Real estate investment CRM: from launch lead to payment collection all project sales in one dashboard
Real estate investment software, program and CRM on one platform: Real estate investment job tracking software, customer management software and sales automation with WhatsApp.
Keep launch leads from Meta ads, sales office appointments, down payments and installment plans from scattering. ÖzgürKod drops applications from Meta Lead Forms straight into the inbox, syncs appointments with Google Calendar and tracks the payment plan by due date; you send your investors USD and EUR price lists from a template and share project updates through bulk messaging.
Which CRM software should be used for Real estate investment? ÖzgürKod is a CRM for Real estate investment businesses: Gather the launch lead surge in one inbox, manage sales office appointments, and track the payment plan by its due dates. Setup takes minutes; try it free for 7 days.
Familiar pain points in project sales
Launch day brings hundreds of leads; without a system to follow up, an expensive ad budget turns into sales that never close.
Launch leads go unanswered
The ads are live and the forms are filling up, but with hundreds of applications there's no telling who was called and who was forgotten. A hot investor who doesn't hear back in the first hours ends up sitting in a rival project's sales office.
Sales office appointments get mixed up
Two customers are booked for the same time, one doesn't show up or call ahead, and the consultant waits for nothing. Who is coming when, and which apartment are they interested in — as long as this lives between a notebook and a phone, the sales office has an unproductive day.
The payment plan lives in someone's head
Was the down payment received, when is the interim payment due, which investor is late on an installment — it's all in different places. When a past-due interim payment goes unnoticed, the company faces a serious collection shortfall as handover approaches.
Communication with foreign investors breaks down
An investor from abroad writes in their own language and asks for a EUR price; the consultant can't keep up. Because of the language and currency gap, a serious buyer is left halfway, and a high-budget sale slips away.
Investor updates go out one by one
Construction has progressed and the handover date is set, but writing this news to hundreds of investors one by one is impossible. Investors who don't hear the latest update get uneasy, and the phone traffic locks up the office.
No one knows which ad turned into a sale
Budget flows into Meta and Google, but there's no way to measure which campaign actually sells apartments. When you can't separate the ads that work from the ads that waste money, the launch budget is spread blindly.
What does ÖzgürKod do for real estate investment companies?
On top of general CRM tools, scenarios built specifically for project sales and investor relations.
From lead to handover: the journey of a project sale
- Drop Meta Lead Forms applications straight into the inbox; every lead is tagged by source and campaign, and duplicate protection blocks double records
- Take sales office appointments through an online booking page; two-way Google Calendar sync puts them in the consultant's schedule
- Set up the pipeline with Interest → Appointment → Quote → Contract → Payment collection stages; see at a glance which stage each investor is waiting at
- Define down payments and installments as a payment plan; AI detects incoming receipts, and past-due interim payments stand out on the dashboard
- Set up USD and EUR price lists; reply to foreign investors in their own language with multilingual support and send quotes in the currency they ask for
- Send construction and handover updates to the investor segment in bulk with a Meta-approved template; measure which campaign sells with the Meta Ads ROI report
An application from Meta Lead Forms, WhatsApp or a web form becomes a customer record tagged with its source and campaign; duplicate protection blocks double records.
AI classifies the message and highlights the hot investor; quick reply templates give standard, fast answers to payment plan and pricing questions.
The customer picks a visit time on the online booking page; the appointment syncs two-way with Google Calendar and lands in the consultant's schedule.
Create a PDF quote with the unit, payment plan and price; send it to an overseas investor in USD or EUR in their own language, and track it in the status flow.
Once a quote is approved, it moves to the contract stage; the down payment and installment plan are set up for due-date tracking, and the receipt for the first payment is recorded on the card.
Track interim payments with their due dates; AI detects the receipt the customer sends, overdue installments stand out on the dashboard, and you can run foreign-currency reports.
Construction and handover updates go to the investor segment in bulk with a Meta-approved template; after handover, satisfied investors are the first people you reach out to for new projects.
Not from a personal phone, but from the business line
Don't let Customer messages get lost on employees' phones; the line belongs to the business, the history belongs to the CRM.
In minutes with a QR code, or with the official WhatsApp Cloud API. You can keep using the WhatsApp Business app on your phone and connect the same number to the CRM at the same time (coexistence).
