Setu CRM · Real-Estate Sales Platform
Built for the way real-estate teams sell.
Setu CRM brings leads, customer conversations, properties, follow-ups, site visits and deals into one intelligent workspace — built around the day-to-day reality of real-estate sales.
Dashboard
Overview · Today
New Leads
Today
Site Visits
Scheduled
Follow-ups
Due Today
Negotiation
Active
Action Center
Pipeline Snapshot
Setu CRM · Daily Command Center
Illustrative interface — sample data shown for demonstration.
The problem
Real-estate sales isn't one workflow.
An enquiry comes in on WhatsApp. A follow-up gets noted on paper. A shortlist lives in a spreadsheet. A site visit is confirmed over a phone call nobody logged. By the time a lead is ready to close, the story of how they got there is scattered across five different places — and usually only in one person's head.
Setu CRM brings the workflow together.
The sales journey
One workflow. From first enquiry to closed deal.
01
Lead
Every enquiry — call, WhatsApp, portal or walk-in — lands in one place.
02
Qualify
Understand budget, timeline and intent before a visit is booked.
03
Property Match
See which listings actually fit — not just which are newest.
04
Follow-up
A next action is always scheduled. No lead goes quiet by accident.
05
Site Visit
Visits get booked, confirmed and tracked — not lost in a thread.
06
Negotiation
Track offers and decision-maker conversations in context.
07
Deal
Move from a verbal yes to signed paperwork with full visibility.
08
Booking
Close the loop — from enquiry to booked unit, in one record.
Leads & Contacts
Know every lead. Remember every conversation.
Capture, organize and work leads and contacts from one place. Source, status, assigned agent and communication history travel with every record — so nobody has to ask "where did this one come from?"
Every lead has a next step.
R. Malhotra · Activity
Property Match
Match the right property to the right buyer.
Buyer requirements and property inventory live in the same system — so shortlisting is a match, not a memory exercise.
Buyer Requirement
Green Meadows, Tower 4
Strong Match3 BHK · Sector 150 · Ready to move
Meridian Residences
Good Match3 BHK · Sector 143 · Ready to move
WhatsApp Business
Bring customer conversations into your CRM.
Connect WhatsApp Business to the workflow you already use to manage leads, conversations and follow-ups.
WhatsApp Inbox
R. Malhotra
Linked to Lead · 3BHK, Sector 150
TEMPLATE · Site Visit Confirmation
Your visit for Green Meadows, Tower 4 is confirmed for Saturday, 11:00 AM.
01 — WhatsApp Inbox
Keep customer conversations connected to the contact and sales workflow.
02 — Templates & Campaigns
Use structured WhatsApp communication for relevant customer and sales workflows.
03 — Workflow Automation
Connect communication events with follow-ups and sales actions.
WhatsApp access is connected through customer-authorized business integrations.
Data & Control
Your business stays in control.
Customer Authorized
Integrations connect only through customer-authorized access.
Purpose Driven
Data is used for the sales workflow it was collected for.
Workflow Connected
Communication stays tied to the record and configured process.
Controlled Actions
Communication actions remain tied to configured permissions.
Follow-ups
Never let the next step disappear.
Tasks, follow-up dates, priorities and ownership sit next to the lead they belong to — so the next action is always visible, to the agent and to the manager.
Today's Follow-ups
Call R. Malhotra — confirm site visit
Due 2:00 PM · Assigned: Neha
Send shortlist to P. Nair
Due 4:30 PM · Assigned: Aman
Reconnect with S. Gupta
No activity in 12 days · Assigned: Neha
Action Center
Know what needs attention.
Setu CRM turns scattered sales activity into a clear list of what needs attention now.
Action Center surfaces what to do next — your team decides and acts.
Site Visits
Turn interest into site visits.
This Week · Site Visits
Sat, 20 Sep – Fri, 26 SepGreen Meadows, Tower 4
R. Malhotra · Agent: Neha
Meridian Residences
A. Verma · Agent: Aman
Commercial, Sector 18
P. Nair · Agent: Neha
Deals & Bookings
Move opportunities toward closure.
The CRM keeps the sales process visible from initial enquiry through negotiation, deal and booking — one continuous view, not a handoff between spreadsheets.
New · 32
S. Gupta
2BHK enquiry
Contacted · 24
K. Rao
Villa enquiry
Qualified · 21
P. Nair
Commercial, S18
Site Visit · 14
R. Malhotra
Green Meadows
Negotiation · 8
A. Verma
Meridian Res.
Won · 5
Unit 402
Booked
Lost · 3
T. Singh
Budget mismatch
AI
AI that works inside your sales workflow.
AI in Setu CRM is designed to assist the workflow, not replace the person running it — surfacing context, helping prepare communication and leaving the decision with your team.
Workflow Intelligence · Suggestion
R. Malhotra mentioned budget flexibility on the last call. Recommended next step: share two additional options above the original budget range.
Automation
Build workflows around the way your business works.
