Job Description

Job Summary:
We are looking for a detail-oriented and proactive CRM Professional to manage customer data, lead tracking, and sales coordination for our real estate operations. The role focuses on improving customer experience, supporting sales teams, and ensuring effective follow-up across the customer lifecycle--from lead generation to post-sales service.
Key Responsibilities:
CRM & Lead Management
Manage and maintain the CRM system with accurate customer, lead, and sales data
Track leads from multiple sources (portals, campaigns, walk-ins, referrals)
Assign leads to sales teams and monitor follow-ups and closures
Ensure timely updates of lead status, site visits, bookings, and cancellations
Sales Coordination
Coordinate with sales teams to ensure proper follow-up and conversion
Prepare daily, weekly, and monthly sales and lead reports
Monitor sales pipeline, conversion ratios, and aging leads
Customer Relationship Management
Act as the first point of contact for customer queries and follow-ups
Ensure excellent customer experience throughout pre-sales and post-sales stages
Coordinate with legal, finance, and operations teams for documentation and handover
Data & Reporting
Generate MIS reports, dashboards, and performance analytics
Ensure data accuracy, hygiene, and compliance with company policies
Analyze customer data to improve lead conversion and retention
Process Improvement
Optimize CRM workflows and standard operating procedures
Support CRM implementation, upgrades, and user training
Ensure CRM best practices are followed across teams
Required Skills & Qualifications:
Education:
Graduate in any discipline (MBA preferred)
Skills:
Strong knowledge of CRM tools (Salesforce, Zoho CRM, LeadSquared, HubSpot, or similar)
Experience in real estate CRM, sales coordination, or customer lifecycle management
Excellent communication and coordination skills
Strong analytical and reporting abilities
Proficiency in MS Excel / Google Sheets
Attention to detail and ability to manage large datasets
Preferred Skills:
Real estate industry experience
Knowledge of property sales processes and documentation
Experience handling channel partners and brokers

Skills Required