ERIX CRMNewUse case
ERIX for real estate agents and builders
Built for how property is sold in India: enquiries at night, site visits at the weekend, follow-ups on WhatsApp and a token amount at the end.
Your businessMeera Iyer
2BHK, Wakad
₹1,20,000
Rohan Mehta
3BHK, Baner
₹1,85,000
Ravi Kumar
Plot, Hinjewadi
₹1,25,000
Isha Shah
Villa, Baner
₹2,40,000
Try it: drag a deal to another stage, or add a lead.
A pipeline that matches the sale
Pick Real estate at sign-up and you start with Inquiry → Site Visit Scheduled → Site Visit Done → Shortlisted → Token Paid → Agreement Signed → Closed or Lost. Every contact gets property type, budget range, location preference, possession date and property ID or project. Each column shows the deal value in it, so you see what's waiting at Token Paid.
Site visits without phone tag
Set your booking hours and add an appointment type such as Site visit, 30 minutes, in person. A consultant in Indore open 10:00 am to 1:00 pm, with 30-minute visits and a 15-minute gap, offers 10:00 am, 10:45 am, 11:30 am and 12:15 pm. If two buyers pick the same slot, one gets it and the other is asked to pick another time. Switch on the Appointment Reminders template and buyers get WhatsApp reminders 1 hour and 15 minutes before the visit.
Follow-ups that actually happen
A consultant in Nashik gets about 40 WhatsApp enquiries a week. Each new enquiry gets “Hi, shall we book your site visit?”, and the automation waits for a reply. If the buyer answers, the chat is waiting in the inbox for the team; if there's no reply in two days, a gentle follow-up goes out on its own. Nobody has to remember who to chase.
Every enquiry in one place
Put your form link or WhatsApp number on property portals and ads. Form answers, WhatsApp chats and phone calls all land on the right contact, matched by phone and then email, so a buyer who writes twice doesn't become two leads.
An agent that sticks to your listings
Add your project details and price list to AI knowledge, and the agent answers buyers from that information. It sends an answer on its own only when the answer is grounded and it's sure; anything else becomes a draft for your team. Money questions such as discounts always go to a person, so nobody gets a promise you didn't make.
Token amount and paperwork
When the buyer is ready, move the deal to Token Paid by hand. Invoices and payment links are coming soon. A sale deed still needs registration through the official route.
Questions
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