Weo Dialer
Weo Dialer is a CRM for real estate India teams that close on the phone and at the site rather than at a desk. Enquiries from property portals, ads and hoardings arrive as leads, either by a connected Google Sheet or by a call that is saved as a lead on the spot. Agents call them from a queue with the buyer’s full record one tap away during the call, record budget, BHK and preferred location in custom fields (by voice if typing is slow), and send the project brochure on WhatsApp from saved templates with attachments. During a site visit, the remark picks up the area name and coordinates automatically. Every promised callback rings at its time, and buyers who go quiet collect in a lost leads list for a later round. When a buyer books, the lead becomes a paid client with the amount paid and the amount still due on record. The same calling CRM app runs on each agent’s phone, and the owner sees all their calls.
CRM for real estate India workflow
| Moment | What the sales team does | What Weo Dialer does |
|---|---|---|
| Portal enquiry arrives | Nothing yet | Imports it from the connected sheet or API into an agent’s queue |
| First call | Calls while the buyer is still searching | Shows the lead’s status and last remark, and opens the full record during the call |
| Requirement taken | Speaks the budget and BHK | Saves custom fields and remarks, with voice input for long notes |
| Brochure | Taps the project template | Sends the brochure, price sheet or location pin on WhatsApp |
| Site visit | Meets the buyer at the project | Adds the area name and coordinates to the visit remark |
| After the visit | Promises a call with revised pricing | Rings at that time, with the visit remark on screen |
| Booking | Collects the token amount | Turns the lead into a paid client with paid and due amounts |
| Buyer goes quiet | Moves on to fresh enquiries | Keeps unreached numbers in the lost leads list for win-back |
CRM for real estate India setup
- Add your projects to the product catalogue, so each lead can be tagged with the project the buyer asked about.
- Create custom fields for what your agents always ask: budget, BHK, preferred locality, possession timeline.
- Build the pipeline, for example New, Contacted, Site visit fixed, Visited, Negotiation, Booked, Lost.
- Connect lead sources. If portal or ad leads land in a Google Sheet, connect it; otherwise import files as they come.
- Save the WhatsApp templates agents send most: project brochure, price sheet, location pin, payment plan. For site boards and flyers, a QR code from the WhatsApp link generator opens a chat that already names the project. A Hindi call script for property enquiries is on the telecalling script page.
- Set automatic messages on status, so moving a lead to “Site visit fixed” sends the location and time. Missed calls from buyers can get their own reply too; see auto WhatsApp message after call.
CRM for real estate India example
An illustration with round numbers, not a customer result.
A brokerage in Gurugram with 4 agents handles resale and new-launch apartments and gets about 150 enquiries a week from portals and Facebook ads. The portal and ad leads reach a shared Google Sheet, which Weo Dialer checks on a schedule and spreads across the four agents’ queues.
An agent starts the day with a power dialer session through new leads. A buyer looking for a 3BHK under ₹1.6 crore near Golf Course Extension Road gets the two matching project brochures on WhatsApp before the call ends, and a site visit is fixed for Sunday. On Sunday the agent adds a remark at the site, which records the locality and coordinates, and sets a callback for Tuesday evening with the revised price. When the buyer pays the token amount, the lead becomes a paid client with the balance shown as due.
On Monday the owner checks the team call log: who called which buyers, how many connected, and which numbers never picked up. The same owner reports are described on the call tracking app for employees page. Those go into a win-back session on Wednesday. Buyers who are months away from deciding get a slower follow up schedule template instead of a call every few days.
Real estate CRM vs builder ERP software
Large developers often run an ERP that handles unit inventory, payment schedules and channel partners alongside sales. Those systems are built for the back office. Weo Dialer is built for the front line, the agent on the phone and at the site, and works the same whether the agent sells one project or resale listings across a city. Small brokerages often need only the front line; developers sometimes use both, with Weo Dialer on the sales team’s phones.
Lead sources, custom fields and the pipeline are explained in detail on the lead management app page, and brochure sending on the WhatsApp CRM page.
CRM for real estate India limits
Look elsewhere, or use Weo Dialer next to another tool, if you need:
- Unit inventory and availability. Weo Dialer tracks projects as products, not individual flats, floors or towers.
- Direct property portal integration. Portal leads come in through a Google Sheet or an API you connect, not through a built-in portal connector.
- A channel partner portal. There is no separate login for outside brokers to register their buyers.
- Construction-linked payment schedules. Sales record paid and due amounts, not stage-wise demand letters.
Try Weo Dialer
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CRM for real estate India FAQ
Which CRM for real estate India agents works on a mobile phone?
The best CRM for real estate India agents who spend the day in the field is a phone app rather than a website, and Weo Dialer runs on Android and iPhone. The iPhone app has every feature except reading the phone's call log.
Is Weo Dialer a CRM for real estate India teams or a general CRM?
Weo Dialer is a general calling CRM that real estate India teams set up for property sales: projects go into the product catalogue, BHK and budget become custom fields, and the status pipeline follows enquiry, site visit, negotiation and booking.
How is CRM used in real estate?
A real estate CRM keeps every buyer enquiry, call, site visit and follow-up in one record, so no enquiry from a portal or a hoarding is forgotten and any agent can pick up where another left off.
Can portal leads come in automatically?
If your portal leads reach a Google Sheet or a REST API, Weo Dialer imports them on a schedule and maps each column to a lead field. It does not connect to property portals directly.
Does it record the site visit location?
Yes. When a remark is added during a visit, the area name and coordinates are attached to it automatically, and a GPS location field can be added to the lead.
Can it track booking amounts?
Yes. A lead becomes a paid client in one tap, and each sale records the paid amount and the amount still due.