As a real estate agent based in India, you know how competitive the market is. You’re probably generating a lot of leads for your listings from multiple sources and yet struggling to score sales. 

In real estate, generating leads is only the first step toward success. The real challenge lies in converting those leads into sales. Many agents struggle with the follow-up process, which requires timely, consistent, and personalised communication to keep leads engaged and interested. Whether you’re reaching out for the first time, following up, nurturing relationships, or closing the deal, it is critical to take timely action to stay competitive. 

This is where the right software becomes invaluable. It can help you streamline these tasks, stay organised, and ultimately increase your chances of converting leads efficiently. But since there are so many tools in the market, the challenge is to find the right one based on how you run your real estate business. 

In this article, we’ll highlight the best tools for converting real estate leads into customers in India so you can easily identify the ideal tool for your business. 

Here’s our list: 

Best tool for agents looking for a highly customisable system: Zoho CRM

If you’re a big-scale real estate agent working on multiple projects, you’re probably using many different tools for many different purposes. The challenge lies in managing all these tools efficiently, ensuring seamless integration between them, and keeping track of all your leads, communications, and project details without missing critical opportunities or wasting time on repetitive tasks. 

ZOHO is a highly customisable CRM equipped with automation features. The tool integrates with various channels such as email, social media, websites, etc. to help you manage your sales process from one central location effectively. It also comes with comprehensive analytics and reporting tools.

Key features of Zoho include:  

• Lead management: Captures and organises leads from multiple sources (web forms, social media, and emails).
• Lead scoring: Helps prioritise leads based on custom criteria like engagement and past interactions.
• Workflow automation: Sets automated tasks, emails, and follow-ups to nurture leads.
• Integration: Integrates with email services, lead sources and necessary third-party tools.
• Customisable dashboards: Comprehensive reports and dashboards to track performance. 

Who might Zoho not be suitable for? 

Zoho is a feature-rich CRM that may come with a relatively steep learning curve. You’ll need to dedicate some amount of time to understand and run it effectively. On top of that, its initial setup and customisation can be time-consuming and may require technical assistance. Therefore, Zoho might not be ideal for smaller teams and solo agents who are always on the go and on a lookout for simpler, efficient solutions to manage their sales process. 

The best tool for mobile-first agents and WhatsApp communications: Privyr

WhatsApp is one of the most important communication channels in the Indian market. As a real estate agent, you probably prefer to reach out to your leads via WhatsApp over cold calling. Text messages are convenient and have a better chance of getting a response. 

If you’re always on the go, you need a mobile-first solution to help you track your sales process and send follow-ups from wherever you are. Privyr can be an excellent mobile-first tool to streamline your sales process and improve your chances of converting prospects into clients. Privyr is designed for small to medium-scale real estate agents and teams looking for a simple yet powerful tool that fits their on-the-go routine.  

Features of Privy include:

• Automatic lead capture: Integrates with major lead sources (such as property portals, social media platforms, forms, and websites) and automatically imports new leads to mobile and other devices in real time. 
• AI-powered lead capture: Uses AI to capture leads shared to your email inboxes and import them to your mobile phone in real time. 
• Automatic lead distribution: Built-in lead distribution system you can customise to distribute leads to your team members based on different criteria.  
• WhatsApp and SMS Integration: Allows you to communicate with clients quickly through widely used channels in India. 
• Privyr Pages: Allows real estate agents to create, personalise, distribute, and track media-rich real estate content, saving time and streamlining the communication process. 
• Powerful mobile CRM: Ensures real-time lead tracking and follow-ups on the go.

Who might Privyr not be suitable for?

Privyr is a tool designed for small to medium sized teams or solopreneurs that prefer running their sales processes efficiently without advanced setup and customisation. While it works well on both desktop and mobile, its mobile capabilities will benefit mobile-first agents the most. Privyr might not be the best fit if you’re looking for an enterprise solution and advanced analytics for different departments. 

