Real estate CRM
A real estate CRM built for builders, not agents.
Fortera's CRM runs the whole sales lifecycle for developers: every enquiry captured with its source and owner, a clean booking and allotment pipeline, stage-linked collections, and a buyer portal, so no lead slips between an auto-reply and the first call.
In plain terms
A real estate CRM for builders is software that manages a developer's sales lifecycle end to end, lead capture, sales pipeline, unit inventory, bookings and allotment, payment milestones and post-booking customer service, on one system. Unlike an agent CRM that only chases leads and closes, a builder CRM has to tie sales to the project itself: the unit being sold, its construction progress, and the money collected against it.
What you get
Everything in Fortera's real estate crm.
Lead capture and pipeline
Every enquiry from hoardings, the website, WhatsApp, walk-ins and brokers, captured with its source and a named owner, moving through one clear pipeline.
Bookings and allotment
Live unit inventory, KYC, agreement-to-sale tracking and time-bound holds on a clean state machine, so no unit is ever double-booked.
Payment milestones
Collections that follow construction stages, with demand notes generated automatically and reminders sent by WhatsApp and email.
Buyer progress portal
Booked buyers see their own flat's construction progress, dues and documents, which cuts the weekly status calls to your office.
WhatsApp, built in
Brochures, stage-completion updates and payment reminders reach buyers on WhatsApp in their preferred language, through an owner-review queue.
Marketing attribution
See which hoarding and which channel actually converted, so you know where the next marketing rupee should go.
Who it's for
Built for the way you work.
- Real estate developers and builders selling their own inventory
- In-house sales teams that need bookings tied to the project
- Owner-managed firms that want fewer status calls and cleaner collections
Questions & answers
Real estate CRM, answered.
- How is a builder CRM different from an agent CRM?
- An agent CRM manages leads and closes deals. A builder CRM has to manage the whole developer lifecycle: unit inventory, bookings and allotment, stage-linked payment milestones, and a buyer portal tied to real construction progress. Fortera is built for the developer side, so the customer sees exactly the same schedule and balance your accountant does.
- Does the real estate CRM integrate with WhatsApp?
- Yes. WhatsApp is a first-class channel. Brochures, booking confirmations, stage-completion updates and payment reminders go out on WhatsApp in the buyer's preferred language, all through an owner-review queue so nothing is sent unseen.
- Can buyers track their own flat?
- Yes. Each booked buyer gets a private portal showing their flat's construction progress, dues, demand notes and documents, which removes most of the weekly calls to your sales team.
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