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real estate crm

Tranquil real estate CRM
Built for Builders, Developers,
and Realtors

Tranquil Real Estate CRM lets you unleash Employee Productivity, enable better closures, and automate your organization's Sales and Marketing Operations. It is an integrated instrument that complements your sales force for quicker sale closures and improves the deal-breaking journey.

It balances and establishes barrier-free communication between your sales, marketing, and customer support teams.

Tranquil real estate Industry CRM: Set up an integrated CRM platform that acts as a catalyst to centralize, optimize and streamline communications.

In turn, impacts the customer experience by improving the employees' productivity levels through automation that reduces the burden of follow-up. The CRM tool also helps build customer relationships through drip campaigns to convert more deals.

With more than 140 solutions, Tranquilcrm proves to be the best to complement your business and manpower.

What We Give
01

CRM Lead Management

Pulling the leads from various sources and assigning the Leads to your team members in real-time in the pre-defined organizing of your employee activities with the customers to do the right follow-ups in time.

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02

Customer Communications

Through our real estate crm, your team can make cloud telephony, direct calls, and create multiple templates to send sms, email, and whatsapp to your customers in various marketing communications.

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03

Marketing Automation

Engage the customers with marketing automation after pulling the Leads from Various Sources. Our crm makes auto calls, sends welcome communications, thanking messages, site visit invitations, etc.

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04

Performance analytics

Analyze your employee, sources, agents, cost per sale, and key performing factors for daily, monthly, and cost per sale analysis that helps you to make effective decisions.

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05

Drip Campaigns

Define the Lead Journey for the next three years and how you want to engage the customers to buy your properties by automating the customer communications with your company and project-related auto communications.

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06

Integrations

Our CRM is integrated with various sources such as portals, social media, websites, livechat, chatbot, incoming calls, IVR, and many third-party integrations.

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07

Basic Accounting / Bills

Creation of customer schedules, due reminders, receipts, work orders, agreements, quotations, invoices, and bills can store and access.

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08

Basic HR Management

Complimentary: Manage your Employee Attendance through mobile punch-in and punch-out and the location and track the site visit locations and the time stamp to control the activities.

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09

Project Management

Assign multi-tasks to your team members and capture the time spent on every work you assign, along with the images, files, and comments.

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10

Data Security

We use dedicated VPS high-performing Servers for every client to give better speed in usage and data protection, data encryption, log history, IP-based access, and more.

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11

White Labelled CRM

We provide the best real estate CRM as a white-labelled desktop application and app to make your brand visible to your customers, channel partners, and employees.

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12

Process Management

Our CRM provides the approval transaction management process with activities such as site visits, lead disposal, sale deviation, cheque clearance, unit shifting, unit transfer, cancellations, and refunds.

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13

Unlimited User Access

Create multiple users, give them access to control their activities, and have hierarchy-based access to view their team members' productivity.

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14

Unit Availability / Inventory Management

Manage all your projects related to units' availability and display the necessary details and the status of the units to your customers, employees, and agents.

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15

Channel Partner Management

Get your channel partner mobile app to register customers to avoid duplications and let your channel partner see their business is given to you and commission eligible, and due details.

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Sales CRM
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Lead Management

Tranquil real estate CRM to automate workflow

Automate Your Sales process And Embark on the Journey of Excellence.

CRM to Deliver Excellence

Tranquil CRM automates many daily activities to improve sales team productivity and engage your team in selling more properties. It ensures you never miss an opportunity to connect with potential customers with auto communications.

More visits to your site are more business for your company. What makes your company the best choice for the people to buy their property is the good communication with the customers. It makes you comfortable interactions with pre-defined templates and auto integrations of many customer activities. This software is built as best real estate specific and suitable for builders, developers, and realtors to use to control multiple properties.

Real estate CRM software for Indian real estate professionals

The crm is explicitly designed specifically for the Indian teams.

  1. Integrated with Desktop & Mobile APPS.
  2. Minimized TOT for inquiry contact.
  3. Quick Connect Calls, SMS, Email, Whatsapp.
  4. Automate Manual Tasks.
  5. Centralized Customer Data.
  6. Enhance Sales reps' follow-up.

What do You Get?

