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Real estate developers and brokers · CRM

Every enquiry belongs to the project, not to an executive's phone.

A CRM in real estate is the record of every buyer: the locality and configuration wanted, the budget, the loan position, the site visits made, who introduced them and the stage reached. It has to survive an executive resigning. GullySales sets up those fields and the handover rules that go with them.

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A 90-minute audit call and a written, scored report. Turnaround, reporting and term are agreed in writing after the audit.

Realistic editorial illustration of real estate developers and brokers at work in India

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 developers and brokers

Sales and marketing for real estate developers and brokers, the overview.

Last updated 5 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

For real estate developers and brokers

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

  • “Executives leave and take the pipeline with them”

    In this trade that is normal, not an accident. A record the company owns, with every call logged against the enquiry rather than sitting in a personal phone, is what stops a resignation costing you a season's bookings.

  • “Configuration, budget and possession need are three fields”

    A buyer wanting a 3BHK under a fixed figure who must move before June is a different buyer from one with the same budget and no hurry. Record all three and the team matches inventory in a minute.

  • “Broker-sourced and direct enquiries must be told apart”

    The same buyer arriving twice, once with a channel partner and once alone, becomes a commission dispute. A first-touch rule in the record, with a date and a time, settles it before it starts.

What we do

What we deliver for real estate developers and brokers.

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

  1. An enquiry record the company owns

    Name, number, locality and configuration wanted, budget, loan position, source, visits made and stage reached, held centrally rather than on a handset.

    Result: A resignation does not take the pipeline with it.

  2. A first-touch rule for channel partner leads

    Who registered the buyer, when, and how long that registration holds, written down and visible in the record.

    Result: Commission disputes are settled by the record.

  3. Site visits logged as events, not as notes

    Date, who attended, which unit was shown and what the family objected to, entered the same day.

    Result: The next call starts where the visit ended.

  4. Stages named after your own sales steps

    Enquiry, visit booked, visited, negotiation, booking, agreement and registration, with a reason required before anything is marked lost.

    Result: The pipeline reads the way the project sells.

  5. Inventory position visible beside the buyer

    Which units are available, blocked or sold, so an executive on a call is not offering a flat that went yesterday.

    Result: Nobody sells the same flat twice.

  6. A read-out for the sales head

    Enquiries by locality and source, callback time, visits booked and converted, and cost per booking by channel, against the baseline recorded before the work starts.

    Result: Channel spend is argued from numbers.

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

What to record, and when

What a real estate team should record about every buyer enquiry, and whether software is needed yet.

Source, spelled the same way
Record the portal, hoarding, Google ad, broker or walk-in behind each enquiry, from a fixed list. Without it you cannot say which spend produced a site visit.
Time of enquiry and time of first call
Log when the enquiry arrived and when the first call was made. A long gap shows on the record, and so does the executive who causes it.
Unit shown and unit held
Note the tower, floor and unit shown, and any unit held for a buyer with the token date and its expiry. Two executives holding the same unit is avoided by writing it down.
Loan and documents position
Record the lender, the sanction stage and whether the buyer's papers are complete. A buyer waiting on a loan is a booking to plan for, not a lost enquiry.
Reason lost or put on hold
Mark price, location, possession date, loan refusal or a rival project. Group the reasons before the next launch, when the brochure and the price list are still open to change.
Do you need software yet?
A sheet works for one broker with a handful of buyers. A developer with several executives, partners and a site office needs a shared CRM from the start, because the pipeline leaves with whoever owns the sheet.

Who it is for

This is written for these real estate developers and brokers.

  • Residential apartment developers
  • Villa and plotted development builders
  • Commercial and office space developers
  • Independent brokers and channel partner networks
  • Redevelopment and rehabilitation projects
  • Plot and land aggregators
  • NRI-focused residential projects
  • Affordable and mid-income housing developers
  • Luxury and premium residential developers

Not for

It is not the right fit if.

  • You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
  • You need enquiries by next week and have nobody to answer them.
  • You want posts and reach reported, not enquiries and orders.

How it works

From your first message to the first report.

No open-ended retainer. Every step gives you something in writing.

  1. First

    Free audit call

    90 minutes with whoever handles your enquiries: how they arrive, how fast they are answered, where they are lost.

  2. After the call

    Written, scored report

    Six areas scored, fixes ranked by return and cost. If you want our help, the scope, the fee and the reporting come with it, in writing.

  3. Before work starts

    Baseline recorded

    Enquiries by source, reply time, conversion and cost per order, written down so every later report has an honest comparison.

  4. After the baseline

    The first fix goes live

    Usually the cheapest one on the report: reply time, a follow-up sequence or the marketing-to-sales handover.

  5. As agreed

    Report against the baseline

    What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.

  6. At renewal

    Renew on the numbers

    The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.

How the work runs for real estate developers and brokers

  1. 1

    Audit the enquiry funnel

    We check how fast a portal or website enquiry gets a call back, how site visits are booked, and where leads from brokers and walk-ins are recorded today.

