Complete Platform Overview

Everything You Need to Close More.

From lead capture to commission payouts — RealtoMax is the only CRM built exclusively for real estate brokers, agencies, and developers. One platform. Zero chaos.

LEADS
01
Lead & Inquiry Management

Automated Lead Routing.

Capture leads from every channel — portals, Facebook, Google, your website, and direct inquiries. Our AI engine instantly routes each lead to the best-suited broker based on project specialty, availability, and past conversion rates.

  • Multi-channel capture: portals, social, website, direct
  • Automated routing by specialty & conversion rates
  • Inquiry stages, sources & follow-up scheduling
  • Pending follow-up alerts & today's task dashboard
CONTACTS
02
Contact Management

Every Relationship, Organized.

Maintain rich, unified profiles for Channel Partners, Investors, and Customers. Track every site visit, revisit, booking, and conversion in one secure timeline — so your team always has context before the call.

  • Channel Partner, Investor & Customer databases
  • Site visit & revisit tracking
  • Booking & conversion register
CP
Channel Partner
IN
Investor
CU
Customer
PROJECTS
03
Project & Property Management

Smart Inventory Grid.

Monitor your entire property portfolio in real-time. Active and inactive listings, full property configurations — types, sub-types, status, and location hierarchy — all in one view with zero-latency sync across broker endpoints.

  • Active / inactive project listings
  • Property types, sub-types, status & location hierarchy
  • Site conversion & user conversion reporting
  • Instant PDF brochure generation
HR
04
HR & Attendance

People Management, Simplified.

From selfie-based punch-in to biometric attendance, leave management, and payroll — everything your HR team needs is built right in. Maintain department structure and staff files without any third-party tools.

  • Selfie Punch, QR Code & Biometric attendance
  • Leave & Payroll management
  • Department & staff file management
Selfie
QR
Bio
Payroll
CONNECT
05
Communication & Integrations

Reach Clients Everywhere, Effortlessly.

WhatsApp, Email, IVR, Google Calendar, Google Forms, and 36+ alert types — everything connected under one roof. No tab-switching. No missed messages.

WhatsApp

Template-based, bulk messaging & web WhatsApp

Email Manager

Templates, campaigns & scheduled sends

Meta & Social

Facebook, Instagram

IVR

Automated call routing & voice response

Lead Integration

99 Acers & Housing & Google Forms integration

Alert System

36+ configurable notification types

ANALYTICS
06
Reports & Analytics

Data That Drives Decisions.

Four powerful dashboard views — Admin, Personal, Site, and Team — give every stakeholder exactly the insight they need. From source-wise conversions to yearly site charts, your numbers are always a click away.

  • Admin, Personal, Site & Team dashboard views
  • Lead Statistics, Lead Quality reports
  • Source-wise Conversion reports
  • Site & User Conversion charts with yearly filtering

Real-Time Revenue Velocity

Admin Team Site
CAMPAIGN
07
Campaign & Marketing Advance

Full-Proof Sales Funnel.

The Advance plan unlocks a complete Meta-integrated marketing engine. Run targeted campaigns, manage audiences, and configure Messenger bots — turning ad spend into booked site visits automatically.

  • Meta integration with full-proof sales funnel
  • Campaign management with audience targeting
  • Common Messenger & bot configuration
Get Advance Plan
Ad Campaign
Messenger Bot
Site Visit Booked
PLANS
08
Subscription Plans

Pick the Plan That Fits Your Scale.

Three tiers built to grow with you — start lean and unlock more as your team expands.

Basic

Core Operations

  • Lead & Inquiry Management
  • Project & Property Listings
  • HR & Attendance
  • Contact Databases
  • Basic Reports
Advance

Full Power

  • Everything in Standard
  • Meta & Campaign Management
  • Messenger & Bot Config
  • Full Analytics Suite
  • Priority Support
SECURITY
09
Security & Access

Enterprise-Grade Security, Built In.

Multi-tenant architecture with separate databases per client ensures your data never mixes. Role-based access control with 36+ permission types means every team member sees only what they need to.

  • Role-based access control with 36+ permission types
  • Per-user activity logs
  • Multi-tenant architecture (separate DB per client)
TECH
10
Technical Infrastructure

Seamless Ecosystem Integration.

Razorpay billing with GST, REST API, Firebase push notifications, PDF generation, and bulk CSV import/export. RealtoMax plugs into your entire tech stack without friction.

Razorpay Billing

GST-ready invoicing with coupon support

REST API

Webhooks for deep system integration

Firebase Notifications

Real-time push alerts on all devices

PDF Generation

Bills, brochures, and reports on demand

Bulk CSV

Import & export data at scale

Multi-Tenant DB

Isolated database per client for full security