Description
Leadvio is a specialized real estate CRM crafted by 13Fold Labs for channel partners and their sales teams across India. It addresses the unique challenges faced by Indian real estate brokers, who often manage multiple projects, leads from diverse sources, and complex commission structures. The platform consolidates critical sales functions into a single, integrated system, moving beyond generic CRM solutions that often fall short in the real estate context.
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The CRM integrates four core products: the CRM itself, a Voice AI Agent, Pages Studio, and a SIM Dialer. This comprehensive suite allows channel partners to capture leads from various sources, including Meta (Facebook) lead ads, Google Ads lead forms, website webhooks, and supported property portal alert emails. Once captured, leads are automatically assigned using a smart round-robin system, which can be weighted to prioritize senior agents or specialists. The system also features a "Dead Pool" for inactive leads, with options for reactivation and follow-up actions.
Leadvio provides a focused command center for telecallers, displaying their daily calls and follow-ups. It includes SLA breach alerts to ensure timely lead engagement and logs every call with a disposition and scheduled next follow-up. For field agents, the platform enables GPS-stamped site visit check-ins via the Leadvio Dialer app, verifying agent presence at project sites and eliminating attribution disputes. The system also supports the entire booking workflow, from Expression of Interest (EOI) to KYC checklists and registration.
A standout feature of Leadvio is its native commission tracking. It allows users to log flat-rate or staggered slab commissions per developer, automatically track TDS deductions, and monitor payout milestones (Pending, Approved, Paid). This ensures that the gap between closing a booking and receiving commission is bridged, providing clear visibility and preventing revenue loss due to disorganization. The platform also offers free tools and guides, such as a commission calculator and WhatsApp templates, tailored for Indian channel partners.
Leadvio is offered with a free plan for up to 3 users, with no time limit, allowing small teams to experience its full capabilities. For larger teams, paid plans are available based on team size, with per-user costs decreasing as the team grows. All plans include the full suite of features, with differences primarily in user count and support levels, such as dedicated account managers and priority support for enterprise clients. The company is based in Mumbai, India, and emphasizes a customer-first engineering approach, building features directly from real broker pain points.
- CategoryAI CRM Tools
- Pricing ModelFreemium
- DeploymentCloud
- PlatformsWeb
Leadvio's Core Features
Lead Capture from Meta, Google, website webhooks, and property portal emails
Smart Round-Robin Lead Assignment with custom weighting
Real-time Kanban Board for lead stage management
Telecalling Engine with agent dashboards and SLA breach alerts
Automated Follow-up Reminders tied to call outcomes
Native Commission Tracking with slab rates, TDS, and payout milestones
GPS-Stamped Site Visit Check-ins for agent verification
Booking (EOI) Management with KYC checklist and builder documents
Real-time Activity Feed for team visibility
Role-Based Access Control for different team members
Built-in Dialer with call logs and number masking
WhatsApp Two-Way Communication within CRM
CSV Import & Export for leads
Custom Stage Labels for pipeline customization
Multi-project Pitching from a unified lead card
How to use Leadvio?
Capture Leads: Integrate with Meta, Google, website forms, or property portal emails to automatically ingest leads into Leadvio.
Assign and Follow Up: Utilize smart round-robin assignment for new leads and manage telecaller activities with dashboards and automated follow-up reminders.
Schedule Site Visits: Dispatch agents and log meeting outcomes, with GPS-stamped check-ins to verify visits.
Manage Bookings: Handle Expression of Interest (EOI), KYC checklists, and builder documents within the platform.
Track Commissions: Set up developer-specific commission slabs, track TDS, and monitor payout statuses from pending to paid.
Monitor Performance: Use real-time activity feeds and SLA reports to gain full visibility into team performance and pipeline status.
Leadvio's Use Cases
- Lead Management
- Sales Follow-up Automation
- Site Visit Verification
- Booking Workflow Management
- Commission Tracking
- Team Collaboration
- Performance Monitoring
- Marketing Lead Integration
