Insights & Resources
Read Our Blogs
Helpful blogs, expert sales tips, and CRM guides written by industry specialists to help grow your business.
Helpful blogs, expert sales tips, and CRM guides written by industry specialists to help grow your business.
Choosing a CRM for a real estate brokerage isn't simply about picking the platform with the longest feature list.
Indian brokers deal with a very specific sales process: leads arrive from property portals, Meta Ads, websites, referrals and WhatsApp; agents need to respond quickly; property preferences have to be matched with available inventory; site visits need to be scheduled; and follow-ups can continue for weeks or months.
That makes the question more specific:
Which CRM fits the way an Indian real estate brokerage actually works?
Kylas, Zoho CRM and Trevion can all handle core CRM tasks such as lead management, pipelines, follow-ups and sales activity. But they take different approaches.
Kylas is positioned as a general sales CRM with real-estate integrations and customization. Zoho offers a broad CRM platform with a dedicated real-estate solution and a large ecosystem. Trevion takes a more industry-specific approach, with real-estate workflows built around property leads, inventory, site visits, WhatsApp and Indian property portals.
So, which one should an Indian broker choose?
Let's compare them based on the things that matter most.
| Feature | Kylas | Zoho CRM | Trevion CRM |
|---|---|---|---|
| Lead management | ✓ | ✓ | ✓ |
| Custom sales pipelines | ✓ | ✓ | ✓ |
| Real estate-focused workflows | Configuration/integrations | Dedicated real estate solution | Built for real estate |
| 99acres / MagicBricks integration | ✓ via integrations | ✓ | ✓ |
| Housing.com integration | ✓ | Available through integrations | ✓ |
| Property & inventory management | Requires configuration/integration | Available through real-estate solution/customization | ✓ Built-in |
| Site visit management | Can be configured | ✓ | ✓ |
| Integration | Integrations/ecosystem | ✓ WhatsApp CRM & automation | |
| Calling & call tracking | ✓ | ✓ | ✓ |
| Follow-up automation | ✓ | ✓ | ✓ |
| Mobile CRM | ✓ | ✓ | ✓ |
| Best suited for | Sales-focused teams | Businesses wanting broad customization/ecosystem | Indian real estate teams |
| Pricing approach | Unlimited-user plans | Per-user plans by edition | Per-user or unlimited-user option |
Note: Features and pricing can change by plan, integration and region, so businesses should verify the current plan before purchasing. Kylas currently lists unlimited users on its Growth plans, with its Elevate plan shown at US$175/month when billed annually. Zoho's current India CRM comparison lists Standard at ₹800/user/month when billed annually, while Trevion lists ₹499/user/month on its annual plan.
Kylas is primarily a sales CRM rather than a real-estate-only platform.
That isn't necessarily a disadvantage.
For brokers who want a flexible sales system, Kylas provides lead management, customizable pipelines, tasks, reminders, calling, reporting, mobile apps and integrations. Its real-estate resources also highlight lead capture from property portals and integrations with platforms such as 99acres, MagicBricks and Housing.com.
Kylas can therefore work well for a brokerage that wants to build its sales process around a general CRM.
Unlimited users can be particularly attractive for brokerages with larger calling or sales teams. Its current Growth plans are structured around unlimited users rather than conventional per-user billing.
It also provides:
Kylas can be a good choice if your brokerage wants a general sales CRM with flexibility, has someone who can configure the system, and doesn't need every real-estate workflow to be ready out of the box.
Zoho takes a different approach.
It's a broad business software ecosystem, and its CRM can be customized for many industries, including real estate.
Zoho has a dedicated real-estate solution covering lead management, property-related workflows, automation, site visits, communication, reporting and integrations. It also supports integrations with property platforms including 99acres and MagicBricks.
This makes Zoho particularly interesting for brokerages that want more than just sales pipeline management.
Zoho offers a deep set of customization and automation options.
For example, its real-estate CRM solution supports:
Zoho also has a large ecosystem of applications that can be connected to the CRM.
The strength of Zoho can also be its challenge.
A highly customizable CRM can require more configuration, planning and training than a CRM designed around a narrower industry workflow.
For a brokerage with a dedicated operations or CRM administrator, that flexibility can be valuable.
For a small brokerage that simply wants to start capturing property leads, following up and tracking site visits quickly, a more specialized platform may be easier to implement.
Trevion takes the most industry-specific approach of the three.
Instead of starting with a general-purpose CRM and adapting it to real estate, Trevion's real-estate offering is built around the property sales process.
Its real-estate CRM supports lead capture from sources including 99acres, MagicBricks, Housing.com, Meta Ads, Google Ads, WhatsApp and websites.
For a broker, this can make a significant difference.
The workflow can look like:
Lead comes in → Lead assigned → Agent calls → Property matched → Site visit → Follow-up → Negotiation → Deal
Instead of treating these as separate activities, the CRM connects them within the sales process.
