Real 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 Tally. What connects, and in what format, is confirmed in scoping.
Why connections are scoped
Each connection depends on another system that the client already holds an account with. A portal sends leads in its own way, and an accountant keeps ledgers in a set form. These details are not fixed in advance. They are confirmed with the client before work begins.
What it connects to
What each connection depends on
Portal feeds depend on what the portal provides. Messaging depends on the accounts the client holds for each channel. Tally depends on the ledgers the accountant already maintains. Any detail not stated here is settled in the first workshop.
What stays outside the CRM
The CRM is not an ERP. A large developer with a full ERP needs an enterprise CRM connected to it. Accounting, tax treatment and the choice of messaging channel remain with the client and the client’s accountant.
Frequently asked questions
Can the CRM be connected to Tally?
As part of set-up, yes. Receipts and partner commission can go to Tally, with the format and ledgers agreed with the accountant first.
Will portal leads arrive without copying?
Yes. The website form and the portal lead emails or feeds you use are connected during implementation. Which feeds apply is confirmed in scoping.
Which messaging channels are supported?
WhatsApp, email and SMS. The client decides which channels carry reminders and messages.
Does it replace our accounting software?
No. It holds sales, bookings, schedules and commission, and receipts can go to Tally. Accounts stay in the accounting software.
Is Google Calendar needed for site visits?
No. Visits are scheduled in the CRM itself. Calendar connection is optional and confirmed during scoping.
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