Lead management
Capture and qualify enquiries. Give every lead a clear next step.
Your Real Estate CRM.
Built for India.
One Connected Platform.
Real estate CRM software for builders, developers and brokers in India. Manage enquiries, inventory, site visits, bookings and collections in one web app.
Simple workspace setupGet started quickly
Free plan to startClear usage limits
Built for teamsSales, ops and finance
0+Active users
0+Active projects
0+Bookings closed
0+Teams onboarded
Everything a real estate CRM
needs to grow.
In one place.
EstateOS is real estate CRM software for Indian builders, developers and brokers. Bring leads, project inventory, site visits, bookings and collections together so your team always knows what to do next—without switching between chats and spreadsheets.
Explore the platformProjects & inventory
Projects, towers, floors and units. See availability at a glance.
Website & CMS
Project pages and templates with content you fully control.
Lead forms & QR
Website and on-site enquiries flow straight into your CRM.
Visits & follow-ups
Schedule visits, capture feedback and keep deals moving.
Bookings & payments
Quotations, installments, invoices and receipts in one place.
Powerful Features for Real Estate Success
01 / 05
Capture, Track & Convert
More Leads
- Capture website and landing-page enquiries
- Assign leads and track every stage
- Keep follow-ups and reminders in view
- Find the complete customer activity history
02 / 05
Every Project. Every Unit. One Clear View.
- Connect projects, towers, floors and units
- See available, hold, booked and sold homes
- Manage configurations, areas and pricing
- Keep project media and unit details together
03 / 05
Turn Every Conversation Into the Next Step.
- Plan follow-ups with owners and due dates
- Schedule visits against customers and homes
- Record visit status, feedback and next steps
- Keep your team’s tasks and calendar connected
04 / 05
From a Reserved Home to a Recorded Payment.
- Link quotations, customers and unit bookings
- Create installments and track outstanding dues
- Keep payments, invoices and receipts in context
- Manage refunds against the original booking
05 / 05
Beautiful Project Websites. Connected From the Start.
- Start with six responsive website templates
- Edit sections, imagery and page content
- Show floor plans, amenities and availability
- Preview, publish and capture enquiries
CONNECTED WORKSPACE
All at once place
Leads, inventory, bookings and payments flow into one shared system.
- Leads
- Quotations
- Projects
- Bookings
- Inventory
- Payments
- Approvals
- Customers
- Reports
- Settings
See how it works
Set up your real estate CRM in clear steps: projects, property pages, leads and conversion through to payment.
01
Add your projects
Organize projects, towers, floors, units and pricing.
02
Build your website
Choose a template and give your properties a digital home.
03
Capture your leads
Bring enquiries from your website, forms and QR codes into your CRM.
04
Manage & convert
Connect visits, quotations, bookings and payments through to sale.
Run your real
estate business
in one place.
Manage leads, customers, projects, inventory, quotations, bookings, payments and more, with ease and clarity.
- Leads &
Customers - Sales
Pipeline - Projects &
Inventory - Quotations
& Approvals - Bookings
& Payments - Reports &
Insights
FEATURES
Real estate CRM features for
Indian builders and brokers.
Lead CRM
Capture, assign and follow every enquiry
with a clear next step.
Projects & inventory
Projects, towers, floors and units
with live availability at a glance.
Website & CMS
Property pages and templates you control
without running a separate website.
Forms & QR codes
Website and on-site enquiries flow
straight into your shared CRM.
Property listings
Manage broker listings and requirements
alongside project inventory in one place.
Site visits
Schedule visits, capture feedback
and keep every deal moving forward.
Customer matching
Match people to the right homes
from requirements, budget and timing.
Quotations
Send clear commercial offers linked
to the customer, unit and terms.
Quotation email
Deliver quotations by email with
the offer context already connected.
Unit holds
Hold a home for a customer, track
expiry and release it cleanly.
Bookings & payments
Tokens, installments and booking value
stay tied to the same sale record.
Invoices & receipts
Issue invoices and receipts against
the booking without leaving context.
Refunds
Record refunds against the booking
and keep collections fully reconciled.
Agreements & documents
Keep sale documents and agreements
linked to the customer and unit.
Media library
Reuse project photos and files across
pages, listings and customer records.
Tasks & follow-ups
Give every lead and deal an owner
with the next action already clear.
Customer history
See the full story across leads,
visits, bookings and payments.
Locations & sites
Organize work by location so teams
always know where inventory sits.
Reports & insights
Track pipeline, inventory and collections
from one shared business picture.
Automations
Trigger follow-ups and reminders
when work moves to the next stage.
Notifications
Stay aware of visits, payments and
updates that need attention today.
Roles & access
Give every teammate the right view
without losing control of the workspace.
Team workflows
Connect sales, operations and finance
so handoffs stay clean and accountable.
Deal pipeline
Move opportunities from enquiry to sale
with every stage visible to the team.
WHAT YOU CAN MANAGE
One workspace for the full
real estate sales journey.
EstateOS helps Indian real estate teams manage the records that move a deal forward—from the first enquiry to collections—in a single CRM.
- Leads & customers
Capture website, form and QR enquiries, assign owners and keep every follow-up on the same record.
- Projects & inventory
Structure projects, towers, floors and units so sales teams see what is available, held, booked or sold.
- Site visits
Schedule visits, capture feedback and connect the outcome back to the customer and the home.
- Quotations & bookings
Issue quotations, hold units and convert confirmed interest into bookings with clear terms.
- Collections & documents
Track installments, record payments, and keep invoices, receipts and refunds linked to each booking.
- Property websites
Publish project pages and enquiry forms so public interest lands directly in your CRM workspace.
BEFORE YOUR NEXT BIG MOVE
A few questions.
Clear answers.
- Start with a free plan with usage limits. Choose a paid plan as your team grows.
- Built for developers, builders, brokers and channel partners in India.
- Keep roles, inventory, site visits and collections in one shared system.
- Capture submitted website and QR form enquiries in your CRM. Features vary by plan.
- Connect quotations, unit holds, bookings and payments to every deal.
- Give every teammate the right access without losing control of the workspace.
EstateOS is real estate CRM software for managing enquiries, customers, project inventory, site visits, bookings and collections in one web app. It connects sales, operations and finance around the same customer and property records for builders, developers and brokers in India.
EstateOS is built for Indian real estate businesses: developers and builders running project inventory and sales, brokerages and channel partners managing enquiries and visits, and sales or finance teams that need shared customer, booking and payment context.
Yes. You can start with a free plan with usage limits. Paid upgrades and feature access depend on the selected plan. Some plans may include a time-limited trial. There is no free plan without usage limits.
Yes. Organize projects, towers, floors and units with clear availability states. Sales teams can match customers to the right homes using the same inventory your operations team maintains.
Yes. Capture enquiries, record requirements, schedule site visits, issue quotations and keep opportunities moving without relying on chats and spreadsheets alone.
Yes. EstateOS includes property landing page templates, a CMS and enquiry forms. A QR code can open a published enquiry form; submitting the form captures a lead in the relevant workspace. Website, form and QR features depend on the selected plan.
Capture the enquiry as a lead, record requirements and follow-ups, convert it to a customer, match available homes and arrange a visit. From there, link a quotation and booking, track payments and documents, and complete the sale.
Schedule visits against customers and inventory, capture feedback after the visit and keep the next follow-up visible to the team so deals do not stall between sales people.
Yes. Create an installment schedule against a booking, record payments and track collected and outstanding amounts. Invoices, receipts and refunds remain connected to the booking. Recording a payment is distinct from processing it through an external payment service, which requires its own configuration.
Yes. Roles and permissions let you give sales, operations and finance teammates the right access without opening every record to everyone. Exact controls depend on your plan and how you configure the workspace.
EstateOS currently focuses on real estate sales: enquiries, inventory, site visits, quotations, bookings and collections. It does not provide dedicated tenant screening, lease administration or property maintenance workflows. Review the available sales features and plan allowances to check whether it fits your business.
Stop losing deals in chats
and spreadsheets.
Give your team one workspace for leads, inventory and payments. Start with the free plan and its usage limits, then choose the capacity your business needs.