A CRM built only for property sales — with the site visit, the RERA number and the channel partner already in it. No generic pipeline bent into shape.
These are the stages out of the box — not a blank funnel you have to invent. Site visits get their own two stages, because that is where property deals are actually won or lost.
Rename them, reorder them, add your own. Marking a lead Lost asks for the reason — which is what the lost-reason report is built from.
Budget, configuration, possession timeline and site-visit date sit on the lead itself — not buried in a notes field somebody has to read.
Every call, email, WhatsApp, meeting and note in one thread, newest first.
Source, campaign, medium, landing page and full UTM set — captured, not typed.
Matched on phone and email as the lead arrives, then merged without losing history.
Cost sheets, ID proofs and booking forms attached to the buyer they belong to.
Who changed what, and when — down to the field.
Add what your business asks that ours didn't think of.
Every lead carries a score out of 100 and a band. Your rules decide what earns points, so a walk-in for a ready-to-move flat outranks a portal click on a launch two years away.
Points for a source or campaign that historically closes.
Budget above a number, a field filled in, a status reached.
Activity count lifts a score; days of silence pull it down.
A score crossing a threshold can raise a task or a message.
A proper project master sits behind every lead, so "which project?" is a field you can report on — not a sentence in a remark box.
RERA number, developer name, possession date and current status — ready to move, under construction, new launch.
Price band and area band with your unit, plus the configurations actually on offer: 2, 3 and 4 BHK.
Location, amenities, cover image and gallery, site contact — everything a caller is asked for.
Every project shows what it has produced: enquiries, site visits, bookings.
Compare two towers the way you compare two campaigns.
A form tied to one project produces leads already attributed to it.
Rules decide who gets what, the moment it lands — by source, by project, by city, by the hour of the day.
Straight rotation across the people you name. Everyone gets their turn.
Goes to whoever is carrying the fewest open leads right now.
Keeps a project or a region with the team that owns it.
Two questions are answered separately: what a person may do, and whose records they may do it to. That is why a telecaller can update a lead without ever seeing the whole database.
Visibility follows your reporting lines. Promote someone and their view widens with them — no re-sharing, no spreadsheet of exceptions.
Edit any of them, or build your own. One person needing one extra right does not need a whole new role — grant it to them alone, and the screen shows exactly who holds what.
Moving a lead to another project, or rewriting its source, decides whose numbers a campaign gets credited with. So those are rights of their own, not something bundled into "edit".
Most tools show a switch. Switch on, assume it works, find out weeks later that nothing ever sent. Here a channel reports one of three states, and only one of them means messages are going out.
The channel is switched off. Nothing sends, and the screen says so plainly.
Switched on and still incomplete — a missing token, an unapproved template, no successful test yet. The remaining items are listed by name.
Configured, tested, and actually delivering. Green is earned by a test that landed — never by the switch alone.
The buyer hears from you the minute the enquiry lands, day or night.
WhatsApp templates and email bodies with merge fields, kept in one place.
Sent, failed or skipped — per lead, per channel, with the reason attached.
Portals, your website, Facebook and Instagram, walk-ins and the phone — one inbox, deduplicated, attributed.
Paste one line into any page, or use a hosted form. Each form can be locked to your own domain, carries a spam trap, and can be tied to a project so its leads arrive already attributed. UTM parameters and landing page are captured with every submission.
Connect your page and lead forms flow in as they are filled — no CSV download at the end of the week, no leads going cold in an ad account nobody opens.
Bring a portal export or an old spreadsheet in, map the columns once, and see what matched existing buyers before anything is written.
Any list you can see, you can take with you as a real .xlsx file — filters, columns and all.
Today's enquiries, follow-ups due, site visits booked, and what moved since yesterday.
Cost of a lead is one thing; which source produced bookings is another. Both are here.
Where enquiries stall — and how many never reached a site visit.
Set them per person, per team, per month; track against them without a spreadsheet.
Response time, activity counts, conversion — per executive and per team.
The filter combination you rebuild every morning, saved once.
Every create, edit, reassignment and deletion recorded with the person and the time.
Exports are a permission, and they are logged. You can tell who took a list out.
Encrypted integration credentials, protected sessions, rate-limited sign-in, and a real password policy.
The whole CRM, not a cut-down version — because your team is on site, not at a desk.
Standard PHP and MySQL shared hosting. No servers to rent, no per-seat licence to renew.
One database you own, on hosting in your name, exportable any day you ask.
A live workspace with three projects and fifteen buyers already at different stages — not screenshots. Change anything you like.
Signs you in as the company administrator, so every screen in this deck is open to you.
Drag a buyer from Site Visit Done to Negotiation on the board.
Open Roles and compare what a Telecaller may do with a Sales Manager.
Switch WhatsApp on without configuring it. It goes amber, not green, and tells you exactly what is still missing.
A shared demo, so others may be in it too. It is reset regularly and holds no real customer data.
Growvanta is set up with your projects, your team and your pipeline — and your first enquiry can land in it today.