Skip to content
PromotEdge International

Home Digital marketing Industries Real estate CRM and lead follow-up

Real estate CRM integration · Brokerages and teams · USA and Canada

Real estate CRM integration and lead follow-up for brokerages

PromotEdge International does real estate CRM integration for brokerages and teams in the USA and Canada. We connect your IDX website, portal leads and ad forms to the CRM you use, route each lead to the right agent, and set up follow-up that keeps call and text consent on record. Our delivery team is in India.

Every lead from your website, the portals and your ads in one CRM, with an agent on it fast.

In short

In our view, most brokerages do not have a lead problem so much as a leak. Leads arrive in five places, two agents call the same buyer, and a seller who filled in a form on Saturday hears back on Tuesday. We fix the plumbing first.

What our real estate CRM integration covers

We set up and connect the CRM you choose. We do not sell one.

ServiceWhat you get
Lead source connectionsYour IDX site, portal leads, ad lead forms and open-house sign-ins arriving in the CRM, each tagged with where it came from.
Routing rulesRound robin, by area, by price band or by language, with a fallback when the first agent does not pick up.
Follow-up sequencesEmails, texts and call tasks for buyers, sellers and past clients, written in your voice.
One sequence per leadTwo-way sync and duplicate checks, so a lead who comes in twice never gets two sets of messages.
Consent recordsCall and text consent captured on the form and stored on the contact, with opt-outs honored everywhere.
ReportsResponse times, lead sources and stage changes your managing broker can read in a minute.
Custom buildsWhere an off-the-shelf CRM does not fit, a custom tool or connector built for your brokerage.

Brands we have worked with

  • Fine Organics
  • Weichai
  • Novozymes
  • Dozco
  • SANY
  • Prezent
  • Honest AI
  • SCENNE
  • Sara International
  • Vega MPS
  • Desi Machine Pvt. Ltd.

Work delivered from India. Results are shared one to one, under NDA.

See all clients

  • Since 2015
  • Round the clock, as per your location
  • 4 pillars
  • We travel to our clients every 3 to 4 months
Talk to us

Tell us what you need

We use these details only to reply to you.

Phone or WhatsApp (optional)
Who is it for? (optional)

Rather talk now?

How we work

  1. 01

    Tell us the goal

    A rough note through the form on what you sell and what needs to change.

  2. 02

    We study your market

    How people find you today, where inquiries get lost, then a call in your working day.

  3. 03

    A written plan

    The work, who does it and how it is measured. Nothing starts until you approve it.

  4. 04

    The work starts

    Our team in India does the work, with calls set in your working hours.

  5. 05

    Reports and visits

    Every number we report shows its source and date range, and we travel to our clients every 3 to 4 months.

Common challenges

What makes real estate lead follow-up different

The legal lines below were read on 15 November 2026. They are not legal advice; your broker and counsel decide.

Calls and texts need written consent

Under the FCC's rule (47 CFR 64.1200), marketing calls and texts to a cell phone using an autodialer or a prerecorded voice need the person's prior express written consent. So the consent line goes on the form, and the CRM keeps the record of it.

Calling hours and do-not-call

The same rule bars telephone solicitations before 8 a.m. or after 9 p.m. in the called person's time zone, and calls to numbers on the national do-not-call registry. We set call tasks and text sends to respect the lead's local time.

Canada asks for consent too

Canada's anti-spam law (CASL, section 6) needs consent, express or implied, before a commercial email or text, and every message must name the sender, give contact details and offer an unsubscribe. Canadian leads get their own consent fields.

Portal leads arrive their own way

Each portal and lead source sends leads in its own format. We test each source one by one, because a single broken connection can lose a week of leads before anyone notices.

How we work

How a real estate CRM project starts

  1. 01

    Map the leaks

    Every place a lead can arrive today, who sees it, and what happens next.

  2. 02

    Agree the rules

    Who gets which leads, how fast, and what happens when nobody answers.

  3. 03

    Connect and clean

    Sources wired in, old contacts de-duplicated, and consent fields added to every form.

  4. 04

    Test with test leads

    Fake leads from each source, followed end to end, before any real buyer goes through.

  5. 05

    Train and review

    A short session for agents, then a check after 30 days on what is working.

What real estate CRM integration means

Real estate CRM integration is connecting every place leads come from, your website, the portals, your ads and your open houses, to one CRM, and then deciding what happens to each lead the moment it lands. The CRM itself is usually fine. The trouble sits in the connections and the rules.

We think speed matters more than clever sequences. A buyer who asks about a home on Saturday morning is often talking to another agent by Saturday afternoon, so our first job is getting a real person on the phone quickly, with the automated messages there to back them up, not to replace them.

If your website is the leak, see our realtor website design work. If a standard CRM does not fit, we also build custom CRMs and API integrations. Our team is in India and works in your hours. We travel to our clients every 3 to 4 months.

Cost

What real estate CRM integration costs

There is no public price list, because the cost follows the job.

What affects the cost

  • How many lead sources to connect
  • How many agents, teams and routing rules
  • How many old contacts need cleaning
  • Whether any custom connector has to be built

How we price

Your CRM subscription and any texting fees are separate and paid by you. You see the scope and our fee in writing before work starts.

Questions buyers ask us

  • Connecting your IDX website, portal leads, ad lead forms and open-house sign-ins to one CRM, routing rules for your agents, follow-up sequences for buyers, sellers and past clients, duplicate checks, consent records for calls and texts, and reports your managing broker can read quickly.

  • The one your agents will actually open every day. We compare two or three that fit your size, budget and lead sources, and we do not sell any CRM, so the advice is yours. If you already have a CRM, we usually start by fixing it rather than replacing it.

  • Yes, where an off-the-shelf CRM cannot do what your brokerage needs, such as unusual commission splits or a link to your own back office. For most teams a standard CRM, set up well, is the cheaper choice, and we will tell you so.

  • With duplicate checks on email and phone when a lead arrives, one owner per contact, and two-way sync between the CRM and any other tool that sends messages. A lead who comes in twice joins their existing record and keeps one sequence.

  • In the USA, marketing texts and calls to a cell phone using an autodialer or a prerecorded voice need prior express written consent under the FCC's rule. In Canada, CASL needs consent and an unsubscribe in each message. We build the consent into your forms. This is not legal advice.

  • Usually, yes. Each portal and lead source has its own way of sending leads, by email, a direct connection or an export, and we connect each one, tag it with its source, and test it with a test lead before going live.

  • Avijit Bhattacherjee, on front end and back end, builds the integrations, with Raju Barui, a backend developer. They use licensed tools and software and work in your hours. We travel to our clients every 3 to 4 months.

Tell us what is not working

A real person reads every message and replies.

All our services

Four kinds of work. One plan.

Technology

All technologyShow fewer

Marketing

All marketingShow fewer

Designing

All designingShow fewer
Chat with us