Customizable Real Estate CRM Software for Site Visits & Sales

Why Developers Choose Epoq Connect Over Rigid Corporate CRMs

Property sales require dynamic portal integrations, real-time agent allocations, and rapid WhatsApp callbacks. We build customizable frameworks that adapt to your specific projects and inventories.

All Portal Leads in One Place

Stop hunting through paper files or personal chats. Prospective leads arriving from property portals like Magicbricks or Facebook Ads land in one shared sales queue, auto-assigned to agents using round-robin routing rules.

SITE VISIT BOOKED

⚡ Auto-WhatsApp

INQUIRY

📞 Callback Dialer

Smart Site Visit Tracking

Identify the exact priority of prospective buyers using customizable stages, budget markers, and project tags. Trigger powerful automation rules based on site tour check-ins without lifting a finger.

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01:42

Automated Call Recordings

Automatically record and store call logs of sales executives calling property buyers. Monitor site visit feedback calls, review client budget preferences, and audit sales pitches with a secure playback vault.

Agent Allocation Queue

Track sales agent response times, site visit checkouts, and individual property booking metrics. Balance sales workloads and optimize callback response yields with transparent, live performance stats.

All the features to optimize your Real Estate & Site Visit Workflows

Epoq Connect brings portal lead captures, automated site visits, inventory updates, and multichannel workflows together in one dashboard.

📌

Portal Integration

Capture real-time leads from Housing.com, 99acres, Magicbricks, and Google Ads seamlessly with zero manual input.

🔍

Site Visit Tracker

Schedule site visits, trigger automated cab assignments, send visitor gate passes, and track check-ins in real-time.

⚡

Lead Routing

Distribute fresh property inquiries to agents using geographic or project-specific round-robin queues.

🔔

Follow-Up & Callback Alerts

Receive desktop notifications and alert logs exactly when a property inquiry call task is scheduled in the dialer queue.

📊

Real-Time Booking Stats

Track agent conversion rates, property inquiries, and inventory status metrics on a live team leaderboard.

🔄

Auto Lead Re-Allotment

Automatically reallocate stale unclaimed portal leads back into active queues to ensure no inquiry goes unaddressed.

⚙️

ERP & Accounting Sync

Sync bookings instantly. Parse prospective invoices automatically from accounting platforms via API connectors.

🔒

Granular Role Access

Set secure project access roles. Maintain secure data segregation for site coordinators, agents, and branch managers.

📥

Data Export & Reports

Export outstanding lead sheets, agent call logs, site visit records, and sales booking yields to Excel or PDF.

Live Buyer Journey

Every property inquiry tracked, every step of the way

From portal lead sync to a successfully confirmed site booking, Epoq Connect logs every interaction—WhatsApp alerts, agent calls, scheduled visits—surfacing the right next action.

📋 Auto-parse contact profiles from magicbricks & 99acres APIs
🔁 Stage-based sales pipeline: New Lead → Contacted → Visit Booked → Booked
⏰ Smart visit notifications when weekend tour leads remain unclaimed for 2 hours

See It Live

📥

New Inquiry: Amit Patel

Sync: Magicbricks API · Budget: 1.5 Cr · Stage: Lead Captured

WhatsApp Catalog & Map Shared

📅

Site Visit Confirmed · Day 1

Sunday Morning tour scheduled · Cab facility: Yes · Next action: Cab Nudge Alert

Pipeline → Unit Confirmed

✅

Booking Confirmed — Meadows 3BHK

Amount: 1.5 Cr · Inventory ledger auto-updated · Site conversion in 92%

⚠️

Cold Property Lead Nudge

No agent checkout for 12 hours · Priority: High · Stage: Review · Flagged for Action

Auto-Reallocation Rules Triggered

📞

Priority Agent Alert

Assigned to senior agent Sameer · Dialer queue call scheduled immediately

Welcome call completed

🎯

Lead site conversion completed

28% conversion yield · database sync completed · Potential sale saved

Sales Conversion Yields

Spot outstanding portal lead leakage before it is too late

Don't let hot portal inquiries go cold. Epoq Connect's analytics engine flags cold site tour leads, routes them to priority sales queues, and alerts supervisors automatically.

🔍 Auto-flag leads stuck in uncontacted state past 1 hour
📉 Visual conversion funnels showing agent response times and tour check-ins
🔁 One-click callback campaigns for bulk property portal contacts

Explore Sales Analytics

Smart Automation

Leads captured. Site tours tracked. Automatically.

Epoq Connect's automation engine triggers the right brochure alert at exactly the right checkout point—and the sales dashboard gives branch managers a real-time view of every agent's conversion output.

🔔 Auto WhatsApp alert with pricing sheet brochure once lead captures on portal
📅 Automated site tour reminder scheduled in agent's dialer queue
🏆 Live agent KPI dashboard—average response speed, site visit percentage

Explore Automation Suite

❄️

Property Inquiry Gone Past Due: Marcus Johnson

No site visit booked · Budget: 1.2 Cr · Automation Rule Triggered

Auto-Nudge · WhatsApp brochure Shared

💬

WhatsApp brochure Delivered

"Hi Marcus, Skyline Tower brochure is attached. View site map here..." · Read ✓✓

Site Tour Confirmed · Agent Priya

🏆

Leaderboard Stats Updated

Agent Priya: +1 Tour · Site Conversion: 92% · Weekly Rank: #1 Agent

Why Teams Switch

Replace scattered spreadsheets with one intelligent Real Estate CRM

Excel sheets, sticky notes, and fragmented portal lists can't scale with growing sales operations. See exactly where Epoq Connect changes the game.

