A detailed guide with
Real Estate CRM

Find out how CRM software can transform your financial services company, whether you work in wealth management or investment banking.

  • Auto-lead Capture
  • Call Recording and Tracking
  • Auto-dialer
  • Follow-up Reminders
  • Lead Management
  • Field Executive Tracking
  • Real-time Insights

What is
Real Estate CRM?

A real estate CRM is a specialized tool designed for real estate agents, brokers, and agencies to help streamline sales processes, organize client information, and manage leads, properties, and appointments efficiently.

With a Real estate CRM like Wetroo, you can effectively communicate with your prospects and existing customers via phone calls and WhatsApp, track real-time performance of your agents, automate repetitive tasks, and generate comprehensive performance reports on important metrics to make data-driven decisions.

Why is a Real Estate CRM important for Real
Estate Agents?

Effectively monitoring team activity, assessing performance, managing customer interactions, and overseeing the sales pipeline pose significant challenges for real estate agencies worldwide. Wetroo, a real estate CRM, emerges as a solution to streamline these processes. Through the use of a real estate CRM, you can...

Stay on Top of Follow-ups

Don't lose leads due to ineffective communication; always follow up on time.

Boost Calling Efficiency

Make more accurate calls with features like auto-dialer and click-to-call from web and convert more deals than ever before.

Effortlessly Manage All Leads

Securely capture and store lead data in one central hub by integrating with third-party platforms for easy access and management.

Track and Manage Team Remotely

Track your team's location from anywhere with Wetroo's check-in option that captures site visits.

Automate Routine Tasks

Automatically capture and distribute leads, send instant welcome messages to leads, update deal status, and more.

Nurture Multiple Leads at Once

Send personalized bulk WhatsApp marketing messages to leads about property listings, hot deals, etc based on their stage in the sales process.

Key Features in a Real Estate
CRM Software

A real estate CRM like Wetroo has a unique set of features tailored to meet the unique requirements of all real estate businesses.

Integration Capabilities

Capture leads from all Real Estate Portals

Why go through the hassle of manually handling leads from 15 different platforms when you can efficiently manage them all from a centralized hub?

  • Seamlessly gather leads from various sources all in one location.
  • Assign leads to your agents automatically with ease.
  • Instantly engage with leads using WetrooCRM's WhatsApp Chatbot.
Telesales Management

Boost calling efficiency

Swift and efficient calling equate to more calls, leading to more deals.

  • With Autodialer, your team dedicates less time to entering numbers and more to sealing deals.
  • Utilize WetrooCRM's web application for one-click calling from your mobile device.
  • Remove manual effort and automate the synchronization of call feedback (connected, disconnected, missed, etc.).
Lead Management

Complete client interaction history in one place

When attention is misplaced on the wrong leads, your team's hard work may yield no results.

  • Efficiently oversee and monitor all inbound/outbound calls, WhatsApp messages, SMS, emails, etc., from a single centralized hub.
  • Safely store lead documents, registration certificates, purchase invoices, or any relevant files for convenient access.
  • Optimize your lead communication and streamline your sales pipeline.
Follow-up Call Reminders

Appointment and callback reminders

Neglecting follow-ups leads to missed opportunities and lost deals.

  • Receive timely WhatsApp notifications to ensure you never miss any scheduled call appointments.
  • Receive notifications when it's time to make a call.
  • Consistently follow up on schedule and increase deal closures.
Team Management

Field executive tracking

Failure to track leads may result in errors, potentially leading to lost business opportunities.

  • Monitor the precise activities of field executives by tracking their locations through check-ins.

Why Wetroo is the Best Real Estate CRM for
Your Real Estate Business

Customizability

Implement your Real Estate business workflows to suit your unique needs; Wetroo adapts to you, not the other way around.

Mobile Application

A comprehensive mobile app with all essential features to work on the go.

Customer Support

Exclusive onboarding sessions conducted through Zoom meetings and calls, complemented by a WhatsApp group for your entire team to address any queries.

Intuitive Interface

A user-friendly interface, specifically crafted for agents with limited technical expertise. If your team can operate dialers and WhatsApp, utilizing Wetroo is even more straightforward.

Affordable

Get an extensive number of features designed for a real estate business at an unmatchable price.

WhatsApp-first CRM

Manage all WhatsApp interactions from one central hub to connect with leads and customers 24/7.

