CRM

A simple real estate CRM for a small broker

Real estate CRM, for a one-person desk, is not a 40-column pipeline. It is three lists that currently live in WhatsApp: listings, buyers, and the follow-up you forgot after the Sunday visit. Estavik is built for that desk in India. Agency products that ingest portal leads are a different category. This page does not claim Estavik replaces them.

What you actually record

  • A listing: type, locality, unit, asking price, photos, and a private vault for the owner’s phone and bottom price.
  • A buyer: budget, area, and what they rejected last week.
  • A follow-up date, so the matching list is not “everyone in the phone”.
  • A co-broking split agreed before the site visit, with the time stored. That screen is Commission Protect.
  • Android on Google Play. iPhone is not on sale.
  • Free: 50 listings, 10 photos each, 10 AI text queries and 1 voice note a month. No card.
  • Basic Rs.249 a month (Rs.2,490 a year) before tax: 250 listings, 10 photos, 1 staff login.
  • Pro Rs.449 a month (Rs.4,490 a year): unlimited listings, 10 photos, 3 staff.
  • Platinum Rs.999 a month (Rs.9,990 a year): unlimited listings, 15 photos, 10 staff.
  • Paid prices add 18% GST (you pay Rs.294, Rs.530, or Rs.1,179 a month).
  • App languages: English, Tamil, Hindi, Malayalam, Kannada. AI reads English, Tamil, Tanglish, and Hindi.
  • Owner vault, WhatsApp link with your number, offline save, buyer matching, and a co-broking agreement stored before the visit. Staff vault access, if you approve it, expires after the period you select.

If your office already pays for a lead inbox, compare categories on Estavik and Realatic and Estavik and XceedCRM before you assume one tool does both jobs. If you are choosing a phone app for your own stock, start with the broker app checklist.

Questions

It is a CRM and listing book for the broker. It is not a public portal. Buyers do not come to Estavik to search every broker’s stock.

No. A solo broker can use the free plan. Staff logins start on Basic (1), Pro (3), and Platinum (10).

No. Estavik does not pull portal leads. You add listings and buyers yourself, including by pasting a WhatsApp message or a voice note.

Keep the owner’s number on your phone

Estavik is free to start: 50 listings and 10 photos each. Paid plans are Rs.249, Rs.449, and Rs.999 per month, + 18% GST.

Download free on Google Play

Practical questions for brokers

What is a practical setup checklist for a small broker CRM?

Add current listings with consistent city and locality names, separate private owner fields, add existing buyer or tenant requirements, and date the next follow-up. Test a share link as a customer before sending it. Start with a small active set and keep it updated; a CRM is useful only when the records reflect your current work.

How can I track follow-ups without relying on Excel?

Keep a dated next action against the customer or property, with a short note of the last conversation. Review due calls and visits each morning and update the next step after acting. A spreadsheet may be enough for a small static list; the benefit of a phone workflow is keeping requirements, listings, and follow-ups together while you work.