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IF-RE-PRELead Management · Follow-up · Site Visits

Real Estate Pre-sales CRM

A real estate pre-sales CRM for capturing enquiries, assigning leads, scheduling follow-ups, managing inventory interest and giving sales leaders one current pipeline view.

The Problem

Property leads go cold when ownership and follow-up are unclear

Enquiries arrive from portals, ads, calls and walk-ins. Without one process, teams duplicate calls, miss reminders and cannot see which source or salesperson is moving leads forward.

The Solution

One lead journey from enquiry to booking

Centralise source tracking, lead assignment, activity history, follow-up tasks, site visits, project interest and booking handoff in a role-based real estate sales workspace.

What's Included — Features

Everything you get in one platform

Move property enquiries from first contact to booking with a clear sales process.

Lead Capture & Qualification3 modules
Multi-source lead captureBring portal, campaign, referral and manual leads into one queue.
Lead qualificationRecord budget, location, property type, timeline and intent.
Assignment rulesRoute leads by project, team, source or workload.
Sales Execution3 modules
Follow-ups and site visitsSchedule tasks, calls, meetings and property visits.
Project and inventory interestTrack unit preferences and availability context.
Pipeline reportingReview stages, activities, sources and team performance.
Why IF-RE-PRE

Why teams choose IF-RE-PRE

Clear Pipeline

Know the current owner, stage and next action for every lead.

Timely Follow-up

Use tasks and reminders to reduce missed customer conversations.

Better Source Decisions

Compare lead volume and progression by campaign and channel.

Scoped to your business

See it live before you decide

Every implementation is scoped around your users, workflow, data, integrations and support needs. Book a demonstration or request a tailored quotation.

Cloud or agreed environmentDeployment
Role-based web applicationAccess
Scoped after compatibility reviewIntegrations
Training and support options availableSupport
  • Role-based access
  • Configurable workflows
  • Implementation support

Commercial terms, deployment and support are confirmed in your written proposal

Who It's For

Built for teams like yours

Real estate developersProperty sales teamsChannel partner networksProject marketing agencies
FAQ

Questions, answered

Yes, subject to the portal or campaign platform's integration options. We map each source and confirm API, webhook or import availability during discovery.

Yes. Teams can schedule follow-ups and site visits, record outcomes and maintain the next action against each lead.

Yes. Stages, roles, assignment rules and required data can be configured around the agreed sales process.

Let's Build Together

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Free consultation
No hidden costs
Fast turnaround
Get in TouchWe typically respond within 24 hours
Currently accepting new projects