Department
  • Workflows10 Per Department
  • Custom fields10 Per Department
  • Reports10 Per Department
  • Mobile AppAndroid,ios, & Weblite
  • One Time ChargesINR 25000 - Rs.100000
  • Free WidgetsWhatsapp, IVR & Chatbot
Signup Now
  • Users Organisations with 25+ Users
  • Departments / ModulesCustomised Requirements
  • Attendance ManagementCustomised as per needs
  • Add onCustomised Requirements
  • FiltersUnlimited
  • WorkflowsUnlimited
  • Custom fieldsUnlimited
  • ReportsUnlimited
  • Mobile AppAndroid,ios, & Weblite
  • One Time ChargesBased on Requirements
  • Free WidgetsWhatsapp, IVR & Chatbot
Signup Now

Trusted by over 5,000+ businesses.
Join the growing RSoft family.

We are proud to be regarded as a trusted leader in the CRM industry. For over 25 years,
RSoft has earned and kept the trust of over 5000+ businesses.

Clients & Testimonials

Stories behind being best

From streamlining operations to boosting overall efficiency, our Real Estate CRM
has delivered exceptional service to all our clients. But don’t take our word for it, but
check out the success stories shared by our valued customers.

The team has been very good when it comes to timely delivery and understanding of the requirement.

Mofaz Ahamed

Marketing manager MS Foundations Pvt Ltd.

SalezRobot reporting system is extraordinary, and my management is happy with it. We have been using it for almost 3+ Years now, and quite comfortable.

Roopa

Sugal and Damani

I recommended SalezRobot to all my Real Estate colleagues; SalezRobot is simple yet powerful.

Bhupesh

Indira Projects

We are unable to run our business without SalezRobot, and it's a part of our business now.

Vijay

Gandhimathi Constructions

We are able to manage multiple projects seamlessly with SalezRobot. The team is able to fulfill our requirements with ease.

Manoj

VGK Builders

SalezRobot software and the team have been helpful since the day of changing from another software. It works like a breeze, and they understand the real estate business very well.

Kanya

Advaita Homes
Award & Recognitions

for the best CRM for Real Estate

Here’s why we stand out from the crowd and our due recognition for the
innovation and excellence we pioneer in the industry.

Double your productivity. Triple your sales

Take your business to the next level. Trusted by 5000+ business globally.

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