Trevion's real-estate CRM includes features such as:
For property dealers specifically, Trevion also provides seller listing management, buyer lead management and buyer-seller matching.
This is important because a property dealer isn't only managing leads.
They're managing buyers, sellers, listings, property preferences and deals at the same time.
This is one of the biggest differences between the three.
If your main challenge is simply organizing contacts and sales activities, all three can work.
But if you're looking for real estate lead management software that connects lead sources to property sales workflows, the differences become more noticeable.
Kylas can capture leads from property portals through its integrations. Zoho can connect real-estate lead sources and automate lead assignment and nurturing. Trevion focuses heavily on bringing Indian property leads into one real-estate-specific workflow.
For a brokerage handling large numbers of portal and advertising enquiries, this is worth considering.
You can also read our guide on the Best CRM for Real Estate Agents in India if you're comparing more options.
This is where a real-estate CRM needs to go beyond traditional contact management.
A broker may need to know:
Trevion provides a dedicated property and inventory module with live unit status and property details, along with smart property matching based on requirements such as budget, location and property type.
Zoho can support property management through its real-estate solution and customization.
Kylas supports real-estate data and integrations, but its core product remains a general sales CRM rather than a property-inventory platform.
Its own real-estate material emphasizes configuration, lead management, integrations and sales pipelines.
For brokers who need a CRM that behaves more like a property sales system, this distinction matters.
WhatsApp and phone calls are central to the Indian real estate sales process.
Kylas supports WhatsApp integration and telephony integrations.
Zoho supports communication through its CRM ecosystem and telephony integrations, including call logging and click-to-call capabilities through supported integrations.
Trevion includes WhatsApp CRM, two-way messaging, WhatsApp automation, click-to-call and IVR integration as part of its CRM offering.
For brokers who currently manage most customer conversations through WhatsApp, it's worth looking beyond the question "Does this CRM integrate with WhatsApp?"
The better question is:
How much of my existing sales workflow can I actually manage from the CRM?
This is especially relevant when comparing WhatsApp vs CRM for real estate as two different ways of managing customer conversations.
Price shouldn't be the only deciding factor, but it matters for Indian brokerages.
The three platforms use different pricing approaches.
Kylas currently offers unlimited users on its Growth plans. Its website lists a free Embark edition and an Elevate plan at US$175/month when billed annually, with local taxes charged separately.
Zoho's CRM pricing is based on editions and users. Its current India pricing page lists:
Trevion currently lists:
Because the pricing structures are different, don't compare only the headline monthly number.
Compare the total cost of the features, integrations, users and customization your brokerage actually needs.
There's no universal winner.
The right CRM depends on how your brokerage operates.
For brokers specifically, Trevion's dedicated CRM for Real Estate Brokers is designed around multi-agent lead management, centralized lead pools, commission tracking and brokerage analytics.
For builders and developers, the requirements can be different. Trevion also offers a CRM for Builders & Real Estate Developers with project and inventory management, booking tracking, payment reminders and channel-partner management.
Kylas, Zoho and Trevion are all capable CRM platforms, but they're built with different priorities.
Kylas is a strong option for teams looking for a flexible sales CRM with unlimited-user plans and a broad integration marketplace.
Zoho is better suited to businesses that want a highly customizable CRM ecosystem and are prepared to invest time in configuration.
Trevion is the more specialized option for Indian real estate businesses that want their CRM to understand the property sales process itself—from lead capture and WhatsApp communication to property matching, site visits, inventory and follow-ups.
So if you're a real estate broker, don't ask only:
"Which CRM has more features?"
Ask: "Which CRM requires the least effort to manage the way my brokerage actually sells?"
For many Indian brokers, that difference can matter more than the size of the feature list.
It depends on the brokerage. Kylas can be attractive for teams that want a sales-focused CRM with flexible pipelines and unlimited users, while Zoho offers broader customization and a dedicated real-estate solution.
For businesses that need a CRM specifically around Indian real-estate workflows, Trevion can be a better fit because its offering includes property inventory, property matching, site visits, WhatsApp automation and Indian property lead sources. Zoho can be a stronger choice when extensive customization and a broader business ecosystem are priorities.
There isn't one answer for every broker. A good choice should support lead capture, property management, follow-ups, site visits, communication and sales pipelines. Brokers should also consider how much configuration the CRM requires before choosing.
Yes. Kylas provides a property-portal integration that can connect sources such as 99acres, MagicBricks and IndiaProperty to its CRM.
Yes. Trevion's real-estate CRM lists integrations with 99acres and MagicBricks, along with Housing.com, Meta Ads, Google Ads, WhatsApp and website leads.
Look for lead capture, lead assignment, follow-up automation, property matching, inventory management, site-visit tracking, WhatsApp and calling integrations, team management and pipeline reporting.
Tired of losing track of your leads? Automate follow-ups, capture inquiries instantly, and accelerate conversions with Trevion CRM.
Get the latest expert sales tips, workflows, and CRM insights to grow your business.
