2BHK — Skyline Residency
#ENQ-3312
Aarav S · Website
Priya M
For builders, developers and real estate agents
Call back each property enquiry, and see which site visits really happened.
Getlead is a CRM for real estate teams: software that keeps your buyer enquiries in one shared list and makes sure an agent calls each one back and books a site visit. Enquiries from your website, Facebook ads, WhatsApp, phone calls and property portals arrive in one place. Each goes to an agent with a time to call. At the site, the agent checks in on the Getlead app, so the manager sees which visits happened.
No credit card·All 11 features included·Cancel anytime
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.
Enquiry52
Site visit24
3BHK — Palm Grove
#ENQ-3298
Diya P · Referral
Neha R
Negotiation13
Villa — Green Meadows
#ENQ-3271
Arjun R · Property expo
Aman K
Booked7
2BHK — Skyline Residency
#ENQ-3255
Ananya I · Phone call
Kiran V
At a glance
What is a CRM for real estate?
A CRM for real estate is software that tracks each buyer from the first enquiry to the 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 type the buyer asked about, and the step they have reached. It is given to an agent with a follow-up time. Agents check in at site visits from the Android or iOS app, with their location and a photo. It is included in every plan from $9 per user per month.
| Enquiries from | Website forms, Facebook ads, WhatsApp, phone calls, and property portals (by spreadsheet, or automatically through Getlead's API) |
|---|---|
| Buyer details | Add your own fields, such as project, unit type, budget and preferred location |
| Steps | Your own, for example enquiry, site visit booked, site visit done, negotiation, booking, registration |
| Agents | Each enquiry given to one, with a follow-up time |
| Site visits | Agents check in and out on the app, with GPS location, a photo and notes |
| Projects and offices | Set each one up as a separate branch in Getlead |
Step by step
From enquiry to booking, step by step
1
Buyer asks
A buyer fills in your Facebook ad form about a 2BHK in one of your projects.
2
Enquiry is saved
Getlead saves the enquiry, marked with where it came from and the project they asked about.
3
Agent is assigned
A rule you set gives it to the agent for that project, with a time by which to call.
4
Agent calls and books a visit
The agent calls, agrees a site-visit time with the buyer, and sets it as a task.
5
Agent checks in at the site
At the site, the agent checks in on the app. The visit is recorded with the time, location and a photo.
6
Buyer moves along
After the visit, the agent logs how it went and moves the buyer on: negotiation, booking, registration.
7
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
Enquiries from ads, WhatsApp and portals in one list
Connect your website forms, Facebook ads and WhatsApp once. Enquiries from property portals can be uploaded from the spreadsheet the portal gives you, or sent in automatically through Getlead's API, a connection your developer sets up once. Walk-ins and expo visitors can be typed in on a phone. Each enquiry is marked with where it came from, so you can see which portal or ad brings buyers who book.
- Website, Facebook ads, WhatsApp and phone calls connected once
- Property portal enquiries by spreadsheet, or automatically by API
- Your own fields for project, unit type, budget and preferred location
BuyerProjectSourceAgent
Aarav SSkyline ResidencyWebsitePriya M
Diya PPalm GroveWhatsAppNeha R
Arjun RGreen MeadowsProperty expoAman K
Site visits
Site visits you can see
An agent books each site visit as a task with a time. At the site, they check in on the Android or iOS app. Getlead records the time, the GPS location, a photo and their notes, and the Field Visits report shows every visit by agent and date. A manager can see which visits happened without phoning each agent.
- Site visits booked as tasks, with reminders before the time
- Check-in and check-out on the app, with GPS location, a photo and notes
- A Field Visits report by agent and date
AgentCheck-inLocationStatus
Kiran V10:42 amSkyline ResidencyCompleted
Neha R11:15 amPalm GroveCompleted
Aman K1:03 pmGreen MeadowsCompleted
Launch calling
Call lists when a project launches
When a new project or tower launches, filter your past enquiries, for example everyone who asked about 3BHKs in the last year but did not book, 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 buyer's record
- A report of how many enquiries became bookings, by source
Calling listBuilt fromIn listCalled
Skyline Residency — Phase 2enquired, not booked204168
Price offer deadline — Palm Grovenegotiation stage5858
Last year's enquiriesno booking312140
Who it fits
Who is this for?
Builders, developers and real estate agencies whose agents phone buyers and take them on site visits: from one office to several project sites. If your agents keep buyers in their own spreadsheets or WhatsApp chats, and you only hear about site visits when someone remembers to tell you, this is the part Getlead replaces.
It is probably not for you if you need to manage unit inventory, payment schedules or construction progress inside the software. Getlead tracks the buyer, the follow-up and the site visit.
Getting started
What you need to start
- Your current enquiries in a spreadsheet, including any downloaded from property portals.
- Your projects, and the steps a buyer goes through, from enquiry to registration.
- Your assignment rules: which agent handles which project or area. 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 Getlead collect enquiries from property portals?
Yes, in two ways. Upload the spreadsheet of enquiries the portal gives you, or have your developer send them in automatically through Getlead's API. Each enquiry keeps the portal as its source.
How do I know my agents actually did the site visits?
Agents check in and out on the Android or iOS app at the site. Getlead records the time, the GPS location, a photo and their notes, and the Field Visits report lists visits by agent and date.
Can each project have its own agents?
Yes. Add a field for the project, then set a rule that gives enquiries for each project to its agents. For separate offices or sites, set each one up as a branch, so each team sees its own enquiries.
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 booked, site visit done, negotiation, booking and registration.
Can another agent take over a buyer if someone leaves?
Yes. Logged calls, notes and site visits are saved on the buyer's record, so the next agent sees what was said and shown before they call.
Can I call past enquiries when a new project launches?
Yes. Filter the enquiries you want, for example buyers who asked about a similar project last year, and turn them into a calling list. 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, site-visit check-ins among them. The 7-day trial needs no credit card.
Try it
Try it on this month's site visits
Start the trial, upload your current enquiries, and let one agent book and log their site visits 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