The chatbot answers common questions and collects customer information; a member of your team takes over the conversation whenever you want.
Send an announcement or reminder to the customer group you choose with a Meta-approved template; see how many people it reached and how many read it.
Auto-reply to a “price?” comment on your post and send the details by DM; the person who commented also lands in the inbox.
Don't track everything yourself; let it tell you what matters
It reads messages, surfaces who is waiting for a reply and what's at risk, and starts your day with a summary.
Know who to get back to first
- Message analysis: urgency, satisfaction, buying intent and risk; complaints and urgent requests are separated.
- Awaiting reply: unanswered conversations and messages requesting an appointment in one list.
- Today's tasks: a short morning summary showing who you need to follow up with that day.
- Ask a question: type questions like “How many new customer came in this month?” and get answers from your data.
AI features run on accounts with AI analysis turned on; when it's off, messages, appointments and follow-ups run on rules.
Messages, quote, payment collection and your team — in one account
When a customer writes, their history, open quote and balance are on the same card. You don't need to make your team install a second app.
Customer cardMessages, appointments, quotes, payments and notes on one card; even if the team member changes, the history stays with the business.
Team and permissionsAssign records to team members; if you want, each person sees only their own customers.
Track it from ad to customerLeads from Meta ad forms land in the record together with their source.
Full power on your phoneThe panel is mobile-friendly; reply to a message, reschedule an appointment, add a note from your phone.
The tools you need in one place
Click any one to explore it in detail.
Unified inbox
WhatsApp, Instagram DMs and comments, Messenger, Telegram, TikTok and web chat on one screen.
Appointments and reminders
An online booking page, WhatsApp reminders, and a calendar that updates with “Coming / Cancel / Another time” replies.
Lead Pool and sales process
Track leads by temperature and stage, so you never miss a record whose follow-up date has passed.
Quotes and deals
Prepare an itemized quote in minutes, send it as a PDF, and track its status.
Payments and payment collection
Deposit, partial payment and balance; see who owes how much on their card.
Team task tracking
Assign work to a person, slot it into their free time, and catch overdue work with a notification.
Chatbot
24/7 answers to common questions, information collection and handover to your team.
WhatsApp campaigns
Bulk messages to the group you choose with an approved template; delivered and read tracking.
Metrics and reports
New leads, response times, won and lost records on a single dashboard.
Product and service catalog
Enter your services and prices once; use them in quotes and in chat.
Wherever your Customer write from
Messages from every channel land in the same inbox; the conversation is assigned to one of your team members and merges into the customer card.
- WhatsAppCloud API or QR
- InstagramDMs and comments
- MessengerYour Facebook page
- TelegramYour Telegram bot
- TikTokDM
- Web chatThe widget on your site
- Meta ad formsWith the ad source
Connect Telegram with your own bot token, Instagram and Messenger with your Meta account, and WhatsApp with a QR code or via the Cloud API. Unified inbox →
What should you look for when choosing a CRM for Real estate investment?
Before you decide, evaluate your candidates against these 5 criteria.
5 criteria
- A module ready for your industry. Instead of adapting a generic CRM for months Real estate investment choose a system that is ready on day one for your workflow (record fields, tags, reminder templates).
- WhatsApp and Instagram integration. In Turkey customer most communication comes through WhatsApp and Instagram; a CRM that does not offer a unified inbox through the official API leaves half the work outside.
- Automatic reminders and follow-up. Appointment, payment and repeat reminders should live in the system, not in memory; every missed reminder is lost revenue.
- Turkish-language support and TL pricing. Dollar-based foreign tools carry exchange rate risk and an English-only support barrier; TL pricing and Turkish-language setup support make total cost predictable.
- Free trial and cancellation without commitment. Try it with your own data before you decide: choose a solution that requires no credit card, offers at least a 7-day free trial and can be canceled whenever you want.
Real estate investment program, software or CRM?
Most business owners search for the solution they need as “Real estate investment program,” “Real estate investment software,” “Real estate investment job tracking software” or “Real estate investment customer management software.” “CRM” is the international name for this solution, and the need is the same: keep customer information in one place, never miss a request, and bring order to your work.