Desktop Application

What you Get in CRM
  • Pre-Sales Process: Manage the process after lead generation to closure and organize your activities and communications
  • Post-Sales process: Once the sale is completed to till handover of the property, all the activities can be managed and organized.
  • Sales App: Manage all your marketing collateral and give access to your employees, agents, and customers for easy access.
  • Create a central information Hub accessed by all employees, Agents, and Customers.
Sales CRM
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Lead Management

Internal Mobile APP

 Increase Employee productivity
  • Hierarchy-based access to manage your employees and their activities and view overall organization performance, various summaries, Due customer details, daily collections & bookings, view availability, layout availability maps, and scheduling of activities to get auto-reminders.
  • Master access to view organization performance with complete pre-sales activities, post-sales activities and various team activities and performances.
  • We are giving an Internal mobile APP With Hierarchy access to view overall organization performance, Various summaries, Due Customer details, Daily Collections & bookings, view availability, layout availability maps, real-time tracking of your employees, scheduling of activities to get auto-reminders, provision to make a call, SMS (text messaging), Email, Whatsapp and store the communication for the future references.
  • Managers can view their team members' planned and completed activities, productivity tracker, and KPF.
  • Executive access for organizing their activities and customer information along with thier requirements and do communications to the customers such as making calls, sending sms, whatsapp, emails, and any marketing collateral to the customers on click
  • Tele-caller access to make faster looping of calls without wasting time to make more calls.

External APP

Automate your workflow
  • A White-labeled app with your company branding for new inquiries/customers to view all the projects you deal with and its information such as overview, brochures, flyers, videos, maps, site layouts, floor plans, videos, walk-throughs, and live availability(optional).
  • Channel partner/agent app to register their customers or fellow agents to work with them and view their team-wise agent overall business and commission eligibility and dues.
  • Existing customer app to understand the milestone payments and the site progress, payments made towards the due and upcoming payments, documents to be submitted for loans and registrations, and their registered documents with a button click.
  • Visitor App to manage all your customer walk-ins to various sites and auto-assign to respective team members.

Here are a few reasons why Tranquil
Best CRM Software Can Make a Difference in Your Company.

Reasons to choose crm

Increase Employee Productivity

 Increase Employee productivity

Tranquil CRM systems set up an integrated CRM platform that acts as a catalyst to centralize, optimize and streamline the project communication. In turn, impacts the customer experience by improving the employees' productivity levels through automation tools that reduce the burden of follow-up. The CRM tool also helps build customer relationships through drip campaigns to convert more closures. Consumers are more knowledgeable in today's uplifting competitive business aspect and have higher expectations than always. Therefore, the team must engage customers in new essential techniques for your business to succeed in the digital transformation drive.

  • Pre-Defined Activities for Timely Response.
  • Standard Personalized Communication.
  • Engage Customers through Drip Campaign for Retention.
  • KPF Process to Understand the Unproductive Areas.

Automate your Workflow

Automate your workflow

Workflow automation reduces lead time and increases conversions. The tool also has many features like introductory messages, auto-responses for activity progress, and automated meeting follow-ups with the customers at defined times for engaging your customers and making them stay connected with your products and services.

How many times have you lost a business due to follow-up?

How many times have you cursed yourself for doing JUST follow-ups?

Tranquil CRM software automates every aspect of sales management, ensures continuous lead engagement, and increases the meetings to grow your business.

  • Auto Lead Assigning Process.
  • Automated Welcome Greetings and Invitations.
  • Customized & Automated Messages based on prospects.
  • Automatic Customer meeting reminders.
  • Auto Due Reminders and Activity Reminders.

Close More Deals

Close more deals
Sales CRM for Business

A great team is defined as a team that works effectively and smartly. Effectiveness is achieved when the work is streamlined, delegated, and planned meticulously. Tranquil relationship management CRM reminds them and shows the time spent on each job and helps them stay productive all through the day.


Lead assigning process based on performance indicators engages the performers in increasing their productivity and getting more business to your organization.

  1. KPF to organize employees' time productively.
  2. Get more time with easy navigation and communications.
  3. Get the Right insights about the customers to know their needs.
  4. Use analytics to improve your marketing strategy.
  5. Engage your customers and make them stick to your company.

Tranquil CRM

Integrated CRM
To Automate Sales Process

INDUSTRY-SPECIFIC

Real estate Software Industry-Specific Features

CRM Features

Lead Integrations

Real Estate CRM software is a powerful tool to run your complete operations, starting from managing inquiries through API Integrations from Various sources such as portals, websites, live chat, virtual calls, apps, and landing pages.

