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.
Doing business in Allahabad
Allahabad, now officially Prayagraj, is the judicial and educational capital of Uttar Pradesh, home to the Allahabad High Court, the University of Allahabad, IIIT, MNNIT and a large network of coaching centres in Civil Lines, Katra and Allahpur that prepare students for civil services, banking and engineering exams. The Sangam and the Kumbh Mela make it one of India's most important pilgrimage centres. Lawyers, chartered accountants and government offices generate steady demand for professional services, while Naini Industrial Area hosts glass, cables, engineering and food processing units and ITI Naini. Wholesale trade in Chowk and Mutthiganj, guava and agri trading, printing and publishing, and a growing real estate market along Jhunsi and Naini complete the picture. Hindi is the language of business, with English in law and education. WhatsApp and UPI are used by nearly every institute, hotel and shop.
What Allahabad businesses use real estate crm for
- Civil Lines and Katra coaching institutes automating enquiry replies, counselling call-backs with Zonvo AI and demo-class booking
- Hotels and dharamshalas near Sangam confirming bookings and sharing route details on WhatsApp during Magh Mela and Kumbh seasons
- Law firms and CA practices sending hearing date reminders and document requests to clients through WhatsPilot
- Naini manufacturers automating dealer quotations and dispatch confirmations
Real Estate CRM for Allahabad's key industries
Schools, colleges & coaching institutes
Schools and coaching institutes do not sell flats, but Siteboard's inventory, booking and payment schedule model maps closely onto seat management. We adapt it so each class, batch or hostel room is an inventory unit with capacity, enquiries are tracked against seat availability, admission confirmation becomes a booking with a fee schedule of instalments, and reminders and receipts go out automatically. A coaching institute with limited batch sizes can waitlist students and release seats. Where the institute needs full academics and fees, Campus ERP is the better fit. After adaptation, seat status is always current, fee instalments are tracked without spreadsheets, and admission teams stop over-promising batches.
CA firms, law, consulting & finance
CA firms, lawyers and consultants often manage property or project accounts for real estate clients, and Siteboard gives them a client-facing tool. We configure it so a firm handling project accounts for builders can track unit inventory, booking schedules, collections and RERA reporting on behalf of clients. A property management consultant can manage multiple owners' units, tenants and rent schedules. For the firm's own practice management and client relationships, our generic CRM is the right recommendation. A frequent issue is holding client property data in personal spreadsheets without an audit trail. After setup, firms deliver periodic reports from the system and clients see collections and outstanding.
Hotels, tourism, restaurants & weddings
Hotels, resorts and wedding venues have inventory that behaves like real estate: halls, lawns and dates. Siteboard adapts to banquet and venue booking particularly well: each hall and date is an inventory slot, enquiries carry event size and budget, bookings convert with advance and milestone payments, and reminders go out before each payment date. A resort can stop double-booking wedding dates and track balances before the event. For daily room booking, a dedicated PMS with channel manager is better. A common error is confirming dates on phone before advance is received. After setup, the event calendar is reliable, advances are collected on schedule, and families receive clear payment statements.
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.
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.
How we serve Allahabad
AICLEX delivers Prayagraj projects remotely via Zoom and WhatsApp, with Hindi-first chatbot flows suited to coaching institutes, hospitals and hotels that receive a surge of enquiries around exam seasons and religious events. UPI collection, Zonvo AI calling for counselling call-backs and Siteboard for Jhunsi and Naini projects are frequently combined.
Why Allahabad businesses 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.
Questions from Allahabad clients
Do you provide real estate crm for businesses in Allahabad?+
Yes. AICLEX delivers Prayagraj projects remotely via Zoom and WhatsApp, with Hindi-first chatbot flows suited to coaching institutes, hospitals and hotels that receive a surge of enquiries around exam seasons and religious events. UPI collection, Zonvo AI calling for counselling call-backs and Siteboard for Jhunsi and Naini projects are frequently combined. Most engagements start with a discovery call on Zoom or WhatsApp, and we share a written proposal with GST invoice before any work begins.
Which industries in Allahabad do you usually work with?+
Allahabad businesses we typically serve include Coaching and higher education, Legal and professional services, Religious tourism and Kumbh economy, Glass, cables and engineering at Naini. Typical requests look like: Civil Lines and Katra coaching institutes automating enquiry replies, counselling call-backs with Zonvo AI and demo-class booking; Hotels and dharamshalas near Sangam confirming bookings and sharing route details on WhatsApp during Magh Mela and Kumbh seasons.
Can the solution work in Hindi as well as English?+
Yes. Customer-facing pieces such as WhatsApp flows, ad copy, landing pages and call scripts can be delivered in Hindi, English so they match how buyers in Allahabad actually communicate.
Do I need to visit your office to get started?+
No. We work with Allahabad clients fully remotely: requirements on a Zoom call, updates on WhatsApp, and a shared tracker for progress. Site visits can be arranged for larger projects.
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 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.