As a Real estate investment automation, ÖzgürKod gathers customer messages from WhatsApp, Instagram and the web in one panel and handles quote and payment collection tracking on the same screen. We also cover industry-independent selection criteria in our CRM software selection guide.
Method comparison for Real estate investment
Notebook/Excel, a general-purpose CRM and ÖzgürKod side by side.
| Criteria | Notebook / Excel | General (foreign) CRM | ÖzgürKod |
|---|---|---|---|
| Mesajlar | Scattered across phones | Mostly an extra module or extra fee | WhatsApp, Instagram and web in one inbox |
| Reminders and follow-up | Left to memory | Needs setup and integration | Follow-up date, notification and tasks ready |
| Customer history | Between notebook, phone and email | Yes, with generic fields | On one card: messages, quote, payments, notes |
| Teamwork | It’s unclear who is handling what | Extra cost per user | Assignment, tasks and record-based permissions |
| Language and pricing | — | Usually $ pricing, English support | TL pricing, local support in Turkish |
| Starter | Invisible cost in time | Long setup, exchange rate risk | 7-day free trial |
Starts at 2.500 ₺ / month
7-day free trial · No setup fee · Upgrade your plan any time
Every message answered late is an opportunity handed to a competitor.
If your average sale is ₺4,000: the monthly cost of your subscription is not even a single sale.
Frequently asked questions
Have another question? Write to us and we’ll look at your workflow together.
How does CRM help a real estate investment company?
In project sales, money gets lost between the flood of leads at launch and the payment collection at handover. CRM gathers applications from Meta Lead Forms and WhatsApp in one dashboard and shows the hot investor waiting for a reply in the list. Sales office appointments sync with Google Calendar, down payments and installments sit in due-date tracking, and with USD-EUR price lists you can reply to overseas investors in their own language. Which lead was called, which payment is late, which ad made the sale — you see it all on one screen.
How do I get Meta Lead Forms applications into the system?
ÖzgürKod works with Meta Lead Forms integration; the application of an investor who fills in the ad form drops into your inbox instantly and becomes a customer card tagged with its source and campaign. If the same person applies again from a different ad, duplicate protection prevents a second record. At busy times like a launch, hundreds of applications gather in one list; it is clear who looked at each one and at what stage, and your expensive ad budget does not go to waste through lack of follow-up.
Can I reply to an overseas investor in their own language and currency?
Yes. The panel supports 9 languages; you reply to an overseas investor’s message in their own language and keep quick reply templates ready in different languages. You set price lists in USD, EUR and GBP and generate PDF quotes in the requested currency. Payment collection tracking also keeps foreign-currency records and reports. So a high-budget overseas investor is not abandoned halfway because of a language and currency gap.
Can I collect down payment and installment payments through the system?
No; ÖzgürKod does not provide online payment or POS infrastructure, and that is an honest limit. The system only handles the tracking and recording side: you define the down payment, interim payments and handover payment as installments and track the due date of each one. AI detects the receipt the customer sends on WhatsApp, and the payment is recorded on the card. Overdue installments stand out on the dashboard. Payment collection runs through your bank as you already know it; you simply see upcoming and overdue interim payments in one list.
Does the system automatically notify investors about construction progress?
No; the system does not send scheduled messages on its own. The right flow works like this: you tag investors by project and block. When the construction level advances or the handover date is confirmed, you open the campaign module, select the relevant segment and send the update in bulk with a Meta-approved template. Duplicate protection prevents double messages to the same person, and rate control keeps sending safe. So instead of calling hundreds of investors one by one, you deliver the update once and in an organized way.
Are investor data and contracts safe under KVKK (Turkey's personal data protection law)?
Yes. With role-based permissions, sales reps, accounting and management work at different permission levels; a rep sees only their own investors, and payment collection and contract data stay with authorized users. Data access is logged in line with KVKK; who viewed which card and when is on record. Contracts, receipts and price quotes are stored on the customer card; duplicate protection and rate control are in place for bulk updates.
Real estate investment software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Real estate investment software", "Real estate investment software", "Real estate investment job tracking software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: customer communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.
Solutions for similar businesses
Turn every lead of your next launch into a sale
7-day free trial, no credit card required. On the first day, gather Lead Forms and WhatsApp applications in one dashboard; by the end of the week, see clearly which appointments and interim payments are waiting.