What a real estate CRM should do
A general CRM manages contacts and deals. A real estate CRM has to handle the realities of property sales: many projects and locations, leads from several portals, long decision cycles, site visits and price negotiations.
- Capture leads from every portal and ad account automatically.
- Tag each lead with project, location, budget and configuration.
- Respond instantly and keep following up for months.
- Book and track site visits.
- Track negotiation, booking and agreement.
- Show which projects, sources and agents produce bookings.
Leads from MagicBricks, 99acres, Facebook and more
Connect MagicBricks, 99acres, OLX, Justdial, Facebook and Instagram lead ads, Google Ads, LinkedIn, your website, referrals and walk-ins. Each lead lands in HybeCRM with its source and project — for example “Hybe Heights · Mumbai” or “Green Valley Villas · Bengaluru” — so your team never copies leads from emails again.
Projects, locations and routing rules
Add each project with its location, then set routing rules that run in priority order. A few common setups:
- Referrals and walk-ins go straight to a human agent.
- Leads for a flagship project in one city go to that project’s sales team.
- Portal leads start in the AI pipe and reach an agent once qualified.
- Everything else goes to the least busy agent, or follows the assignee’s preference.
You can test any rule with a sample project, location and source before switching it on.
From enquiry to booking
| Stage | Who works it | What happens |
|---|---|---|
| Instant Outreach | AI | First WhatsApp message or call with brochure and questions |
| Nurturing Emails & SMS | AI | Floor plans, prices and project updates |
| Follow-ups | AI | Reminders and AI calls until the buyer responds |
| Offer Sends | AI | Time-bound offers to warm buyers |
| Phone Call | Agent | Conversation with a qualified buyer |
| Site Visit | Agent | Visit booked, done and followed up |
| Price Negotiation | Agent | Offers, discounts and approvals |
| Booking & Agreement | Agent | Booking amount, documents and agreement |
When a buyer asks about price or wants to visit, the AI pauses and alerts the agent so a person steps in at the right moment.
Launches, offers and bulk campaigns
Announce a launch, a festive offer or a price revision to thousands of leads at once with bulk WhatsApp, SMS, email or AI calls. Every send gets a report, and you can split a campaign between two messages to see which one brings more replies and site visits.
Managers, agents and Ask AI
Managers see leads routed per day, deals won, lead sources and agent performance on one dashboard. Agents can switch to “My leads” and work only their own pipeline. Anyone can ask questions like “How many bookings did my team close this month?” and get an answer straight away. Read more about how this works in an AI CRM.
Frequently asked questions
What is a real estate CRM?
A real estate CRM is CRM software designed for property sales. It captures leads from portals and ads, tracks each lead by project and location, manages follow-ups and site visits, and tracks deals through negotiation to booking.
Does HybeCRM work with MagicBricks and 99acres?
Yes. HybeCRM captures leads from MagicBricks, 99acres, OLX, Justdial, Facebook and Instagram lead ads, Google Ads, LinkedIn, website forms, referrals and walk-ins.
Can the CRM book site visits?
Yes. Site Visit is a stage in the human follow-up pipe. Agents book and track visits, and the AI can invite qualified buyers to visit and alert the agent when they agree.
Is HybeCRM suitable for brokers and channel partners?
Yes. Developers, brokers and channel partner firms can all use projects, routing rules and the two pipes to manage their own leads and teams.
Can I try the real estate CRM for free?
Yes. HybeCRM offers a 14-day free trial with no credit card required.