  2. 2

    Build the locality and configuration pages

    A page for each project by locality and configuration, with RERA details, real photographs and a clear price band, so the project appears for the exact search a buyer types.

  3. 3

    Fix the response time

    A same-day callback routine and a WhatsApp reply script for the sales office, so an enquiry at any hour gets a human response before the buyer moves on.

  4. 4

    Bring in qualified visits

    Portal listings, Google Ads for the locality and configuration, and a broker referral process, aimed at bookable site visits rather than form fills.

  5. 5

    Track every lead to registration

    One CRM record for portal, broker and walk-in leads, so the sales head can see which channel is producing bookings, not just enquiries.

Proof

What happened when owners fixed this.

Real clients, the work we did, and the result as it was recorded. Where no number was recorded, none is claimed.

All case studies

  • Houzeome Interior Design Studio

    Situation
    A client choosing an interior designer wants to see rooms the studio actually finished. The site showed stock photography, which tells a prospective client nothing about this studio.
    What we did
    • A custom site build
    • The studio's own photography
    • One brand across the site
    • Six project pages
    Result
    • Six real projects published, each with its own detailed case-study page
    Read the case study

  • Chord Road Hospital

    Situation
    Patients who knew the hospital trusted it. Patients who searched for a department or a treatment in the area did not find it.
    What we did
    • Website rebuilt around patient needs
    • Search visibility
    • Social media on a schedule
    • Review management
    Result
    • Organic traffic increased 60% within six months
    • Online appointment bookings increased 40%
    • Social following grew 45%, and engagement on it rose 70%
    Read the case study

Also worked with

Curtain Label · Difesa Security Services · Felicity Inn · Hands On CSR · Implevista · Kambar Group · Kalessi · Kerur Pain Clinic · LL Trust · Lucky Deals · Natural Gases · NavaShakthi Souhardha · NewCom Logistics · Proton Technical Services · SB Engineering · Shakthi Foundation · Shakthi Group · Urbanest · Insyde Studio · Venkateshwara Laser Tech · Vivara Studios

Why us

Why owners pick GullySales over an agency.

  • Marketing and sales, as one job

    Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

  • The person on the first call does the work

    No account managers in between. You are never handed to someone you have not met.

  • A baseline before anything starts

    Your numbers are written down on day one, so every later report compares against something honest.

  • The fee in writing, split three ways

    Our time, your media spend and production on separate lines. You always see what goes to us.

  • No guarantees we cannot keep

    The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.

  • One office, and we say so

    Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.

The offer

Start with a free audit of how you sell.

It is useful on its own, whether or not you hire us.

What you receive

  • A 90-minute call with the person who will do the work
  • A written, scored report on the six places orders leak
  • Every fix ranked by what it returns and what it costs
  • The one thing to do first, and why
  • An honest line on whether you need outside help at all
  • If you do, the scope and the fee in writing

No invoice. No obligation. No sales script.

How the audit scores you: the Order Leak Framework

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FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Book the free audit
Our executives keep buyers on their personal phones. How do we stop it?
Move the enquiry numbers onto a company line and make the record the only place a site visit can be booked from. Then pay incentives against what is in the record. Executives follow whatever the incentive follows, which is why a rule on its own never works here.
Do we need a real estate specific CRM?
Only once inventory, channel partner registrations and payment schedules have to sit together. Below that, a general system with the right fields does the job. Decide by whether you are losing bookings to commission disputes and double-sold flats, not by a feature list.
Can walk-ins at the site office be recorded without slowing the queue?
Use a one-page form on a tablet, or a QR code the visitor scans, asking only name, number, configuration and source. The executive adds the rest after the visit. A short form at the door gets filled in, a long one is skipped.
How should leads from property portals be handled in the record?
Bring each portal lead in as an enquiry with the portal named as the source, and check whether the number is already on file. A buyer who arrives through a portal and a broker is one buyer, and your first-touch rule decides who owns it.
Do you work with individual brokers or only developers?
Both. A developer usually needs project pages and a sales CRM; an independent broker usually needs a stronger local search presence and a faster WhatsApp reply routine. The audit tells us which.
Can you help us track broker performance?
Yes. Every broker-sourced enquiry is logged against the booking it produces. You see which broker relationship is worth the commission, and which one only sends names.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped in the free audit 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 the audit, 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?
Fixes to reply time, follow-up and your Google Business Profile are the quickest to show, because the enquiries already exist. Ads can follow soon after follow-up is in place. SEO and content take longer. How long each takes depends on your business, and the audit tells you which applies to you. Nothing here is guaranteed.
Who will actually do the work?
The person you meet on the audit call. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.

From the blog

Further reading for real estate developers and brokers.

All articles

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Everything else we would do for you.

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Your next practical step

Get a free audit of how you sell, and a scored report of where the work is.

90 minutes. A written, scored report. No invoice and no obligation.

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