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Real estate marketing agencies · CRM

Keep every developer, proposal and launch date in one place your whole team can read.

A CRM for a real estate marketing agency holds each developer, the people who decide, the proposals sent and the launches planned. GullySales sets up the fields, stages and views so a founder can see the pipeline without asking the team.

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

A broker shows a business owner a commercial office space

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 real estate marketing agencies

Sales and marketing for real estate marketing agencies, the overview.

Last updated 18 Oct 2026.

For real estate marketing agencies

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

  • “Developer relationships live in heads”

    The founder remembers who met the promoter at an expo. When that founder is travelling, nobody else knows the last conversation or the next step.

  • “Proposals sit with no stage”

    A proposal sent to a promoter's office is neither won nor lost for a long while. Without stages, nobody knows which ones need a call and which ones are closed.

  • “Launch dates drive timing”

    A developer's launch date decides when they brief an agency. A CRM that stores the date lets you plan the approach before the window closes.

  • “Lost proposals are a future pipeline”

    A developer who chose another agency may need you for the next project. Without a record of why you lost, the second approach repeats the first mistake.

What we do

What we deliver for real estate marketing agencies.

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

  1. Pipeline stages

    Stages from first contact to proposal to decision to repeat work, with the meaning of each written out.

    Result: Every account sits in one stage with a named owner.

  2. Fields for developer accounts

    Segment, city, project names and dates, decision makers, fee model discussed and source of contact.

    Result: A founder opens an account and reads its history in one view.

  3. A lost-proposal record

    A short field set capturing the reason, the competing agency if known and the date to revisit.

    Result: Each lost proposal carries a reason and a date to return.

  4. Import of existing contacts

    A clean-up and load of the contacts held in sheets, phones and email, with duplicates merged.

    Result: One list replaces the scattered ones.

  5. Views for the founder

    A view of proposals needing a call, launches approaching and developers with no recent contact.

    Result: The founder sees what needs attention without asking.

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

Who it is for

This is written for these real estate marketing agencies.

  • Launch-focused agencies for residential projects
  • Performance marketing agencies generating site-visit leads for developers
  • Channel partner marketing and broker event agencies
  • Digital and social media agencies serving developers
  • Creative and branding studios for real estate
  • Outdoor and hoarding specialists for project launches
  • Agencies for plotted and township developments
  • Commercial real estate marketing agencies
  • Boutique agencies working with one or two developers

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 record how a deal actually moves from enquiry to close in your business today.

  2. 2

    Configure stages and fields

    The CRM's pipeline and fields are built to match that process exactly, not a generic template.

  3. 3

    Set up automations

    Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.

  4. 4

    Test with real deals

    We run the configuration against actual current deals to catch gaps before the whole team relies on it.

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 an agency our size use?
Choose one your team will open every day, with a mobile app and simple stages. Common options in India include Zoho CRM and HubSpot, and the right one depends on your team's habits and budget.
Should client campaign data be in the same CRM?
Keep your own pipeline in the CRM. Client lead data belongs in the client's system or a separate workspace, in line with what your contracts say about data.
Who updates the CRM after a meeting?
The person who held the meeting, on the same day. If entry waits for a review, the notes thin out and the record stops being trusted.
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 real estate marketing agencies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for real estate marketing agencies

Or start from the overview: sales and marketing for real estate marketing agencies.

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