Close More Properties, Waste Fewer Site Visits
High-value deals, long cycles, broker networks, and clients who ghost after the second visit. BoldReach gives real estate sales teams the pipeline visibility, site visit accountability, and follow-up intelligence to close deals that competitors lose.
Why Real Estate Sales Outgrows Spreadsheets Fast
Property sales combines high deal values with long cycles, multiple touchpoints, broker dependencies, and document complexity. Generic CRMs cannot handle this.
High-Value, Long-Cycle Deals
A single real estate deal can be worth crores and take 6 to 18 months from first site visit to registration. During that time, the buyer visits multiple projects, negotiates with multiple builders, and changes requirements. Losing track of a single follow-up can cost you the entire deal.
Site Visit Coordination Chaos
Your sales team manages dozens of site visits weekly across multiple projects and locations. Buyers cancel last minute. Reps double-book. Brokers send clients without informing you. Without structured visit management, half your site visits become wasted trips.
Broker Relationship Management
Channel partners and brokers drive a significant share of real estate sales in India. Managing 50-200 active brokers, tracking which broker brought which client, calculating brokerage, and preventing client-poaching requires a system — not WhatsApp groups and notebooks.
Document-Heavy Proposals
Real estate proposals include floor plans, pricing sheets, payment schedules, GST calculations, parking allotment, and legal documentation. Manually assembling a proposal package for each client is time-consuming and error-prone — especially when pricing changes weekly.
Built for Property Sales Teams
A CRM That Speaks Property
From the first inquiry call to RERA registration, BoldReach tracks every detail that drives real estate deal closures.
Property and Project Pipeline
Every lead is mapped to a specific project and unit type (2BHK, 3BHK, villa, commercial). Track the buyer journey from inquiry through site visit, negotiation, booking, agreement, and registration. See inventory status in real time — which units are available, which are booked, and which are in negotiation. Prevent double-booking of the same flat to two different buyers.
Site Visit GPS Verification
When your sales rep takes a client for a site visit, BoldReach logs the exact GPS location, arrival time, and duration spent on-site. Managers see which projects got the most visits this week, which reps are conducting visits versus sitting in the office, and which leads have visited but not been followed up. It is accountability without surveillance.
Broker Contact Management
Maintain a complete broker directory with commission structures, territory assignments, and performance history. Track which broker referred which client. Auto-calculate brokerage based on deal closure. See top-performing brokers by project. Send targeted project updates to brokers in specific areas. Manage the entire channel partner relationship from a single dashboard.
Proposal Automation with Floor Plans and Pricing
Select the project, tower, floor, and unit. BoldReach auto-populates the floor plan, current pricing, payment schedule options (construction-linked, flexi, subvention), GST calculation, parking charges, and legal fees. Generate a branded PDF proposal in under 2 minutes. When pricing changes, every new proposal automatically reflects the updated rates.
Follow-Up Intelligence
Real estate buyers go cold if not followed up within 24-48 hours of a site visit. BoldReach automatically creates follow-up tasks after every site visit. Reps get reminded about clients who visited 3 days ago but have not been called. Managers see the follow-up gap report — clients who are slipping through the cracks before they sign with a competitor.
See How a Property Lead Looks
Every lead in BoldReach is linked to a specific project and unit preference. Your sales rep sees the complete picture — budget, preferred configuration, site visit history, broker source, and negotiation status — all in one glance.
No more digging through WhatsApp chats to find what the client said during the last site visit. Everything is documented, timestamped, and searchable.
Key Features for Real Estate Sales
The six BoldReach features that real estate sales managers rely on most — each designed for the high-value, long-cycle nature of Indian property sales.
Pipeline for Property Sales Cycle
Purpose-built pipeline stages — Inquiry, Site Visit Scheduled, Site Visit Done, Negotiation, Booking Amount Received, Agreement, Registration. See inventory across projects with real-time availability. Prevent unit-level double-booking automatically.
Learn MoreGPS for Site Visit Tracking
Geo-fenced check-ins at project sites verify that your rep and the client actually visited the property. Track visit duration, frequency, and which units were shown. Compare site visit volume across projects to identify demand hotspots.
Learn MoreProposals for Property Quotes
Auto-generate branded cost sheets with floor plan images, per-sq-ft pricing, payment schedule options, GST breakdowns, and legal charges. Select tower, floor, and unit — pricing auto-fills. Update base rates centrally and every new proposal reflects current pricing.
Learn MoreVoice Notes for Site Visit Observations
After showing a client a 3BHK on the 14th floor, your rep records a 90-second voice note: "Client liked the view, concerned about road noise, wants east-facing, budget flexible up to 1.2 Cr." BoldReach AI transcribes and tags the key details into the lead record.
Learn MoreEmail Campaigns for Project Launches
Send targeted launch announcements to your lead database. Segment by budget range, preferred location, BHK type, and engagement history. Track who opened the email, who clicked on floor plans, and auto-create follow-up tasks for engaged leads.
Learn MoreAnalytics for Project Performance
See conversion rates by project, source (walk-in, broker, digital, referral), rep, and time period. Track average deal cycle length. Identify which projects are generating inquiries but not converting. Measure broker ROI and site visit to booking ratios.
Learn MoreStart Managing Your Real Estate Sales Pipeline Today
Join real estate developers across India who replaced Excel inventory trackers and WhatsApp broker management with a purpose-built property sales CRM.