Telodial: Telecalling CRM for Real Estate, From Portal Lead to Site Visit
A telecalling CRM for real estate is a phone-first sales app that keeps each buyer's enquiry, calls, site visits and callbacks on one record. Telodial puts that record on every broker's phone and rings each promised follow-up on time.
Viewings agreed on Tuesday ring the broker the evening before, launch lists dial themselves from the broker's own SIM, and the buyer who postponed in January is back in the queue in July.
- Portal leads straight into a broker's queue
- Site visits reminded the evening before
- Selfie attendance and routes for field brokers
Updated · First published
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What is a telecalling CRM for real estate?
A telecalling CRM for real estate is software that holds each buyer's enquiry, calls and next step, and reminds the broker when to ring again.
Telodial does this on the broker's own phone: portal enquiries import into a calling queue, and every viewing and callback rings on time.
Property is sold over the phone across months, so a real estate team needs its calling and its memory in the same place. Telodial, a telecalling CRM that brokers run on Android or iPhone, pulls portal and ad enquiries from a live sheet or webhook and deals them round robin, one broker per buyer. When a known buyer rings, their name, stage and latest remark fill the screen before the broker answers, locked phone or not. When the call ends the broker taps an outcome, types what the buyer wanted and picks the next date, and a viewing reminder can carry a WhatsApp with the location that goes to the buyer when it fires. Brokers who spend the afternoon on site visits start the day with a selfie punch-in, after which the owner can follow their route, stops and kilometres on a web map until they punch out. Each broker seat is priced at ₹176 monthly when the brokerage pays for the year, about $31 annually (October 2026 pricing).
- Portal and ad enquiries reach one broker each
- Budget, area and last remark show on the call screen
- Brokers on site visits punch in with a live selfie
Telecalling CRM for real estate benefits
- Faster first call on portal leads Each new enquiry lands in one broker's queue while the buyer is still comparing listings.
- Buyer history on every call Budget, preferred area and the last remark show before the broker says hello.
- Viewing reminders A Sunday viewing rings the broker on Saturday and can send the buyer the location on WhatsApp.
- Long follow-up memory A buyer who postpones keeps a dated reminder that stays open until a broker marks it done.
- Field visit tracking Brokers out on viewings punch in with a selfie, and their day shows as a route with kilometres.
- One owner per buyer Round robin assignment stops two brokers from ringing the same buyer.
Where buyer leads go cold
Portal enquiries cool by lunchtime
A buyer shortlisting five listings at breakfast gives the viewing to whichever broker rings first. Call them tomorrow afternoon and you hear a polite "we have already seen something".
Buyers repeat themselves
Budget, floor preference, whether the mortgage is approved: told to one broker once, lost by the callback. Serious buyers notice, and drift to whoever sounds like they were listening.
Weekend viewings evaporate
Agreed on Tuesday, due on Sunday, and with nothing nudging either side on Saturday the morning is wasted and the weekend sells nothing.
Postponed buyers buy elsewhere
Somebody who put the purchase off in January buys in July from whichever broker remembered to ring. Nothing reminded you, so it was not you.
A brokerage's day, moment by moment
| Moment | What the team does | What Telodial does |
|---|---|---|
| A portal enquiry arrives | Rings the buyer while they are still comparing listings | Pulls the row from the connected sheet or webhook, tags the portal and assigns one broker round robin |
| The first call | Asks budget, area, financing and family size | Shows earlier answers on the call screen and saves new ones from the after-call sheet |
| A viewing is agreed | Fixes Sunday at 11 with the buyer | Sets a Saturday evening reminder that can send the location on WhatsApp as it fires |
| Out on viewings | The broker drives between properties | Records the route and the stops while the broker is punched in |
| Launch day | Works every past enquiry for the new tower | Auto dials the list from the broker's SIM and redials the buyers who did not answer |
| The buyer postpones | Agrees to talk again after the holidays | Keeps that reminder open until a broker marks it done, with every remark attached |
| Evening review | The owner checks each broker's day | Shows the team call logs, analytics rings and the attendance report |
How the Telodial app and web dashboard handle a brokerage day, read from the feature list of 14 October 2026.
How a telecalling CRM for real estate works
- 1
Portal and ad leads import themselves
Connect the Google Sheet or webhook your portal account or ad campaign fills. New rows become leads with a source tag and go round robin into a broker's calling queue.
- 2
The first call happens in minutes
Fresh enquiries sit at the top of the queue. The buyer who enquired at nine answers at nine fifteen; the one from Tuesday has stopped picking up.
- 3
Every detail sticks to the record
Budget, area, financing and who else decides are saved as custom fields and remarks during the call, and come back on screen at every callback afterwards.
- 4
Viewings and callbacks ring on time
The Sunday viewing rings on Saturday evening; the buyer who said "after the holidays" resurfaces exactly then, with the full history attached.
Lead stages a brokerage actually uses
WhatsApp templates for buyers
Replace what is inside the [brackets], save each one as a template, and attach it to a status so it sends itself.
After the first call
Hello [name], [your name] from [firm]. Sharing the details of [project] as promised: [link]. [bedrooms]-bedroom homes from [price], handover [date]. I can arrange a viewing this weekend, tell me a time that suits you.
Viewing reminder
[name], a reminder about tomorrow's viewing at [project] at [time]. Here is the location: [map link]. I will be on site to show you round. Message me here if the plan changes.
