RoloCRM For Real Estate

With RoloCRM, it is so easy to track your leads, inventory and customers. You can spend less time doing administrative work and focus on what you do best- getting your customers into homes they love!

7-day free trial. No credit card required

Since we rolled out our RoloCRM implementation, our sales process has become completely transparent. I am tracking leads from several sources in a single dashboard. I am able to see my team’s activities and follow up without asking anyone. It’s been a great transformation for our business.

Wisdom Properties

Real Estate & Builders


Inventory Tracking

Know the status of every apartment, villa and plot in your inventory with complete details.
  • Manage multiple projects with detailed descriptions that include summary, location, images, documents and more
  • Add units of different types such as plots, villas and apartments
  • Track the status of each unit with details like layout, price and availability

Customer Tracking

Customers can be interested in multiple projects and units. Track each one of them separately from interest to site visit to booking to completion.
  • Track multiple simultaneous orders for each contact
  • Track order status: Interest -> Site visit -> Booking -> Payment -> Registration
  • Track Payments: Capture amount and mode of payment against each order
  • Notify customer when state changes

Lead Management

You generate leads from multiple sources, we add them automatically.
  • Automatically add a lead from your ad campaigns on property portals like Magicbricks, IndiaProperty, Sulekha,
  • Automatically create leads from telephone enquiries
  • Add leads from website visits

IVR Telephony Integration

Track incoming calls, assign calls to agents and view recordings.
  • Support for cloud based telephony integration - Knowlarity, MyOperator
  • Automatically create leads from telephone enquiries
  • Automatically assign calls to agents based on policy
  • Support IVR with multiple departments and different personnel for each department

Trip Tracking

Need to manage customer visits and site visits? Use the trip tracking feature to automatically record field activity with mileage information.
  • Track multiple visits in a single trip for every executive
  • Start a trip and record each stop within the trip. Each stop can be associated with a contact and will be automatically added to contact
  • Final output includes all the stops and total mileage


Know how your campaigns are performing with detailed reports.
  • Activity Report
  • Lead Sources
  • Booking Activities

Customer Portal

An exclusive portal for customers where they can check the status of their order, view documents, payment details etc.
  • Customers can login and check status of order
  • Customers can access documents related to purchased property
  • Customers can see details of payments made towards property

Start Using RoloCRM

It takes just 5 minutes to setup!

7-day free trial. No credit card required