Trace CRM
CRM for Real Estate Agents & Builders

They're buying the flat.
Just not from you.

Capture Meta Instant Form leads, track every site visit and booking, and automatically send conversion signals back to Meta.

14-day free trialNo credit card neededSetup in 30 minutes₹1,499/month all-in

Watch this first

See how it works in 2 minutes

A quick walkthrough of how real estate teams turn Meta ad leads into booked units with Trace CRM.

The Problem

Does this sound familiar?

Real estate teams lose most of their leads not because of bad ads, but because of what happens after the enquiry comes in.

Leads pile up faster than you can call

You get 100 enquiries from Meta ads. A handful are ready to buy, the rest are just browsing. Without a system, the hot buyers get buried under the tyre-kickers and go cold before anyone calls.

Site visits get promised, never followed up

A buyer said they'd "come see the flat this weekend". Nobody confirmed the visit or followed up on Monday. Now they've booked in the project next door that actually called them back.

Meta never learns who actually buys

You close a few bookings a month. Meta has no idea which of your leads converted. So it keeps sending you window-shoppers instead of serious buyers who can afford the property.

Features

Everything your sales team needs

Built specifically for how real estate teams sell, not adapted from a generic sales CRM.

Real Estate Sales Pipeline

Custom stages built for property sales: New Enquiry → Site Visit Scheduled → Visited → Negotiation → Booking → Registered. Not generic CRM stages you have to bend to fit.

Meta Instant Forms Integration

Connect your Meta Instant Form directly to Trace CRM. Every buyer who submits your form appears in the CRM within seconds, no manual copy-paste from Facebook Ads Manager.

Meta CAPI Feedback Loop

When a booking is confirmed, Trace fires a server-side CAPI event to Meta. Your ads start finding more people who actually buy property, not just people who like to browse.

Follow-Up Task Reminders

Reps set a follow-up date on every lead. Overdue follow-ups are flagged in red the moment your team logs in, so no interested buyer sits forgotten for a week.

Front Desk & Sales Rep Roles

Front desk assigns enquiries to sales reps. Each rep sees only their buyers. Admins see everything across the team. One lead, one owner, no two reps calling the same buyer.

Enquiry-to-Booking Analytics

Which campaign brings the most site visits? What's your visit-to-booking ratio? Track it all, source, campaign, and stage breakdown in one live dashboard.

Click-to-Call & Recordings

Call a enquiry in one click. It rings your agent's own mobile, then connects them, no desk phone, no app. Works with Exotel, Tata SmartFlo and TeleCMI. Every call logged with duration, recording and outcome. Telephony is a paid add-on — we activate it for your account.

Automatic Lead Assignment

Every new enquiry is routed the moment it lands, round-robin, load-balanced to whoever has the fewest open enquiries, or fixed by source or form. No enquiry sits unclaimed while your agents argue over who takes it.

Full Marketing Attribution

See exactly which campaign, ad set and ad produced each enquiry, plus UTMs, GCLID, click-to-WhatsApp, landing page and referrer. Know what your ad spend actually bought, not just how many enquiries came in.

Connect Any Lead Source

Push enquiries in from anywhere, Pabbly, Zapier, your website, or any tool that can send a webhook, into one secure per-account endpoint. Nothing stays stuck in a spreadsheet. Activated on request.

Auto-Captured Form Fields

Your form's questions become CRM columns automatically. Add a question in Meta and it appears here, no manual field setup, ever. Filter buyers by any answer they gave.

Works on Your Phone

Install Trace on any phone or desktop and it opens like a native app, own icon, full screen, no app store. Your agents update leads between site visits, not back at the desk.

Pipeline

A pipeline built for how
real estate teams actually sell

Not just "New → Converted". Trace tracks the real journey, from first enquiry through site visit, negotiation, booking, and registration.

New Enquiry
Site Visit Booked
Visited
Negotiation
Booking ConfirmedCAPI fires
Registered

All stages are fully customisable to your team's exact sales workflow.

Lead Detail, Rahul Sharma
RS

Rahul Sharma

+91 98765 43210 · Meta Ads · 3 days ago

New Enquiry
Site Visit Booked
VisitedCurrent
Negotiation
Booking Confirmed
Registered

Latest note

“Wants 3BHK, budget ₹95L, ready-to-move. Visited Tower B on Sunday, liked the 8th-floor unit. Following up on loan pre-approval this week.”

How it works

From Meta ad to booked unit

Four steps. Fully automated where it counts. Your team just moves buyers through the pipeline, the rest happens on its own.

01

Connect your Meta Instant Form

Connect your Meta Instant Form to Trace CRM during onboarding, takes about 30 minutes. Every property enquiry flows in automatically, no manual entry.

02

Assign & schedule site visits

Front desk assigns leads to sales reps. Log buyer requirements, schedule site visits, set follow-up reminders. One place for the whole team.

03

Buyer books the unit

Mark the lead as Booking Confirmed. Trace CRM fires a CAPI conversion event to Meta, automatically. No extra steps from your team.

04

Meta finds more buyers like them

Meta's algorithm learns who your real buyers are and finds more people like them. Fewer time-wasters. Better lead quality on every campaign.

30 min

Time to go live

₹1,499

Per month, GST incl.

14 days

Free trial, no card

Pricing

Simple, transparent pricing

One plan that covers everything. Start free, subscribe when you're sure.

MOST POPULAR
2 users includedUnlimited leads

Professional

₹1,499

/month · GST inclusive

  • Lead pipeline, all status stages
  • Direct Meta lead capture
  • Configurable Meta CAPI events
  • Task assignment & call logs
  • Admin + Sales Rep roles
SAVE 10%
2 users includedUnlimited leads

6-Month Plan

₹8,094

for 6 months · ₹1,349/mo · GST inclusive

Save ₹900 vs paying monthly

  • Lead pipeline, all status stages
  • Direct Meta lead capture
  • Configurable Meta CAPI events
  • Task assignment & call logs
  • Admin + Sales Rep roles
Custom limitsDedicated support

Enterprise

Custom

For multi-project developers and larger sales teams.

  • Everything in Professional
  • Custom integrations
  • White-label setup
  • Multi-project support
  • Custom onboarding session
  • Priority & dedicated support

Cancel anytime · No lock-in · 14-day free trial included

FAQ

Frequently asked questions

Specific to how real estate teams use Trace CRM.

Still have questions?

Free demo

See Trace CRM set up
for your sales team

We'll show you how real estate teams use Trace CRM to convert more Meta leads into confirmed bookings, and set it up specifically for your sales workflow in the same call.

30-minute personalised walkthrough
Pipeline configured for property sales
Meta CAPI setup guidance included
No sales pressure. Cancel anytime.

Book your free demo

We'll reach out within 24 hours.

Start turning enquiries
into booked units today.

14-day free trial. Full access. No credit card required.