Example: four brokers in Dubai
Picture Omar, who runs a resale and off-plan brokerage in Dubai Marina with four brokers. Property portals and one social ad campaign bring in about 60 enquiries on a weekday, most of them before 2 pm, and each broker also has about 20 callbacks due.
Round robin hands each broker about 15 fresh enquiries a day as they arrive, so nobody splits a sheet at noon. The order of the day becomes simple: new enquiries first, then the callbacks that are due, then yesterday's no-answers, which the auto dialer rings again by itself.
Two of the brokers spend their afternoons on viewings. They punch in with a selfie in the morning, and Omar sees each one's stops and kilometres on the web route map. On Monday he reads the team call logs and the attendance report instead of asking anyone for a spreadsheet.
A worked illustration with round numbers, not a customer record.
Who should buy something else
A developer that needs unit inventory, booking forms, payment schedules and a channel-partner portal wants a property ERP or a project-based real estate CRM; Telodial can sit beside one for the calling, but it will not replace it. Recordings come from the handset: Telodial picks up the files the broker's phone saves, so a brokerage whose phones save no recordings has nothing to bring in. And an agency that answers every enquiry inside a portal's own inbox and never phones buyers gets little from a calling CRM.
Telecalling CRM for real estate FAQ
Which telecalling CRM suits real estate brokers best?
When a brokerage of two to fifty people rings buyers on personal handsets, the best telecalling CRM for real estate is Telodial, because portal import, the dialer, viewing reminders and the buyer's history sit in one app. A developer that also needs unit inventory and payment schedules should pair it with a property ERP.
Is Telodial a real estate CRM?
Telodial is a telecalling CRM for real estate brokers and other phone-led sales teams: it dials from the broker's own SIM, opens the buyer's record during the call and saves status, remark and next visit in two taps. It does not manage unit inventory or bookings.
How much does a telecalling CRM for real estate cost with Telodial?
₹176 a broker each month when the brokerage pays yearly, which is ₹2,112 per broker a year ($31). The shorter 3-month plan is ₹297 a month per broker. Tax is added on top; a brokerage can try every feature free for three days without a card.
Can a telecalling CRM import leads from property portals?
Yes, when your portal account or ad agency can deliver enquiries into a Google Sheet or post them to a webhook. Telodial checks the source in the background, tags each new lead with its portal and assigns it round robin, so portals can be compared on viewings and bookings rather than raw enquiry counts.
Can I track brokers who are out on site visits?
Yes. A broker punches in with a live selfie and, after agreeing once on a consent screen, shares live location only while punched in. The owner sees the day as a route with stops, minutes at each stop and kilometres on a web map, and can export attendance to Excel.
Buyers call back after months. Will the history be there?
Yes. Calls, stage changes, remarks and WhatsApp messages stay on the buyer's record in your company account. Somebody ringing back eight months later appears with everything they told you already on screen.
Can I call a property launch list quickly?
Yes. Import the list and the auto dialer rings it one number at a time, with the outcome saved between calls, a gap you choose and auto redial for buyers who did not pick up. Three brokers sharing four hundred numbers is then a long day rather than a week.
Can brokers record calls with buyers?
Yes, through the handset: whatever the broker's phone saves is pulled into Telodial automatically, and a single recording can also be shared into the app, while Telodial runs no recorder of its own. Consent rules for recording differ by country, so check your own before recording buyers.
Do brokers on iPhone get the same app?
Yes. The Telodial iPhone app has every feature except reading the phone's own call log, so an office with both Android and iPhone brokers runs one account.
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Which property enquiry leak to fix first
Which leak should a brokerage fix first?
A portal enquiry waits a day before anyone rings.
Fix the arrival, not the effort. Nobody in the office is lazy; the lead is sitting in a portal inbox that one person checks twice a day. A lead that drops into a broker's queue by itself removes the delay without anybody working harder.
Sunday viewings are agreed and then missed.
Remind both sides the evening before. A viewing fixed on Tuesday is honestly forgotten by the weekend, on both ends of the phone. One reminder at the right hour turns a wasted morning into a viewing.
A buyer who postponed is never called again.
Put the date on the record, not in a head. Long cycles are normal in property. What is not normal is that nothing rings six months later, so the buyer who said "not yet" ends up purchasing through whoever remembered.
What do property teams search before choosing a CRM?
What is CRM in real estate?
In real estate, CRM means keeping every buyer and seller enquiry as one record with its source, budget, preferred areas, visits and conversations, so the next call continues the last one. For a developer it often covers inventory and bookings too; for a broker it is mostly calling and follow-up discipline.
How to follow up with real estate leads?
Ring a fresh enquiry within the hour, agree a specific next step on every call (a visit, a document, a date to speak again) and write that step down before hanging up. After a visit, call within a day while the buyer is still comparing, then space calls around real events: a price revision, a new tower, a mortgage approval.
What should a real estate telecalling script say on the first call?
Four things, in any language: confirm which listing the buyer saw, ask budget and preferred area, offer two viewing slots, and agree how to send the location. Telodial does not ship scripts; each team writes its own in the language it sells in, and the app itself runs in more than 40 languages for the broker.
How do you stop two brokers calling the same buyer?
Assign the enquiry the moment it arrives, in rotation or by source, so ownership is settled before anybody dials. Without that, the two keenest people in the office both ring, and the buyer decides the firm is disorganised before seeing a single flat.
Give the team a phone that keeps the record
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