Availability Integration

When dealing with properties, it is essential to have access to see the units' availability for an active and productive discussion with prospects. You may have the provision to add or delete the availability from the list. When any prospect shows interest in any unit, you have the blocking option with the condition of the number of days to block the property on that specific buyer for the specified period. It also has the provision to overwrite if any new booking took with approval. The units' total availability will get displayed on the screen along with the available units sold, blocked with different tabs. On mouseover on any specified property, you will see the unit configuration, such as the size of the unit, price per unit, facing, premium, and the total amount. With a click, you can download the price break-up on your company letterhead in pdf format. If you want to send the price break-up to the prospect, click on a button you have provision to send the price break-up to the prospect, and the same will store the purchaser profile page for reference/record.

Activity Reminders

Follow up with the client at the right time will progress the prospect toward the sale. CRM sends activity reminders to your sales force on the scheduled time for the activity. At the same time prospect also gets a reminder; for Instance, the client is given time for a site visit on Saturday at 11:00 PM. He will get an auto reminder SMS and email on Friday evening and Saturday morning at the defined time.

KPF (Key Performance Factors)

Time spent by the employees on productive work for many companies is less than 10 per cent. This low percentage is because of not tracking or not knowing the team time spent on various activities. Through CRM, you can define the Key Performing factors for your team members for the productive work and start tracking the team's daily productivity. For Example: For Real estate companies, productive work is making calls to customers and meeting customers. Apart from this work, whatever the team does, it is maintenance work. Through Real Estate CRM Software, you can track individuals' time spent on productive work. That shows in the KPF summary. Based on the summary report, your team may get guidance to perform better on productive work.

File Manager

To Access the centralized folders, files, brochures, marketing collaterals, elevations, floor plans, and many more for various projects available in the File manager. You can add many files to have easy access to all the team for sending the right information to the customer. We have a quick email sending option with a click of a button.

Projected Meetings

Company business depends on the number of meetings, such as site visits and price discussions. Real Estate CRM shows the number of planned meetings for every salesperson in the coming days. You can see the complete calendar of the activities to understand the progress of the lead. If more meetings are not planned, there is a high chance of getting low meets. Real Estate CRM gives insights into lead stock, lead quality, and conversion rate. Based on this, you can train them if your team needs the training to progress the leads.

Activity Calendar

During Weekends there are meeting clashes many times the team faces due to confusion in meeting times. Activity Calendar helps your team check the complete activities in the calendar for a better understanding and planning for the meetings without any clashes. Even they can see the projected meetings daily to strengthen the closure pipeline.

Customer MIS

Every customer has a different profile page after purchase. This page consists of all his information, purchase details, seller details, payment schedules, documents, booking details, paid history, activity history, property shifting details, cheque bounces, if any, PDC gave details and more. Its a centralized database for all communications related to customers, and it is available to display with access granted by the admin.

Automated AOS, Saledeeds, Work-orders, Demand Letters

Through Real Estate CRM, your team can create an agreement of sale and sale deads with a single click. As per the draft copy created by you, it will come as a template to create any documents without any staff hours spent on this activity.

Demand letters

When the amount is due from the bank or customers, you may need to send demand letters to get the due amount disbursed. Your team can create the demand letters with a single click; you will get the demand letter created and sent to the customer and banker in pdf format along with the complete schedules, paid details, and the current due amount to disburse.

Documents management

After booking takes place, all the documents related to the customer will get stored in one single place. Any signed or unsigned document can get saved, and it is available when you are in search of that particular document. You may sell booking signed copy, agreement of sale, sale deed, shifting request, transfer request, cancel request, approvals, and many more. We do have other features like discount capturing and approvals, a handover checklist, automatic receipt acknowledgements, complete Project Wise MIS Report.

Due reminders

Getting payment from customers on time is not an easy task for Indian real estate companies. Through Real Estate CRM, when the customer is due for payment, the system automatedly sends due reminder emails and SMS to customers until they make the payment. This process is automated, and it works very effectively to increase the cash flow to the company on time.

Cash Flow Projection

Based on the closures and project progress, you can project the cash flow from the sold customers for various milestones and all the projects associated with your company. It just clicks away to see the projects of daily future cash flows to plan accordingly.

Shifting, Transfer Process

After the purchase, some customers may change the plan and come to the transfer/shifting request. We gave provision in our Real Estate CRM Software, and On a click, you have the rule to shift or transfer the property and store the history in the customer profile for future record purposes.

Telecaller Integration

When a company is handling more leads, they may opt for going tele-caller to make calls to customers and get them to visit the site. All the customers to get contacted will be displayed in the real estate CRM Mobile App for Easy contact management. They have provision to send SMS, EMail, and Whatsapp. Real Estate CRM Software integrated with tele-callers for communication transfer and feedback mechanism. All the communications they do with the customers, such as SMS and Emails, will get transferred to the concerned salesperson for a better understanding of the customers.

