If you’re into real estate in India—whether as a builder, broker, or marketing agency—you already know how tough it is to manage hundreds of leads, calls, and site visits every week. Between juggling WhatsApp inquiries, Facebook leads, and calls from property portals like 99acres or MagicBricks, it’s easy for hot prospects to slip through the cracks. That’s exactly where a real estate CRM like Sellxpert makes all the difference.

In this Q&A blog, we’re answering some of the most common questions real estate professionals in India have about CRMs—what they actually do, how they help in sales and follow-ups, and why so many firms are switching to Sellxpert to simplify their day-to-day operations. Whether you’re trying to improve your team’s performance, track every lead automatically, or just want to sell smarter—this blog will help you see how a good real estate CRM can completely change the way you do business.

I. Core Concept & Necessity (Why Adopt Sellxpert?)

Q1: What exactly is Sellxpert CRM? Is it a lead generation tool?

Sellxpert CRM manages leads; it does not generate them. Generating leads (e.g., running ads on Facebook or Google) is generally not considered the most difficult task. The most difficult and crucial task is effectively managing those leads. Sellxpert adds the data you acquire into its CRM funnel, helping you nurture the leads you paid to generate.

Q2: Who is Sellxpert primarily designed for?

Sellxpert is highly suitable for Builders, Colonizers, Developers, and Marketing companies that operate on a single-window or mandate concept (meaning they commit to handling the entire inventory sales commitment from the builder/developer).

Q3: Why must I use a dedicated Real Estate CRM? Can’t I just rely on Excel or a diary?

If you are operating in the real estate industry and are focused on growth, adopting a system is essential to ensure your leads are properly nurtured and result in closings. Relying solely on a diary or Excel sheet is unsustainable in the current digital age due to immense market competition.

Key reasons why traditional methods are insufficient:

1. Competition: If you generate a lead, you must assume that the same lead is commonly and openly available to many competitors. The gap for easy conversions has narrowed, making tools necessary to compete effectively.
2. Volume: If you have an average flow of 10 leads per day, managing 300 leads a month (or 1,800 leads over six months) with multiple follow-ups is unmanageable manually.
3. Follow-up: Sales success is fundamentally defined by follow-up. Excel or a diary do not provide automatic follow-up reminders, requiring manual page flipping or scrolling, which leads to missed opportunities.
4. Proven Growth: Existing users have proven that using the CRM can lead to an estimated 30% growth in deal conversions.

II. Key Features and Differentiation

Q4: What makes Sellxpert stand out compared to other CRMs?

Sellxpert is differentiated by its focus on providing a comprehensive, dedicated Real Estate CRM solution. Its biggest USP is integrating Pre-sales, Sales, and Post-sales (back-office management) functionalities under a single umbrella. Other companies often only offer back-office features or just pre-sales/sales services.

Sellxpert aims to handle 95% of operational needs with only about 5% customization scope remaining. Furthermore, Sellxpert’s journey has involved extensive ground-level development, making it highly featured, and in comparison to older products in the market, it is often lower in cost.

Q5: What about the old leads that I have to use?

Sellxpert includes a Lead Bank feature that allows you to import large volumes of stored data (e.g., 1-2 lakh contacts from Excel or purchased lists) into the CRM. Sales executives can then be assigned chunks of this data. 

Q6: How does Sellxpert handle integration and automation?

Sellxpert provides extensive integrations and automation capabilities:

• Marketing Portals & Social Media: Sellxpert integrates with numerous portals, including 99Acres, MagicBricks, Housing, Home Online Real Estate India, Facebook, and Instagram.
• Lead Assignment Automation: Leads arriving from integrated portals are automatically and randomly assigned to sales executives. You can also configure routing based on project requirements (Project A goes to Employee B, Project B goes to Employee C) or based on the lead source (99Acres leads go to Employee D).
• WhatsApp Integration: Sellxpert integrates with Meta (registered with a blue tick) to handle transactional messages and bulk messaging. Users can create custom templates using software parameters (like customer name, booking amount, project name, etc.).
• Accounting: Integration is possible with accounting software like Tally or SAP, provided the accounting software offers the necessary APIs and support.

III. User Experience & Specialized Modules

Q7: How can Sellxpert help me manage free agents or channel partners?

Sellxpert provides a dedicated Channel Partner Module to manage relationships with brokers and channel partners efficiently.

The module allows the developer/builder to:

• Provide partners with a dedicated username and password.
• Control precisely which projects, inventory, rates, and amenities they can view.
• Allow partners to view their own bookings, ledgers, and statement of accounts, showing advance payments or commissions paid against bookings. This transparency removes the need for frequent calls regarding inventory checks and account reconciliation.
• For freelancers, you can offer them the CRM/mobile app access for lead management, or you can manage their site visits and track commissions via the Channel Partner Module without giving them full mobile app access.

