One connected record for leads, site visits, inventory and bookings.
A focused CRM for builders and real estate agents, set up around your own projects. Portal enquiries, website forms and walk-ins land in one list, and every site visit and follow-up has an owner and a date. Units or plots read as available, held or booked, and each booking carries its payment schedule, reminders, channel partner and documents.
- Towers, units or plots and their payment plans loaded first
- Enquiry sheets and current bookings migrated from Excel
- Supported by remote video session
Enquiries, site visits and bookings sit in one place in Real Estate CRM, which GullySystem sets up around your own projects. Builders, plotted-layout developers and agency sales teams use it. Unit inventory reads as available, held or booked, and each booking carries its payment schedule, channel partner and documents. Set-up starts with one project’s inventory.
What goes wrong before the software.
How the work flows through it, step by step.
- 1
Lead arrives
A lead comes from a portal, your website form, a call or the site office. Source and project are recorded, and it goes to a salesperson straight away, with the budget and the unit type already noted.
- 2
Site visit
Fix a date and time, and note if a channel partner is bringing the family. The visit shows on the site office’s schedule for the day, beside the sales desk roster and the show flat keys.
- 3
Follow-up
After the visit, the salesperson records what the buyer said, which unit they liked and which price they resisted, then sets the next date. A visit with no follow-up shows on the sales head’s list.
- 4
Unit hold and booking
The buyer picks a unit from live inventory and it goes on hold with an expiry. When the token arrives, it is marked booked. The cancelled hold returns to the sellable list.
- 5
Payment schedule
The booking takes its schedule from the project’s payment plan, whether time-linked or tied to stage completion, and a reminder goes out before each instalment falls due. Receipts are recorded against the schedule.
- 6
Documents and commission
Booking form, buyer ID papers and agreement stay on the booking, along with the allotment letter and the loan sanction. The channel partner’s commission is calculated there and marked paid when you pay it.
What is inside.
Every module can be switched on, left out or changed to match how your team already works.
Enquiries from every source
Bring leads from portals, your website, calls and walk-ins into one list with source, project, budget and unit type. Duplicate phone numbers are flagged, so the same buyer is not called by three different salespeople.
Learn moreSite visit tracking
Schedule visits by project and date, record who came and who accompanied them, and note the outcome. Show flat bookings and weekend rosters sit on one calendar for the sales desk and the site office.
Learn moreFollow-ups
Give every lead a next action and date. Overdue follow-ups and visited leads with no call-back appear for the salesperson and the sales head, so a warm family is not forgotten after one visit.
Learn moreProject inventory
List towers, floors and units, or layouts and plots, with floor area, facing, floor rise, rate and status. A hold can carry an expiry, so units do not stay blocked behind a buyer who never paid the token.
Learn moreBookings
Keep the buyer, co-applicant, unit, agreed price, token and booking date in one record, linked to the original enquiry and to the site visit that produced it.
Learn morePayment schedules and reminders
Apply a payment plan per project to each booking. Instalments show as due, received or overdue, with reminders before each due date and demand letters raised as each milestone is reached by the site team.
Learn moreChannel partner management
Record brokers and channel partners with the buyers they register. Each registration is time-stamped, so competing claims can be resolved from the record instead of from screenshots and memory.
Learn morePartner commission
Calculate brokerage per booking at the rate agreed with each partner, shown as due or paid. Stage-wise payout rules for a partner can follow the buyer’s own instalments.
Learn moreDocuments
Store booking forms, buyer ID papers, allotment letters, sale agreements and loan papers against the booking. The project record holds the project registration number and approvals for the bank’s checklist.
Learn moreSales dashboard
View enquiries by source, visits this week, bookings this month and instalments due, per project. Unsold inventory by tower is one click away.
Learn moreThe business modules it is built from.
Each one is also available on its own, or inside a system built for you.
- Lead Management
Leads from portals, the website, calls and walk-ins join one list with source, project, budget and unit type, and duplicate phone numbers are flagged.
- Collections and Payment Follow-Up
A payment plan is applied per project to each booking, so instalments show as due, received or overdue, with reminders ahead of each date.
- Commission and Incentives
Commission is calculated per booking at the rate agreed with each channel partner and shown as due or paid.
- Document Management
Booking forms, buyer ID papers, allotment letters, agreements and loan papers are stored against the booking, while the project record holds the project registration number and approvals.
- Dashboards and KPIs
Sales heads view enquiries by source, visits this week, bookings this month and instalments due, separately for each project.
- Dealer and Distributor Portal
Brokers and channel partners are recorded with the buyers they register, and each time-stamped registration helps resolve competing claims.
- Pipeline Management
Every lead has a next action and date, and overdue follow-ups and visited leads with no call-back show up for the salesperson and the sales head.
How we would put it in.
Setup, data migration, integrations and anything built on top.
Every part of the system, by area.
Take the modules you need. Each one works on its own or inside a larger system built for you.
- Applicant Tracking (5)
- CRM (8)
- Finance & Accounting (10)
- Helpdesk (4)
- Human Resources (13)
- Inventory Management (5)
- Project Management (7)
- Manufacturing (6)
- Procurement (4)
- Sales and Distribution (6)
- Field Service (5)
- Statutory and Compliance (4)
- Retail and POS (4)
- Bookings and Appointments (3)
- Subscriptions (2)
- Assets and Fleet (4)
- Platform (6)
- Analytics (2)
- Documents (1)
- All business solutions
Tools it connects to.
