A pipeline built for property sales.
Every enquiry in one list, every follow-up on a date, every site visit with an outcome. Your statuses, your fields, your team.
Every enquiry, with its source.
Calls, walk-ins, website enquiries, referrals and brokers are logged with their source. New WhatsApp enquiries become leads automatically. Change the status or owner of many leads at once.
- Source and broker on every lead
- Bulk status and owner updates
- WhatsApp bot creates leads from new numbers
Statuses that mean what you mean.
The statuses and their order are yours. Choose which one new leads start in and which one closes a lead as won or lost. If you remove a status that leads still sit in, BuilderCRM asks where to move them.
- Your own status list and order
- A default status and a closing status
- Leads remapped when a status goes
Follow-ups that actually happen.
Set the next follow-up before you hang up. At 08:00 every morning each person gets their follow-ups, site visits and tasks for the day, including anything overdue, on the web and in the app.
- Daily 08:00 reminders in your time zone
- Overdue follow-ups included
- The same notifications in the mobile app
Visits with an outcome, not a memory.
Schedule the visit, assign the host and record the outcome with remarks. When a lead is closed as lost, its upcoming visits are cancelled for you.
- Scheduled, completed, cancelled or no-show
- Every visit kept on the lead
- Mark visits done from the phone
WhatsApp, inside the CRM.
Phone numbers are synced from your WhatsApp Business account into one shared inbox, with a conversation per customer and number. A bot answers first and hands over when an agent replies. Outside the 24-hour window, only approved templates can be sent.
- Shared inbox for the team
- Bot and agent modes per conversation
- Conversations tied to leads and clients
Your fields, no developer.
Add sections and fields to leads, clients, units, bookings, follow-ups, site visits and ERP documents. Fields can be searchable, filterable and sortable, and lists export to Excel with the columns you choose.
- 18 field types, from text and currency to range and unit
- Searchable, filterable and sortable
- Excel exports with your columns
Know where every lead stands.
See BuilderCRM on your own schemes.
Book a demo and we will walk through your process, not a generic deck.