AI Real Estate CRM for Brokers and Agencies in India
Portal leads, Meta ads, walk-ins and WhatsApp enquiries end up on five phones and one Excel sheet, and the hot buyer goes cold while everyone is busy. Nexvork's real estate CRM scores every lead, matches it to your inventory, books the site visit and follows up on WhatsApp — so your team calls the right person first.
Built for every desk that sells property
One core, four ways to work it — from a one-person agent in Dombivli to a forty-seat channel partner selling for six builders at once.
Brokerages & agencies
Several agents, one shared inventory, leads from three portals. Every enquiry is assigned, every property lives in one list, and the owner sees who is actually converting — without anyone forwarding screenshots.
Independent agents
You are the sales team, the follow-up team and the back office. The AI keeps the call list, sends the brochure, books the visit and reminds you who to phone before lunch — from your mobile.
Channel partners
Selling for six builders means six price sheets and six site-visit rules. Map each project's inventory, record which builder's visit happened, and see commission due per project and per sourcing manager.
Builder sales teams
Pre-launch campaigns, tower-wise inventory, sourcing and closing managers. Run the in-house team on the same CRM your channel partners use, then step up to the builder edition for plot layouts and collections.
The leak is not your marketing. It's the follow-up.
Most agencies we meet do not have a lead problem. They have a memory problem — and the memory lives on six personal phones.
- 01Leads arrive on five phones.Portal emails, Meta ad forms, the office number and every agent's personal WhatsApp. Nobody knows the real count.
- 02Nobody knows who is hot.A buyer with a sanctioned loan and a free Saturday gets the same follow-up as a window-shopper.
- 03Visits happen, outcomes vanish.“Liked it, will discuss at home” is the last note on half your deals.
- 04Brochures go out as 14 MB PDFs.No one knows who opened what, so everyone gets chased equally — or not at all.
- 05The agent leaves, the leads leave.Contacts, negotiations and inventory notes walk out the door in a phone.
- 06The owner finds out on the 30th.Pipeline value, commissions due and source ROI assembled by hand from screenshots.
What the real estate CRM configures for you on day one
Not a blank CRM with a consultant's invoice. The real estate edition ships with the fields, stages, automations and reports an Indian brokerage actually uses.
Lead capture from everywhere
Portals, Meta lead ads, Google forms, your website widget, the WhatsApp business number and walk-ins land in one queue through the integrations hub. Duplicates merge on phone number, the source is stamped, and the first WhatsApp acknowledgement goes out in seconds.
AI lead scoring
A rule engine plus an AI layer ranks every enquiry hot, warm or cool from budget fit, locality, possession timeline, loan status, source and behaviour — reply speed, share-link opens, visit history. The list re-sorts itself as buyers act.
Property & project matching
Every lead carries a match profile — BHK, budget, carpet area, locality, possession. Nexvork runs it against standalone properties and project unit configurations, one match per configuration, with live availability.
Site-visit scheduling & tracking
Book the visit from the lead, confirm it on WhatsApp with a map link, remind on the morning, and log the outcome — liked, rejected, revisit, negotiate. Every visit rolls up into the funnel report by source and agent.
Deal pipeline & commissions
Stages built for property: Enquiry → Qualified → Site visit → Negotiation → Token → Agreement → Registered. A won deal consumes the unit from inventory and records the sourcing and closing commission split.
Share links & brochures
Every property and project gets a public page with photos, specs, price in ₹ and RERA details. Share one link on WhatsApp or bundle five projects into a single link — and see who opened it, and when.
Team hierarchy & permissions
Owner, manager, agent and telecaller roles with per-feature permissions. Leads are scoped, reassignable and audit-logged; when an agent leaves, their book transfers to a successor in one step.
WhatsApp inbox & broadcasts
Official Meta WhatsApp API on your business number. A shared inbox for the whole team, approved templates for visit reminders and price updates, and new-launch broadcasts to opted-in buyers only.
Funnel analytics
Lead sources, stage conversion, site-visit-to-booking ratio, agent leaderboard and commission statements — on the owner's phone every morning, not in a spreadsheet on Sunday night.
Four things the AI does before you reach the office
Every step below runs on its own in the real estate edition. The panel changes as you scroll through the steps.
AI scores the new lead
A 2BHK enquiry from 99acres at 11:42 PM is scored on budget fit, locality, possession timeline and the “loan approved” note in the message. It is marked hot and assigned to the Kalyan desk before anyone wakes up.
AI matches it to your inventory
The lead's match profile runs against every property and project unit configuration you have listed. The three closest fits are pinned to the lead with live availability — one line per configuration, not one per flat.
AI sends the brochure and proposes a visit
A Marathi WhatsApp template goes out with the share link for the top match and two site-visit slots. When Priya taps Saturday, the visit is booked, the map link is sent and your agent gets the notification.
AI predicts who will drop
Buyers who go quiet after a visit, leads whose budget drifted away from your inventory, site visits at risk of a no-show — each is flagged with a suggested next action so nothing ages silently in the pipeline.
Site visits confirmed on WhatsApp — in the buyer's language
Buyers in Kalyan reply to Marathi. Buyers in Andheri reply to English. The template picks the language the lead wrote in, and every reply lands in the shared inbox with the full lead history beside it.
- Visit invite, confirmation and reminderTwo slots to tap, a map link, and a morning-of reminder — rescheduling handled by the assistant from the agent's calendar.
- Brochure and price-sheet sharePublic share links instead of 14 MB PDFs, with opens recorded on the lead so follow-up goes to buyers who actually looked.
- Post-visit feedbackA short feedback prompt after the visit — liked, too far, over budget — written straight to the deal as the next-step signal.
