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 Patna
Patna is the capital of Bihar and the commercial, administrative and education centre for a state of well over a hundred million people. Government offices, courts and public sector banks form the base, but the private economy is driven by trade and distribution: wholesale markets in Maroofganj, Khetan Market and Bakarganj supply FMCG, textiles, hardware and electronics to districts across Bihar. Coaching is a huge industry, with institutes in Boring Road, Kankarbagh and Bazar Samiti preparing lakhs of students for UPSC, BPSC, banking, JEE and NEET. Healthcare is another pillar, with AIIMS Patna, IGIMS and hundreds of private hospitals and diagnostic centres serving patients from across the state. Real estate is expanding along Bailey Road, Danapur and Patliputra. Hindi and Bhojpuri are used in everyday business, and while digital adoption arrived later than in metros, WhatsApp and UPI are now the default for orders, enquiries and payments.
What Patna businesses use real estate crm for
- Boring Road and Kankarbagh coaching institutes handling admission enquiries, demo classes and fee reminders on WhatsApp
- Hospitals and diagnostic centres confirming appointments and sending report-ready alerts in Hindi
- FMCG and textile distributors taking repeat orders from district retailers through a WhatsApp catalogue
- Bailey Road and Danapur apartment projects tracking leads and follow-ups in Siteboard
Real Estate CRM for Patna'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.
Automobile dealers, auto parts & EV
Automobile dealers seldom need a real estate CRM; our generic CRM with dealer workflows covers leads and service retention. Siteboard becomes useful for dealer groups that manage showroom properties, service centre land, parking yards or EV charging sites across locations. We configure each site as an inventory unit with lease terms, rent schedules and renewal reminders, and use the enquiry pipeline for new location scouting. A dealer group expanding across a state can see lease expiries and rent outflow for every location. A common mistake is discovering a lease renewal after the escalation date has passed. After setup, property costs are visible per outlet and expansion decisions are documented.
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 Patna
AICLEX delivers Patna projects remotely through Zoom and WhatsApp, with Hindi chatbot scripts written for a market that values simple language and quick replies. Coaching institutes and hospitals get WhatsPilot enquiry and reminder flows with UPI links, distributors get order bots, and Bailey Road developers get Siteboard.
Why Patna 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 Patna clients
Do you provide real estate crm for businesses in Patna?+
Yes. AICLEX delivers Patna projects remotely through Zoom and WhatsApp, with Hindi chatbot scripts written for a market that values simple language and quick replies. Coaching institutes and hospitals get WhatsPilot enquiry and reminder flows with UPI links, distributors get order bots, and Bailey Road developers get Siteboard. 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 Patna do you usually work with?+
Patna businesses we typically serve include Coaching and education, Healthcare and diagnostics, Wholesale trade and FMCG distribution, Government and banking. Typical requests look like: Boring Road and Kankarbagh coaching institutes handling admission enquiries, demo classes and fee reminders on WhatsApp; Hospitals and diagnostic centres confirming appointments and sending report-ready alerts in Hindi.
Can the solution work in Hindi and Bhojpuri as well as English?+
Yes. Customer-facing pieces such as WhatsApp flows, ad copy, landing pages and call scripts can be delivered in Hindi, Bhojpuri, English so they match how buyers in Patna actually communicate.
Do I need to visit your office to get started?+
No. We work with Patna 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.