Features built for real estate agents in India
EstateSarathi is a real estate application for agents who want speed and clarity: capture leads, manage property inventory, schedule site visits, and track performance.
Lead Management
A clean pipeline for India-first follow-ups. Track stage, last contact, next action, and notes so your team never loses context.
Property Management
Maintain listings with images, rent/sell, and availability. Share the right property quickly when a lead is hot.
WhatsApp-ready workflows
Standardize property sharing and follow-ups. Reduce repetitive messaging and keep conversations aligned with your pipeline stages.
Site Visits & Calendar
Book site visits with notes and reminders. Perfect for teams juggling multiple clients across different localities.
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Frequently asked questions
What problems does the CRM solve?
It centralizes lead capture, follow-ups, property inventory, site visits, and team visibility so no lead is missed.
Does it support WhatsApp workflows?
Yes. You can automate replies, share properties, and run simple campaigns depending on your setup.
Is there a sales pipeline view?
Yes. Pipeline tab — kanban board with drag-and-drop stage updates.
Help Center
Frequently asked questions
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Getting Started
What is EstateSarathi?
A CRM and business management platform built specifically for real estate agents — leads, properties, site visits, sharing, commissions, and more.
Is there a free plan?
Yes. Free includes 5 properties and 2 leads. Upgrade to Premium for unlimited.
How do I register?
Sign up as Agency Owner or Independent Agent with name, email, phone, and password.
Is there a web app and mobile app?
Yes — web for desk work, Android app for field work. Same login, same data.
Do I need technical skills?
No. If you use WhatsApp and make calls, you can use EstateSarathi.
Can I try before paying?
Yes. Free plan lets you test with real leads and properties.
How fast is Premium activated?
Instantly after Razorpay payment verification.
What payment methods are supported?
Razorpay — UPI, cards, net banking, and wallets.
Can I use it in Hindi or Marathi?
Yes. English, Hindi, and Marathi UI are supported.
Is my data secure?
Yes. Token-based authentication, secure API, and password management.
Leads & CRM
What is a "lead" in EstateSarathi?
A buyer or tenant inquiry — your customer record from first contact to closing.
What lead stages are available?
New → Contacted → Site Visit Scheduled → Negotiation → Closed / Lost.
Can I search leads by phone number?
Yes. Search by name, phone, or email.
How do follow-ups work?
Set a next follow-up date on each lead. Overdue leads are highlighted in red.
Can I filter today's follow-ups?
Yes. Leads tab → "Today" filter.
What is Lead Leakage Center?
Dashboard alerts for at-risk deals — overdue follow-ups, stale leads, and more. Tap to see the list.
Can I add notes after a call?
Yes. Notes and call logs with duration and outcome.
Can I assign leads to team members?
Leads show assigned agent; agency workflows support team collaboration.
Where do leads come from — can I track source?
Yes. Record source (99acres, referral, walk-in, etc.) and view Source Performance on dashboard.
Is there a sales pipeline view?
Yes. Pipeline tab — kanban board with drag-and-drop stage updates.
Properties
How many properties can I add?
Free: 5. Premium: unlimited.
Can I add rent and sale listings?
Yes. Both supported with filters.
Can I upload multiple photos?
Yes. Multi-image gallery with captions.
What property types are supported?
Residential, commercial, and land — with configuration, area, and status (ready/under construction).
Can I add multiple owners per property?
Yes. Name, phone, email, address, ID, and notes per owner.
Can I print a property listing?
Yes. Print full listing as PDF.
Can I share a property on WhatsApp?
Yes. Auto-generated flyer, brochure PDF, or shareable link.
What is the marketing share post / flyer?
Auto-generated branded PNG with photos, details, and your contact info.
Can I attach documents to properties?
Yes. PDF, images, and Word docs — floor plans, NOC, agreements.
Does EstateSarathi match properties to leads?
Yes. Property matching suggests best-fit listings from your inventory.
Site Visits
Can I schedule site visits?
Yes. From lead detail or site visits screen — linked to lead and property.
Is there a calendar view?
Day picker on site visits screen — select any date.
What is the visit planner?
Day plan with time slots, map points, and Google Maps route URL.
Can I navigate to the property from the app?
Yes. Open in Maps for turn-by-turn navigation.
Can I mark a visit as completed or no-show?
Yes. Statuses: scheduled, completed, cancelled, and no_show.
Communication
Does EstateSarathi integrate with WhatsApp?
One-tap opens WhatsApp chat with the lead's number. Campaigns add-on supports bulk WhatsApp.
Can I call directly from the app?
Yes. One-tap dial from lead detail and dashboard tasks.
What are Campaigns?
Paid add-on for bulk WhatsApp, SMS, and Email campaigns.
Can I schedule a campaign?
Yes. Draft, schedule, or send immediately.
Sharing & Marketing
What is the digital visiting card?
Shareable profile with QR code — your name, contact, agency, and agent website.
What is the agent website?
Public listings page for your properties — shareable link for marketing.
What is requirement sharing?
Share a buyer's requirement with another agent or teammate — earn referral commission.
What is the requirement inbox?
Receive requirements shared with you — respond with matching properties.
Commissions & Business
Can I track commissions?
Yes. Commission Tracker (paid module) — pending, partial, paid, linked to lead/property.
Does the dashboard show commission summary?
Yes. This month + pending commission on dashboard.
Can I see conversion rate?
Dashboard includes conversion metrics (closed vs lost).
Team & Agency
Can I register as an agency?
Yes. Agency Owner account with agency name and logo.
Can team members collaborate?
Requirement sharing to teammates, assigned agents on leads, and team follow-up summary on dashboard.
Is there a full team management module?
Light team features today — assignment, sharing, and dashboard summary. Full HR/team admin may expand.
Technical
Does it work offline?
Requires internet for sync. App handles errors gracefully with retry.
Do I get push notifications?
Yes. Firebase push for follow-ups and alerts on Android.
Can I change my password?
Yes. Profile → Security → Change password.
Can I delete my account?
Yes. Profile → Delete account.
Can I migrate data from Excel?
Contact support for import assistance. Start fresh with new leads for fastest onboarding.
Is there an iOS app?
Currently Android. Web works on iPhone browser.
Pricing
How much does Premium cost?
Plans are fetched dynamically — typically monthly/yearly INR pricing via Razorpay. Check Profile → Upgrade.
Are Campaigns and Commissions included in Premium?
They are separate paid add-on modules. Contact admin to activate.
What happens when I hit free plan limits?
Create is blocked with upgrade prompt. Existing data remains accessible.
Can I renew an expired subscription?
Yes. App directs you to subscription payment screen until renewed.
Still have questions? Start free and explore the platform.