Best tool for AI-powered lead scoring: Freshsales (Freshworks CRM)

Generating quality leads is crucial in real estate. However, it’s not always possible to get hold of high quality leads, especially when you’re running multiple campaigns and gathering leads from multiple sources. As a result, you may end up spending a lot of time distinguishing between genuinely interested clients and those who are merely exploring. Fortunately, you can now solve that issue with AI-powered lead scoring. 

Freshsales comes with AI-powered lead scoring to help real estate agents identify and focus on qualified leads. It also comes with an integrated email and phone system, ensuring smooth communication. The tool is easy to set up and use, making it suitable for smaller teams.

Key features of Freshsales include:

• AI-powered lead scoring: Uses AI to automatically sort leads based on engagement history.
• Lead capture: Integrates with multiple lead sources to capture leads automatically.
• Pipeline management: Sales funnel visualisation to track lead progress.
• Integrated phone and email: Send and track emails, make calls, and log them directly from the CRM.
• Automated workflows: Set reminders and tasks to nurture leads efficiently. 

Who might Freshsales not be suitable for? 

Freshsales is a simple, easy-to-set up tool suitable for smaller teams who do not need advanced customisation to run their sales process. It might not suit you perfectly if you’re involved in multiple projects and require customised solutions around lead distribution and management.   

Best tool to monitor and manage sales pipeline: Pipedrive

Pipedrive is a CRM designed to primarily focus on pipeline management. It’s a great tool to track deal stages visually. It comes with simple and intuitive design, suitable for smaller teams.

Clear visibility of your sales stages helps you improve forecasting, prioritise the right leads, and identify bottlenecks such as insufficient communication. Monitoring the pipeline allows you to allocate your time and efforts to activities that drive the most value.

Key features include: 

• Pipeline management: Visual sales pipelines to track deal stages and sales performance.
• LeadBooster: A lead generation chatbot that captures leads from your website.
• Email integration: Sync email conversations and track open rates, click-through rates, etc.
• Activity tracking: Reminders for calls, emails, and meetings. 

Who might Pipedrive not be suitable for?

Pipeline is an excellent tool to track your engagement with leads. However, the tool lacks advanced reporting and automation. You might still need additional tools to automatically capture leads and add them to your sales pipeline. Also, it doesn’t comparatively offer customisation features like other tools. 

The best tool for industry-specific features: LeadSquared

LeadSquared provides automated, industry-specific workflows with a focus on multi-channel communication and lead nurturing. With good automation and lead scoring features, you can sort and prioritise the qualified leads fast and focus on them. 

Features include:

• Lead scoring: Dynamic lead scoring based on engagement and interaction data. Real estate agents can prioritise hot leads quickly.
• Automation: Automated email campaigns, SMS, and follow-up tasks based on client activities.
• Sales funnel tracking: Visualise sales funnels and easily track where each client is in the buying journey.
• Property management tools: Features like property listings, project management, and document tracking make it easy to manage real estate transactions.

Who might LeadSquared not be suitable for?

LeadSquared may come with a steep learning curve since it’s designed for advanced customisation capabilities. Also, initial setup may be time-consuming. The tool might not be the best option for smaller-scale agents looking for a solution that they can use right away as they may not need all the features, especially if they’re handling fewer leads. 

Conclusion 

The Indian real estate market is highly competitive. You should move through your sales process fast but effectively to stay in the competition. Missing follow-ups, forgetting client details, or delaying responses can result in a lot of lost opportunities. That’s why you need the right tool to streamline your workflow, stay organised, and ensure timely, personalised communication with potential clients.

When selecting a tool, it’s important to consider your workflow, team size, and communication needs. Solo agents may prioritise mobile access and simple pipeline management, while larger teams may need advanced automation and customisation to handle complex sales processes. Most tools offer free trials. Take advantage of these trials to explore features firsthand and ensure the tool aligns with your specific needs.

If you’re a mobile-first agent looking to grow your real estate sales, look no further than Privyr. Try Privyr for free today!