No missed leads
Capture leads from Facebook, Realtor.ca, web forms, Google & Meta ads, web forms, and manual entry into one working queue.
CRM for real estate sales teams
No missed leads. No stuck leads.
ExeLoop captures every lead, routes it to the right rep, and keeps every follow-up moving — so your team converts more without chasing spreadsheets.
Team Pipeline
147 active - 12 hot - 3 need manager attention
All sources Hot 12 Stale 3
New 14
R. Kapoor
3BHK - Bandra West
Hot lead Hot
M. Iyer
Villa - Whitefield
Assigned Warm
A. Choudhary
2BHK - Indirapuram
New
Qualifying 22
P. Nair
3BHK - Koramangala
Call due Hot
S. Mehta
Duplex - Powai
Follow-up
Showing 31
V. Reddy
4BHK - Gachibowli
Visit booked
F. Khan
3BHK - Lower Parel
Manager watch
Offer 08
D. Bose
Penthouse - Alipore
Offer stage Hot
What ExeLoop controls
Every lead has an owner, a next step, and a deadline.
ExeLoop is built for teams where speed and accountability matter. New leads get captured, assigned, followed up, and monitored until they either move ahead or are escalated.
No stuck leads
If a lead is untouched or not worked on time, ExeLoop can notify, escalate, reassign, or move it by rule.
No blind spots
Managers can see lead ownership, follow-up status, calls, tasks, funnel movement, and team activity from one dashboard.
Lead distribution
Route every new lead before it goes cold.
Set routing rules once and let ExeLoop assign leads by source, project, location, team, agent availability, priority, or round robin. Every lead gets an owner immediately.
- Auto-assign leads from Facebook, Realtor.ca, web forms, Google & Meta ads, and website forms
- Route by source, campaign, project, budget, location, or team
- Reassign or escalate untouched leads when the owner does not act on time
Active Stuck lead rescue rule
T Trigger
Lead assigned
From Facebook, MagicBricks, 99acres, Housing, or web form
1 Immediate
Create call task
Owner must call within the expected time
2 +30m
No activity detected
No call, note, message, or stage movement
3 +45m
Escalate or reassign
Notify manager and move lead to another agent
Communication
Calls, WhatsApp, SMS, and email stay attached to the lead.
Agents can call from the CRM using their own number, send approved templates, and keep every conversation visible in the lead timeline.
- Call leads from web or mobile using your own phone number
- WhatsApp, SMS, and email templates with personal fields
- Gmail, Google Calendar, email signatures, and activity history in one place
Inbox — Today
WA 09:14
R. Kapoor
"sat 11 am works" — re: Bandra West showing
WA 08:42
P. Nair
"can we see Koramangala listing tonight?"
SMS Yesterday
M. Iyer
"need pre-approval letter — attaching"
EM Yesterday
V. Reddy
Re: Gachibowli site visit confirmation
WA Mon
F. Khan
"got it — will confirm by EOD"
Manager visibility
Know who is working, what is pending, and where the funnel is slowing down.
Team monitoring
Track agent activity, calls, tasks, overdue leads, pending follow-ups, and inactive ownership.
Daily summaries
Send daily lead, task, follow-up, and performance summaries to managers and team leads.
Lead funnel
Monitor every stage from new lead to contacted, site visit, negotiation, booking, or lost.
Company-wide alerts
Notify the right people when leads arrive, tasks are missed, calls are completed, or pipeline rules trigger.
Operating rhythm
The simple controls every sales team needs.
ExeLoop is designed around the daily discipline of lead capture, ownership, follow-up, escalation, and team visibility.
1
Queue for every new lead
capture to assignment
0
Tolerance for stuck leads
escalate by rule
4
Channels in one timeline
call, WA, SMS, email
24h
Daily team visibility
summaries and alerts
Comparisons
Weighing ExeLoop against the alternatives?
Most teams shortlist a few tools before they commit. When you compare, weigh real-estate fit, built-in calling/WhatsApp/SMS, and how fast the team actually adopts it — not just the feature count.
- vs Follow Up Boss
- vs BoldTrail
- vs Zoho CRM
Not sure which fits your team? Talk to us — we'll give you a straight answer, even if that's another tool.
Packages
Start with lead control. Add channels as your team grows.
Core CRM, distribution, tracking, templates, mobile apps, and integrations can be paired with calling, SMS, WhatsApp, and white-label options.
Core
For teams that need lead capture, routing, tracking, and accountability.
Talk to uspilot pricing
- Lead management and pipeline
- Lead distribution and routing rules
- Tasks, reminders, and activity timeline
- Team monitoring and daily summaries
- Web and mobile CRM
Most chosen
Advanced
For teams that want deeper automation, communication, and funnel control.
Talk to usteam rollout
- Everything in Core
- Stuck-lead alerts and reassignment
- WhatsApp, SMS, and email templates
- Google, Gmail, and Calendar integration
- Lead funnel and agent productivity reports
- Company-wide notifications
Custom
For teams that need calling, portal integrations, white-label, or guided setup.
Customconfigured for you
- Everything in Advanced
- Calling from CRM using your own number
- Facebook, MagicBricks, 99acres, and Housing integrations
- Short links and custom workflows
- White-label and custom domain options
- Dedicated onboarding and data migration