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Noida office
The right team at TriostackOne will get back to you.
Built for
Real Estate Enterprise CRM
Enquiry to booking
Visits, units and commissions in one pipeline
Positioning Assessment
Real estate teams get enquiries from portals, ads and brokers, show properties on site visits, hold and book specific units, and pay commission to brokers. When these live in separate sheets, units get double-held and brokers argue about what they are owed.
Triostack CRM tracks each site visit against the lead, with the date, the property shown and the outcome. The unit inventory keeps each unit's status, such as available, on hold or booked, and a unit is booked against a lead so two salespeople cannot sell the same one. Broker commission rules are set per broker or project, and earned and paid commission is tracked on each booking. Property brochures go out automatically on WhatsApp as approved templates when a lead reaches a stage.
“A unit showed as held the moment a visit ended, so nobody else quoted it. The broker's commission was on the booking.”
Sample team scenario
A made-up scenario about Real Estate Enterprise CRM, not a customer testimonial
All Leads
Real Estate Enterprise CRM: every lead with its source, status and owner
In the Product
Imagine every unit, visit and commission tallying on one screen.
With its outcome.
No double-selling.
Earned and paid.
Platform Integrity
Date, property, outcome
Available, held, booked
Earned and paid
Sent on stage change
At a Glance
What changes between enquiry and commission.
Site visits
Logged against the lead with an outcome
Notebooks and Sheets: Remembered or in a notebook
Unit inventory
Status per unit, booked once
Notebooks and Sheets: Sheets that disagree
Broker commission
Rules per broker, earned and paid tracked
Notebooks and Sheets: Calculated by hand
Brochures
Automated WhatsApp templates
Notebooks and Sheets: Forwarded from a phone
Pipeline
Stages from enquiry to booking
Notebooks and Sheets: A status column
Book a walkthrough of Real Estate Enterprise CRM. We set up a sandbox so you can try Site-visit tracking, Unit booking and Broker commission before you commit.
Live Interface Tour
The screens below belong to Real Estate Enterprise CRM: All Leads, Lead Follow-Ups and Call Logs, all from the product.
Calendar & Bookings
Real Estate Enterprise CRM: visits, units and commissions in one pipeline
Feature Breakdown
4 screens from the live product that show Real Estate Enterprise CRM at work.
Site visits in view.
How it fits the plan
Sources. Connect portals, ads and your website.
Units. Load projects and units with their status.
Practical tip
Put a hold expiry on every unit. A hold that never lapses blocks a real buyer.
The unit inventory.
In real life
Launch weekend
Units are held and booked without clashes.
Enquiry to booking.
Watch out for
Calculating commission outside the CRM, so the booking and the payout never match.
Material for WhatsApp.
Before you start
Execution Plan
Connect portals, ads and your website.
Load projects and units with their status.
Log every site visit with its outcome.
Set broker rules and track bookings.
Practical Guide
Before you start
A tip that helps
Put a hold expiry on every unit. A hold that never lapses blocks a real buyer.
A common mistake
Calculating commission outside the CRM, so the booking and the payout never match.
Availability: What Real Estate Enterprise CRM covers can depend on your plan and setup. Please confirm with our team which parts are live for your account, and any prerequisites, before you plan around it.
In Real Life
Scenario 01
Units are held and booked without clashes.
Scenario 02
Commission is a report, not an argument.
Scenario 03
A brochure and a follow-up bring them back.
Straight answers about Real Estate Enterprise CRM, from setup to what happens next.
Have a question about Real Estate Enterprise CRM?
Book a free callYes. Each visit is logged against the lead with the property shown and the outcome.
Yes. A unit is held or booked against a lead, so it cannot be sold twice.
Set the rules per broker or project, then track what is earned and what is paid on each booking.
Yes, as approved templates triggered by a stage, subject to Meta's rules.
A CRM for real estate teams: site-visit tracking, inventory unit booking, broker commission management and automated WhatsApp property brochures, from enquiry to booking.
It runs in 4 steps: Sources, Units, Visits and Commission. Connect portals, ads and your website.
The real screens on this page include All Leads, Lead Follow-Ups, Call Logs and Calendar & Bookings, all captured from the product.
Request a demo and ask to see Real Estate Enterprise CRM. Our team can also walk you through setup, so your first session ends with something working.
We will walk you through Real Estate Enterprise CRM, from Site-visit tracking, Unit booking and Broker commission, on sample data shaped like yours.
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