Real estate CRM

The real estate CRM that books more site visits.

Property enquiries go cold in hours. DialSathi puts every enquiry from Meta ads, your website and property portals in front of a telecaller within minutes, records the call, and sends the brochure and location on WhatsApp before the buyer opens the next project.

The problem

What slows real estate sales teams down.

01

Enquiries scattered across portals and ads

Leads sit in Meta, portal dashboards, email and the website form. By the time someone collects them, the buyer has spoken to three other projects.

02

No idea which campaign sells

You spend on Meta and portals every month but can't say which one produced the bookings, only which one produced the most phone numbers.

03

Site visits fall through

Visits are agreed on a call and forgotten. No reminder goes out and nobody calls back after the visit.

04

Sales team churn

When a telecaller leaves, their leads, notes and follow-ups leave in their personal WhatsApp.

How it works

One lead, from enquiry to closed deal.

  1. 1

    Capture

    Meta Lead Ads, Click-to-WhatsApp ads, your website form and any portal that can send a webhook drop leads into a batch per source per day. CSV exports from other portals import as named batches with duplicates removed.

  2. 2

    Distribute

    Share each day's batch across the team by round robin, equal split or least loaded, with a cap per telecaller so nobody sits on 200 untouched leads.

  3. 3

    Call & qualify

    The DialSathi app dials from the telecaller's phone in one tap, or runs an auto-dial queue. The call is logged and recorded, and the agent marks the outcome: interested, call back, site visit, not interested.

  4. 4

    Site visit on WhatsApp

    Send an approved template with project details right after the call and confirm the visit. The follow-up is scheduled in the same step, so the reminder call happens on time.

  5. 5

    Booking to invoice

    When the buyer books, raise a GST invoice for the booking amount from the same customer record, and the deal counts towards the agent's incentive.

Features

What your real estate team gets.

Source-wise lead reports

See leads, connects and bookings by campaign and source, not just volume.

Call recordings on every lead

Listen to how a buyer was pitched before the site visit or a callback.

Bulk WhatsApp campaigns

Send launch offers and price updates to filtered lists. DND numbers are skipped automatically.

Custom fields

Track budget, BHK, preferred location, project and possession timeline on every lead.

Pipeline board

Move leads across stages from new enquiry to site visit, negotiation and booking.

AI call summaries

Each recorded call becomes a short summary with budget, needs and next step.

See every feature

FAQ

Real estate CRM questions.

Can DialSathi capture leads from Meta ads for my projects?

Yes. Meta Lead Ads forms and Click-to-WhatsApp ads both create leads automatically, with the campaign attached, so you can see which ad produced which booking.

Can channel partners or brokers use it?

Each person gets their own login and role. Agents see only their own leads, while managers see their team and admins see everything.

Does it work for a small brokerage?

Yes. The Growth plan covers up to 10 users for ₹12,999 a year plus GST, and you can move to Enterprise (up to 20 users) as the team grows.

Can I record site-visit outcomes?

Yes. Use your own dispositions and custom fields, such as visit done, liked project or revisit needed, and schedule the next follow-up in the same step.

Get started

Make your first call from DialSathi today.

We'll set up your workspace, import a sample of your leads and walk your team through it in 30 minutes.