Why do Real Estate Professionals
use Wetroo?

Real Estate Agents

Effortlessly organize client data, manage follow-ups, and make calls with just one click. Never miss an important follow-up opportunity and stay ahead of the game.

Real Estate Brokers

Keep track of field executives' location throughout the day, listen to call recordings, and know exactly what they are doing with live check-ins. You can also track and manage the sales pipeline.

Real Estate Developers

Easily assign tasks to your team, track real-time progress by generating reports on any metric, and send automated reminders to leads and clients about scheduled meet-ups.

Property Managers

Manage client and tenant interactions and appointments with features like auto-dialer, click-to-call from web, call recording and WhatsApp integration.

Frequently Asked Questions

Can't find what you are looking for? Drop a message on our WhatsApp number.

What is a Real Estate CRM?

It helps you manage your real estate business from one simple platform- with features like contact management, call recording, auto-dialer, reminder, integration with popular real estate websites like Housing.com, Magicbricks, 99Acres, and MagicBricks, and automations to get rid of repetitive tasks.

What are the benefits of Real Estate CRM Software?

The main benefits of real estate CRM software like Wetroo for real estate businesses are:

  1. Streamlined client interaction: A CRM is a complete real estate contact management software that you can use to interact with all your clients and leads from one place via calls, WhatsApp, and Emails.
  2. Activity tracking: Track all activities of your sales team in real-time- the quality of calls made via call recordings, and messages sent, reminders taken closed and lost, via a centralized platform that stores all customer data in one place. Manage the entire sales process and close more deals than ever before.
  3. Real estate workflow management:Focus on important tasks and automate repetitive ones. With automation, you can automthe ate process of capturing leads from various sources like websites, social media, and listing platforms, then automatically assign these leads to agents based on predefined criteria, automatically update property listings on various platforms whenever changes occur, etc.
  4. Reporting and Analytics:Generate reports on important sales metrics like lead conversion rate, customer retention rate, agent-wise sales report, etc to measure the growth of your business. With this info, you can personalize your client interactions, make effective growth strategies and run targeted marketing campaigns for better results.
  5. Integrations:  Integrate with popular integrations like Housing.com, Magicbricks, 99 Acres, etc, to capture leads in one place and eliminate the hassle of manual entry.Housing.com, Magicbricks, 99 Acres, etc, to capture leads in one place and eliminate the hassle of manual entry.
What is a Real Estate CRM and why is it important?

Real Estate CRM is a software that is especially designed for people in real estate, like agents and property managers. It's a one-stop place to manage relationships with clients. It is important because it helps you keep track of contacts, record calls, set reminders, and connect with popular property sites like Housing, Magicbricks, and Olx.

  1. Contacts: It safely keeps all details of your clients. So, next time you want to call Mr. Sharma about that sea-facing flat, you know where to look.
  2. Record Calls: Ever had a chat and then later forgotten what you talked about? This CRM remembers those calls for you.
  3. Reminders: Missed wishing your customers housewarming because you forgot? Not with a CRM. It reminds you of all such important things.
  4. Property Sites Connection: Everyone checks sites like Housing, Magicbricks, or Olx for properties. The CRM links to these sites, so any lead or interest coming from there directly reaches you.
  5. Automating Tasks: The best part? It does many things on its own. Suppose someone fills out a form on a website showing interest. Instead of you manually checking and then informing your agent, the CRM will do it for you. This means you've got more time to focus on selling homes or renting properties.
How do I choose a good Real Estate CRM?

To choose a good real estate CRM, you should ensure that:

  1. It fulfils all your requirements (call recording, activity tracking, automation, centralized lead interaction, real-time location and site visit tracking, etc).
  2. It is customizable and adjusts to how you run your business.
  3. It is cost-effective and doesn’t burn a hole in your pocket.
  4. It is easy to use at even non-tech savvy agents can adapt it without any hassle.
How much does a Real Estate CRM cost?

The cost of a real estate CRM can vary based on the number of features provided. Almost all real estate CRMs follow the rule of ‘the higher you pay, the better we give.'

But Wetroo is different. It is an inexpensive CRM for realtors and follows the rule of ‘pay a certain affordable amount, get all the features you need’. Wetroo's pricing plan:

  1. Quarterly:Rs.499 or $18 Per User Per Month
  2. Annually: Rs.399 or $12 Per User Per Month