Lead capture
Website enquiries, referrals, walk-ins and portals land in one queue with source attached.
For brokers
A pipeline is only useful if it tells you what to do next. TrustBrick keeps the next action, the owner and the evidence attached to every lead.
Then open the broker crm.
What you get
Website enquiries, referrals, walk-ins and portals land in one queue with source attached.
Requirement, budget band, timeline and a qualification score so you know where to spend the week.
Match a stated requirement against live inventory instead of sending everything to everyone.
Calls, site visits, meetings and follow-ups with outcome and next step - the trail behind every close.
Deal value, fee percentage, expected fee and target close date, with a documents-outstanding count.
Leads that converted become clients, with relationship history and referral count.
Matched resources
Listed in the order most people adopt them, cheapest first.
Broker Crm
A basic broker CRM: leads, inventory and follow-ups.
Broker Crm
A professional broker CRM with a written operating SOP.
Broker Crm
Team-based broker CRM and business operations.
In context
Search Hyderabad inventory by locality, configuration, budget and possession status, and keep a shortlist you can come back to.
Build an index of what exists, what is pending and what is missing before you commit to a transaction.
Record what you observe on site while you are standing in it, then score and compare properties consistently.
Prepare a listing properly: the facts, the photographs and the answers a serious enquirer will ask first.
Onboard a tenancy with evidence: keys, cards, remotes, meter readings and the condition of every room on day one.
A tenant register, a rent schedule that shows what is due and what arrived, and a deposit ledger that reconciles.
Log the issue, assign a vendor, record the cost and close the loop - with a history you can look up next year.
Coordinate a sale, purchase or transfer: milestones, documents, parties and the questions still open.
Lead to qualified, qualified to matched, matched to deal - with the activity trail that explains how it got there.
A team operating rhythm: assign leads daily, review the pipeline weekly, and keep inventory honest.
Several properties, one book: income, expenses, occupancy and the documents behind each one.
Eight modules on one control room: properties, clients, tenancies, income, expenses, maintenance, documents and tasks.
Process register, compliance calendar and data quality review - the controls that make a large book auditable.
Questions