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Anviom CRM for real estate

Every property enquiry to the right executive, fast

Buyers compare quickly. Route each enquiry to the right person by project or location, schedule site visits, and keep your pipeline moving to booking.

Sales executive on a property site visit

The problem

Where enquiries slip through today

  • Portal and ad enquiries reaching executives hours late

  • No consistent follow-up after a site visit

  • Managers unable to see which projects and sources convert

How it works

Your real estate workflow in Anviom CRM

  1. 1

    Capture

    Lead-ad enquiries flow in automatically; portal exports and event registrations can be imported by CSV.

  2. 2

    Route

    Territory-based assignment rules send each enquiry to the executive covering that project or area.

  3. 3

    Visit & follow up

    Track site visits as a pipeline stage and schedule follow-ups so no buyer is forgotten.

  4. 4

    Close

    Move buyers to booking and use funnel and velocity reports to find where deals stall.

Your pipeline

Stages that match how you actually sell

Every stage is configurable. Here's an example pipeline — rename, add or reorder stages to fit your process.

  1. 1New enquiry
  2. 2Contacted
  3. 3Site visit
  4. 4Negotiation
  5. Booked
Property sales pipeline in Anviom CRM

Built in

What your team gets

  • Territories with members and assignment eligibility
  • Bulk transfer when an executive changes projects
  • Custom fields for budget, configuration and preferred location
  • Idle-lead ageing to spot enquiries that have gone quiet

See Anviom CRM for real estate

We'll walk you through capture, assignment and follow-ups — set up around how your team works.

Chat with us