- New-launch broadcastsApproved templates to opted-in buyers filtered by budget and locality, with an unsubscribe path that keeps your number clean.
- Follow-ups that stop when a human repliesDay-2, day-5 and day-12 nudges for quiet leads, paused the moment your agent or the buyer writes back.
A broker's Tuesday, run by the CRM
Vikram Patil runs a six-agent agency in Thane. Here is how an ordinary Tuesday moves once the real estate edition is doing the remembering.
Overnight leads, already scored
Eleven enquiries came in since last evening from 99acres, Meta ads and the website. Four are hot. Each has three matched properties and a sent acknowledgement. Vikram assigns them from his phone.
Site visits confirmed without calls
Three Saturday visits were confirmed by buyers tapping a WhatsApp button. One asked to reschedule; the agent sees it in the shared inbox with the lead's full history beside the chat.
A deal moves to Token
Anjali's 3BHK deal moves to Token. The unit flips to booked on the project page, the public share link shows it as sold, and the sourcing and closing commission split appears on the deal.
The report reads itself
Source ROI, visit-to-booking ratio and the agent leaderboard land on Vikram's phone. Two leads are flagged as drifting. Tomorrow's follow-ups are already queued.
Reports owners actually open
Not forty dashboards. Five numbers that decide where next month's marketing money goes and who gets the next hot lead.
- Lead source reportLeads, visits and bookings per portal, ad campaign and referral — so you stop paying for enquiries that never visit.
- Site-visit funnelEnquiry → qualified → visit → negotiation → booked, by agent and by project, with the drop-off stage highlighted.
- Agent leaderboardCalls logged, visits done, deals closed and response time per agent, for the Monday meeting.
- Commission statementSourcing and closing splits per deal, pending and paid, exportable for the accountant.
- Inventory ageingWhich listings have had no match or visit in 30 days — time to reprice or drop them.
Explore the full real estate product at nexvork.com
Nexvork is where every industry edition lives. Nexvork.com is the home of the real estate CRM — the full feature tour, plans, and the legal pages. Your team logs into the same app either way.
- liveLeads, scoring, matching, site visits, deals
- liveProperties, projects, plot layouts, share links
- liveWhatsApp inbox, templates, broadcasts, AI chatbot
- liveRoles, commissions, funnel reports, integrations hub
From Excel to live in a day
No six-week implementation. Three steps, mostly done by us, with training in the language your agents speak.
Pick the edition
Real estate for brokerages, agents and channel partners. Holding your own projects with plots or towers? Add the builder edition — same login, same leads, deeper inventory.
We import your data
Leads, properties, projects and agents come in from Excel, CSV or your old CRM export. Duplicates merge on phone number, sources are mapped, and your WhatsApp number is connected to the official API.
Live in a day
Your team is trained in English, Hindi or Marathi, the first visit reminders are queued, and portal leads start landing scored. Multi-branch agencies usually take two to three days.
Six things, most of them already on your desk
- Your lead sheet — Excel, CSV or an export from the CRM you are leaving
- Property and project list with prices, carpet areas and RERA numbers
- Agent names, phone numbers and who reports to whom
- Your WhatsApp business number and Meta Business Manager access
- Portal and ad-account access for lead forwarding
- Logo, brochure PDFs and photos for the public share pages
What brokers ask about the real estate CRM
Yes. Real estate is the edition Nexvork launched with in 2024, and brokerages, independent agents, channel partners and builder sales teams use it every day. The dedicated product site is nexvork.com and your team logs in at app.nexvork.ai. Every other Nexvork edition runs on the same AI core.
Meta lead ads, Google forms, your website widget, your WhatsApp business number and custom webhooks connect through the integrations hub. Portal enquiries from 99acres, MagicBricks, Housing.com and similar sites arrive through lead forwarding or webhook into the same queue, stamped with their source, de-duplicated on phone number and scored before anyone opens them.
A rule engine and an AI layer score every enquiry hot, warm or cool. The rules look at budget fit against your inventory, locality, BHK, possession timeline, loan status and source; the AI layer adds behaviour — how fast the buyer replied, whether they opened the share link, whether they showed up for a visit. Scores update as buyers act, so the call list re-sorts itself.
Yes. Each lead carries a match profile — BHK, budget, carpet area, locality and possession window. Nexvork runs it against your standalone properties and every project unit configuration you have listed, returns the closest fits with live availability, and pins them to the lead. Project inventory shows as one match per configuration, so a 2BHK variant with four units left is one line, not four.
Yes. You book the visit from the lead, the buyer gets a WhatsApp confirmation with a map link, a reminder goes out on the morning of the visit, and the agent logs the outcome — liked, rejected, revisit or negotiate. Visits roll up into the site-visit funnel so you can see enquiry-to-visit and visit-to-booking ratios per source and per agent.
Every property and project gets a public share page with photos, specifications, price in Indian rupee format and RERA details, and you can bundle several projects into a single link. Share it from the lead on WhatsApp, and the CRM records when the link is opened — so your follow-up goes to the buyers who actually looked.
Yes. Owner, manager, agent and telecaller roles come with per-feature permissions. Leads are assigned by rule or by hand, every change is audit-logged, and when an agent leaves, their leads, deals and visits transfer to a successor. Won deals record the commission split for sourcing and closing, so statements come from the CRM rather than a Sunday spreadsheet.
Send us your lead sheet, property and project list and agent names. We import them, merge duplicates on phone number, connect your WhatsApp number and lead sources, and train your team in English, Hindi or Marathi. Most single-office brokerages are live within a day; multi-branch agencies and channel partners with several builder projects usually take two to three days.
Running a brokerage, a channel-partner desk or a builder's sales team? Book a real estate demo or WhatsApp us.