Loading Getlead CRM

For real estate agents and builders

Keep track of each buyer who enquires, and call them back on time.

Getlead is a CRM for real estate businesses: software that keeps your property enquiries in one shared list and makes sure an agent follows up. Enquiries from your website, Facebook ads, WhatsApp, phone calls and site visits arrive in one place. Each goes to an agent with a time to call back, and the calls and notes stay on the enquiry's record, from the first question to booking.

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Built in Calicut, Kerala, since 2018. Used by more than 1,600 businesses in India, including Cosmos Sports, Moto Hawk, Corpride and Freshpikk. The Android app has more than 5,000 installs on Google Play and is rated 4.1 out of 5 by 32 reviewers.

At a glance

What is a CRM for real estate?

A CRM for real estate is software that tracks each property enquiry from the first question to booking, instead of in spreadsheets and on agents' own phones. (CRM stands for customer relationship management: software that keeps track of the people you sell to.) In Getlead, each enquiry records where it came from, the project and unit the buyer asked about, and the step they have reached. It is given to an agent with a follow-up time, and the agent's calls and notes are saved on the enquiry's record. It is included in every plan from $9 per user per month.

Getlead for real estate — quick facts
Enquiries fromWebsite forms, Facebook ads, WhatsApp, phone calls, spreadsheets and site visits
Property detailsAdd your own fields, such as project, unit type and budget
StepsYour own, for example enquiry, site visit, negotiation, booking, registration
AgentsEach enquiry given to one, with a follow-up time
HistoryCalls and notes on the enquiry's record
PlatformsWeb, Android and iOS

Step by step

What happens to a property enquiry

1

Buyer asks

A buyer asks about a 2BHK unit through your website form.

2

Enquiry is saved

Getlead saves the enquiry, marked with where it came from and the project and unit they asked about.

3

Agent is assigned

A rule you set gives it to an agent, with a time by which to call.

4

Agent calls

The agent calls, logs what the buyer said, and books the site visit.

5

Buyer moves along

As the buyer moves on, the agent moves them to the next step: site visit, negotiation, booking, registration.

6

Late call-backs are flagged

If a call-back is missed, it shows as late to the agent and their manager the same day.

What you get

Three things your agents get

Enquiries

One list of enquiries, including the ones from site visits

Connect your website forms, Facebook ads and WhatsApp once. Enquiries from phone calls, walk-ins and property expos can be typed in on a phone or uploaded from a spreadsheet the same evening. Each one is marked with where it came from.

  • Website, Facebook ads, WhatsApp and phone calls in one list
  • Site-visit and expo enquiries added from the Android and iOS apps, or by spreadsheet
  • Your own fields for project, unit type and budget
Explore lead management
The enquiry list, with each buyer's source, status and agent

Agents

A named agent for each buyer

Rules you set give each enquiry to an agent: by project, by area, by where it came from, or in turn. It arrives with a follow-up time. The agent is reminded before it is due, and a manager sees any follow-up that slips.

  • Automatic assignment, by rules you set
  • A follow-up reminder with a due time on each enquiry
  • Late follow-ups shown to the manager the same day
See how follow-up tasks work
A rule that gives enquiries for one project to one agent

Launch calling

Call lists when a project launches

When a new project launches or a price offer nears its deadline, filter your enquiries, for example everyone who asked about a project last year but never booked, and turn them into a calling list. Agents work through it one name at a time, and each call is saved with its result.

  • Calling lists built from any filter on your enquiries
  • Each call saved with its result on the enquiry's record
  • A report of how many enquiries became bookings, by source
Explore campaign management
A calling list for a project launch, with calls completed and pending

Who it fits

Who is this for?

Real estate agencies and builders with a team of agents who phone buyers and show properties: from a single office to several project sites. If your agents keep buyers in their own spreadsheets or WhatsApp chats, this is the part Getlead replaces.

It is probably not for you if you need to manage construction schedules or site inventory from inside the software. Getlead tracks the buyer and the follow-up, not the build.

Getting started

What you need to start

  • Your list of current enquiries, in a spreadsheet.
  • The steps a buyer goes through at your business, and the details you record, such as project and unit type.
  • Your assignment rules: which agent gets which buyers. The help centre has step-by-step guides with screenshots, and support answers on +91 7012 266 208.

Customers

What customers say

"… We overcame the daunting task of manually sorting data and keeping follow-up contact with our customers."

Bastin Joseph

CEO, Fortune Travels

"… The software is user-friendly and the team is readily available for support."

Aswin Pradeep

CEO, The Exodus

FAQ

Questions from real estate teams

Can I track enquiries by project, unit type and budget?

Yes. Add your own fields, such as project, unit type and budget, and filter or assign enquiries by them.

Can I set my own steps, such as site visit and booking?

Yes. You name the steps a buyer passes through, for example enquiry, site visit, negotiation, booking and registration, and agents move each enquiry along.

How are enquiries shared among agents?

By rules you set: by project, by area, by where the enquiry came from, or in turn. Each enquiry arrives with a follow-up time.

Can another agent pick up a lead if someone is on leave?

Yes. Logged calls, notes and site-visit follow-ups are saved on the enquiry's record, so the next agent sees what was said before they call.

How do I add enquiries from a site visit or property expo?

Type them in on the Android or iOS app at the site or stall, or upload a spreadsheet afterwards. Mark the source, so you can later see how many of those enquiries booked.

Can I call past enquiries when a new project launches?

Yes. Filter the enquiries you want, for example buyers who asked last quarter but never booked, and turn them into a calling list for your agents. Sending bulk SMS, email and WhatsApp messages to a list is in development; calling lists are available today.

How much does Getlead cost for a real estate business?

Getlead costs $9 per user per month billed yearly, or $12 billed monthly, with every feature included. The 7-day trial needs no credit card.

Try it

Try it on this week's property enquiries

Start the trial, upload your current enquiries, and let one agent work them for a week. If it does not suit your team, cancel before the 7 days end and pay nothing. Nobody will chase you.

No credit card·All 11 features included·Cancel anytime