We are looking for a CRM Executive – Real Estate to manage customer relationships from the initial enquiry through site visits, booking, documentation, possession, and post-sales support.

The ideal candidate should be highly organised, excellent at follow-ups, and capable of coordinating between customers, sales teams, channel partners, and internal departments. Experience with real estate projects and property buyers will be strongly preferred.

Key Responsibilities

- Manage and maintain the complete customer lifecycle for real estate buyers.
- Handle customer communication through calls, WhatsApp, email, and other communication channels.
- Follow up with leads after enquiries, property presentations, and site visits.
- Maintain accurate customer information and activity records in the CRM.
- Track each customer's stage, including:
- New enquiry
- Qualified lead
- Site visit scheduled
- Site visit completed
- Negotiation
- Booking
- Documentation
- Payment
- Possession
- Post-sales
- Coordinate with the Sales Team to ensure timely follow-up on all prospects.
- Schedule and confirm site visits and meetings.
- Keep customers informed about project updates, pricing, offers, construction progress, documentation, and possession timelines.
- Coordinate with Sales, Marketing, Accounts, Legal, Documentation, and Project Teams to resolve customer requirements.
- Maintain records of booking forms, agreements, payment schedules, receipts, and other relevant documentation.
- Follow up regarding pending payments, documents, approvals, and customer requirements.
- Handle customer complaints and coordinate with the appropriate department for resolution.
- Maintain regular communication with booked customers to ensure a positive customer experience.




- Identify opportunities for referrals, repeat purchases, and additional property requirements.
- Maintain relationships with existing customers even after booking.
- Prepare daily and monthly CRM reports covering leads, site visits, bookings, pending follow-ups, payments, and customer issues.
- Ensure zero lead leakage due to missed or delayed follow-ups.

Required Experience

- 2–5 years of experience in CRM, customer relationship management, client servicing, or real estate customer handling.
- Prior experience with a real estate developer, builder, property consultant, or real estate sales company preferred.
- Good understanding of the real estate sales process.
- Experience using CRM software and maintaining customer databases.
- Strong communication and coordination skills.
- Ability to manage multiple customers and follow-ups simultaneously.

Preferred Candidate Profile

- Excellent communication and interpersonal skills
- Highly organised and detail-oriented
- Strong follow-up discipline
- Customer-focused and professional
- Good understanding of real estate customer behaviour
- Comfortable communicating with property buyers and families
- Robust coordination and problem-solving skills
- Able to work under deadlines and manage multiple projects
- Proficient in Excel, CRM software, WhatsApp, email, and reporting

KPIs

- Lead follow-up rate
- Site visit confirmation and attendance
- Lead-to-site-visit conversion
- Site-visit-to-booking conversion
- Customer response time
- Customer satisfaction
- Payment follow-up efficiency
- Issue resolution time
- CRM data accuracy
- Customer retention and referral generation

Pay: ₹180,000.00 - ₹360,000.00 per year

Work Location: In person

📌 CRM Executive – Real Estate (Zirakpur)
🏢 Allwin Infrastructure
📍 Zirakpur