Best CRM for Real Estate Professionals to Automate Sales & Follow-Ups 
XceedCRM is the all-in-one CRM built exclusively for Channel Partners, Brokers and Builders. Handle leads, track deals, collaborate with your team, and manage properties – everything in one place.
Pillars for strategic success
Lead Management
Capture, assign, and nurture leads from multiple channels including portals, WhatsApp, and walk-ins—so no opportunity is missed.
Property Management
Maintain an organized database of all listed units, their current status, pricing, and availability in real time.
WhatsApp Automation
Send property suggestions, follow-ups, and payment reminders automatically through WhatsApp or email.
Property Auto Suggest
Turn inquiries into bookings faster with AI-powered property suggestions tailored to your client’s interests.
Mobile-First. Field-Ready.
Do everything when You are on the move..
XceedCRM’s real estate CRM mobile app lets brokers and teams in India handle lead management and property inventory on the go—fast and clutter-free.
Run WhatsApp CRM templates, auto follow-ups, and reminders while site visit scheduling and outcomes stay perfectly tracked.
A mobile-first UI with one-handed workflows loads smoothly on spotty networks and syncs seamlessly with your desktop web app.
- Add leads, schedule site visits, and send WhatsApp follow-ups in a few taps.
- View project & unit details on the go—share brochures, photos, and location pins in seconds.
- Folder structure to stay organized
Seamless on Web. For Data-Driven Decisions.
XceedCRM’s real estate CRM web app gives brokers and teams in India desktop precision—lead management, pipeline tracking, and property inventory in one place.
Run WhatsApp CRM campaigns, bulk updates, and site visit scheduling with deep filters, role-based access, and conversion tracking.
Built for multi-branch agencies and builders, the web CRM delivers fast reporting & dashboards and seamless handoff to your mobile workflows.
“XceedCRM makes data talk and solves exactly what real estate businesses need. Their clarity and focus helped us grow faster.”
Business Owner (A2Z Propsol)
Capture from Everywhere
Magicbricks, 99acres, Google Ads, Property Finder, WhatsApp, website forms—auto-tag & dedupe.
Auto-Assign & Remind
Route by city/project; SLAs and mobile reminders ensure no lead slips.
Plan Site Visits
One-tap scheduling, maps & check-ins, outcomes logged instantly.
Inventory & Deals
Commercial + residential stock, quotes, negotiation stages & reports.
Real Estate CRM that turns Enquiries into Bookings
Capture every lead from portals and ads, auto-assign to the right owner, and follow up on time—on mobile or web. XceedCRM keeps your pipeline clean, fast, and ROI-ready.
All Your Portal & Ad Leads—In One Inbox
Capture enquiries from channels like Magicbricks, 99acres, Google Ads, Property Finder, Facebook/Instagram, and your website—straight into XceedCRM via connectors, email parsing, webhooks, or API. Every lead is auto-tagged by source/campaign, de-duplicated, assigned to the right owner, and queued with reminders so follow-ups happen fast.
Frequently asked Questions
What is XceedCRM and who can use it?
XceedCRM is a powerful CRM solution built for real estate channel partners, brokers, builders, agencies, and consultants to manage leads, properties, interactions, and deals efficiently.
How secure is my data on XceedCRM?
The platform is cloud-based with role-based access, data encryption, and backup features to ensure your data privacy and security.
What are the main features of XceedCRM?
Key features include lead management, property and project listings, AI-powered property auto-suggestions, WhatsApp integration, automated reminders, analytics, team management, and project collaboration tools.
Is XceedCRM accessible on mobile devices?
Yes, you can use XceedCRM through its mobile app or web dashboard for seamless access and syncing across all devices.
Will XceedCRM help improve my sales process?
Yes, it automates reminders, organizes customer and property data, tracks leads, and provides actionable insights to improve conversion rates and streamline workflows.
What kind of onboarding and support does XceedCRM offer?
Dedicated support is available for onboarding, setup, troubleshooting, and general queries via phone, email, and in-app help.
Can I schedule a demo of XceedCRM before purchase?
Yes, the company encourages prospective users to request a demo for a hands-on experience.
Does XceedCRM integrate with WhatsApp and other tools?
Yes, features include WhatsApp automation and integration for sending property suggestions, payment reminders, and client communications.
Is there a free trial or different plans available?
XceedCRM offers various plans: Free, Pro, and Agency, with features scaled according to business needs.
How secure is SaaS?
The CRM is built on a secure SaaS framework, focusing on protecting user data and ensuring reliable performance.