All the Real Estate CRM features to Capture, Follow up, and Close

XceedCRM centralizes portal/ad enquiries, cleans and routes them, and keeps follow-ups on time—so your team moves deals from enquiry to booking faster.

Lead Management

Capture, qualify, and move every enquiry from first touch to booking.

Property Management

Organize commercial & residential stock with specs, media, and availability.

WhatsApp Automation

Send approved templates, log replies, and trigger nudges without leaving XceedCRM.

Property Auto Suggest

nstantly match buyer needs to your inventory—ranked by fit.

Lead Capture (Portals & Ads)

Pull enquiries from Magicbricks, 99acres, Google Ads, Property Finder, forms & more.

Dedupe & Auto-Assign

Keep one clean record and route it to the best owner—every time.

Call Follow-Ups

Never miss a call-back or post-call action.

Visit Follow-Ups & Check-ins

Plan, navigate, check in on-site, and log outcomes fast.

Lead Tasks

A lightweight task system built into every lead.

Document Management

Store and share deal files where the team works.

Booking Management

Convert interest into bookings with clear steps and audit trails.

Analytics & ROI

See which channels and teams drive bookings.

Employee Attendance

Track on-ground activity with reliable, selfie-verified attendance.

Team KPIs & Targets Tracker

Set monthly targets and see progress in real time.

Predefined Message Templates

Send consistent, compliant messages in one click.

Approvals & Permissions

Keep control on activities and data access.

Turn enquiries into bookings—faster

Centralize leads, automate follow-ups, match buyers to the right properties, and track ROI by channel. With XceedCRM, your team focuses on closing while the busywork runs itself.

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All your Real Estate CRM features—working together

From lead capture and routing to site visits, message templates, auto-suggest, and analytics, XceedCRM unifies the entire sales motion. Keep data clean, teams accountable, and conversions climbing.

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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.