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Real estate CRM

From the enquiry to the
handover — including the money.

Every property enquiry, site visit, follow-up, quote, booking, payment demand and handover in one system — with each client’s workspace on its own database.

Built for developers, builders and property sales teamsLive in production since July 2026Free 1-week trial on request

Good morning, Arjun

Your property sales pipeline at a glance.

This monthExport
New Enquiries
1,248
24.6%vs Apr
Site Visits
268
18.7%vs Apr
Bookings
34
21.3%vs Apr
Booked Value
₹14.82 Cr
26.8%vs Apr
Enquiries & bookings
Daily
EnquiriesSite visitsBookings
Lead sources
1,248Total
Website35.4%
Walk-in23.2%
99acres16.3%
Referral12.1%
Others13.1%
An illustration of the ZevroCRM overview screen: new enquiries, site visits, bookings and booked value for the month, a daily enquiries-and-bookings trend, and a breakdown of enquiries by lead source. The figures shown are sample data.
The journey ZevroCRM covers

Nine stages. One record.
Enquiry to handover.

Everything from the enquiry to the handover, including the money. Deliberately nothing behind the site gate — no procurement, BOQ or accounting.

  1. Enquiry

    99acres, MagicBricks, Housing.com, IndiaMART, JustDial and Facebook or Instagram lead forms (set up with our team) land on their own, next to the website form and chatbot — deduplicated by phone, in one inbox. Nothing lives on someone’s phone.

    99acresMagicBricksHousing.comIndiaMARTJustDialFacebookInstagramWebsite form+10 more
  2. Assign

    Auto-assignment by project, budget or lead source the moment the enquiry arrives. Duplicates merge; every lead has one owner.

    ZevroCRM
  3. Follow-up

    Click-to-call with the call logged against the lead, WhatsApp, notes and tasks, with each stage change attributed. A score 0–100 with a written reason and a next best action.

  4. Site visit

    Book visits, assign executives, send reminders, and record what happened after every tour.

  5. Quote

    Cost-sheet builder — area, rate, car park, corpus, GST — totalled live, and a branded PDF with bank, UPI and a scannable QR. Revisions supersede, never overwrite.

  6. Booking

    The unit is held, then booked. Milestones are seeded from your template; the customer gets their own portal and can pay a milestone online through a payment link.

  7. Construction and payments

    Stages with photographs drive the payment demands. Receipts, GST and TDS on every payment; a statement of account per booking.

  8. Handover

    A relationship manager owns the customer after sales: documents to collect, dues to chase, a handover checklist.

  9. Support

    Tickets raised from the portal, routed to staff by rule, with the whole history on record.

Construction-linked collections

The slab decides
the due date.

Collections in this industry are an evidence problem, not a calendar problem. ZevroCRM raises the payment demand when the site reaches the stage — with the photographs attached.

  1. The stage, with photographs

    Each booking carries construction stages seeded from a workspace template — % complete, the date the site actually reached it, and photographs.

  2. The demand re-dates itself

    Marking a stage complete moves the linked demand’s due date to “date reached + grace days”. The demand goes out against evidence.

  3. Paid money is never moved

    A partial or paid milestone keeps the date the customer was given. If a workspace renames a payment row, the link goes quiet rather than wrong.

Construction stagesBK-0812 · Meridian Pride · B-1204
  1. Excavation100%
    Reached 22 Aug · verified by site engineer
  2. Foundation100%
    Reached 11 Sep · 3 photographs attached
  3. Structure35%
    in progress
  4. Finishing0%
    not started
Payment demandStructure complete
₹21.75 L15% of agreement value
DueNot yet datedwaiting on the site
Grace: 7 days after the stage is reached

Sample booking. Click the button to see the demand re-date itself.

After the booking

A generic CRM stops at
“deal won”. This one doesn’t.

Booking, payment milestones, numbered receipts, GST and TDS, the statement of account and the handover — the money is part of the record, not a spreadsheet next to it.

Statement of accountBK-0812 · Meridian Pride · B-1204
Priya Venkatesh
Agreement value₹1.45 Cr
Paid to date₹58.0 L
GST collected₹2.90 L
TDS on property₹58,000
Balance₹87.0 L
RCP-00231₹14.5 LBooking amount · 02 AugGST · TDS recorded
RCP-00258₹21.75 LAgreement · 19 AugGST · TDS recorded
RCP-00290₹21.75 LFoundation · 12 SepGST · TDS recorded

Illustrative data from a test workspace.

