Role Overview The CRM-Real Estate person will manage and nurture client relationships throughout the property buying selling after-sales lifecycle They ensure smooth coordination across sales marketing legal documentation payments and post-sale follow-ups while leveraging a CRM system to keep all data organized accessible and actionable Key Responsibilities Maintain and update the CRM system with accurate client lead and transaction data Expertia 2Shine 2 Track and record all client interactions enquiries site-visits follow-ups communications documentation status payment schedules etc colibrirealestate com 2Superworks 2 Segment and manage leads clients prospective buyers existing clients channel partners etc so that follow-ups marketing and communications are targeted and timely Nimble 2LeadSquared 2 Coordinate with sales marketing legal finance accounts and operations teams for smooth hand-offs e g post-sales documentation payment booking follow-ups contract processing site visit scheduling customer queries Shine 2fairgrowthindia com 2 Support sales and marketing efforts help design implement communication strategies automated follow-up workflows lead nurturing campaigns and client engagement initiatives Superworks 2colibrirealestate com 2 Generate reports and analytics from CRM convert leads deal pipeline status client data performance metrics to help management make informed decisions Superworks 2Indeed 2 Ensure high data quality consistency and compliance avoid duplicate records keep customer data up to date secure confidential client info Often implied under CRM data management optimization tasks Superworks 2TechnologyAdvice 2 Provide excellent customer service respond to client queries concerns provide clarity on project status coordinate post-sales support and ensure customer satisfaction and retention Shine 2Superworks 2 Required Skills Qualifications Bachelor s degree Business Administration Real Estate Marketing related Expertia 1 Previous experience in real estate sales CRM customer service or similar role ideally 2-5 years in real estate CRM post-sales customer-facing Superworks 2Superworks 2 Proficiency with CRM software tools could be generic CRM or real estate-specific CRM Expertia 2Superworks 2 Strong communication and interpersonal skills to interact with clients sales marketing legal finance teams manage negotiations documentation follow-ups etc Expertia 2Shine 2 Good organisational skills attention to detail to maintain accurate data documentation follow-up schedules ensure timely communication Superworks 1 Analytical ability to derive insights from CRM data generate reports track performance metrics help refine strategies WordPress ERP 2Superworks 2 Customer-centric mindset responsiveness problem-solving empathy ability to handle multiple clients smoothly ensure satisfaction and retention Shine 2Superworks 2 Ability to collaborate across departments work with sales marketing legal finance etc to ensure cohesive client handling and hand-offs Superworks 2fairgrowthindia com 2 Preferred Good to Have Prior experience with real estate documentation contract processing payment booking follow-ups post-sales customer management Familiarity with local real estate regulations or process flows especially helpful in India area of operations Ability to handle multiple leads clients sometimes under pressure good multitasking and time-management Basic understanding of marketing digital lead generation channels ads portals social media as CRM often works with marketing to nurture leads Tech-savvy comfortable learning new CRM tools or customizing workflows Reporting Collaboration Reports to CRM Head Sales Head Operations Manager depending on company structure Works closely with Sales team Marketing team Legal Documentation team Finance Accounts Site-visit Operations team if developer builder Customer-service Support team post-sales Coordinates with external stakeholders customers buyers channel partners or brokers if applicable vendors legal finance partners in case of documentation payments etc KPIs Success Metrics what you may measure this role by Lead conversion rate leads site-visit booking sale Number of leads clients added followed up properly Time taken for lead follow-up customer response Customer satisfaction feedback complaints handled Data accuracy cleanliness in CRM e g duplicate records updates completeness Retention of clients repeat customers referrals Timely completion of documentation payment follow-ups hand-offs to sales legal finance Job Type Full time Pay 15 000 00 - 20 000 00 per month Work Location In person