Generic CRMs are built for selling subscriptions and services. A real-estate developer sells a specific plot number on a specific layout, with a booking amount, a payment plan tied to construction stages, a broker who expects commission, and a buyer who wants to know when the next instalment is due. Forcing that into Zoho or Salesforce means custom fields, spreadsheets on the side and a plot that gets sold twice because two salespeople had stale data.
Siteboard is AICLEX Technologies' own real-estate CRM, built for plot developers, township projects and builder-floor sellers across India. It manages the site inventory visually, controls bookings so double-selling is impossible, generates payment schedules and demand letters, tracks channel partners and their payouts, schedules site visits and sends every update to the buyer on WhatsApp through WhatsPilot. Pricing is a flat Rs 1,00,000 per year for Developer Pro.
Inventory: the layout is the system
Siteboard starts with your layout plan. Every plot, flat or shop is a record with dimensions, facing, corner or park-facing premium, rate, PLC and status. Salespeople see a colour-coded map: available, held, booked, registered, cancelled. A hold expires automatically after the period you set, so a buyer who says 'main kal booking amount deta hoon' does not lock the plot for a week. Rate revisions are applied per phase or block with an effective date, and every past quotation keeps the rate that applied on that day.
For township projects with multiple phases and product types, filters let a salesperson answer 'east-facing 200 sq yd corner plots under Rs 40 lakh in Phase 2' in seconds while the customer is standing there, instead of calling the office.
Bookings, payment schedules and collections
When a booking is created, Siteboard captures the buyer's KYC, co-applicant details, the agreed rate, discounts with approver name, and the payment plan chosen: down payment, construction-linked, time-linked or custom. It generates the instalment schedule, and each due date triggers a demand letter and a WhatsApp reminder through WhatsPilot. Receipts are recorded against instalments, with part payments, cheque bounces and late-payment interest handled explicitly.
The collections dashboard shows outstanding by project, by block and by buyer, ageing buckets, and who on the team is responsible for follow-up. Cancellations follow a defined workflow with refund calculation as per your terms, and the plot returns to inventory only after approval.
- Sample WhatsApp reminder: 'Namaste {{1}}, plot {{2}} ki instalment Rs {{3}} {{4}} tak due hai. Payment link: {{5}}. Receipt milne ke baad update mil jayega.'
- Demand letters and receipts as branded PDFs from your templates
- Bank reconciliation by uploading a statement and matching receipts
Brokers and channel partners
A large share of plot sales in India comes through brokers and channel partners, and commission disputes are where relationships break. Siteboard gives every partner a login where they can register a lead against a project. The first registration wins for a defined validity period, so two brokers claiming the same buyer is settled by the system's timestamp, not by argument. Partners see the status of their leads and site visits but never the full inventory or other partners' leads.
Commission slabs are configured per project and partner type, calculated automatically on booking or on payment milestones, and shown as a payout ledger with TDS deduction. Partners get a WhatsApp update when a payout is approved.
Leads, site visits and WhatsApp updates
Leads from 99acres, MagicBricks, Housing, Meta ads, your website and walk-ins flow into one queue with source tracking. Duplicate numbers are merged. Assignment rules route leads by project or location. Site visit scheduling shows the site team's calendar, books a slot, sends the buyer a confirmation with location pin on WhatsApp and reminds them the day before. Visit outcomes are logged from a mobile screen while the sales executive is still at the site.
Because Siteboard connects to WhatsPilot natively, every buyer-facing event has a WhatsApp message: visit confirmation, booking confirmation, receipt acknowledgement, instalment reminder, construction progress photo, registration date. If you use Zonvo, uncontacted leads can be called by the AI agent and the summary lands on the lead record.
Siteboard vs generic CRMs: an honest comparison
If your business sells services or you already run Zoho or Salesforce across a large company, a generic CRM with heavy customisation may be the right choice, and we build CRM customisations too. Generic CRMs have broader marketing automation, deeper email tooling and bigger integration marketplaces than Siteboard. What they do not have out of the box is a layout-linked inventory, hold logic, construction-linked payment plans, demand letters, broker ledgers and cancellation workflows. Building those on a generic platform typically costs more than Siteboard's annual fee and takes months.