Customer Assigning Process

From Lead Generation to Enquiry Assigning is with No time as real estate CRM has the customer assigning process configuration. You can configure the project to the employee or round-robin system for equal distribution of inquiries. This auto customer assigning process allows your team members to work on customers with a quick turnaround time. When your salesperson gets a lead attached, he receives an email and SMS as an alert to contact the customer.

Bulk Campaigns

For a Lead generation campaign, you may have the data to send SMS and Email. Through real estate CRM, you may upload the data and start sending them a "Personalized" SMS and Email. And every SMS and email sent to the customer will be stored in the database; it will get attached once the inquiry is created on the same customer. You can create multiple groups for sending bulk SMS and Emails.

Incentive Calculations

For motivating the teams, many companies offer Incentives to get better results coming in. Real Estate CRM has an auto incentive calculation process to get the incentive calculated for employees and has the provision to enter the paid incentives for the record and see the cost per sale from the employees.

Dropout Summary

Lead conversion may depend on various pros and cons and vary from projects and builders. When a prospect is not buying from you, it always has a reason for not buying from you. Dropout Summary will tell you the reasons for your leads are not converting as closures are. There is still a high scope for improvement by analyzing the dropout summary.

Templates Management

Every communication from your company reflects the image of your company. It is imperative to run the communications from your teams, such as SMS, Email, and attachments. Through Templates Management, you can configure various templates for your team so that every communication goes with the proper image.

Bulk Enquiry Uploads

Sometimes you may get bulk inquiries coming from other sources. If you want to upload in bulk and assign the leads to your team, you have the provision to upload through Excel format. It is effortless to update bulk inquiries and assign customers to staff for contact.

Transfer Leads

You can transfer leads from one employee to another employee in simple steps. In this process, all the previous history will get retained for future reference. Only Leads will get transferred to another employee for progress. This option is useful when an employee leaves the organization and a new person handling the customers; he can always refer to all the communications history such as calls, SMS, Email, Whatsapp, price calculations, attachments sent, activity history, etc.,

Bookings/Sales Management

After-sale is confirmed, you could manage all the sold customers in bookings and sales management. There is a provision for adding all the details, addresses, purchase details, seller details, and more. We have an auto-calculation of payment schedules and taxes. I just need to enter the purchase details. We have an option to send for approval with the price cap. After approval, only it considers the sale. This process is to make an error-free process.

Auto Payment Schedule & Status through real estate crm

Through real estate CRM, you can streamline your payments and receivables by creating and storing a detailed receivable schedule with the customer's name. These schedules will trigger when it is due to collect. These dues consolidated give you a summary of outstanding from the customers. Through Real Estate business CRM, you can track expected customers' status, and it works as pipeline management.

Customer Complaints

After the purchase of property, some customers may come to your customer service team with complaints related to miscommunications, property-related issues, handover issues, loan issues, and more. All the claims stored on the customer page will allow you to assign a concerned person to resolve the issue.

Cancel and Refund Process

Due to some reasons, customers may cancel the booking of their property. At the time, you may need to release the unit for sale and update the cancellation charges and proceed with the refund process. Our Real Estate CRM Software has the rule for Cancelation on a click, enters the cancellation charges, and sends for approval. After approval, you may add the refund schedules to the customers to come to you as a reminder for the repayment. They are considering that some builders are too good to refund the amount quickly.

Channel Partner Integration In real estate CRM:

Many real estate companies are one of the sources for business in channel partners/agents. Real Estate CRM integrated with channel partners along with the APP. When your channel partner brings any customer, they can add the customer into an APP given to him, and it can avoid customer clashes. Our real estate CRM Calculates the commission based on the hierarchy you are mapping and displays the commission eligibility and paid history to get paid details to make the process easy and transparent.

Marketing Automation And Performance Through Real Estate crm:

For Generating leads, you may be spending a lot of money. It is essential to spend less and generate more leads. Tranquil Real Estate CRM has marketing performance monitoring based on spending and the results we got from the sources. It has a very detailed summary, starting from how much we spent, how many leads were received, how many were lost, visited your site, came for negotiation, and given advance. Apart from these, you will get the cost per lead and cost per sale to understand better ROI From Sources. Every source spent and assigned prospects are calculated with the employee lead consumption cost so that you can see which employee is performing better with which source.

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by choosing Tranquil CRM.

The complete crm software is designed specifically for the Indian Process. Tranquil CRM is an integrated
an instrument that assists you in building and maintaining relationships with your customers by developing consistent
interaction between your sales, marketing, and support team.

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