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Manage leads from multiple sources in one place and improve the team's efficiency by automating many tasks in WHSuites CRM software for real estate business.

WHSuites Real Estate CRM Software Features

Real estate business is becoming more complex daily due to problems arising in customer management. CRM software helps property dealers, builders, developers, and consultants with customer management and data security. From a small brokerage to a big construction company everyone needs to have the WHSuites CRM integrated. Our CRM software is known for its flexibility and scalability features. From lead management to project management this software automates a maximum of the tasks and saves a lot of time.

Automation of Sales Process

WHSuites real estate CRM provides sales automation features. It allows you to automate the lead assignments to team-wise or individual team members based on the source or marketing channel. Also, one can set automatic reminders on tasks and follow-ups on leads.

Data Security & Permission

WHSuites has the best data encryption capabilities that can secure your data. Also, our real estate CRM has IP whitelisting options that allow you to access the software on the specific set of IPs that you want to set for your team members.

Lead Supervision

This feature of WHSuites enables you to track and manage the leads in the pipeline from initial contact to conversion set by you on a lead flow based on the business model your real estate agency is operating.

Customization Opportunities

Our CRM software for real estate has customization capabilities that you can use for your company. From the interface to managing leads and project workflow, you can customize things as per the business model you are operating.

Incentive Planning & Calculation

We know planning and calculating the incentives of a sales team, and marketing team is a bit challenging task. But now you can do it with ease on WHSuites. You have the option to set the department-wise percentage parameters and our real estate CRM will calculate the incentive amount based on it.

Reporting And Analytics

Analytics reporting is the key element in analyzing the team productivity and marketing output. WHSuites CRM software has several options in the dashboard where you can generate reports of your departments and analyze team performance in a single click. Also, you can plan the future marketing campaigns based on the conversion data.

Integration Capabilities

Whsuites Real Estate CRM system has all types of integration capabilities. You can integrate and fetch the leads from multiple third-party platforms and websites. For example Facebook campaigns, SMS campaigns, IndiaMART, Justdial, an in-house website, etc. The platform you want to fetch and manage the leads require API keys so that we can integrate.

Project & Proposal Management

Within WHSuites CRM one can create, define project goals, timelines and objectives. You can also create the proposal templates in the CRM and can customize as per your client needs.

WHSuites Real Estate CRM Checklist

Explore the below-mentioned checklist that WHSuites is capable of managing and automating.
  • Lead Supervision
  • Customization & Flexibility
  • Lead Automation
  • Email Integration
  • Opportunity Management
  • Sales Forecasting
  • Billing & Invoice
  • Team Productivity Tracking
  • Inquiry Source Attribution
  • Lead Quality Analysis
  • Email & SMS Marketing
  • Custom Reporting
  • Lead Mapping
  • Bulk Leads Assignment
  • Data Import And Export
  • Marketing Campaigns
  • Calendar And Task Management
  • IP Whitelisting

Manage All Leads In Dashboard

Below is the list of platforms you can integrate in CRM to manage leads on a single dashboard. Also, you can provide the API of the platform that you want to fetch.

Why Choose WHSuites CRM For Real Estate?

Following are the reasons that make you choose our CRM for real estate.

Customer Segmentation

Based on the demographics behavior and engagement metric of your leads and conversion one can create customer segmentations for targeted marketing and communications

Calendar And Task Management

This feature enables users to set reminders, manage tasks, and schedule appointment for the leads you are receiving on the CRM.

User Authentication

To maintain the security and privacy we have inbuilt feature in which one can assign the permissions of the dashboard based on the roles and responsibilities.

User Management

Our CRM Software provides several options where you can create, modify, and delete users on your own if someone leaves the organization.

Contact Management

One can store, and manage customer names, email, and phone numbers and can use them as per their requirements.

Email Integration

You can also fetch the data from the emails for the sources that don't have any API and you want that on the CRM. Our CRM software can automatically fetch the lead details based on the source on the lead dashboards.

Invoice & Billing

You can manage the billing and invoicing process on the CRM. Also, one can easily set automatic payment reminders on WHSuites CRM Software.

Sales Tracking

In WHSuites you can set the new sales and renewal target on monthly basis. Once you set the targets you can monitor the sales under sales report.

An Experience Love to Talk About

Our Testimonial’s
Instant Settlements helps us capture last-minute EMI payments and let us make deposits with our financing partners within the requisite period.
Saurav Goyal
Chief Finance Officer
Really Great experience, satisfied fully with their service. I suggest WHSuites pay as best payment solution for small and midsize firms.
Vinod Kumar Gupta
Digital Marketers
By using the card tokenization feature on WHSuites Subscriptions, we were able to eliminate up-front deposits for a majority of our customers.
Rahul kumar
CEO

Frequently asked questions

Find answers to your questions right here, and don't hesitate to contact us if you couldn't find what you're looking for.
Definitely Yes, WHSuites has user-wise subscriptions which one can choose as per their budget and users required.
In WHSuites there are several inbuilt features that are capable of handling the sales automation, customer management, lead management, lead auto assigning and much more.

The price of the CRM starts from a baby plan to an enterprise plan in which users and features change accordingly. You can visit the CRM Pricing page and choose the package.

Well business revenue depends on several factors and to increase revenue you need to set up the proper funnel. From sales to client management you need to automate and monitor key performers that help you in increasing the revenue. But if you are doing it on excel sheets and manually then it take lot of time. Due to this you’ll lose the chance in converting the potential leads to customers. So CRM is must. It not only automate the recurring task of the team but also you can analyse performance of individual and manage leads from multiple channels on a single dashboard.

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