What is a real estate CRM?
A real estate CRM tracks every property enquiry from first contact to site visit and booking. LeadVexo calls each new enquiry instantly with an AI agent, qualifies buyers on budget, location and timeline, books site visits and follows up on WhatsApp — with every call and chat saved on the lead.
The problem
Real Estate Leads Are Expensive. Don't Waste Them.
Portal & ad leads go cold
Enquiries from property portals and Facebook ads wait hours for a call.
Too many unqualified leads
Agents spend the day calling people who are only browsing.
Missed site-visit follow-ups
Visits are booked on calls but never confirmed or followed up.
No visibility across agents
Chats and call notes live on personal phones.
How it works
From Ad Click to Site Visit — Automatically
- 01
Step 1: Enquiry captured
Leads from Meta Lead Ads, your website and portals (via webhook) enter one pipeline.
- 02
Step 2: AI calls instantly
The AI agent calls within moments and asks about budget, location and configuration.
- 03
Step 3: Site visit booked
Qualified buyers are offered a visit slot, added as a task for the agent.
- 04
Step 4: WhatsApp follow-up
Brochures, location pins and reminders continue on WhatsApp from your business number.
AI qualification
Questions the AI Asks Every Buyer
Fully editable — use your own script and wording.
- Buying for self-use or investment?
- Preferred location or micro-market?
- Budget range?
- Configuration — 1, 2, 3 BHK or plot?
- When are you planning to buy?
- Home loan needed?
Built for developers & brokers
A CRM That Fits How Property Is Sold
- Separate pipelines for each project or launch
- Projects under a lead — track multiple units per buyer
- Lead temperature: hot, warm, cold
- Custom fields for budget, BHK, location and possession
- Role-based access for channel partners and in-house agents
- Call recordings and transcripts on every buyer
FAQ
Real Estate CRM — FAQs
The best real estate CRM captures every portal and ad enquiry automatically, contacts the buyer within minutes, and tracks site visits through to booking. LeadVexo does this with lead intake webhooks, Meta Lead Ads capture, AI calling and WhatsApp in one place.
Yes. Meta Lead Ads and Instant Forms create leads in LeadVexo in real time, on the same webhook used for WhatsApp.
Any portal or tool that can send lead data to a webhook — directly or through Zapier — can create leads in LeadVexo. You can also import leads from Excel or CSV.
Yes. After qualifying the buyer, the AI calling agent can propose a visit slot and the booking is saved on the lead as a task for your agent.
Yes. Use separate pipelines or projects to track different launches, and projects under each lead when a buyer is interested in more than one unit.
Book more site visits from the same ad spend
See LeadVexo qualify a property enquiry live in a short demo.
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