See who already fits this property

A broker with 40 listings and 25 buyers does not have a memory problem. They have a matching problem. The buyer who asked for a west-facing plot under 30 lakh is in a chat from March. The new plot is in a chat from today. Estavik keeps both, and shows who already fits.

What you store on the customer

Budget, property type, preferred areas, and a note in your own words. “Wants 3 cent, east, near a bus stop, can stretch to 25 lakh” is enough. You do not need a corporate pipeline with six stages. A follow-up date is more useful than a stage name.

Both directions

Open a listing and see customers whose budget and area overlap. Open a customer and see listings that fit. This is a shortlist, not a promise that the buyer will like the property. You still call them. The point is that you call the right eight people, not the entire phone book.

Areas should be written the way you search. “Velachery” and “Velachery, Chennai” will not match by magic if you were inconsistent. Pick one spelling and stick to it. City pages list the area names brokers actually say, so your notes can use those words.

Matching sits with the customer book on paid plans that include the wider CRM tools. The free plan includes customer share links and basic follow-ups, with 5 listings. Free plan: 5 listings, 10 photos each, 3 AI text queries a month. Basic is Rs.249, Pro Rs.449, Platinum Rs.999 per month, before tax. Paid plans add 18% GST. The habit is written up in matching a property to the customers who asked.

Write the requirement the way you will search

A note that says “nice family, urgent” will never match a listing. A note that says “2 BHK, Velachery or Tambaram, under 90 lakh, east if possible” will. Use the area names from the city pages when you work those markets, and use the buyer’s own words when you work somewhere else. One customer can have two requirements. A buyer who wants either a Ganapathy house or a Saravanampatti flat is two cards, not one muddy card.

Do the same for land. “Plot” is not a requirement. “3 to 5 cent, east, bus stop within a walk, Nagercoil or Suchindrum, under the figure they wrote down” is a requirement. When a new 4 cent site is saved, the shortlist should be those people, not every contact labelled “plot”.

After a visit, do not leave the result in your head. Mark the follow-up for the next morning with one line: liked the road, hated the compound, will decide after talking to a sibling. The next call is then specific. Matching does not close the deal. It stops you from calling the wrong person with the wrong property.