CRM for Builders: Turn Every Launch Enquiry into a Site Visit
Say you launch a 120-flat tower in Lucknow and leads pour in from Facebook, 99acres and hoardings in one weekend. 3Sigma puts each one in front of a sales executive in seconds, and tracks it to the booking amount.
What a CRM for builders should do
Pull every launch enquiry — ads, portals, website, calls — into one list, give it to a sales executive in seconds, make sure it gets called and a site visit gets fixed, and show the owner which campaign brought each booking. That is the part where builders lose most leads, and the part 3Sigma is built for.
From launch enquiry to booking amount
Launch leads in one list
Facebook and Instagram lead ads, Google lead forms, 99acres, MagicBricks, Housing, your website and missed calls — imported on their own, duplicates merged.
Right sales executive in seconds
Distribution rules by project, source or round-robin, with a push alert on the executive's phone.
First call, logged
Call from the app on the executive's own SIM or back-to-back with the auto-dialer; the after-call popup records status and the next step.
Site visit fixed and reminded
Book the visit as a task with a full-screen alarm, and send the buyer a WhatsApp confirmation with location (Ultimate).
Booking amount collected
Send a quotation and an invoice with a Razorpay payment link from the lead (Ultimate).
Owner sees every rupee by source
Pipelines with ₹ totals per stage and reports by source and executive show which campaign brought bookings.
See the enquiry to site visit flow and 99acres and MagicBricks leads in a CRM.
What 3Sigma does not do
3Sigma has no flat-inventory, channel-partner or post-sales demand-letter modules. If you need those, keep your ERP for them and run enquiry-to-booking in 3Sigma — where speed decides who gets the site visit.
Copy this lead-stage set for your next launch
Eight stages and a site-visit confirmation message your executives can send today.
Lead stages for a project launch (copy into your CRM or sheet)
1. New enquiry
2. Called — interested
3. Site visit fixed
4. Site visit done
5. Negotiation
6. Booking amount paid
7. Agreement done
8. Lost (reason: budget / location / bought elsewhere / not reachable)
Site visit confirmation (WhatsApp):
"Namaste {{name}} ji, aapki site visit {{project}} par {{day}} {{time}} baje fix hai.
Location: {{map link}}. Main {{executive}} gate par milunga. Koi badlav ho to isi number par bata dijiye."
Track these stages automatically in 3Sigma CRM: https://www.3sigmacrm.com/crm-for-buildersPricing for builders
Premium+ ₹2,400 or Ultimate ₹3,600 per user per year. Ultimate adds WhatsApp Business API, automations, quotations and invoices. Special pricing for teams of 10+. Field team on the map with the Live Tracking add-on. See pricing · live tracking
CRM for Builders — FAQs
What is a CRM for builders?
A CRM for builders collects every enquiry from a project launch — ads, portals, website and calls — gives it to a sales executive, and tracks calls, site visits and bookings, so the developer can see which campaign and which executive brought each booking.
Can 3Sigma handle leads from a project launch campaign?
Yes. Facebook and Instagram lead ads, Google lead forms, 99acres, MagicBricks, Housing, website forms and missed calls come into one list automatically and are assigned by project, source or round-robin within seconds.
Does 3Sigma manage flat inventory or channel partners?
No. 3Sigma does not have unit inventory, channel-partner or post-sales demand-letter modules. It covers enquiry to booking: lead capture, assignment, calling, WhatsApp, site visits, pipelines and booking-amount invoices. Many builders use it alongside their ERP.
How much does a CRM for builders cost?
3Sigma costs ₹2,400 per user per year on Premium+ and ₹3,600 on Ultimate, which adds the WhatsApp Business API, automations, quotations and invoices. Teams of 10 or more users can ask for special pricing.
How is this different from a CRM for real estate brokers?
A broker works many owners' properties; a builder sells its own project from a launch campaign with a sales team and site visits. Both use the same lead-to-booking flow in 3Sigma — see our real estate CRM guide for brokers.
For brokers and agents: real estate CRM
Same launch. More site visits. More bookings.
7-day free trial with every Ultimate feature, up to 20 users, no credit card.
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