Built for builders, channel partners & independent brokers

The CRM built for real estate sales teams

Capture, qualify, site-visit, book, and collect in one place — with follow-ups your team can't quietly drop.

14-day free trial No card needed to start the trial CSV import from your current sheet or CRM Your own isolated account
app.realtoxperts.com/dashboard
Leads
Hot
Visits
Bookings
What the platform does

The whole journey, in one system

From the first enquiry to the last instalment — each step recorded, assigned, and timed.

Capture

Leads arrive from your website, portals, ad forms, walk-ins or a CSV import — de-duplicated on the phone number as they land.

Respond on a clock

Every new lead gets an owner and a first-response deadline. Miss it and the lead is flagged, not forgotten.

Site visit to booking

Schedule visits, record feedback, block a unit, and raise the booking against your live inventory.

Collect

Payment plans, demand tracking, part-payments, and receipts — with an aging view of what is overdue.

Why Realto Xperts

Built for property sales, not generic CRM

Everything from the first enquiry to possession, in the vocabulary your team already uses.

Real-estate DNA

Inventory maps, RERA fields, payment plans, channel partners — concepts generic CRMs never model.

Nothing slips

Scored leads, first-response deadlines, and an explainable worklist telling each executive what to do next.

For every player

One platform for builders, channel partner firms, and solo brokers — each with the right toolkit.

End-to-end

Lead → site visit → booking → collection → possession → referral. No spreadsheets, no handoff gaps.

Solutions for every account type

One platform, tailored to who you are

For developers, builders & construction companies

Run the whole funnel against live inventory

  • Inventory map — tower → floor → unit with live availability
  • Booking → payment plan → receipts → collections, end to end
  • Your own channel partner network with tier-based commissions
  • Overdue instalments in aging buckets for the accounts team
Explore this solution
The platform

Every module your sales engine needs

Super Admin switches modules on per account, so you only see what you bought.

Lead Management

Capture from web forms, the API, walk-ins or a CSV import. Duplicate detection, round-robin or rule-based assignment, and configurable scoring.

Sales Pipeline

Kanban and list views over stages you define per account. Drag to move, with stage-entry rules, lost reasons and SLA timers.

Project & Inventory

Residential, commercial, plots and villas. Tower → floor → unit map with live availability, holds and pricing.

Site Visits

Schedule visits, record attendance and structured feedback, and tie every visit back to the lead and the unit shown.

Channel Partners

CP onboarding with KYC fields, tier-based commission rates, project access control, and commission due against each booking.

Bookings & Collections

Booking against a unit, milestone payment plans, part-payments, numbered receipts, and an aging view of what is overdue.

Tasks & Follow-ups

Every call, visit and follow-up as a dated task with an owner. Overdue work escalates to the manager automatically.

Reports

Lead source and stage conversion, sales and collections, CP leaderboard — filtered to what each role is allowed to see.

Team, Roles & Audit

Nine role templates you can edit, data scopes from own-only to whole-account, and an append-only audit log of who changed what.

On the roadmap, not shipped yet

Two-way WhatsApp Business messaging, marketing drip automation, telephony call recording, document storage with e-sign, and conversion forecasting are in development. Campaign and conversation records exist today so the history is there when they land — we would rather tell you now than at the demo.

Rules you can read

Prioritisation you can argue with

Scores and suggestions come from rules you configure and can inspect — every one shows the reason it fired. No black box, and nothing invented.

Lead scoring

Each lead scored 0–100 from source, budget, engagement and recency — using weights you set in Settings, not a hidden model.

Response-time alerts

Miss the first-response window and the owner is notified; miss it again and their manager is. The rule is a number you choose.

Next best action

A short worklist per lead — overdue first call, slipped follow-up, visit with no next step — each stating why it is on the list.

Pipeline reports

Stage conversion, source performance and collections, computed from your own records. Forecasting is on the roadmap, not in this claim.

Security

Your data is isolated and access is accountable

Every account is a separate tenant — no lead, customer, or inventory record is ever visible across accounts. Role-based access with per-role data scopes, an append-only audit log, and per-account integration credentials keep you in control.

AES-256 field encryption TLS in transit Two-factor sign-in Append-only audit log Per-account data isolation

We hold no third-party security certification today and do not claim one. Ask us for our security notes and we will send you what we actually run.

Tenant isolation
Account scope on every query
Audit trail
Who changed what, with IP
Roles & data scopes
Own / team / branch / account
Encrypted fields
PAN, bank and ID at rest
Lead capture & integrations

Get your leads in from day one

Today, leads reach the CRM through the authenticated REST API, web-form posts, or a mapped CSV import — so any portal or ad platform that can post a webhook already works.

Packaged one-click connectors for the providers below are on the roadmap. Each account holds its own credentials; nothing is shared between accounts.

WhatsApp
Exotel
Razorpay
Meta Lead Ads
Google Lead Forms
MagicBricks
99acres
Housing.com
IndiaMART
Twilio
Knowlarity
Google Maps
Tally
Zoho Books
PayU
Digio

Provider names are shown to say what we are building towards. They are trademarks of their owners and do not imply a partnership or endorsement.

No testimonials yet

We are new, so judge the product

We would rather show you the software than quote customers we do not have. Here is how to check it yourself.

Use the trial

A real account with your own data, not a guided click-through. Import a CSV of last month's leads and see what the pipeline looks like.

Ask what is missing

The roadmap above is the honest list. Ask us for dates and we will give you the ones we believe, not the ones that close the deal.

Take your data back

Export leads, bookings and payments to CSV whenever you like. If you leave, you leave with everything you put in.

Pricing

Plans that scale with you

Start with a 14-day trial. Prices exclude GST. These are the same prices the sign-up flow charges.

Starter
For individual brokers, small builders and small sales teams.
₹4,999/mo
or ₹49,999/year
Up to 10 users · 5,000 leads · 3 projects
Get started
  • Lead Management
  • Site Visits
  • Basic Reports
  • Email Support
Most Popular
Professional
For medium-sized developers and brokerage companies with multiple projects.
₹14,999/mo
or ₹1,49,999/year
Up to 50 users · 50,000 leads · 20 projects
Get started
  • Lead Management
  • Marketing Automation
  • WhatsApp Business
  • Call Tracking
  • Advanced Reports
  • AI Lead Scoring
Enterprise
For large real estate groups, multi-location organizations and large sales teams.
₹49,999/mo
or ₹4,99,999/year
Up to 500 users · 10,00,000 leads · 200 projects
Get started
  • Everything in Pro
  • Channel Partner Portal
  • Custom Workflows
  • API Access
  • Priority Support
  • SLA
  • Custom Integrations

Need something outside these plans — a reseller or white-label arrangement? Talk to us.

See it with your own leads

Import last month's enquiries and see where they actually stalled. That is a better argument than anything on this page.

No card needed to start the trial · Cancel any time · Export your data whenever you want