CRM & Lead
Management
Every Lead. Every Touchpoint. Complete Visibility.
Real estate sales is a relationship business—but you can't manage relationships you can't see. Zetta's CRM gives you a unified view of every lead, every interaction, and every opportunity. From portal inquiry to booking, track the complete journey with AI-enhanced insights.
Lead Pipeline
Real-time overview
Your Leads Are Scattered.
Your Pipeline Is a Black Box.
Most real estate sales teams struggle with fragmented data, incomplete histories, and pipeline visibility that's more wishful thinking than reality.
different systems where lead data lives
Portal leads in one place, walk-ins in another, referrals in spreadsheets. No single view of your customers.
of lead interactions are never logged
Rep calls a lead with no idea what was discussed before. Customer repeats themselves. Trust breaks down.
hours per rep per day on CRM updates
Time spent typing, not talking. And the data is still incomplete or outdated.
variance between forecasted and actual bookings
Sales leaders can't plan. Targets missed. Resources misallocated. Every forecast is just guesswork.
of leads fall through the cracks
No follow-up. No reminder. Opportunity lost forever. Revenue walking out the door.
What if every lead, every interaction, and every opportunity was automatically captured and intelligently organized?
See the solution
One Platform.
Complete Lead Intelligence.
Zetta CRM is purpose-built for real estate. It captures leads from every source, enriches them with AI insights, and gives you the pipeline visibility you need to hit targets consistently.
Unified Lead Database
All Leads, One Place
Leads from portals, website, walk-ins, referrals, campaigns, and channel partners—all automatically captured in a single database with source attribution.
Interaction Timeline
Complete Conversation History
Every call, email, WhatsApp message, site visit, and note—automatically logged and organized. Full context at a glance for seamless follow-ups.
AI Lead Scoring
Know Who's Ready to Buy
AI analyzes behavior, engagement, and conversation signals to score leads automatically. Focus on hot prospects, nurture warm ones.
Pipeline Management
Visual Sales Pipeline
Drag-and-drop pipeline stages. See deals by value, probability, and timeline. Forecast with accuracy and predictability.
Capture Every Lead,
Automatically
Leads come from everywhere. Zetta captures them all without manual effort—complete with source attribution and instant routing.
Property Portals
Real-time API Integration
Direct API integration pulls leads in real-time. Name, contact, project interest, budget, configuration—all captured within seconds of submission.
Website Forms
JavaScript Snippet
Contact forms, brochure downloads, callback requests, chatbot conversations. All form fields plus page visited, referral source, and device info.
Walk-Ins
Mobile App / Tablet
Rep enters basic details via mobile app or tablet at site office. System enriches automatically with visit notes and photos.
Phone Inquiries
Auto-Logging from Telephony
Calls to tracking numbers create or update lead records. Caller ID, call recording, AI transcription and summary—all captured automatically.
Referrals & Partners
Partner Portal / Tracking Links
Unique tracking enables source attribution. Referrer details, commission tracking, and lead info all captured with instant attribution.
Marketing Campaigns
UTM + Direct Integrations
Facebook, Google, Instagram, email, SMS. Campaign, ad set, creative, cost data—all captured with full attribution for ROI tracking.
Zero manual entry. Every lead captured automatically with full source attribution and instant routing to the right rep.
AI That Knows
Who's Ready to Buy
Not all leads are equal. Zetta's AI analyzes multiple signals to score leads, so your team focuses effort where it matters most.
Behavioral Signals
- Website engagement (pages, time, frequency)
- Email open and click rates
- Brochure downloads
- Response speed to outreach
Conversation Signals
- Budget clarity and alignment
- Timeline urgency
- Decision-maker identification
- Buying intent phrases
Demographic Fit
- Budget match to inventory
- Location alignment
- NRI status (if applicable)
- Past purchase history
Engagement Recency
- Days since last interaction
- Response to recent outreach
- Site visit completion
- Follow-up engagement
Lead Score Categories
Automatic prioritization for your team
Ready to buy, high intent. Immediate senior rep attention.
Interested, needs nurturing. Regular follow-up, site visit push.
Some interest, not ready. Nurturing sequence, monthly check-in.
Low intent or poor fit. Automated nurturing, re-engage later.
See Your Revenue
Before It Happens
Visual pipeline management that turns chaos into predictability. Know exactly where every deal stands and what's coming next.
Sales Pipeline
Drag-and-drop Kanban view
Customizable Stages
Add, remove, rename stages to match your sales process exactly.
Drag-and-Drop Kanban
Move deals between stages with simple drag-and-drop. Visual and intuitive.
Weighted Pipeline
Auto-calculated probability based on stage and score. Accurate forecasting.
AI Forecasting
AI adjusts probabilities based on actual conversion patterns. Predictable revenue.
CRM That Works
For Real Estate
Purpose-built features that eliminate manual work and keep your team focused on closing deals.
Auto-Capture
Leads from all sources automatically flow into CRM. No copy-paste. No missed leads.
Smart Deduplication
AI identifies and merges duplicate leads across sources. One customer, one profile.
Auto-Assignment
Rules-based or round-robin assignment. Route by project, source, location, or rep capacity.
Activity Auto-Logging
Calls, emails, and WhatsApp automatically logged. AI generates summaries. Reps just sell.
Task Management
Create tasks manually or automatically. Reminders via push, email, or WhatsApp. Overdue alerts.
Team Collaboration
Internal notes, @mentions, handoff summaries. Any rep can pick up where another left off.
Mobile CRM
iOS and Android apps with full functionality. Update on the go. Work from anywhere.
Custom Fields
Add custom fields for your specific data needs. Dropdowns, dates, numbers—any format.
From Lead Chaos to Sales Machine
Real transformations from real estate teams who switched to Zetta CRM.
All Leads, One View
Leads from 6+ sources scattered across systems. Reps don't know what they have.
Zetta captures all leads automatically with source attribution. One unified database.
First Response in 60 Seconds
Leads wait hours for response. Competitors call first.
Auto-assignment + AI Voice Agent = instant response. Hot leads flagged for human follow-up.
Predict Revenue Accurately
Sales forecasts are guesswork. Leaders can't plan.
AI-weighted pipeline with historical accuracy adjustment. Visual forecast dashboard.
Selling, Not Typing
Reps spend 2+ hours daily on CRM updates. Time lost.
Auto-logging eliminates manual data entry. AI summaries replace note-taking.
Revive Lost Opportunities
Old leads forgotten. No systematic re-engagement.
Stale lead identification + automated nurturing sequences. AI detects renewed interest.
Know What's Working
No visibility into rep activities and effectiveness.
Activity tracking, conversion metrics, and performance dashboards by rep.
CRM That Delivers Results
Measurable improvements across every metric that matters to your real estate business.
"Before Zetta, we were losing 25% of our leads just to poor data management. Now we have 100% visibility into every lead from every source. Our conversion rates have doubled."
Ready for Complete
Lead Visibility?
See how Zetta CRM captures every lead and closes more deals.
Trusted by leading real estate developers across India
Got Questions?
Everything you need to know about Zetta CRM & Lead Management.
Still have questions?
Contact our CRM specialists