Workflow-based automation handles the repeatable steps — creating a follow-up, routing a lead, preparing a message for review — so your team spends time on the conversations that need a person.
Automate repeatable work — keep important decisions under control.
The complete workspace
Everything your sales team needs. In one workspace.
Leads
Every enquiry, captured and organized.
Contacts
A single record for every relationship.
Properties
Your full inventory, structured and searchable.
Property Match
Requirements matched to the right listings.
Communication Center
Calls, messages and email in one thread.
WhatsApp Inbox
Customer conversations inside the CRM.
Tasks & Follow-ups
Nothing important slips through.
Action Center
What needs attention, front and center.
Site Visits
Schedule, confirm and track every visit.
Live Visits
Keep visibility into what's happening in the field.
Deals
Every opportunity, visible end to end.
Bookings
From verbal yes to confirmed unit.
AI
Context-aware assistance inside your workflow.
Automation
Repeatable work, running in the background.
Commercial Dashboard
Sales activity and pipeline, at a glance.
Field Operations
Coordinate agents beyond the desk.
How it works
Start with your workflow. Not another complicated setup.
Create your workspace
Set up your team and roles in Setu CRM.
Bring your leads and contacts together
Import existing leads or start capturing new ones from day one.
Connect the communication channels you use
Including WhatsApp Business, with customer authorization.
Manage properties and customer requirements
Build your inventory and start matching from week one.
Run your sales pipeline
Move opportunities from enquiry through to booking.
Automate repeatable workflows
Add automation and AI assistance once your workflow is running.
Who it's for
Built for how property professionals actually sell.
Independent Agents
Manage your entire sales operation without juggling multiple tools.
Sales Teams
Give every salesperson visibility into leads, follow-ups and opportunities.
Brokerages
Bring teams, properties, communication and sales activity into one system.
Built by Setu Realtors
Built by people who understand real-estate sales.
Setu CRM comes from Setu Realtors, a real-estate business operating in the Noida–Delhi NCR market. The way leads move through the system, the way property matching works, and the way follow-ups are structured all come from how our own sales team sells property every day — not from a generic sales template.
About Setu RealtorsSetu Realtors
Real-estate brokerage · Noida, Delhi NCR
Setu CRM is a SaaS platform operated by Setu Realtors for real-estate businesses managing leads, properties and customer communication.
Trust
Built with clear boundaries.
Setu CRM is designed around a simple principle: your business stays in control of its own data and its own customer relationships.
Customer-authorized integrations — connections such as WhatsApp Business are established only with explicit authorization.
Role-based access — team members see what's relevant to their role.
Controlled workflows — automation and AI operate inside the workflows you configure.
Purpose-driven data use — customer data is used for the sales workflow it was collected for.
FAQ
Frequently asked questions.
What is Setu CRM?
Setu CRM is a real-estate-focused CRM and sales operating platform built by Setu Realtors. It brings leads, contacts, properties, communication, follow-ups, site visits and deals into a single workspace, structured around how real-estate sales actually happens.
Who is Setu CRM designed for?
Independent real-estate agents, sales teams, brokerages and property consultants who want their leads, properties and follow-ups managed in one connected system rather than across separate tools.
Can I manage leads and contacts?
Yes. Leads and contacts can be captured from multiple sources and organized with status, assigned agent, source and full activity history.
Can I manage properties?
Yes. Setu CRM keeps your property inventory structured and searchable, so listings can be shared, shortlisted and matched against buyer requirements.
Does Setu CRM support property matching?
Yes. Buyer requirements — budget, configuration, locality and possession timeline — can be matched against your available inventory to support shortlisting and follow-up.
Can I manage WhatsApp conversations?
Yes. The WhatsApp Inbox connects customer conversations to the corresponding lead or contact record, keeping communication and sales activity in one place.
How does WhatsApp Business integration work?
Setu CRM connects to WhatsApp through a customer-authorized WhatsApp Business integration, bringing conversations, templates and campaigns into your existing sales workflow.
Does Setu CRM access WhatsApp without permission?
No. WhatsApp access is established only through customer-authorized business integration — never without explicit authorization.
Can I automate follow-ups?
Yes. Workflow-based automation can create and schedule follow-up actions based on rules your team configures, such as a new lead or a completed site visit.
Does Setu CRM use AI?
Yes. AI-assisted workflows help surface relevant context and support communication preparation inside the CRM.
Is AI fully autonomous?
No. AI assists the workflow — it does not act independently. Suggestions are reviewed by your team before a message is sent or an action is completed.
Can I manage site visits?
Yes. Site visits can be scheduled, confirmed and tracked, including live visit status and follow-up after the visit.
Can I manage deals and bookings?
Yes. Opportunities move through a configurable pipeline — from enquiry and negotiation through to a won deal and a confirmed booking.
How can I get access to Setu CRM?
Book a demo using the button on this page. The Setu Realtors team will walk through the platform and the next steps for your business.
Your sales workflow. One place.
See how Setu CRM can fit the way your real-estate business actually works.
See the workflow before you commit.