Real estate CRM for builders, from first enquiry to keys

What should a real estate CRM for builders actually do?

Most sales teams don’t lose deals. They lose track. Leads sit in five inboxes, follow-ups live in someone’s head, and “Is A-204 still available?” gets three different answers from three executives. Site visits run on memory, two channel partners claim the same buyer, and you find out which source produced bookings only at month-end.

Generic CRMs track contacts and deals. A builder needs more: projects, towers, floors and units; site visits; channel partners; cost sheets with GST and stamp duty; and what happens after the booking. TRET was built around that work, so nothing has to be bent into shape.

How does TRET capture leads from portals, ads and WhatsApp?

TRET connects to the places your enquiries already come from:

• Property portals: 99acres, MagicBricks and Housing.com.
• Ads: Meta (Facebook and Instagram) lead ads and Google Ads lead forms.
• Direct: your website, WhatsApp, IVR missed calls and walk-ins.
• Old sheets: CSV upload, and new sources can be added through webhooks.

Every lead lands in one list, de-duplicated by phone number with merge history, so two executives never work the same buyer twice. Each new lead is routed round-robin or by rules you set (project, budget, language), and a response-time clock starts the moment it lands. New portal leads can get an auto-reply in seconds, even in the middle of the night.

How do follow-ups work in TRET?

Every lead has an owner, a stage and a next action. Calls, WhatsApp threads and meetings sit on one timeline, and the overdue queue is the first thing an executive sees each morning. Click-to-call logs the outcome as the call ends.

WhatsApp is included. Every lead has one-tap WhatsApp with your own message templates (brochure, site visit invite, payment reminder and more) filled in with the lead’s name, project and unit. Messages go from the salesperson’s own WhatsApp, and each one is logged on the lead, so a manager can see exactly what the buyer was told.

How does TRET handle site visits?

Site visit scheduling in TRET works from a per-project calendar with slot availability, so visits are booked against executive availability rather than over a call nobody wrote down. Both sides are reminded over WhatsApp, feedback is captured on the spot, and no-shows and revisits are tracked with channel-partner attribution. The visit and its outcome stay on the lead’s timeline for the next conversation.

Can my team see live inventory and send cost sheets?

Yes. Live inventory and cost sheets show availability by project, tower, floor and unit, with every unit marked available, held, booked or sold everywhere at once. While a token clears, you can soft-block a unit with an expiry and an audit trail, so nobody double-sells it. A cost sheet with PLC, GST and stamp duty goes out as a PDF in one click, and every qualified lead can be matched to the units that fit their requirement.

What happens after the booking?

Most CRMs stop at “won”. In TRET, the booking is where the next stage starts. The lead converts to a booking in one click, the unit is marked sold everywhere, and the post-sales side takes over:

• Payment schedules generated from the booking.
• Demand letters, so your team never re-types a buyer’s details.
• Receipts, from the same booking record.

Your customer never gets handed to a different tool, and the buyer’s history from the first enquiry stays with the booking.

How does TRET work with channel partners?

Each channel partner gets their own link to register clients and follow each client’s stage. The first registration wins, with a timestamp, so there is nothing to argue about, and the partner’s commission is calculated automatically when the unit is booked and tracked from booking to paid. Read more about channel partner management in TRET.

What reports and MIS does a builder get?

You should not have to wait for month-end to see what worked. TRET’s reports and MIS dashboards cover source ROI, funnel ageing and the visit-to-booking ratio, and a daily digest arrives on WhatsApp. Team and target views add roles, leaderboards and a full audit log, so you can see which source produced bookings and which telecaller converts while there is still time to act on it.

Does TRET have a mobile app for site teams?

Yes. Field teams don’t sit at desks, so the TRET mobile app carries the day with them. Call detection brings up an outcome prompt as the call ends. Today’s queue, overdue follow-ups and new leads arrive as push notifications. A cost sheet and brochure go out on WhatsApp in two taps from the site office.

Is TRET built for Indian builders and RERA?

GST, stamp duty and RERA fields are built in. Data is hosted in India on encrypted infrastructure with role-based access, and it is exportable at any time. Every change is audit-logged, and you own your data. Integrations run through webhooks, with API access on Enterprise for anything not already connected.

Who is TRET for?

TRET is for Indian real estate builders, channel partners and brokerages with a sales team, from a single 50-unit project to multiple towers across cities. If your leads come from portals, ads and WhatsApp and your inventory lives in Excel, it was built for you.

How do you set up TRET for your projects?

Most teams are live within a week, and no IT team is needed. Onboarding, data import and training are included in every plan. Setup follows the same order every time:

1. 1Book a demo with your own projects. Send us your project names and lead sources and we set them up before the call, so you see your own inventory, not a sample.
2. 2Import projects and inventory. We bring in your projects, towers and units, so availability is live from day one.
3. 3Connect your portal accounts. Your portals, ad forms and other sources start landing in one de-duplicated list.
4. 4Set up assignment rules. Choose round-robin or rules by project, budget and language, so every new lead has an owner straight away.
5. 5Add channel partners. Each partner gets their own link to register clients and follow their stage.
6. 6Train your team on the app. Your executives learn the daily queue, click-to-call and WhatsApp templates on the phone they already carry.

How much does a real estate CRM for builders cost with TRET?

TRET pricing is per seat. No setup fee. Cancel any time. Prices exclude GST.

• Growth: ₹1,299 per user per month, billed quarterly. For builders running one or more projects with CPs and telecallers. It covers lead capture, follow-ups, pipeline and site visits, live inventory and cost sheets, the mobile app, WhatsApp templates and missed-call capture, the channel-partner portal and brokerage, booking handoff with payment schedules and demand letters, and reports, MIS dashboards and the daily digest.
• Enterprise: priced on request. For developers with many projects and custom workflows, across cities. It adds a custom domain, custom roles, approvals and workflows, API access and integrations, dedicated onboarding with an account manager, and a priority support SLA.
• The fine print: minimum 2 seats, and WhatsApp and telephony usage is billed at provider cost.

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