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.

What is a broker CRM?

A broker CRM is a shared book of every enquiry, every flat and every call your team owes, with a next step and a date against each one. It replaces the spreadsheet of leads, the WhatsApp group for inventory and the three portal dashboards - not because any of those fail on their own, but because leads fall through the joins between them.

Does it track rent agreement renewals?

Yes. An Indian residential agreement runs eleven months, so every tenancy you place comes up again within the year - and in the last few weeks the tenant and the owner usually settle it between themselves. CoBroker records the agreement date and reminds you thirty days out, then at fifteen, seven and one, so the call happens before the decision does. You can bring existing agreements in from a spreadsheet.

Can CoBroker pull leads from 99acres, MagicBricks, Housing and NoBroker?

Yes. You give the portal a link from your CoBroker account once, and every enquiry they receive arrives here automatically - with the buyer, their number and the listing they asked about. There is nothing to install and we never hold your portal password. The same buyer enquiring on two portals is recognised as one lead rather than two of your staff ringing them within the hour. Housing.com works the same way.

What happens to a portal lead when it arrives?

It is assigned automatically, balancing how much each person already has against who knows that locality and who answers fastest. The agent it lands on is notified immediately, on their phone and by email, because a portal enquiry has gone to three other brokers too and the first to ring usually gets the viewing.

Can I collect leads from my own website?

Yes, two ways. Paste one snippet into your existing site, or use the enquiry page we host for you - a link you can put straight into a Facebook, Instagram or Google ad without having a website at all. Add a campaign name to the link and every enquiry records which advertisement produced it.

Is it cheaper to pay yearly?

Yes. A year is charged for ten months rather than twelve, so two months are free: ₹4,990 for the whole agency, which works out at ₹416 a month. You can pay monthly or yearly, once or automatically, and change your mind later.

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 staff see each other’s leads?

No. Each person 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 staff member’s leads?

Removing someone 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 a month for your whole agency, or ₹4,990 a year which is 2 months free. That is the whole price list. It is not per person: up to 5 people share the one plan, so ₹499 covers you alone or you and four agents, and every feature is included either way. 25 GB of photo and video storage comes with it. More than 5 people in your firm? Get in touch and we will sort it out.

What a broker CRM is, and when you need one

What a broker CRM does that a spreadsheet and a WhatsApp group do not, what to look for in one, and how to tell when you actually need it.

6 min read

The short answer

A broker CRM is a shared book of every enquiry, every flat and every call you owe. One place where a lead has a next step and a date on it, where the whole team can see the inventory, and where nobody has to ask who rang the buyer from 99acres yesterday.

That is the whole idea. Everything else a CRM does is arrangement around those three things.

What it replaces

Most brokerages in India are running one already, made of parts. A spreadsheet of leads. A WhatsApp group for inventory. Three portal dashboards. A phone with the numbers in it. Each part works; the joins are where the leads go.

The buyer who enquired on two portals gets rung twice, by two of your own people, within the hour. The site visit booked on Thursday is remembered on Monday. The agreement that came up for renewal last month was renewed directly between the tenant and the owner, because nobody was watching the date.

When you do not need one

A solo broker doing four or five deals a year, working from a notebook that is never out of reach, is not losing anything to the notebook. The point at which it stops working is usually the second person, or the first month you cannot say how many enquiries you got.

What to look for

Five things separate software built for broking from a general sales CRM with the labels changed.

1It takes leads from the portals you already pay for, automatically. If enquiries have to be retyped, nobody will retype them past week three.
2It opens on what you owe today, not on a chart. The first question at 9am is who to call first, and a dashboard of graphs does not answer it.
3Inventory and leads live together, so opening a buyer shows the flats that fit their budget and locality without a search.
4It works properly on a phone, because a site visit is not conducted at a desk.
5It knows rent as well as sale. A CRM that only understands a purchase price will file every rental enquiry in your city as a buyer.

The part most of them miss

An Indian residential agreement runs eleven months, because twelve or more has to be registered. That means every tenancy you place comes back around within the year, and in the last few weeks of it the tenant asks the owner whether they can stay.

If you are not in that conversation, you introduced two people for a single fee and the renewal happens without you. Most CRMs have nothing to say about this at all - the deal was marked won and the record went quiet.

CoBroker tracks the agreement date and starts reminding you thirty days out, so the call happens before the decision does.

Before you pay for one

Ask what month one costs and whether you can stop after month one. Ask whether there is a setup fee, a minimum number of seats, or an annual commitment behind the monthly figure.

Then put a week of real enquiries through it. Software that survives one genuine week is software your team will still be using in six months, and no demo tells you that.