Visual Sales Pipelines vs. Static Spreadsheets

Stop hunting through rows of cell data. Epoq Connect gives sales teams a drag-and-drop board to track buyers from Intake to Booked in one click.

✓ Epoq Connect

✓ Sales status tracking (Inquiry → Succeeded)

✓ Color-coded priority & site-visit flags

✓ Bulk booking updates in one click

✓ Auto-log every site visit history

✗ Excel / Generic CRM

✗ Manual row-by-row status updates

✗ No visual property or site tour view

✗ Overwritten history—no follow-up logs

✗ Shared sheets cause buyer data conflicts

Agent Analytics vs. Gut Feeling

Know exactly which sales executives are booking properties and who needs support—with live stats on active queues, site check-ins, and conversion yields.

✓ Epoq Connect

✓ Per-agent conversion yield dashboard

✓ Average callback response time tracking

✓ Daily site tour check-in log sheets

✓ Automated agent lead balancing rules

✗ Excel / Generic CRM

✗ No real-time agent output view

✗ Callback logs lost in chat logs

✗ Managers rely on self-reported logs

✗ No overload checks or stale alarms

Smart Automations vs. Missed Tours

Over 80% of property inquiries need more than 3 reminders. Epoq Connect automates welcome alerts, WhatsApp site details, and cab updates so nothing is missed.

✓ Epoq Connect

✓ Rule-based WhatsApp sequences

✓ Lead routing warnings after 2 hours

✓ Automated reminder calls & location maps

✓ Custom templates per project type

✗ Excel / Generic CRM

✗ Manual alerts via personal phones

✗ No lead routing notifications or alarms

✗ Missed callbacks = lost site bookings

✗ Manual copy-paste of property brochures

Flexible and transparent pricing

Choose the model that fits your institutional workload. Scale your desks seamlessly as your inbound inquiry volume grows.

3 Months Starter

Billed Quarterly

₹899

✓ Up to 5 Agent Desks
✓ Portal lead capture integrations
✓ WhatsApp brochure & site maps
✓ Site visit tracking queues
✓ Basic Booking Analytics

Start Free Trial

Frequently Asked
Questions

Find answers to common technical, functional, and sales inquiries regarding Epoq Connect.

What is Epoq Connect Customizable Real Estate CRM? +

Epoq Connect is a modular, highly customizable CRM platform designed to capture real-time portal leads (Magicbricks, 99acres), automate weekend site tour allocations, organize inventory boards, and dispatch WhatsApp brochure updates.

Does the Real Estate CRM integrate with major property portals? +

Yes! Epoq Connect integrates seamlessly with 99acres, Magicbricks, Housing.com, and Facebook Lead Ads, capturing and routing prospective buyer profiles in under 3.5 minutes.

Can we automate site visit reminders and coordinator cab scheduling? +

Absolutely. You can define custom workflow rules to trigger automated WhatsApp buyer reminders, Google Map site location maps, and driver/cab check-in notices automatically.

Is our property inventory database secure and customizable? +

Yes, Epoq Connect is built with enterprise-grade security protocols. Its modular database lets you construct custom pricing matrices, design personalized booking pipelines, and configure role-based permissions without database limits.

Trusted by Leading Property Developers & Builders

Why Developers Choose Epoq Connect Over Rigid Corporate CRMs

All Portal Leads in One Place

Smart Site Visit Tracking

Automated Call Recordings

Agent Allocation Queue

All the features to optimize your Real Estate & Site Visit Workflows

Portal Integration

Site Visit Tracker

Lead Routing

Follow-Up & Callback Alerts

Real-Time Booking Stats

Auto Lead Re-Allotment

ERP & Accounting Sync

Granular Role Access

Data Export & Reports

Every property inquiry tracked, every step of the way

New Inquiry: Amit Patel

Site Visit Confirmed · Day 1

Booking Confirmed — Meadows 3BHK

Cold Property Lead Nudge

Priority Agent Alert

Lead site conversion completed

Spot outstanding portal lead leakage before it is too late

Leads captured. Site tours tracked. Automatically.

Property Inquiry Gone Past Due: Marcus Johnson

WhatsApp brochure Delivered

Leaderboard Stats Updated

Replace scattered spreadsheets with one intelligent Real Estate CRM

Sales Pipeline Management

Agent Productivity

Follow-Up Automation

Visual Sales Pipelines vs. Static Spreadsheets

Agent Analytics vs. Gut Feeling

Smart Automations vs. Missed Tours

Flexible and transparent pricing

Transform your property sales workflows today

Frequently Asked Questions

Epoq Zero LLP Office Address

Direct Callback Desks

Institutional Desk

Frequently Asked
Questions