Course Objectives
1. Centralized Lead Management in Real Estate Operations
Manage enquiries from property portals, referrals, and walk-ins in a unified CRM system to avoid missed leads and improve conversion tracking.
2. Structured Sales Pipeline Control
Track every customer from enquiry to site visit to booking stage using CRM workflows to improve sales visibility and closure efficiency.
3. Property Data Accuracy & Management
Maintain updated property listings, pricing, and availability status to ensure sales teams always work with correct information.
4. Automated Agent Assignment System
Distribute leads automatically to sales agents based on location, budget, and property category to reduce manual delays.
Popular Techniques Covered in This Course
1. Real Estate Lead Tracking Operations
2. CRM Pipeline Management
3. Property Listing Administration
4. Customer Interaction Logging
5. Sales Funnel Monitoring
6. CRM Automation Handling
7. Data Entry & Validation Accuracy
8. Dashboard Reporting Skills
9. Team Coordination Workflow
10. CRM Tool Navigation & Usage
Get Hands-on Knowledge about Real-Time Projects
Project 1
1. Multi-Channel Lead Capture System
Project 2
2. Automated Property Allocation System
Project 3
3. Sales Funnel Optimization Dashboard
Project 4
4. Customer Follow-Up Automation Model
Project 5
5. Real Estate Inventory Synchronization System
Key Features
Edubrights offers REAL ESTATE CRM – PROPERTY SALES & AGENCY MANAGEMENT Training in virtual mode with expert trainers. Here are the key features,
40 Hours Course Duration
100% Job Oriented Training
Industry Expert Faculties
Free Demo Class Available
Completed 500+ Batches
Certification Guidance
Curriculum
Module 1: Introduction to Real Estate CRM
- Real estate CRM landscape: purpose-built vs general CRM for property
- Key platforms: Salesforce for Real Estate, Follow Up Boss, and LionDesk
- Real estate CRM objects: Leads, Contacts, Properties, Listings, and Deals
- Real estate sales process: enquiry, viewing, offer, and completion lifecycle
Module 2: Lead Management for Real Estate
- Lead sources: portals, referrals, open houses, and web forms
- Lead routing: assigning property enquiries to agents by area and type
- Lead nurture: long-cycle follow-up for buyers and sellers
- Lead scoring: prioritising hot prospects by intent and engagement
Module 3: Property and Listing Management
- Property record: address, type, size, features, and valuation
- Listing management: status tracking from instruction to sale
- Property matching: matching buyer requirements to available listings
- MLS and portal integration: syndicating listings to property portals
Module 4: Client Management and Relationships
- Buyer profiles: capturing requirements, budget, and preferences
- Seller management: appraisal, instruction, and marketing coordination
- Landlord and tenant management for lettings agencies
- Client communication history: calls, emails, viewings, and feedback
Module 5: Viewing and Offer Management
- Viewing scheduling: booking and confirming property viewings
- Viewing feedback: capturing buyer responses post-viewing
- Offer management: logging, negotiating, and tracking offers
- Sales progression: conveyancing milestones from offer to exchange
Module 6: Marketing Automation for Real Estate
- Property alert emails: automated match notifications to buyers
- Valuation request workflows: nurturing appraisal leads
- Email drip campaigns: seller and buyer education sequences
- Social media integration: listing promotion automation
Module 7: Reporting and Agency Analytics
- Agent performance: listings taken, sales agreed, and conversion rates
- Pipeline value: total value of properties under offer and in progression
- Marketing source analysis: ROI by lead source and channel
- Branch and team performance dashboards for agency management
Module 8: Capstone Project and Assessment
- Real estate CRM setup: lead routing, property records, and pipelines
- Buyer-property matching workflow and viewing scheduling simulation
- Agency performance dashboard and marketing source report build
- Final assessment and course certification
Receive Training From Our Skilled and Effective Trainers
Experience in the Industry Learn from real estate technology consultants and agency CRM specialists who have implemented CRM solutions for residential, commercial, and lettings agencies managing hundreds of properties and thousands of client relationships.
Backgrounds at the Top Our real estate CRM trainers have worked at property technology companies and estate agency groups deploying CRM systems that centralise listings, client management, and sales progression workflows.
Clear & Effective Teaching Real estate lead management, property records, listing management, buyer-seller workflows, viewing scheduling, offer tracking, marketing automation, and agency analytics are explained with practical property industry examples.
Hands-On Learning Focus Students configure real estate CRM pipelines, manage property listings, schedule viewings, automate property alert emails, track offers, and build agency dashboards through structured hands-on lab exercises.
Up-to-Date Knowledge Trainers keep content current with leading real estate CRM platform releases, property portal API integrations, AI-powered lead scoring for real estate, and evolving proptech CRM best practices.
About Our Course Certification*
Our institution offers a recognized REAL ESTATE CRM – PROPERTY SALES & AGENCY MANAGEMENT certification that validates your ability to design and prototype professional user interfaces efficiently. This certification enhances your design portfolio and prepares you for collaborative projects in real-world environments. Gain practical skills through hands-on training and assessments.
Course FAQs
1. What is Real Estate CRM course in Chennai?
It is a training program that teaches how property sales are managed using CRM tools and structured workflows.
2. Who should learn Real Estate CRM?
Freshers, sales professionals, and real estate executives who want to move into CRM-based roles.
3. Is coding required for CRM jobs in real estate?
No, most CRM roles focus on operations, data handling, and workflow management.
4. What jobs can I get after this course?
You can work as CRM executive, sales operations coordinator, or real estate CRM analyst.
5. Is this course useful for real estate companies?
Yes, it helps improve lead tracking, follow-ups, and sales conversion efficiency.
6. What tools are used in Real Estate CRM?
CRM platforms, lead tracking systems, automation tools, and reporting dashboards.
7. Is this a job-oriented training in Chennai?
Yes, it is designed based on real estate industry hiring requirements.
8. How long does it take to learn CRM systems?
Basic operational skills can be learned within a few weeks of practical training.
9. Do I need technical background for this course?
No technical background is required, only basic computer knowledge is enough.
10. What is the salary after CRM training?
It varies based on role and company, usually starting from entry-level coordination roles.
11. Can I switch to IT after this course?
Yes, especially into CRM support and business analyst roles.
12. Is CRM used only in real estate?
No, it is widely used in banking, insurance, retail, and IT services.
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