Maxup for Real Estate
From portal enquiry to possession letter, in one CRM.
Built for builders, developers and brokerages. Leads come in from every portal, your team follows up on WhatsApp and calls, and accounts sees every unit, demand and receipt in the same place.
- Leads from 99acres, MagicBricks, Housing.com
- AI agent on your WhatsApp number
- Android and iOS app for site visits
Lead capture
Every enquiry lands in one list.
Connect your property portals, Facebook lead forms and website once. New leads show up in Maxup within seconds, tagged with the source and project.
- 99acres, MagicBricks and Housing.com
- Facebook and Instagram lead forms
- Website and landing page forms
- Bulk import from Excel or CSV with duplicate check
Assignment and follow-up
The right person calls back in minutes.
Set the rules once. Maxup assigns each lead, reminds the owner of every follow-up and alerts the manager when a lead goes cold.
- Round-robin, workload-based or shift-based assignment
- Different rules per project or source
- Follow-up reminders on web and mobile
- SLA escalation when a lead is not touched in time
WhatsApp inbox and AI agent
One WhatsApp number for the whole sales team.
Chats run on your company number, not on personal phones. The AI agent replies first from your knowledge base, collects requirements and hands over to a sales person.
- Shared inbox with assignment and internal notes
- AI agent trained on your projects, prices and FAQs
- Automatic handoff with full chat history
- Automation sequences for brochures, reminders and follow-ups
Calling
Know what was said on every call.
Your team calls from the CRM with one click. The call is recorded, transcribed and summarised by AI, then saved on the lead so the next person knows the full story.
- Click-to-call from web and mobile
- Call recording on every lead
- Transcription in English and Hindi
- AI summary with budget, requirement and next step
Site visits
Site visits you can verify.
Schedule visits from the CRM. Your field team checks in from the Maxup mobile app at the site with GPS, and adds feedback right after.
- Visit calendar for each project
- GPS check-in and check-out from the mobile app
- Visit feedback and next step on the lead
- Reminders to the buyer on WhatsApp
Inventory and collections
Units, cost sheets and payments in the same system.
Set up projects, blocks and units with live status. Generate cost sheets during the sale, then raise demand letters and record receipts as construction moves ahead.
- Project, block and unit inventory with hold and block status
- Cost sheets with PLC, parking and other charges
- Construction-linked demand letters
- Receipts, collection tracking and overdue follow-up
Documents
Generate the paperwork from the booking.
Your templates, filled with buyer, unit and payment details from the CRM. No retyping, no version mix-ups.
- Allotment letter
- Agreement to sell
- Possession letter
- NOCs and custom letters
Buyer portal and channel partners
Give buyers and brokers their own login.
Buyers log in with an OTP to see their unit, payment schedule, receipts and documents. Channel partners register their leads and see where each one stands.
- Buyer portal with OTP login
- Payment schedule, receipts and documents for buyers
- Channel partner lead registration
- Partner-wise lead and booking status
Compliance and accounts
RERA and accounts without the spreadsheet scramble.
Maxup prepares the working sheet for your quarterly RERA update from the bookings and collections you already record. Accounts can export receipts to Tally or Zoho.
- RERA quarterly working sheet
- Tally and Zoho export
- Role-based dashboards for owners, managers and sales
- Audit trail on leads, bookings and payments
Dashboards
Each person sees what they need.
Owner
Bookings, collections and pipeline across all projects.
Sales manager
Team follow-ups, SLA breaches, source performance and site visits.
Sales executive
Today's calls, follow-ups and visits on the mobile app.
Accounts
Demands raised, receipts, overdue amounts and exports.
FAQ
Questions people ask
Still unsure? Talk to our team.
Which property portals can I connect?
99acres, MagicBricks and Housing.com, plus Facebook and Instagram lead forms and your own website forms. You can also import leads from Excel or CSV.
Does it work for brokers as well as builders?
Yes. Brokers mostly use lead capture, assignment, WhatsApp and site visits. Builders and developers also use inventory, cost sheets, demand letters, collections and the buyer portal.
Can I use my own document formats?
Yes. Share your allotment letter, agreement and other formats during onboarding. We set them up as templates that fill in from the booking.
How does GPS check-in work for site visits?
When a sales person reaches the site, they tap check-in on the Maxup mobile app. The app records their location and time against the visit, so managers can see which visits happened.
Is the RERA working sheet filed automatically?
No. Maxup prepares the working sheet from your bookings and collections. You review it and file it on your state RERA portal as usual.
Can I move my existing leads and bookings into Maxup?
Yes. Leads can be imported from Excel or CSV. For existing bookings, payment schedules and receipts, our team helps with the migration during onboarding.
See your next project in Maxup.
Share one project's details before the demo and we will load it, with units and a sample cost sheet, so you see your own data on the call.