Siteboard is best for developers and plot sellers with one to twenty projects, teams of 3 to 50 users and a real need to stop double-selling and collection leakage. It is not an ERP for construction procurement or accounting, and we say so upfront.
Implementation and timeline
Week 1: we import your layout, rates and existing bookings from Excel, configure payment plans and partner slabs, and set up user roles. Week 2: WhatsPilot templates are submitted, lead sources are connected, and your team is trained on desktop and mobile. Week 3: go live, with our team on call daily. Historical collections can be imported so outstanding reports are accurate from day one. Most developers are fully live in 2 to 3 weeks.
Success is measured on three numbers we set at kickoff: instalment collection on time, site visits booked per 100 leads, and hours per week the office spends preparing statements and reminders.
Who this is for
- Plot and township developers selling from a layout plan with phases and premium locations
- Builders selling flats and builder floors on construction-linked payment plans
- Developers who work with 10 or more brokers and channel partners and need commission clarity
- Sales teams handling leads from 99acres, MagicBricks, Housing and Meta ads
- Developers with 2 to 20 projects who have outgrown Excel and WhatsApp groups
- Real-estate marketing companies managing sales for multiple developers
Why choose AICLEX™
Built by us, for Indian plot sales
Siteboard is our product, designed around layouts, holds, PLC, construction-linked plans and broker ledgers, not adapted from a Western sales tool.
WhatsApp and AI calling built in
WhatsPilot and Zonvo are ours too, so buyer reminders and lead calling are native features rather than integrations that break.
Flat, predictable pricing
Rs 1,00,000 per year for Developer Pro, with a GST invoice. No per-user pricing that punishes you for adding a site executive.
We tell you when it is not a fit
If you need procurement, accounting or a nationwide multi-entity ERP, we will say so and point you to the right stack, including our own ERP work if relevant.
Pricing
Siteboard Developer Pro is Rs 1,00,000 per year, including setup, data import, training and support for one developer entity. WhatsApp reminders require a WhatsPilot plan from Rs 1,599 per month plus Meta conversation charges. Custom modules, portal integrations beyond the standard set and Zonvo calling are quoted separately after a discovery call. GST invoice provided.
Frequently asked questions
How much does real estate CRM software cost in India?+
Siteboard Developer Pro is a flat Rs 1,00,000 per year plus GST, covering setup, import and support. Generic CRMs charge per user per month, which for a 15-person team with real-estate customisation often exceeds that figure once implementation is included. WhatsApp messaging is billed separately through WhatsPilot and Meta.
Can I import my existing bookings and Excel data?+
Yes. We provide an import template for plots, buyers, bookings, payment plans and receipts to date. Our team validates the file, flags mismatches such as plots sold twice on paper, and loads it during week one. Historical data is preserved so outstanding and ageing reports are correct from the first login.
Can brokers see my full inventory?+
No. Channel partner logins show only the leads they registered, their status, visit schedules and their own payout ledger. Inventory visibility for partners is off by default and can be limited to a summary of availability by block if you choose to enable it.
Do WhatsApp updates need a green tick or a verified number?+
Updates go through the WhatsApp Business API on WhatsPilot, which needs Meta Business verification for full sending limits. The green tick is a separate badge granted by Meta at its discretion and is not required. Templates for reminders and confirmations are submitted for approval during setup.
How long does implementation take?+
Most developers are live in 2 to 3 weeks: layout and data import in week one, WhatsApp templates, lead sources and training in week two, go-live in week three. Larger townships with many phases and years of historical collections may take 4 to 5 weeks.
Where is my buyer data stored and is it secure?+
Siteboard runs on India-hosted servers with encrypted storage, role-based access, audit logs of every rate change and booking edit, and daily backups. Buyer KYC documents are access-controlled. We sign an NDA on request and your data can be exported in full if you ever leave.