Q8: Does Sellxpert offer interactive visual tools?

Yes, Sellxpert offers an Interactive Map feature. This map is available for plot developments (2D view) and multi-story projects (3D view is available).

• This interactive map link can be shared with investors via a simple link, showing inventory availability (booked, held, available).
• This specific feature, along with the Post-sales functionality, is cited as a reason why Sellxpert has become a leading CRM company in India.

Q9: Is Sellxpert’s user interface (UI) easy to use?

A major effort was made to ensure the UI is simple and highly user-friendly. The goal was simplicity so that even a 10th pass individual who can use common apps like Facebook or Instagram can easily navigate and use the CRM. This helps mitigate issues related to high employee turnover or limited skill sets, as training is simpler.

IV. Implementation and Technical Operations

Q10: Do my sales executives need a laptop or tablet to use Sellxpert?

No, not every sales executive requires a laptop or tablet.

• Configuration: One laptop is needed primarily for master configuration (setting up initial data), as complex configurations cannot easily be done on mobile devices due to UI limitations.
• Daily Operations: Sales executives can use the mobile app (available for Android and iOS) for their daily operations.
• Tracking: Sellxpert tracks site visits and attendance rather than general executive movement. An executive must physically be at the project site to “Check In” on the mobile app to mark attendance. During a site visit, the executive must take a geo-tagged photo (selfie or with the client) to verify the location and activity.

Q11: Is customization possible, and what is the cost structure for it?

Customization is fully possible within Sellxpert, but it is not included in the standard product cost. While 95% of client requirements are typically met by the existing features, there may still be a small scope (around 5%) where unique business processes require modification.

When a specific customization is requested, Sellxpert first evaluates the time, resources, and cost required for development. This cost is then shared with the client for approval before development begins.

Q12: Is it better to build my own custom CRM?

Building your own software could be a risk route due to the significant time, cost, and complexity involved.

• Time & Focus: Developing a CRM like Sellxpert is a continuous process requiring a dedicated team (12 to 15 people) and continuous development efforts over several years (Sellxpert has been in continuous development for three years). Building one yourself could take 8 months or more just for development, plus integration and user acceptance testing, potentially totaling 1.5 years. This takes time away from your core business.
• Feature Disadvantage: By the time your custom software is ready, mature products like Sellxpert will have progressed significantly with more features (e.g., if Sellxpert has 50 features now, it will have 75 features in 1.5 years), meaning your product will already be lagging.
• Cost Risk: The investment required is substantial (the source code valuation of Sellxpert is high due to ongoing development costs).

V. Commercials, Pricing, and Support

Q13: What are the pricing models available for Sellxpert CRM?

Pricing depends on the number of users and the model chosen. Sellxpert offers two main models, both starting at a minimum requirement of five users:

1. SaaS (Software as a Service): This is the budget-friendly option where you rent the software via a subscription (typically 12 months). If the contract is not renewed after 12 months, the product stops working. In this model, the client does not need to worry about the cloud or server costs.
2. Lifetime Model: This is the premium option where the software belongs to you and will not stop working. This model usually includes on-site training and implementation by engineers (a premium service not included in SaaS).

Q14: Will I have recurring costs, such as for the server or AMC?

Yes, even with the Lifetime Model, there are recurring costs for server/cloud hosting and the Annual Maintenance Contract (AMC).

• Server/Cloud Cost: Sellxpert is a cloud-based web application with mobile apps (iOS and Android), meaning it must be hosted. This cost must be covered for remote access and mobility. Sellxpert generally prefers customers to manage their own server, but they can provide their server at a slightly reduced rate compared to the open market.
• AMC (Annual Maintenance Contract): AMC is highly recommended (though not mandatory) at 18% of the total product cost. This fee covers ongoing support, services, and the cost of resources involved. Crucially, the AMC ensures you receive new updates and features that the company continuously develops. Without the AMC, the existing software continues to run, but you do not receive updates or support for new features.

Q15: What kind of support and training does Sellxpert offer?

Sellxpert offers a premium and direct support system, prioritizing immediate communication over a traditional ticketing system.

Support mediums include:

• On-site (for premium clients)
• Online and telephonic
• WhatsApp: This is the primary method, with 6 to 7 support executives available in a WhatsApp group, often providing solutions even outside regular office hours (10 am to 7 pm) and on weekends (when real estate activity is high) for urgent operational issues.

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