Leadvio CRM: Real Estate CRM Software for Channel Partners

Leadvio CRM

Every lead in. Every follow-up done. Every commission tracked.

Leadvio CRM is the core system built only for channel partners. Leads from Facebook, 99acres and WhatsApp land in one pipeline, your team calls and follows up on every record, site visits and bookings run on the same lead, and commission is tracked from booking to payout.

Free for up to 3 users. No credit card needed.

LeadvioLeadvio
New leads today
48
Facebook · 99acres · WhatsApp
Follow-ups due
23
6 overdue, shown in red
Site visits today
9
Across 4 projects
Commission pending
₹6,40,000
Across 7 booked deals
Pipeline, right now
New48
Sneha Nair
Imran Shaikh
Follow-up132
Anil Verma
Pooja Rao
Site visit37
Ramesh Gupta
Kavita Joshi
Booked12
Vikram Mehta
Farah Khan
Today's follow-ups
RG
Ramesh Gupta
Confirm Saturday site visit
Overdue
PN
Priya Nair
Share revised cost sheet
11:30 AM
RS
Rohan Shah
Second call, budget discussion
1:00 PM

The four leaks every channel partner knows

None of these are effort problems. They are system problems, and they are exactly what the CRM is built to close.

Lost leads

Enquiries scattered across portal dashboards, ad managers, WhatsApp chats and notebooks. Some are never called at all.

Missed follow-ups

A buyer who needed two more days gets forgotten in a busy week. Nobody notices until the deal is already gone.

No site visit visibility

Visits are promised on calls and chats. Which ones actually happened, and what came out of them, lives in memory.

Commission confusion

Slabs in one file, bookings in another, payouts argued from old messages. Money you earned becomes money you chase.

How it works

One record, from enquiry to commission

1

The lead lands

Facebook, 99acres and WhatsApp enquiries flow into one pipeline, source recorded, owner assigned.

2

Your team works it

Calls from the lead record, WhatsApp on the same thread, and a next follow-up date on every lead.

3

Visit, EOI, booking

Site visits scheduled and proven, then EOI and booking managed with a KYC checklist on the record.

4

Commission to payout

The project slab applies at booking. Earned, approved and paid stay visible until the money lands.

Every lead lands in one pipeline

Stop checking four places for enquiries. Leadvio captures leads from Facebook, 99acres (through supported alert email automation) and WhatsApp into the CRM, records the source on every lead, and puts the whole team on one list.

  • Direct ingestion from Facebook, 99acres and WhatsApp
  • Source and project recorded on every lead
  • Owners assigned, so no lead sits unclaimed
  • Duplicates and scattered lists end at one pipeline

Go deeper: Lead Management and Pipeline.

Leads arriving, all sourcesLive feed
SN
Sneha Nair
Lodha Sterling
Pages Studio
IS
Imran Shaikh
Godrej Ascend
Facebook
DM
Divya Menon
Runwal Gardens
99acres
AP
Arjun Pillai
Lodha Sterling
WhatsApp
RG
Ramesh Gupta
Confirm Saturday site visit
Overdue by 2 hrs
PN
Priya Nair
Call back on revised pricing
Due 11:30 AM
RS
Rohan Shah
Send Godrej Ascend brochure on WhatsApp
Due 1:00 PM
KJ
Kavita Joshi
Post visit follow-up, cost sheet requested
Due 4:00 PM

A lead with no next step does not exist in Leadvio. Every record carries a follow-up date, and overdue work is visible to the agent and the manager.

Follow-ups that do not slip

Your team calls from the lead record, logs the outcome there, and sets the next follow-up before moving on. Telecalling, WhatsApp and follow-ups live on one timeline, so the next step is never a guessing game.

  • A next follow-up date on every single lead
  • Overdue follow-ups visible to agent and manager
  • Calls and WhatsApp chats on the same lead record
  • Quiet leads surface before they go cold for good

Go deeper: Follow-ups and WhatsApp CRM.

Site visits and bookings, on the record

Schedule the visit on the lead, keep the buyer and agent on the same record, and record location proof when the visit completes. When the deal moves, EOI and booking are managed on that same record, with a KYC checklist your team works through step by step.

  • Visits scheduled with buyer, project and agent attached
  • Location proof recorded on completed visits
  • EOI and booking steps tracked on the lead
  • A KYC checklist, worked in order, nothing skipped quietly

Go deeper: Site Visit Management and Booking and Post-Sales.

