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Telvanta
FOR REAL ESTATE

One CRM.
Smarter Agents.
Stronger Results.

Telvanta.ai CRM is built for real estate teams to manage leads, track deals, automate tasks, and close more business—faster. Empower your agents with the right tools, insights, and automation to be more productive every day.

An agent CRM workspace — new leads, site visits, deals in pipeline and won deals over the day's upcoming activities and the pipeline overview.

The impact you can achieve

More Organized PipelineCentralize all leads, deals, and client interactions in one place.
Faster Follow-UpsAutomate reminders and tasks so no opportunity is missed.
Higher Agent ProductivityGive agents the right data and tools to work smarter.
Better Visibility & ControlTrack performance, activities, and outcomes in real time.
Happier ClientsTimely communication and personalized experience build lasting trust.

Key Results for Real Estate

40%+Increase in Agent Productivity
35%+Faster Follow-Up Response
30%+Increase in Lead Conversion Rate
25%+More Site Visits Booked
50%+Reduction in Manual Work
45%+Improvement in Team Collaboration

*Based on Telvanta.ai customer data

360° Lead View

Complete history of every lead in one timeline.

Smart Task Automation

Auto-assign tasks and set smart reminders.

Team Collaboration

Share notes, tag team members, and stay aligned.

Calendar & Scheduling

Manage site visits and meetings effortlessly.

Document Management

Store, share & track property documents.

Reports & Analytics

Actionable insights to improve performance.

How CRM & Agent Productivity Works

Lead Captured

Leads come from ads, website, portals, or referrals.

Lead Assigned

Automatically assign leads to the right agent or team.

Engage & Qualify

Communicate, capture requirements & qualify interest.

Schedule Site Visit

Book visits and send automated reminders to clients.

Track & Follow-Up

Log interactions and automate follow-ups and tasks.

Move Deal Forward

Update deal stage and collaborate with your team.

Close & Grow

Close the deal and nurture for repeat business & referrals.

Popular Use Cases

Lead Management

Capture, organize and prioritize leads from multiple sources.

Site Visit Management

Schedule visits, send reminders, and track agent activity.

Client Follow-Ups

Automate follow-ups and never miss the right moment to connect.

Deal Pipeline Management

Visualize every deal stage and move deals forward with confidence.

Team & Activity Tracking

Monitor agent activities, tasks, and daily progress in real time.

Performance Dashboards

Track key metrics and coach agents with data-driven insights.

Document & Proposal Sharing

Send proposals, agreements and collect e-signatures seamlessly.

Commission & Payouts

Track commissions and payouts based on deals closed by agents.

CRM & Agent Productivity Overview

Total Leads12.6K26% vs last 30 days
Site Visits Scheduled3.2K32% vs last 30 days
Deals in Pipeline1.7K23% vs last 30 days
Conversion Rate18.7%20% vs last 30 days
Avg. Response Time24 min36% vs last 30 days
Tasks Completed8.9K26% vs last 30 days

Leads Over Time

2K1.5K1K5000
May 5May 12May 19May 26Jun 2

Leads by Source

Website42%
Property Portal28%
WhatsApp18%
Facebook Ads7%
Referrals5%

Pipeline Distribution

New Lead12.6K
Contacted8.4K
Site Visit3.2K
Proposal1.1K
Negotiation532
Won380

Telvanta.ai CRM has transformed the way our team works. We are more organized, respond faster, and close more deals than ever before.

Anita ThapaCommunication ManagerClean Water Initiative

Seamlessly Integrates With Your Systems

ZOHO CRMHubSpotZoho CliqMetatwilioGoogle Calendarand more

Frequently Asked Questions

Empower your agents. Close more deals. All from one smart CRM.

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