CRM for Real Estate Developers & Broker Teams
Real estate sales cycles run on site visits, unit or plot inventory that changes daily, and a broker network that needs quick follow-up to stay motivated. Lavisho TT keeps project inventory, site visit records, and broker relationships connected so sales teams always know which unit is available and which lead needs the next call.
What should a real estate CRM handle beyond basic contacts?
Real estate sales need more than a contact list: site visit scheduling, project inventory tracked against live deals, and broker or channel partner follow-up. Lavisho TT combines GPS-verified site visits, custom objects for project inventory, partner mapping for broker networks, and AI follow-up drafts so no site visit or broker lead goes unanswered.
Sales challenges in real estate
- Site visits are booked over phone calls with no shared record of who visited which project
- Unit or plot inventory availability is tracked in spreadsheets that go out of date fast
- Broker and channel partner leads are not followed up quickly enough and go cold
- Sales managers cannot see which projects or units are driving the most visits and conversions
- Multiple sales executives may unknowingly pursue the same lead or unit
How Lavisho TT fits real estate sales teams
Custom project inventory objects
Custom objects and custom fields model project inventory such as units, plots, or towers, linked directly to deals.
GPS-verified site visit tracking
GPS check-in with geofencing and customer visit reports record every site visit, including which unit was shown.
Broker and partner mapping
OEM/partner mapping and partner management track broker relationships and which leads came through which channel.
AI follow-up drafts
AI follow-up drafts help sales executives respond quickly to broker-sourced leads and site-visit enquiries.
Lead scoring and auto-assignment
Lead scoring and auto-assignment rules route new enquiries to the right executive immediately, avoiding duplicate follow-up.
Pipeline and win/loss intelligence
The kanban pipeline with win/loss intelligence shows which projects and price points convert best.
Route planning for site visits
Route planning helps executives sequence multiple site visits across projects in a single day efficiently.
Field-to-cash workflow for this industry
- 1
Capture and score the lead
New enquiries are lead-scored and auto-assigned to a sales executive so no lead sits unattended.
- 2
Schedule and log the site visit
Executives GPS check-in at the project site and record a visit report noting the unit shown and buyer interest.
- 3
Follow up through the broker or direct
AI follow-up drafts and partner mapping keep both direct leads and broker-sourced leads moving through the pipeline.
- 4
Track inventory against the pipeline
Deals link to project inventory objects, so managers see which units are reserved, sold, or still available.
Use cases
- Tracking which sales executive showed which unit during a site visit
- Managing broker and channel partner leads separately from direct enquiries
- Keeping project inventory synced with the active sales pipeline
- Auto-assigning new leads to executives to avoid duplicate follow-up
- Comparing conversion rates across different projects and price bands
- Sequencing multi-project site visits into one day's route
Frequently asked questions
Can we track project inventory like units or plots in the CRM?
Yes. Custom objects and custom fields let you model inventory such as units or plots and link them to deals.
How do we manage broker-sourced leads separately from direct leads?
Partner mapping and OEM/partner tracking let you tag leads by source channel and follow broker performance separately.
Can we verify a sales executive actually took a client to the site?
Yes. GPS check-in with geofencing and a visit report confirm the location, time, and details of the site visit.
How does AI help with real estate follow-up?
AI follow-up drafts suggest responses to site-visit and broker enquiries so executives can reply faster without starting from a blank page.
Can new leads be auto-assigned to sales executives?
Yes. Lead auto-assignment rules route new enquiries automatically based on criteria you configure, such as project or territory.
Can we plan multiple site visits across projects in one day?
Yes. Route planning sequences visits geographically so executives can cover multiple projects efficiently.
Do we get reporting on which projects convert best?
Yes. Win/loss intelligence and the Command Center dashboard show conversion rates by project and price point.
Related pages
Related products
- CRM Software
Track leads, accounts, contacts and multi-product deals in a single kanban pipeline built for teams that sell in person and online.
- GPS Field Tracking
See where reps check in, verify visits with geofencing and selfies, and catch suspicious activity with an anomaly audit map.
- Sales Pipeline Management
A kanban pipeline with saved views, stalled-deal alerts and win/loss intelligence so nothing stalls silently.
- AI CRM
Ask questions of your own CRM data, get meeting-prep briefs automatically and receive coaching flags before deals go wrong.
Related solutions
- Partner Management
Businesses selling through channel partners who need shared visibility into quotes and deals without a heavy partner portal build.
- Field Sales Reps
Field sales reps who spend their day visiting customers and need a phone-first tool, not a desktop CRM.
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