Sales CRM for real estate agencies in Sri Lanka

Key takeaways

The pipeline real estate agencies actually run: Enquiry, Viewing booked, Viewing done, Offer, Deal closed.
Where the revenue leaks: Buyers who viewed once and were never called again.
Tallium AI CRM is a flat $99 USD per month for the whole workspace with unlimited users included.
Every deal carries a next step with an owner and a date, which is the habit that fixes the leak above.
Enquiries arriving over WhatsApp and email, which is how most real estate agencies in Sri Lanka get found, are captured as leads with the source recorded.

The pipeline real estate agencies actually run

Most CRMs ship with a generic lead-to-won funnel. For real estate agencies the stages that carry information are 1. Enquiry, 2. Viewing booked, 3. Viewing done, 4. Offer, 5. Deal closed. Rename the default stages to these once and the board immediately tells you something useful, because a deal sitting too long in "Viewing done" is a different problem from one sitting in "Viewing booked".

Where the deals actually leak

Buyers who viewed once and were never called again. In agency sales the second follow-up, not the first, is where the commission is. Ageing on the board is what surfaces it: the deals you need to see are the quiet ones, and quiet deals are invisible in an inbox and in a spreadsheet.

Every enquiry attached to a property interest

Portal leads, walk-ins and WhatsApp enquiries land as contacts with the budget, area and property type recorded, so a matching listing next month reaches the right person instead of a broadcast.

Viewings as pipeline stages, not diary entries

A viewing booked, attended and followed up are three different states. Treating them as stages is what makes it obvious that eleven people viewed and only two were called back.

How this works for businesses in Sri Lanka

Selling in Sri Lanka has its own shape. Sri Lankan SMEs run tight teams selling both locally and to export buyers, and software budgets are scrutinised in rupees. Flat pricing with unlimited users removes the headcount penalty. Tallium AI CRM is set up for that: enquiries arriving over WhatsApp and email are captured as leads with the source recorded, deal values are entered in the numbers your team quotes in LKR, and the whole team, from a two-person SME to a forty-person operation across Colombo, Kandy and Galle, works from the same records at one flat price. Common verticals here, including tourism services, manufacturing and IT and software, all run on the same default pipeline with the stage names changed once.

Everyone in the business, on one system

A real estate agency rarely has a clean split between sales and everyone else. The person who answers the phone, the person who prices the job and the person who chases payment all hold part of the relationship. Because every user is included at one flat price, all of them can be on the record instead of only the closers, which is what makes the history true rather than partial.

Tallium AI CRM vs running sales on a spreadsheet

A spreadsheet is the honest competitor for most small teams, and it deserves credit: it is free, everyone knows it, and it works while one person holds the whole pipeline. It fails at a specific point, when two people need the same live view, or when a follow-up has to happen on a date rather than when someone remembers. Everything below is what breaks at that point.

	Tallium AI CRM	a spreadsheet
Cost	One flat monthly price, unlimited users	Free, until you count the hours spent maintaining it
Two people editing at once	Live, with one record of truth	Conflicts, duplicates and a file named final-v3
Reminders	Dated tasks that surface when overdue	None. Follow-up depends on memory
Lead capture	Forms create contacts automatically	Manual copy and paste from email
History of the relationship	Full timeline of calls, notes and emails	A comment column, at best
Reporting	Pipeline, conversion and win rate, live	Rebuilt by hand before each meeting
What happens when someone leaves	Records stay with the business	The file, and the context, often leave too

Why teams choose Tallium AI CRM

Your data stays yours

Contacts, deals and history live in your workspace and export cleanly to CSV whenever you want them. There is no lock-in through an export fee or a proprietary format, which is the right test to apply to any CRM before you commit.

Fast on a phone, because that is where sales happens

The pipeline, contact search and task list are usable one-handed between meetings. A CRM that only works properly at a desk gets updated at the end of the week, which means it is wrong for most of it.

Flat $99 a month for the whole workspace

One price covers the business, not one seat. There is no per-user rate to multiply, no tier to be upgraded into and no contact-count step. Budgeting for a CRM stops being a forecast of how many people you might hire.

Unlimited users, so the record is actually complete

Sales, support, finance, operations and the owner all get logins with permissions deciding what each can see. Per-seat CRMs quietly push teams to leave people off the system, and the customer history is incomplete exactly where it matters most.

Working on day one, not after a project

A sensible default pipeline, clean contact and company records and lead capture forms ship with the account. Rename the stages to match how you sell, import your contacts, and the CRM is live the same afternoon.

One account with Tallium Accounting and Marketing

The pipeline, the books and the campaigns share one login and one set of customer records. There is no integration to maintain between the quote you sent and the invoice you raised, because they are in the same system.

Getting started, step by step

Rename the default pipeline stages to Enquiry, Viewing booked, Viewing done, Offer, Deal closed.
Import contacts and companies from a CSV export of your spreadsheet, mailbox or previous CRM. Map the columns once and merge duplicates as you go.
Rename the default pipeline stages so the board matches how you actually sell, then move your open deals onto it with values and expected close dates.
Publish a lead capture form and put it on your website, so new enquiries create contacts automatically with the source recorded.
Set the follow-up rule the team will keep: every open deal carries a next step with a date and an owner. This is the habit that decides whether the CRM works.

Frequently asked questions

Can a real estate agency track buyers and listings in the same CRM?

Yes. Buyers and landlords are contacts with requirement details on the record, and each active opportunity is a deal with a value and stage. Agencies typically run two pipelines, sales and leasing, side by side so the reporting stays clean while the contact list is shared.

How do we stop leads from portals going cold?

Assign an owner and a dated first-contact task at the moment the lead arrives, then make the second follow-up a stage rather than an intention. Most portal leads are lost between day two and day ten, which is exactly the window where a task list beats memory.

How much does Tallium AI CRM cost in Sri Lanka?

Tallium AI CRM is a flat $99 USD per month for the whole workspace, billed in USD, which teams in Sri Lanka usually compare against per-seat tools quoted in LKR equivalents. Unlimited users are included, so the price does not change when you hire. There are no per-seat fees, no feature tiers and no contact-count steps.

Does Tallium AI CRM charge per user?

No. Every plan includes unlimited users. That is the structural difference from most CRMs, and it changes behaviour as much as cost: when a login is free, support and finance go on the system too, and the customer record stops having holes in it.

Is Tallium AI CRM suitable for a small business in Sri Lanka?

Yes. It is built for teams of two to fifty who need a pipeline that stays current, contact records the whole team can see, and follow-ups that happen on a date rather than from memory. In Sri Lanka, where much of the selling happens over WhatsApp and email, the important part is that enquiries from those channels are captured as leads rather than lost in a phone.

How long does setup take?

Most teams are working in the CRM the same day. The account ships with a default pipeline, contact and company records and lead capture, so setup is importing your contacts and renaming stages rather than a configuration project. There is no implementation fee and no consultant required.

Can I import my existing contacts?

Yes. Export to CSV from a spreadsheet, mailbox, phone or your current CRM and import it, mapping columns to contact and company fields. Deals import with stage, value and owner, so an existing pipeline arrives intact rather than being rebuilt by hand.

Does it work with accounting and marketing?

Yes. Tallium Accounting and Tallium Marketing run on the same account, sharing the same customer records. A lead generated by a campaign lands in the pipeline, and a won deal moves to invoicing, without an integration in between.

Browse every guide on the Tallium AI CRM solutions index, or see the full feature list and flat pricing.

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