Crm manager – real estate

We are looking for a CRM Manager / Executive to take complete ownership of our CRM system and ensure smooth management of leads, sales activities, follow-ups, site visits, and customer data. The candidate will be responsible for CRM setup, daily operations, reporting, coordination with sales & marketing teams, and maintaining accurate data throughout the sales funnel.

Key Responsibilities

Take complete ownership of the CRM software and its day-to-day operations Manage and maintain all leads received from Meta, Google, portals, website, Whats App, calls, and other sources Ensure proper lead entry, allocation, tracking, and status updates Assign leads to the appropriate sales team members Monitor sales team lead follow-ups and response time Track the complete lead journey: Lead → Contacted → Qualified → Site Visit → Follow-up → Negotiation → Booking Maintain accurate customer and prospect information in the CRM Track site visits, cancellations, reschedules, negotiations and closures Create and maintain CRM pipelines, stages, forms, fields, workflows and automations Set up and manage lead integrations with Meta Ads, Google Ads, website, Whats App, portals, etc. Identify and resolve CRM-related technical or operational issues Coordinate with CRM/software vendors or technical teams whenever required Prepare daily, weekly and monthly CRM reports Provide reports on: Total leads Source-wise leads Salesperson-wise leads Follow-ups Qualified leads Site visits Negotiations Bookings Conversion rates Monitor lead quality and source-wise performance Ensure no leads are missed, duplicated, or left without follow-up Maintain proper data hygiene and CRM discipline Train and support sales team members on CRM usage Create SOPs and ensure the sales team follows the CRM process Coordinate closely with Digital Marketing, Sales and Management Provide insights to management regarding lead performance, sales pipeline and conversions

Required Skills

Experience with CRM software / Real Estate CRM Strong knowledge of lead management and sales pipeline management Understanding of Meta & Google lead integrations Good knowledge of Excel / Google Sheets Strong reporting and analytical skills Good communication and coordination skills Ability to manage large volumes of leads Problem-solving and troubleshooting ability Strong attention to detail

Preferred Experience

CRM Executive: 1–3 years CRM Manager: 3–6+ years Real estate industry experience preferred Experience with CRM platforms such as Lead Squared, Zoho CRM, Salesforce, Sell. Do, Broker Spot, CRM24/real-estate CRMs is an advantage.

Key Requirement

The selected candidate should be able to handle the complete CRM function independently—from CRM setup, lead integration, and lead management to sales tracking, reporting, automation, data management, and CRM optimization.