What is a real estate CRM?

A real estate CRM is software that keeps every buyer enquiry, property listing and follow-up in one place instead of across WhatsApp, a diary and an Excel sheet. CoBroker is built specifically for Indian brokers, so it speaks in lakhs and crores, BHK configurations and localities rather than generic sales terminology.

Is there a free trial, and do I need a card?

Every account starts on a 30 day free trial with no card required. You only add payment details when you decide to continue.

Can my agents see each other’s leads?

No. An agent sees only the leads assigned to them, so two people never ring the same buyer. Inventory is the opposite - every listing is visible to the whole team, because an agent who cannot see the flat cannot sell it, and each one shows who added it. The admin sees everything and can reassign anything. Both rules are enforced on the server, not hidden in the interface.

What happens to a departing agent’s leads?

Removing an agent requires naming a successor first. Their leads, listings and pending follow-ups all move across in one step, so nothing quietly disappears from your pipeline the day someone resigns.

Will a buyer see the owner’s phone number on a shared listing?

Never. A shared listing page is built field by field from an allow list: photos, area, configuration, locality, amenities and your own number. The owner’s name, phone and email, your internal notes and the street address are not on it and cannot be.

Does CoBroker work on a phone?

Yes. It is built to work down to a 360px screen, because most of a broker’s day happens standing in someone else’s flat rather than at a desk. Call and WhatsApp buttons sit on every row.

Can I get my data out?

Any list you can filter, you can export to Excel, and the file matches what is on screen. Exports keep working even if a payment fails, because your records are yours.

How much does CoBroker cost?

₹499 per person per month. That is the whole price list - there are no tiers, and every feature is included whatever the size of your team. Three people is ₹1,497, five is ₹2,495. Above eight people get in touch and we can usually do better.

Connecting your own website form to CoBroker

How to send enquiries from a form on your existing website straight into your CRM, whether it is WordPress, Wix, or something a developer built.

6 min read

What you are connecting

Connecting the website integration gives you a web address that accepts enquiries. Anything that can send a form to a URL can send it there - and every website builder can do that, whether or not it says so.

Nothing on your website changes visually. The form stays exactly as it is; only where it delivers changes.

Get your address

Once, and it does not change unless you ask it to.

1Open Portals from the menu in CoBroker.
2Find "Your website and ads" and press Connect.
3Copy the link it shows you. It stays there - you can come back for it.

Keep it to yourself, roughly

The address ends in a long random code. It is not a password - it sits in your own page source, which anyone can read - but there is no reason to publish it either. If it is ever misused, reconnect and you get a new one.

The simplest way: use the page we host

If your form is not doing anything clever, the least work is to stop using it. The same screen gives you a snippet that embeds our enquiry page into yours - paste it where the form is now and you are finished.

This is what most people should do. It handles spam, works on a phone, and records which advertisement the visitor came from, none of which a hand-built form does by default.

Keeping your own form

If the form is part of your design and you want to keep it, point it at the address instead of wherever it goes now. It accepts either a normal form submission or JSON, so both a plain HTML form and anything built with JavaScript will work.

The only field that must be present is a phone number. Everything else is optional, and unfamiliar field names are matched where we can - a box called "mobile", "contact" or "phone" all arrive as the phone number.

Fields it recognises

name, phone (or mobile / contact), email, message (or requirement / comments), locality (or area), city, budget. Anything else is ignored rather than rejected.

On WordPress, Wix or Squarespace

Every form plugin has a setting for where submissions go - it is usually called a webhook, a POST URL, or an integration. Paste the address there.

In WordPress, Contact Form 7 and WPForms both support this, as does Elementor’s form widget. On Wix and Squarespace it is under the form’s own settings. If your plugin only offers Zapier, that works too: point the Zap at the same address.

Spam

A form on the open internet gets filled in by scripts. Two things stop most of it without anybody having to solve a puzzle: a box hidden by CSS that only something reading the raw HTML would fill in, and how long the visitor took - nobody types a name and a phone number in under three seconds.

If you use the page we host, both are already there. If you keep your own form, add a hidden field named "company" and leave it empty; anything that arrives with it filled in is discarded.

Checking it works

Submit your own form once with your own number. The lead should appear within seconds, marked as coming from your website, and already assigned to somebody.

If it does not, the usual cause is the form sending to its old destination as well as the new one - some plugins add rather than replace. The second usual cause is the phone field being named something we did not guess, which is worth writing to us about so we can add it.