Leadvio Real Estate Pipeline Management Software for Channel Partners
Enterprise-grade
Pipeline Visibility.
Ditch the spreadsheets. Our centralised pipeline view gives complete visibility into fresh inquiries, pending follow-ups, and the dead pool, so your team can sort, filter, and assign every lead from one board.
New Incoming
24Attempted
12Connected
8Site Visit Set
4Built for volume.
Engineered for privacy.
Every feature is designed for the way channel partner firms in India actually work: many lead sources, many projects, one visible pipeline.
Smart Round-Robin
Distribute leads fairly across your telecalling team based on custom weighting rules. Automatically pause distribution for agents on leave.
Export Restrictions
Your data is your biggest asset. Natively block CSV exports for specific user roles - telecallers can view numbers but cannot bulk download lists.
The Dead Pool
Leads inactive beyond your configured period move into the Dead Pool, where your team can review and restart follow-up. WhatsApp remains a click-to-chat action on each lead.
Custom Stages
Rename pipeline columns to match your exact firm's methodology. Ensure your CRM adapts to your sales flow, not the other way around.
Every lead, tracked to the exact detail.
Keep CRM activity together on each lead: capture source and assignment, review call and follow-up history, and track site-visit outcomes. WhatsApp messages remain in WhatsApp.
- Call and follow-up timeline
- WhatsApp click-to-chat from a lead
- Assigned site-visit manager notes
Every Journey Starts With a Visible Pipeline
The pipeline is where the journey becomes visible. A lead is captured once, placed in a stage, and from there every call, visit, booking and payout happens in the open, on the same record.
Frequently Asked Questions
Every lead your firm is working, placed in its current stage, from new enquiry through to booking. You can sort, filter and search the board, and opening any lead shows its full timeline of calls, messages, visits and status changes on one record.
New leads are assigned by round-robin across your team, and the rotation can be weighted so some agents receive more leads than others. An agent on leave can be paused in the rotation, and a lead can be reassigned at any time.
The Dead Pool holds leads that have gone inactive under your inactivity settings, so they stop cluttering the active board. They are not deleted: you can open any dead lead and restart the conversation with WhatsApp click-to-chat when the timing is better.
Yes. Stage names and the flow can be matched to how your firm sells, and leads move between stages as your team works them. Existing lists can be brought in by CSV import with duplicate checking, so your old data becomes the starting pipeline.
Exports are controlled by role, so owners and admins decide which roles may download lead data. Your database cannot be exported by everyone who is allowed to view it.
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.
Stop losing leads to chaos.
Deploy Leadvio's pipeline management and immediately gain control over your telecalling team's velocity.
Book Live Demonstration