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 Mohali
Mohali, officially SAS Nagar, is Punjab's IT and industrial city and part of the Chandigarh Tricity. Its Industrial Area Phases 1 to 9 and the Sector 66 to 82 IT City host Infosys, Quark City, Tech Mahindra and hundreds of software, BPO and startup companies, along with pharma, electronics, tractor component and engineering units. Mohali is a healthcare hub with several large hospitals and medical colleges, and an education centre with ISB, IISER, NIPER, Chandigarh University and Chandigarh Group of Colleges in nearby Landran and Gharuan drawing students from across north India. Cricket stadiums bring sports and hospitality business, and real estate is booming in Aerocity, Sectors 80 to 91, Zirakpur, Kharar and New Chandigarh with strong NRI demand. Punjabi, Hindi and English are used interchangeably. Businesses are digital and professional, with IT firms expecting integrations and consumers using WhatsApp and UPI everywhere.
What Mohali businesses use real estate crm for
- Aerocity, Kharar and Zirakpur developers managing NRI and local buyer leads in Siteboard with Zoom site walkthroughs
- IELTS and study-abroad consultancies running lead ads with automated WhatsApp counselling bookings and Zonvo AI call-backs
- Hospitals and medical colleges confirming appointments and admission enquiries in Punjabi, Hindi and English
- Software and BPO firms in IT City running Zoom client demos and webinars with automated follow-up
Real Estate CRM for Mohali'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.
Hospitals, clinics & diagnostics
Hospitals and clinics rarely need a real estate CRM, but its inventory and payment schedule engine suits cases such as operation theatre slots, IVF or dental treatment plans, and hospital-owned residential or commercial property. For treatment plans we configure each plan as a booking with staged payments, appointment milestones and receipts, while beds or slots become inventory with live status. A fertility clinic can manage multi-cycle packages. For general patient relationship needs, our generic CRM with healthcare workflows is the right recommendation. Patient data needs stricter consent and access control than property data. After setup, package collections are tracked by stage and slot conflicts disappear.
IT companies, SaaS & startups
IT parks, co-working operators and startups managing office space fit Siteboard's inventory and booking engine well. We configure desks, cabins and floors as inventory with pricing, enquiries from the website and brokers as leads, memberships or leases as bookings with monthly or quarterly payment schedules, and automatic invoicing with reminders. A co-working operator can see occupancy per centre and upcoming renewals. For software sales pipelines, our generic CRM serves better. A common mistake is offering discounts on desks without a central rate card, which erodes margins. After setup, occupancy is known daily, renewals are proposed early, and collections follow a schedule.
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.
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.
How we serve Mohali
AICLEX supports Mohali IT firms, hospitals, colleges and developers remotely via Zoom and WhatsApp, with occasional visits from Greater Noida for larger Tricity projects. Punjabi, Hindi and English chatbot journeys, Siteboard for Aerocity and Kharar projects with NRI lead handling, IELTS and admission funnels and Zoom licensing for IT teams are typical.
Why Mohali 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 Mohali clients
Do you provide real estate crm for businesses in Mohali?+
Yes. AICLEX supports Mohali IT firms, hospitals, colleges and developers remotely via Zoom and WhatsApp, with occasional visits from Greater Noida for larger Tricity projects. Punjabi, Hindi and English chatbot journeys, Siteboard for Aerocity and Kharar projects with NRI lead handling, IELTS and admission funnels and Zoom licensing for IT teams are typical. 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 Mohali do you usually work with?+
Mohali businesses we typically serve include IT, software and BPO, Healthcare and medical colleges, Higher education and IELTS coaching, Real estate in Aerocity, Kharar and Zirakpur. Typical requests look like: Aerocity, Kharar and Zirakpur developers managing NRI and local buyer leads in Siteboard with Zoom site walkthroughs; IELTS and study-abroad consultancies running lead ads with automated WhatsApp counselling bookings and Zonvo AI call-backs.
Can the solution work in Punjabi and Hindi as well as English?+
Yes. Customer-facing pieces such as WhatsApp flows, ad copy, landing pages and call scripts can be delivered in Punjabi, Hindi, English so they match how buyers in Mohali actually communicate.
Do I need to visit your office to get started?+
No. We work with Mohali 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 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.
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.