CRM for real estate teams who sell on the site visit
A property enquiry is costly to get and easy to lose, because the buyer has usually asked other projects too. CRM Bundals puts each enquiry with one person on your sales team, has it called from that person’s own phone, and keeps the site visit and every follow-up after it in view.
What the pack sets up
For builders’ sales teams and brokers. One of the 7 starter packs, picked at sign-up.
Stages and visits
Sources and lost reasons
A source name is a label on the lead, not a connection. Everything on this page can be changed in Settings.
Pick Real estate at sign-up. Leads ask about a project. The open stages follow a sale: Fresh, Interested, Site visit done, Negotiation. A sale ends as Booked, and a buyer who drops out ends as Lost with a reason, such as Budget too low or Loan not approved. Site visit and Office meeting are the visit kinds. Broker, Walk-in and Hoarding sit beside the portals in the source list, so an offline enquiry is kept the same way as an online one.
A caller’s day
What changes for the salesperson holding the phone.
Budget, location, how soon.
- For a fresh lead the pack’s script shows before the call: ask budget, location and how soon they want to buy, then offer a site visit this weekend.
- The buyer sees your salesperson’s own mobile number, not a cloud number.
- Outside your calling hours the Call button is off.
Shown with the demo coaching academy.
The site visit is on the lead.
- Book a Site visit or an Office meeting from the lead’s page.
- A reminder follow-up is made 2 hours before.
- Did not come makes a follow-up for the next morning, so a missed visit is called again.
Shown with the demo coaching academy.
A long sale needs many calls.
- Every open lead has a next follow-up with a date, a time and what it is about.
- Late ones sit on top in red.
- A lead in Negotiation cannot go quiet: each call asks for the next follow-up before it saves.
Shown with the demo coaching academy.
The owner’s view
What changes for the builder or the head of sales.
Portal leads, imported.
- 99acres, MagicBricks and Housing are source names in the pack. They are not connections.
- Download the enquiries from the portal and import the Excel or CSV file here.
- A number you already have is skipped, so importing the full sheet again does no harm.
Shown with the demo coaching academy.
Was every enquiry called?
- Each call with its time, its length and what happened.
- “Read from phone” under a call means the time and length came from the phone’s call log.
- Reports show how long new leads waited for their first call.
Shown with the demo coaching academy.
Said plainly
- Shares new enquiries between your salespeople in turn.
- Keeps one buyer as one lead, even when the same number comes from two portals.
- Books site visits and office meetings and reminds before each.
- Asks for a reason when a lead is lost: budget, location, loan, or bought elsewhere.
- Lets you enter money received and print a receipt.
- 99acres, MagicBricks and Housing are not connected. Download there, import here.
- No unit list, floor plans, price sheets or availability chart.
- No booking forms, agreements or demand letters. Pay links are not connected.
- It does not record calls and it does not dial for you.
- It does not send WhatsApp messages. A saved message opens in the salesperson’s own WhatsApp.
Asked by this trade
Do 99acres or MagicBricks leads arrive on their own?
Not yet. Download the leads from the portal and import the file. Numbers you already have are skipped and counted.
The same buyer enquired on two portals. Do two people call him?
No. A phone number can be a lead only once, with one owner. The second import skips it and tells you.
Can leads that come through brokers be marked?
Broker is a lead source in the pack, so those leads carry it. There is no separate login for brokers.
We have several projects. Can calling be split by project?
Each lead carries the project it asked about. A calling list can be made for one project, one source or one stage, with the salespeople you put on it.
What happens after the site visit?
The salesperson moves the lead to Site visit done after the next call. That call cannot be saved without a follow-up, so the buyer is rung again on a set day.
What does it cost?
Prices are coming soon. Unlimited usage, no per user charge, no per client charge, no setup fee. Pricing is on the home page. Accounts open very soon.