Capture leads from everywhere
Website forms, Meta lead ads, IVR calls, WhatsApp and CSV imports all land in one place, with duplicates flagged automatically.
Real estate CRM for developers and sales teams
The real estate CRM that moves every lead one step closer
Capture every enquiry, assign it in seconds, alert agents on WhatsApp and track each site visit through to booking, all in one place your whole team will actually use.
- Instant lead assignment
- WhatsApp alerts via Meta Cloud API
- Verified site visits
Connects with the tools your team already uses
- Meta lead ads & Conversions API
- WhatsApp Business (Cloud API)
- IVR call tracking
- AI voice follow-ups
- Web push alerts
- Webhooks & CSV import
Features
Everything between the first enquiry and the booking
Replace spreadsheets, scattered WhatsApp groups and missed callbacks with one CRM built around how real estate sales actually works.
Assign in seconds, not hours
Round-robin or fixed routing per campaign, with an unassigned queue and an SLA view that shows which leads are going cold.
WhatsApp alerts that get seen
New-lead alerts, follow-up reminders and daily reports go straight from your WhatsApp Business Account through Meta's Cloud API, with delivery tracking.
Verified site visits
Agents check in with a live photo and GPS. Every visit is on the timeline, and the lead moves to your "visit done" stage on its own.
A pipeline your team will use
Drag-free kanban by stage, one-tap call and WhatsApp, follow-up reminders and a full activity timeline on every lead.
Dialer and AI voice follow-ups
Work uploaded data with logged number reveals and dispositions, and let AI voice campaigns warm up cold leads for your agents.
Targets, incentives and reports
Record booking values, set revenue targets, run slab incentives and spot contests, and finalise monthly statements with a lock.
Control for every team level
Roles and permissions, managers who see their whole downline, masked phone numbers for juniors, and isolated workspaces per company.
How it works
From enquiry to site visit in three steps
No complicated setup for your agents. They see the next lead to call, and managers see where every deal stands.
Capture
Every enquiry from your forms, ads, calls and chats becomes a lead in seconds, tagged with its source, campaign and project.
Assign and alert
The right agent is picked automatically and gets a WhatsApp and in-app alert, with a reminder if the lead is not opened.
Visit and close
Agents follow up, check in at the site with a photo and location, and move the deal to booking while managers watch the numbers.
Built for primary real estate sales
Made for the teams that sell new projects
Developers and builders
Run launches across multiple projects, see which campaigns produce site visits and bookings, and stop leads leaking between teams.
Brokerages and channel partners
Distribute enquiries fairly, track every agent's follow-ups and keep your buyer data inside your own workspace.
Pre-sales and sales teams
Know who to call next, never miss a follow-up and earn incentives you can see building up in real time.
Why teams switch
Stop losing leads to slow follow-up
Most enquiries go cold because nobody saw them in time. SiteVisit makes the first response fast, visible and measurable.
- Leads assigned the moment they arrive
- Agents alerted on WhatsApp and in the app
- "Not seen" and "delayed" leads flagged for managers
- Every call, note and visit on one timeline
FAQ
Questions, answered
What is SiteVisit?
SiteVisit is a real estate CRM for developers, brokerages and sales teams. It captures leads from your forms, ads, calls and WhatsApp, assigns them instantly, reminds your team to follow up and tracks every site visit through to booking.
Where can SiteVisit capture leads from?
Microsite and landing-page forms, Meta (Facebook and Instagram) lead ads, IVR call tracking, inbound WhatsApp messages, uploaded CSV lists and manual entry. Duplicate leads are flagged so two agents never chase the same buyer.
Does SiteVisit use the official WhatsApp Business API?
Yes. Alerts and reminders are sent directly through Meta's WhatsApp Cloud API using message templates that Meta has approved for your business account, and delivery and read status is tracked in the CRM. Replies from buyers also arrive on the lead's timeline.
Can I verify that site visits really happened?
Agents check in from their phone with a live photo and GPS location. The visit is logged on the lead's timeline and the lead can move to your "visit done" stage automatically.
Is my company's data kept separate from other companies?
Yes. SiteVisit is multi-tenant: every record belongs to one workspace, and each company's users, leads, settings and integrations are isolated from every other workspace.
Does SiteVisit work on mobile?
Yes. SiteVisit is built mobile-first and installs like an app on Android and iOS, so agents can call, message, log notes and check in on site from their phone.
How do I get started?
Book a demo and we will set up a workspace with your projects, lead sources, pipeline stages and team structure so you can start capturing leads quickly.
Get started
Book a demo
See SiteVisit with your own projects, sources and team structure. We will set up a workspace so you can try it on real leads.
- A walkthrough tailored to your sales process
- Your pipeline stages and lead sources configured
- No obligation, and your data stays in your own workspace