Customer Engagement
Keep all customer conversations in one place. Manage WhatsApp, calls, messages, and follow-ups easily without switching between apps.
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CRM FOR PROPERTY AGENTS
CRM for property agents to manage leads, site visits, and WhatsApp follow-ups in one place. Built with Cleomitra
Keep bookings, billing, and marketing in one CRM. Cleomitra helps front-desk teams stay coordinated while owners get real-time insights into clients.
One CRM Platform for Property Agents Teams, Operations, and Customer Engagement
Operations & Admin
Simplify internal work with better team management. Track tasks, manage staff activity, and keep operations organized and transparent.
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Marketing
Run both B2B and B2C marketing campaigns from one system. Reach customers and partners through WhatsApp, SMS, email, and social media.
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Communication
Send messages, schedule follow-ups, and run campaigns without missing any customer. Stay connected at every step of the customer journey.
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Everything You Need to Manage Your Property Agents in One CRM
PLATFORM
Send automated reminders, confirmations, and marketing messages directly to your clients' favorite app to boost engagement.
Seamlessly connect your Instagram DMs to your booking system, turning inquiries into confirmed appointments instantly.
Calls
Make and receive high-quality business calls with integrated client history, ensuring you always have the full context.
Keep your clients informed with professional email campaigns, newsletters, and automated transactional updates.
Scheduling
Simplify your calendar with drag-and-drop booking, team management, and real-time availability sync.
Billing
Generate professional invoices, track payment status, and streamline your financial operations effortlessly.
Dashboard
Visualize your business health with real-time metrics on revenue, bookings, and customer retention.
TOOLS
Campaigns
Create and launch targeted marketing campaigns to re-engage dormant clients and attract new ones.
Contacts & Follow-ups
Organize client details and automate follow-up tasks to ensure no lead ever falls through the cracks.
Offers & Coupons
Drive sales and reward loyalty with customizable discount codes, seasonal offers, and gift cards.
Reports & Analytics
Gain deep insights into staff performance, service popularity, and overall financial trends.
Integrations
Connect with your favorite tools and payment gateways to create a unified and efficient workflow.
Roles & Permissions
Secure your data by assigning specific access levels and permissions to different staff members.
Notifications
Stay on top of your business with instant alerts for new bookings, cancellations, and payments.
Why Property Agentss Need a CRM
Property agents juggle buyers, sellers, and investors across different property types and price ranges — all with different timelines and preferences. Without a dedicated CRM, property preference notes get lost, site visit follow-ups are missed, and new listings don't reach the right buyers quickly enough.
Cleomitra's property agent CRM stores every client's property preferences and budget, automates post-visit follow-ups via WhatsApp, broadcasts new listings to matched buyers instantly, and tracks deal closure and commission milestones — helping agents close more deals without losing track of any client.
A Property Agents CRM helps you:
- Buyer and seller lead management
- Client property preference tracking
- Automated post-visit WhatsApp follow-ups
- New listing WhatsApp broadcasts
- Deal closure and commission tracking
Benefits of Property Agents CRM
Better Appointment Management
Avoid double bookings and manage clients schedules easily with automated reminders.
Improved Clients Retention
Send automated reminders, offers, and follow-ups to keep clients engaged and coming back.
Centralized Customer Data
Store complete clients profiles including service history, preferences, and communication logs.
Marketing Automation
Promote packages, events, and seasonal offers through automated WhatsApp and email campaigns.
Business Insights
Track bookings, revenue, and clients engagement with real-time analytics and reports.
AI-Powered Automation
Let AI handle repetitive tasks — auto-replies, follow-ups, and smart reminders — so your team can focus on service.
Who Can Use Cleomitra Property Agents CRM?
Cleomitra is designed for any property agents business that wants to automate operations, retain clients, and grow faster.
- businesses dealing with difficulty — managing multiple buyer and seller leads
- businesses dealing with no system — to track property preferences per client
- businesses dealing with manual — follow-up after site visits
- No WhatsApp communication for new listings
- businesses dealing with poor — visibility into deal closure rates
Why Cleomitra
Challenges Faced by Property Agentss
Here's what most property agentss struggle with — and how Cleomitra solves each one.
Common Challenges
- Difficulty managing multiple buyer and seller leads
- No system to track property preferences per client
- Manual follow-up after site visits
- No WhatsApp communication for new listings
- Poor visibility into deal closure rates
How Cleomitra Helps
- Buyer and seller lead management
- Client property preference tracking
- Automated post-visit WhatsApp follow-ups
- New listing WhatsApp broadcasts
- Deal closure and commission tracking
Frequently Asked Questions about Property Agents CRM
Cleomitra is a leading CRM for property agents, offering buyer and seller lead management, property preference tracking, automated post-visit follow-ups, new listing broadcasts, and deal closure tracking in one platform.
Cleomitra stores each buyer's preferred location, property type, budget, and timeline in their client profile. This helps agents match the right properties to the right buyers quickly and personalise every conversation.
Yes. Cleomitra lets property agents send WhatsApp broadcast messages to segmented buyer lists when new properties matching their preferences become available — using the official WhatsApp Business API.
Yes. Cleomitra tracks every deal's stage from inquiry to closure, records commission milestones, and generates agent-wise performance reports — giving property agencies full visibility into individual and team results.
Cleomitra plans start at ₹999/month for WhatsApp automation and a shared inbox (Engage Starter, up to 5,000 customers a month), with Engage Growth and Engage Pro at ₹1,499–₹2,499/month adding CRM, unlimited automation, reports and extra channels. Service OS plans add appointments, billing and inventory, starting at ₹2,799/month. Custom pricing available for large real estate agencies.
Integration
All Your Business Tools,
Perfectly Connected
Cleomitra integrates with the platforms you already use — messaging, calling, and email — to keep every interaction unified in one connected omni-channel system.
Smooth-running Integrations
Your favorite tools, working together
Integrations
Why Choose Cleomitra CRM?
After using our client management software, our customers agree:
Higher customer return rate
80%80%
Increase in lead-to-sales conversion
90%90%
Faster customer engagement
75%75%