Real estate client management software (also called a real estate CRM) is a specialized system designed to manage customer relationships throughout the property buying journey. Unlike generic CRMs like HubSpot or Zoho, real estate client management software understands the unique sales cycle of plot and property developers:
Layouts360 combines client management with plot inventory, giving you a complete view of who's interested in what, which agent is handling them, and where they are in the sales pipeline.
Need broader inventory management? Check out our real estate inventory management software that handles plots, flats, and commercial units.
HubSpot doesn't know "Plot 42, Phase 1" exists. You can't link leads to specific plots or see which plots are generating the most interest.
When a plot is booked, you have to manually update the CRM AND the inventory system. Double work, double the chance of errors.
You can't show a customer the layout while logging their interest. Generic CRMs don't integrate with maps or floor plans.
Setting up Salesforce or Zoho for real estate requires custom fields, workflows, and integrations. It takes weeks and costs thousands.
Real estate sales involve site visits. Generic CRMs don't have built-in features to schedule and track on-site meetings.
Generic CRMs charge ₹1,500-₹3,000 per user per month. For a 10-person sales team, that's ₹15,000-₹30,000/month!
Every lead is linked to a specific plot. You can see which plots are getting the most inquiries and which are sitting idle.
Know where each lead came from: 99acres, MagicBricks, walk-in, referral, or social media. Track which channels give you the best ROI.
Set reminders for follow-ups. The system alerts agents when it's time to contact a lead. No more "I forgot to call them back."
Schedule site visits directly in the system. Track which customers visited, when, and with which agent.
See where each lead is: Inquiry → Site Visit → Negotiation → Booking → Sold. Identify bottlenecks and coach your team.
Track which agents are converting leads, how many follow-ups they're doing, and their average time to close.
Capture leads from portals, walk-ins, referrals, and social media. Store contact details, source, and initial interest.
Link each lead to the plot(s) they're interested in. See which plots are hot and which need more marketing.
Record every call, email, and WhatsApp conversation. See the complete history of interactions with each customer.
Set follow-up dates and get automated reminders. Never miss a callback or lose a hot lead.
Schedule and track site visits. Know which customers visited, when, and their feedback.
Visualize your sales funnel: Inquiry → Visit → Negotiation → Booking. Identify where leads are dropping off.
Assign leads to specific agents. Track agent workload and ensure no lead falls through the cracks.
See lead-to-booking conversion rates by source, agent, and plot. Optimize your marketing and sales strategy.
Send plot details, layouts, and payment schedules directly via WhatsApp. Track message delivery and responses.
Customer inquires about a plot via 99acres, walk-in, or referral. Agent captures their details, source, and which plot they're interested in.
Agent schedules follow-up calls, sends plot details via WhatsApp, and answers questions. All interactions are logged in the system.
Customer visits the site. Agent shows them the plot on a tablet using Layouts360's interactive map. Site visit is recorded with feedback notes.
Customer decides to book. Agent records booking amount, payment schedule, and customer documents. Plot status changes to "Booked" automatically.
Customer makes installment payments. System tracks payments and sends reminders for due dates. Once fully paid, plot is marked "Sold" and handover is scheduled.
Customer receives updates on project development, possession dates, and documentation. Happy customers become referral sources for future sales.
| Feature | HubSpot / Zoho / Salesforce | Layouts360 |
|---|---|---|
| Plot-Specific Lead Tracking | ||
| Visual Layouts Integration | ||
| Inventory Sync | ||
| Site Visit Tracking | Manual custom fields | |
| Payment Tracking | ||
| Setup Time | 2-4 weeks | 3-5 days |
| Learning Curve | Steep | Easy (built for real estate) |
| Monthly Cost (10 users) | ₹15,000 - ₹30,000 | ₹4,000 (unlimited users) |
Basic lead tracking is available in all plans. Full CRM features (follow-up automation, site visit tracking, agent performance) are included in the Growth Suite plan (₹4,000/month).
Yes! You can manually enter leads or import them from a CSV file. We're working on direct API integrations with major portals.
Layouts360 offers unlimited users on all plans. Unlike generic CRMs that charge per user, you can add your entire sales team at no extra cost.
Yes! Layouts360 is mobile-first. Agents can capture leads, schedule follow-ups, and update customer status from their phones or tablets.
Currently, Layouts360 sends reminders to agents to follow up with customers. Automated customer emails/SMS are on our roadmap and will be available soon.
Yes! Layouts360 tracks lead source (99acres, MagicBricks, walk-in, referral, etc.) and shows conversion rates by source. You'll know which channels are worth investing in.
