Pre-sales CRM for real estate teams

The gap between a lead and a booking closes here.

Taskko runs leads, site visits and inventory in one pipeline — and tells every role exactly what needs attention today, before a stale lead or a missed follow-up costs you the deal.

Built for teams running multiple projects and sources at once One pipeline, every role
Portfolio view 3 flagged
The problem

Sales teams don't lose deals in one place. They lose them in the handoffs.

A lead comes in on one channel, gets followed up on a phone, scheduled on a calendar, and booked against inventory tracked in someone's head. Every handoff is where the gap opens.

Without Taskko

What breaks in a manual process

Leads sit in spreadsheets until someone remembers to call them back.
Site visit no-shows go unlogged, so nobody follows up on why.
A founder finds out a lead has gone cold only after the deal is already dead.
Managers can't tell which executives went quiet today until it's too late.
The same unit gets promised to two clients because inventory lives in one person's head.
With Taskko

What closes the gap

Every lead lands in one pipeline the moment it comes in, from any source.
Site visits are scheduled, marked done or no-show, and feed straight into follow-up.
Stale leads surface as a notification the day they go quiet, not weeks later.
Managers see executive activity and overdue follow-ups in real time, by role.
Inventory updates the instant a unit is held, booked or sold — one board, everyone.
Why Taskko — one stop solution

One login, not eight tools stitched together.

Leads, site visits, inventory, reporting and client outreach run in the same workspace — so nothing depends on someone remembering to update a second system.

📥

Unified Lead Capture

Webhook support instantly pulls leads from Meta Ads, Google Ads, and portals straight into one central pipeline.

🤖

AI-Driven Follow-ups

Schedule site visits while an AI-powered auto-dialer executes precision follow-ups exactly on time.

🏢

Centralized Inventory

Manage live inventory across all projects — by tower, floor, and unit — without touching Excel or toggling apps.

📊

Performance & Revenue Analytics

Track team conversion rates, lead source efficiency, and projected sales closures from a single view.

1-Click Data Import

Effortlessly import past data and existing contacts into your active pipeline without starting from scratch.

💬

Smart WhatsApp Messaging

Trigger standardized WhatsApp templates directly inside your workspace to keep outreach consistent.

🔀

Automated Bulk Lead Allocation

Instantly distribute incoming leads across executives using smart, rule-based routing — not manual effort.

🤝

Conflict-Free Channel Partners

Onboard brokers seamlessly and let them register leads directly without deal clashes or duplicate entries.

🏗️

Unlimited Project Hub

Scale freely with zero limits — access complete configuration, pricing, and specs for unlimited projects in one place.

⚡ AI-powered feature cards

Driven by AI. Built for Real Sales.

The AI-powered real estate pre-sales CRM for 10x faster deal closure. Zero distractions. Zero manual effort. Pure AI-driven execution.

🧭

AI Role Dashboards

Smart views tailored per role: ROI tracking for Admins, AI activity insights for Managers, and focused daily action lists for Executives.

🛡️

AI Lead Shield

Lock phone numbers and let AI hide sensitive contact details so your valuable leads never leak.

📡

Smart Multi-Channel Outreach

Trigger AI-personalized WhatsApp, email, and SMS messages directly from the dashboard — no tab switching required.

📞

AI Auto-Dialer & Follow-ups

Automate dialing queues and let AI schedule call follow-ups to eliminate manual work and double executive call volume.

Smart Visit & Deal Reminders

Predictive alerts nudge executives for site visits, pending proposals, and overdue follow-ups before deals go cold.

💬

In-Dashboard WhatsApp AI

Manage live WhatsApp conversations directly inside the platform with AI assistance to reply faster and close deals.

🔌

Zero-API Smart Connect

Instantly link existing workflows and data sources using smart, non-API integration — zero tech headache.

📈

Pipeline & Proposal Intelligence

AI tracks live proposals and ranks high-intent leads so your team focuses strictly on deals ready to close.

Every Tool, Every Lead, Every Deal — Under One Roof. Stop Juggling Spreadsheets. Start Closing Deals with AI. The Complete Real Estate & Sales CRM.
Inside the workspace

The pipeline and the inventory board, side by side.

What your team sees is what your founder sees — no separate spreadsheet to reconcile at the end of the week.

New19
Priya Nair
99acres2d ago
Rohan Mehta
Google Search2d ago
Contacted6
Neha Kapoor
MagicBricks2d ago
Karthik Iyer
Instagram2d ago
Qualified11
Aarav Sinha
Walk-in2d ago
Aryan Gupta
CommonFloor3d ago
Site Visit8
Sanvi Reddy
Hoardings1d ago
Riya Sharma
Website1d ago
Available · 36 Held · 14 Booked · 9 Sold · 5
A-0801
4BHK
A-0802
3BHK
A-0803
4BHK
A-0804
3BHK
A-0701
4BHK
A-0702
3BHK
A-0703
4BHK
A-0704
3BHK
A-0601
4BHK
A-0602
3BHK
A-0603
4BHK
A-0604
3BHK
The Taskko benchmark

The standard we hold every pipeline to.

This is what changes when leads, site visits and inventory run in one system instead of five.

Measure
Manual process
Taskko
Time to first response on a new lead
Hours — if remembered
Logged and assigned instantly
Overdue follow-up visibility
Tracked in one person's head
Flagged by role, in real time
Site visit no-shows
Rarely logged
Marked and routed into follow-up
Inventory accuracy
Updated end of day, if at all
Live, by tower, floor and unit
Stale-lead detection
Discovered when the deal is already cold
Surfaced the day activity stops

Illustrative comparison based on typical manual pre-sales workflows — swap in your team's own before/after numbers once you're tracking them in Taskko.

See Taskko running on your own leads.

A 30-minute walkthrough — bring one live project and we'll show you exactly where the gap closes.