A Real Estate CRM
Built for Brokers
Centralize property enquiries from portals and campaigns, manage sales users, assign leads instantly, track calls, and monitor team follow-up activity from one organized broker command center.
The Realities That Slow Down Real Estate Brokerages
Running a real estate brokerage means managing expensive portal leads across independent salespeople. Without centralized operations, deals slip through the cracks.
Scattered Enquiries & Slow Manual Handover
Buyer enquiries arrive around the clock from 99acres, Magicbricks, and Meta ads. In most brokerages, the principal or team coordinator spends hours compiling numbers into WhatsApp groups or spreadsheets, delaying first contact by hours.
All ad channels funnel into a single broker dashboard. Leads are validated, deduplicated, and routed directly to designated salespeople automatically.
No Visibility into Salesperson Follow-Up Discipline
Brokers have no reliable way to verify whether an agent actually called a buyer, what was discussed, or if a site visit was scheduled. Follow-ups recorded in personal notebooks are easily forgotten.
Reps work through clear Today and Missed follow-up queues. Every call duration and outcome note is logged directly on the lead record for broker oversight.
Lead Hoarding & Agent Turnover Risks
When salespeople leave a brokerage, buyer contact details and ongoing deal negotiations often walk out the door with them. Broker principals lose the client history they paid to acquire.
Role-based security masks sensitive buyer contact numbers and blocks unauthorized exports. If an agent resigns, reassign their entire pipeline in two clicks.
Blind Marketing ROI Across Projects
Brokers invest substantial monthly budgets into portals and digital ads across multiple builder projects, but cannot pinpoint which channel produces active site visits versus low-intent junk.
Track every lead's source channel from arrival to site visit and booking. Compare portal performance to direct budget toward your most profitable listings.
How Smattio Helps Real Estate Brokers Scale
Built around the practical day-to-day workflow of managing property buyers and salesperson activity.
Manage Sales Users
Add salespeople, define team leaders, set lead reception limits, and maintain clear accountability across your entire agency roster.
Assign Leads Transparently
Automate lead assignment with fair round-robin distribution or project-specific routing rules so no salesperson cherry-picks leads.
Track Outbound Calls
Sales executives initiate calls in 1 click. Smattio tracks call connection, duration, and requires structured outcome notes before closing the task.
Identify Missed Follow-Ups
A dedicated broker view highlights overdue tasks and missed follow-ups immediately, so principals can intervene before prospects go cold.
Maintain Organized Lead Records
Every lead card stores buyer budget, preferred locality, interaction history, call notes, and timeline changes in one clean record.
Generate Sales Reports
Evaluate individual sales user closing ratios, active pipeline value, daily call volumes, and lead source returns with zero manual math.
Key Workflows for Real Estate Brokers
How an incoming enquiry transitions through your brokerage team smoothly to deal closure.
Core Smattio Modules for Brokers
Explore the foundational features that power our broker solution.
Connect Your Broker Marketing Channels
Bring all your advertising channels into one synchronized CRM database.
Meta Lead Ads
Capture buyer enquiries instantly from Facebook and Instagram sponsored property ads via real-time webhooks.
WhatsApp Cloud API
Trigger verified brochure templates, automated welcome messages, and instant rep alerts via official Meta Cloud API.
99acres & Magicbricks
Ingest property portal enquiries automatically with secure token authentication and project mapping without CSV exports.