Each connection is scoped for your own account, one data flow at a time.
Topics beyond the modules.
Each page covers one part of how the system is used, connected or controlled.
Real estate CRM views for each role
A builder or agency has owners, sales heads, salespeople and CRM staff working on the same buyers.
Learn moreReports for real estate sales and CRM teams
These reports cover enquiries, site visits, inventory, bookings, instalments and partner commission.
Learn moreReal estate CRM integrations and connections
The CRM connects to the channels and tools a sales office already uses: WhatsApp, email, SMS, portal lead feeds, Google Calendar and your accounting package.
Learn moreOne system, each person sees their part.
For owners and directors
See enquiries, visits and bookings across projects, unsold inventory by tower and money due this month, without asking each sales head for a separate spreadsheet before the Monday review.
For sales heads
Assign leads, watch slipping follow-ups, approve holds and settle channel partner claims from the time-stamped registrations, instead of arbitrating between two partners holding two screenshots.
For salespeople
Work your own leads, book site visits, log follow-ups and put units on hold for your buyers. Check the day’s visits from the phone.
For CRM and accounts executives
Manage bookings after the token, including payment schedules, receipts, reminders, demand letters, documents and partner brokerage, and chase the bank for each loan disbursement as stages are reached.
The numbers the owner asks for.
- Enquiries by source and project, and how many reached a site visit
- Site visits by week, with visits that got no follow-up
- Inventory by project: available, on hold, booked and sold
- Bookings by salesperson and channel partner
- Instalments due, received and overdue
- Channel partner commission due and paid
Who this is built for.
- Residential developers selling flats in one or a few projects at a time
- Plotted layout and villa developers who sell plot by plot
- Builders who sell through channel partners and need registrations recorded
- Real estate agencies handling resale and new projects for several builders
- Sales teams whose leads live in Excel, WhatsApp and portal inboxes
When it is not the right choice.
- A large developer with dozens of projects and a full ERP. You need an enterprise CRM connected to that ERP.
- An individual broker with a handful of deals a year. A phone contact list and a notebook will do.
Adapted to your business before it goes live.
You are not handed a login and left to it. The product is set up around your records, your people and the tools you already use.
Works alongside
- SMS
- Property portal lead feeds
- Google Calendar
- Accounting package
Questions owners ask before a demo.
Will it fit how our projects sell?
Yes. It follows the way property projects sell: portal leads, weekend site visits, channel partners, token bookings and construction-linked payment plans. Your own stage names, tower names and unit types are loaded first, before anyone enters a lead.
Is it a CRM for builders or for agents?
Both, set up differently. A builder’s CRM is built around its own projects and inventory. An agency’s is built around the projects it sells for, with brokerage tracked per builder.
Does it work as a site visit app on a phone?
Yes. It runs in the phone’s browser, so salespeople can check the day’s visits and log the outcome at the site.
How does it settle two partners claiming the same buyer?
Every buyer registration is time-stamped against the partner who made it, and the record shows who registered first and who accompanied the visit. The rule for brokerage is yours. It is applied the same way each time.
Does it make us compliant with property regulation?
No, and no software can. It records what you enter, such as the registration number, payment schedules and documents. Compliance stays with you and your advisers.
Can it be connected to our accounting package?
As part of set-up, yes. Instalment receipts and partner commission can go to the accounting package, with the format and ledgers agreed with your accountant first.
Can existing leads and bookings be brought across?
Yes. Enquiry sheets, bookings and payment status are imported from Excel before go-live, and a few bookings are checked with you line by line so instalment reminders start from the right stage.
Who owns the data?
Your company does. The written proposal describes how you take the whole record away.
What does it cost?
Your projects and the amount of adaptation decide it. Nothing is posted. Portal lead feeds, channel partner rules and moved bookings add to the work. The cost is fixed in a written proposal.
Why not use a large CRM such as Salesforce?
You can, and a large developer often should. For a builder with a few projects, those tools take a long set-up and still need inventory, payment plans and brokerage rules added by hand. Share your requirements and the two can be compared against your projects.
How soon can the sales team work from it?
Enquiries from every source, follow-ups and site visits are the usual opening. Project inventory, bookings, payment schedules and channel partner commission follow. The proposal attaches dates.
What should the developer provide up front?
Provide your project list with unit inventory, current enquiry sheets, booking records, payment schedules and channel partner terms. Portal accounts for lead feeds are needed. Name your sales head, a site visit coordinator and an accounts contact.
Wondering what it would cost? Share your requirements and an engineer will come back with a scope.
Every part, on its own page.
Each page covers one part of the system: what it records, who uses it and what it hands on.
- Site Visit Records with Follow-Up
- Payment Plans Applied to Each Booking
- Channel Partner Registrations with Time Stamps
- Live Inventory for Towers, Units and Plots
- Lead Follow-Ups with Next Action and Date
- All Enquiries in One List by Source
- Booking Records from Token to Agreement
- Channel Partner Commission per Booking
- Booking Documents Kept Against the Booking
- Sales Dashboard for Builders and Agencies
- Real Estate CRM Views for Each Role
- Reports for Real Estate Sales and CRM Teams
- Real Estate CRM Integrations and Connections
Written for this trade.
Practical notes on running the business, not product marketing.
Built for.
The trades this product is set up for. Pick yours to see how the work runs there.
Related products.
See Real Estate CRM set up around your records.
Tell us how you run things today. An engineer reads it and writes back with what fits as it is, what would need changing, and what we would start with.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements