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PropTech startups · CRM

Keep developers, brokers, landlords and tenants in one record without mixing them up.

A CRM for a PropTech startup is a single record of every developer, broker, landlord and home seeker, with the stage each one has reached. GullySales works on the fields, the stages and the habits that keep that record true for all four audiences.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

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What CRM means

A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.

Also for PropTech startups

Sales and marketing for PropTech startups, the overview.

Last updated 18 Oct 2026.

For PropTech startups

Where it usually goes wrong, and what we would do.

  • “A spreadsheet per side hides the overlap”

    A broker can also be a landlord, and a landlord can be a tenant elsewhere. Four separate sheets lose that. One record per person, with a type field that can hold more than one value, keeps the link visible.

  • “Developer deals have a long, named path”

    A developer moves from first call to demonstration, to a pilot, to a contract, with several people involved. The CRM records each contact's role and the last thing promised, so a quiet deal is chased with context.

  • “Broker activity is the real status”

    Sign-up is not adoption. The record that matters is listings added and the date of the last one. A broker who signed up and never listed needs a call, and the CRM should surface that without anyone searching.

  • “Site visits are an event, not a note”

    A booked visit, its confirmation, its reminder and its outcome belong to the lead and the listing together. Kept as free text in a notes column, they cannot be counted, so no-shows stay invisible.

What we do

What we deliver for PropTech startups.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. A single record with audience types

    A person or company record that can carry more than one role, with fields set for each.

    Result: One record per person, with every role they hold.

  2. Stages for each audience

    Developer, broker, landlord and home seeker pipelines, each with its own stages and exit reasons.

    Result: Four pipelines, each with named stages and reasons for leaving.

  3. Broker listing activity fields

    Fields for listings added, the date of the last listing and the reason for a drop-off.

    Result: A view that lists brokers who signed up and have not listed.

  4. Site visit tracking

    Visit booked, confirmed, attended or missed, linked to the lead and the listing.

    Result: A count of attended and missed visits by listing.

  5. Import and clean-up of current data

    Existing sheets and portal exports merged into the CRM with duplicates removed.

    Result: One clean list in place of several sheets.

  6. Team habits written down

    Rules on who updates what and when, so the record stays true after the first month.

    Result: A one-page rule sheet the team has read and agreed.

How the result is measured

  • Enquiries logged in the CRM
  • Data completeness
  • Reports generated from CRM data

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full CRM implementation and customisation page

Fields worth keeping

The fields a PropTech startup needs to tell a broker from a developer from a landlord.

Audience type
Filled at the first contact: broker, developer, landlord, society or home seeker. It keeps four different pipelines from being counted as one and shows which side is thin.
Listings added after sign-up
Filled from the product's own record by the onboarding executive. A broker with no listing after sign-up is the real status, whatever the CRM stage says.
Demo project used
Filled by the sales executive for a developer. It stores which of the developer's own projects was shown, so the pilot proposal starts from the same project.
Site visit booked, attended or missed
A status on each visit, filled from the reminder tool. It lets you count attended visits per source rather than bookings.
Decision-maker and influencers
For a developer, record the sales head, the founder and whoever signs. A deal that stalls after a demo is waiting on a name not yet recorded.
Reason for no pilot
Filled when a developer says no: budget, existing tool, timing or distrust of data. Lost reasons guide product and messaging more than won ones.

Who it is for

This is written for these PropTech startups.

  • Property listing and discovery platform startups
  • Rental and co-living platform startups
  • Property management software startups for landlords and housing societies
  • Developer CRM and sales automation startups
  • Construction-tech and project management startups for builders
  • Home loan and property documentation startups
  • Virtual tour, 3D and drone survey startups
  • Fractional and co-investment property platform startups under a regulated structure

Not for

It is not the right fit if.

  • You have only a few developer conversations a month and a shared sheet already holds them.
  • The team has not agreed which person owns a broker after onboarding, so the record would have no owner.
  • You want the CRM to double as the product database, which is a different system with different access needs.

How it works

How the CRM work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Map the sales process

    We sit with the people who sell and write down how a deal moves from enquiry to payment, including where it stalls.

  2. 2

    Agree stages, fields and owners

    Each stage gets a name your team already uses and a proof that the deal has left it. We agree which fields are required at which stage, and who may change what.

  3. 3

    Build on a copy

    Pipeline, fields and views are built on a trial copy where the CRM offers one, or in a separate pipeline where the plan allows. Live work stays untouched.

  4. 4

    Connect channels, then switch on automations

    Channels are connected first. Each automation is then switched on separately, so a misfiring rule is easy to find.

  5. 5

    Test with real deals

    The people who will use the CRM run open deals through it. Gaps are fixed before the whole team switches over.

  6. 6

    Switch over and trim

    Once real use shows which fields stay empty and which stages nobody uses, those are cut and the handover record is updated.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales management. A target, a review routine and someone who owns the number.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3 · you are here

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Which CRM should a PropTech startup use?
One your team will update. Zoho CRM, HubSpot and LeadSquared are in ordinary use in India. We start from what you already pay for and what your team opens each morning.
Can the CRM connect to our product?
Sometimes it can, through the product's own records or a connector. If the link is not available, we keep a simple manual step and write down who does it, so data does not stop flowing.
Should developer clients' data go into our CRM?
Only what you need to serve them, and with their agreement. Their buyer data stays in their own system unless the contract says otherwise. Check with your adviser on data rules.
Should buyer data from our product go into the sales CRM?
Keep it separate. The CRM holds sales relationships; the product holds users' property and personal records, which need tighter access. Link them by an identifier if you must, and state in your privacy notice what is held. Take advice on data rules for your case.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for PropTech startups

Everything else we would do for you.

Closest to this: leads and follow-up

Also for PropTech startups

Or start from the overview: sales and marketing for PropTech startups.

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