  • Milestones from a template

    Each booking carries a payment schedule seeded from the workspace’s own template, editable per booking. Overdue detection sends 3-day and 1-day reminders.

  • Receipts and the statement

    Every payment gets a numbered receipt. The statement of account shows paid, due and balance per booking, with GST and TDS recorded on each line.

  • The customer’s own portal

    Buyers sign in to see dues, bank and UPI details, receipts, documents and the same construction timeline your staff see — and raise a ticket when something is wrong.

  • Someone owns it after sales

    A relationship-manager workspace: roster, milestones due, documents still to collect. The hand-over from sales is a record, not a WhatsApp message.

Plans and pricing

Flat per workspace.
Not per user.

A ten-person sales desk on a per-user CRM pays for ten seats. ZevroCRM is priced per workspace, so adding a telecaller does not change the bill.

Starter

₹4,999/ month
10 staff seats

The core CRM, from enquiry to handover, for one sales desk.

Start with Starter

Enterprise

₹24,999/ month
Unlimited staff

Your own domain and WhatsApp sender, a larger AI budget, negotiated limits.

Talk to us about Enterprise

Prices per workspace per month, exclusive of GST. See the full comparison, what every plan includes, and how onboarding works →

Live, tested, and in daily use since July 2026

1,049
automated server tests on every push
12
QA and audit rounds closed, every finding tracked
July 2026
live and in daily use since
1 DB
per workspace — provisioned, exported or deleted on its own

How your buyers’ data is kept, and what is proven in production →

Questions we hear often

Everything a property
team asks us first.

Straight answers on what ZevroCRM does, who it is for, and how your data is handled.

What is ZevroCRM?

ZevroCRM is a real estate CRM for builders, developers and property sales teams in India. It keeps every property enquiry, site visit, follow-up, negotiation and booking in one pipeline, so a sales manager can see which deals are moving and which have gone quiet without asking anyone for a status update.

Who is ZevroCRM built for?

ZevroCRM is built for residential developers, builders, in-house property sales teams and the channel partners who sell for them. It suits teams running one project or several, from a five-person sales desk to a multi-project sales organisation.

How is ZevroCRM different from a general-purpose CRM?

A generic CRM stops at “deal won”. ZevroCRM continues through what happens next in property sales: unit inventory with holds, the cost sheet and branded quote, the booking, payment milestones with numbered receipts and GST/TDS, construction stages that date the payment demands, a customer portal, channel-partner commissions released as money is collected, and the handover. A generic CRM has to be bent into that shape with custom fields.

What does ZevroCRM cost?

ZevroCRM is priced flat per workspace per month, not per user. Starter is ₹4,999 (10 staff seats), Growth is ₹12,999 (30 seats, adds AI scoring, automation journeys, the unit grid and channel partners), and Enterprise is ₹24,999 (unlimited staff, your own domain and WhatsApp sender). Prices are exclusive of GST, as of September 2026.

How does ZevroCRM handle payments after the booking?

Each booking carries a payment schedule seeded from your workspace template. Every payment gets a numbered receipt with GST and TDS recorded, and the statement of account shows paid, due and balance. Construction stages — with % complete, the date reached and photographs — set the due date of the linked demand as “date reached plus grace days”, so a demand is raised against evidence rather than a spreadsheet date. Money already paid is never re-dated.

How do we see ZevroCRM before committing?

Book a demo and we run a 30-minute walkthrough set up with your own projects, with guidance on moving off spreadsheets — or ask for the free 1-week trial and use a workspace yourselves. Write to hello@zevrocrm.com or use the form on this page; we reply within one business day.

Is there a free trial of ZevroCRM?

Yes. ZevroCRM offers a free 1-week trial on request: we set up a workspace under your company name, filled with a year of sample projects, leads and bookings, and your team uses it for a week. No card is taken. It is a sandbox — nothing is sent outside the CRM, integrations are view-only, it is for sample data only, and it is deleted after the trial. There is no free plan; plans start at ₹4,999 per workspace per month.

See the product screen by screen · Still unsure whether it fits how you sell? Book a demo or write to hello@zevrocrm.com.

Get started

Let’s talk about
your property sales.

Tell us a little about your team and projects. We’ll show you exactly how ZevroCRM fits your sales workflow — from first enquiry to final booking.

  • A 30-minute personalised walkthrough
  • See it set up with your own projects
  • Or ask for a free 1-week trial workspace — mention it in your message
  • Guidance on moving off spreadsheets
  • No obligation — we reply within a day

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