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 Bareilly
Bareilly is the commercial centre of the Rohilkhand region of Uttar Pradesh and a city with a long craft tradition. It is known nationwide for zari and zardozi embroidery, cane and bamboo furniture, surma (kohl) traded from Bara Bazaar and Kutubkhana, and the city has a large wholesale trade in grains, sugar, garments and hardware serving districts across western UP and Uttarakhand. Bareilly hosts a Central Air Command base of the Indian Air Force, an Army cantonment, the Indian Veterinary Research Institute, and colleges and coaching centres that draw students from surrounding districts. Parsakhera and Bhojipura industrial areas hold food processing, rubber, engineering and paper units. Real estate is expanding along Pilibhit Bypass and the Nainital and Delhi roads. Hindi and Urdu are the languages of business. Traders and craft exporters use WhatsApp for orders and samples, and UPI is standard across shops and services.
What Bareilly businesses use real estate crm for
- Zari and zardozi manufacturers sharing sample photos, order status and payment reminders with boutique buyers and exporters on WhatsApp
- Cane and bamboo furniture traders sending catalogues and dispatch confirmations to buyers across India
- Coaching institutes and colleges in Civil Lines automating admission enquiries and demo-class bookings
- Hospitals and diagnostic centres confirming appointments and sending Hindi report alerts through WhatsPilot
Real Estate CRM for Bareilly's key industries
Textile, garments & apparel
Textile and garment businesses need our generic CRM and ERP for buyers, orders and job work, not a real estate CRM. Siteboard becomes relevant when the business owns textile market shops or warehouse space. In that case shops and godowns become inventory with area and rent, tenant enquiries are leads, agreements are bookings with rent schedules and security deposits, and renewals and escalations carry reminders. A family that owns a textile market can track tenants, rent collection and vacant units in one place. A common issue is unrecorded rent increases at renewal. After setup, rent outstanding is visible per shop and vacancies are marketed promptly.
Agriculture, agri-trading & food processing
Agriculture businesses seldom need a real estate CRM, though land-based ventures such as farmland plotting, agri-tourism plots, warehouse leasing and cold storage space allocation fit Siteboard closely. We configure farm plots or storage chambers as inventory with area and capacity, buyer or lessee enquiries as leads, allotment as a booking with payment or rent schedules, and maintenance or storage charges as recurring demands. A managed farmland developer can manage bookings, payment schedules and maintenance contracts in one system. For dealer, farmer and buyer relationships, our generic CRM serves better. A common risk is selling plots without clear title records. After setup, plot status and collections are transparent.
Wholesale trading, logistics & distribution
Warehouse and logistics park operators are a strong fit for Siteboard, while wholesalers and transporters usually need our generic CRM. We configure warehouse bays, godowns and yard space as inventory with area, height and dock access, tenant enquiries as leads, leases as bookings with rent schedules, security deposits and escalation clauses, and utility recoveries as recurring demands. A logistics park with several warehouses can manage occupancy, renewals and outstanding from one dashboard, as can a wholesaler letting out surplus godown space. A frequent error is not recording common area maintenance terms, which causes disputes. After setup, occupancy and rent collection are transparent and vacant space is marketed immediately.
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 Bareilly
Bareilly is a few hours from Greater Noida by road, so AICLEX can arrange in-person sessions for larger wholesalers and institutions while running most delivery on Zoom and WhatsApp. Hindi catalogue and order bots for zari and furniture traders, English enquiry flows for exporters, UPI collection and Siteboard for Pilibhit Bypass developers are common requests.
Why Bareilly 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 Bareilly clients
Do you provide real estate crm for businesses in Bareilly?+
Yes. Bareilly is a few hours from Greater Noida by road, so AICLEX can arrange in-person sessions for larger wholesalers and institutions while running most delivery on Zoom and WhatsApp. Hindi catalogue and order bots for zari and furniture traders, English enquiry flows for exporters, UPI collection and Siteboard for Pilibhit Bypass developers are common requests. 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 Bareilly do you usually work with?+
Bareilly businesses we typically serve include Zari, zardozi and embroidery, Cane, bamboo and furniture crafts, Wholesale trade in grains and garments, Defence, research and education. Typical requests look like: Zari and zardozi manufacturers sharing sample photos, order status and payment reminders with boutique buyers and exporters on WhatsApp; Cane and bamboo furniture traders sending catalogues and dispatch confirmations to buyers across India.
Can the solution work in Hindi and Urdu as well as English?+
Yes. Customer-facing pieces such as WhatsApp flows, ad copy, landing pages and call scripts can be delivered in Hindi, Urdu, English so they match how buyers in Bareilly actually communicate.
Do I need to visit your office to get started?+
No. We work with Bareilly 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.