Booking checklist, Vikram MehtaIn progress
Site visit completed, location proof on record
EOI form and cheque collected
Unit allotted, Lodha Sterling 3 BHK
KYC checklist: buyer documents verified by the team
Registration scheduled with the developer
The checklist keeps the paperwork moving. Leadvio does not store your customers' identity documents.
Vikram Mehta · Lodha Sterling 3 BHK
Slab 2 · 2%
₹2,90,000
EarnedApprovedPart paidPaid
Farah Khan · Godrej Ascend 2 BHK
Slab 1 · 1.5%
₹1,47,000
EarnedApprovedPart paidPaid
Nikhil Bose · Runwal Gardens 2 BHK
Slab 1 · 1.5%
₹84,000
EarnedApprovedPart paidPaid

Slabs are set per project. When a booking is recorded, the expected commission is visible from day one, and every payout stage is tracked on the deal.

Commission without the confusion

Set commission slabs per project once. When a booking is recorded, the matching slab applies and the expected commission is visible from the start. Payouts are tracked in stages on the deal, so a dispute is settled by opening the record, not by arguing from memory.

  • Commission slabs configured per project
  • Earned, approved and paid visible on every deal
  • Part payments tracked, pending amount always clear
  • The slab, booking and payout history in one place

Go deeper: Commission Tracking, or run your own numbers on the free commission calculator.

See it work

One system, four working views

The pipeline, today's follow-ups, site visits and commissions are not four tools. They are four views of the same lead data.

New leads
Sneha Nair
Pages Studio
Imran Shaikh
Facebook
Divya Menon
99acres
In follow-up
Anil Verma
Call done
Pooja Rao
WhatsApp open
Nikhil Bose
Call done
Site visit set
Ramesh Gupta
Sat 11 AM
Kavita Joshi
Sun 10 AM
Booked
Vikram Mehta
EOI done
Farah Khan
Registered

Ready to see it on your own leads? Start free or check pricing.

3 sources, 1 list

Facebook, 99acres and WhatsApp leads in one pipeline

A next step, always

Every lead carries a follow-up date, overdue in plain sight

Visits with proof

Location proof recorded on completed site visits

Booking to payout

Commission tracked in stages on every deal

These are product mechanics, not customer results. Leadvio CRM is built by 13Fold Labs in Mumbai, only for Indian channel partners.

Who this is for, and who it is not

Built for you if

  • You run a channel partner team of 3 to 15 people
  • You sell developer inventory across Mumbai, Thane and the wider MMR
  • Leads come from portals, ads and WhatsApp at the same time
  • Commission tracking with developers is a monthly argument today

Not the right fit if

  • You are a developer's in house sales team running only your own projects
  • You sell products or services outside real estate
  • You are a solo broker with a handful of leads a month, a notebook may honestly be enough

FAQ

Leadvio CRM is the core Leadvio system for channel partners. It brings leads from Facebook, 99acres and WhatsApp into one pipeline, and carries every lead through telecalling, follow-ups, site visits, booking and EOI, and commission payout tracking.

Leadvio captures leads from Facebook, 99acres (through supported alert email automation) and WhatsApp into the CRM, with the source recorded on every lead.

Yes. Your team calls from the lead record, logs the outcome there, and sets the next follow-up before moving to the next lead.

Every lead carries a next follow-up date, and overdue follow-ups are visible to the agent and the manager, so a quiet lead gets chased instead of forgotten.

Yes. The same record covers calls, WhatsApp chats, site visits with location proof, booking and EOI management with a KYC checklist, and commission payout tracking after the deal closes.

Leadvio is free for up to 3 users, with no time limit. For bigger teams, pricing is by team size: Team 5 is ₹4,995 per month, Team 10 is ₹8,490 per month, Team 20 is ₹14,980 per month, and Team 50 is ₹32,450 per month, plus GST. The per user price drops as the team grows: ₹999, ₹849, ₹749 and ₹649 per user. There is no free trial on paid plans; the free plan is the way to start.

Run your whole pipeline in one place

Bring your real leads in from Facebook, 99acres and WhatsApp and judge the follow-up, site visit and commission flow on your own work. Start free today, free for up to 3 users, or book a demo first.

Free for up to 3 users. No credit card needed.