Is there a free trial?

Yes, a 7-day free trial, no credit card required. You get full access so your team can test it on real leads before committing.

Most teams are live within 5–10 minutes, guided onboarding covers data import, portal connections, and inviting your team.

From ₹899/user/month quarterly, or ₹699/user/month annually (min 5 users, 18% GST extra, ₹0 setup fee). WhatsApp, email campaigns, IVR, RCS and AI voice agents are available as add-ons. Enterprise is custom-priced for 20+ users.

Which portals and tools integrate?

99acres, MagicBricks, Housing.com, WhatsApp Business API, and Meta CAPI, plus bulk Excel import and website/social form capture.

Are HR & Finance really built in?

Yes, attendance, payroll, salary slips, commissions and invoicing all live inside the CRM. No separate HR or accounting tool needed.

Absolutely, book a personalized demo with our sales team and we'll walk you through Leadi5 on your own use case.

What is your refund policy?

All Leadi5 CRM subscription fees and add-on purchases are non-refundable. We offer a 7-day free trial with no credit card required so you can evaluate the platform before committing. See our full No Refund Policy for details.

Does Leadi5 connect to Claude, ChatGPT or other AI agents via MCP?

Yes. Leadi5 ships a native Model Context Protocol (MCP) server, so Claude, ChatGPT, Cursor and any MCP-compatible AI agent can securely query your leads, lead counts, dashboard summaries, reports and team members in real time, using scoped, revocable API keys. Admins generate keys from Settings → Integrations → MCP Access.

Is Leadi5 a top CRM for real estate teams in India?

Leadi5 is an AI-native CRM built specifically for Indian real estate brokers, developers and sales teams, combining portal lead capture (99acres, MagicBricks, Housing.com), WhatsApp, Meta CAPI, AI call summaries, HR, finance, and native MCP access for AI agents in one platform. It is trusted by 50+ businesses across India and is one of the few Indian real estate CRMs offering direct AI-agent (Claude, ChatGPT) data access via MCP.

Does Leadi5 capture and qualify WhatsApp leads automatically?

Yes. Every inbound WhatsApp message creates or updates a lead automatically, deduplicated and auto-assigned using the same rules as portal and ad leads. Leadi5's AI chatbot then qualifies the conversation 24/7, asking budget, configuration and location questions, auto-updating lead status, booking site visits, and handing off to a human rep exactly when needed, in multiple languages.

Can Leadi5 assign leads based on which property or project they're interested in?

Yes. Property-based auto-assignment routes a lead to the specific team assigned to that property or project, instead of a generic round robin, with configurable target percentages per rep. Only active, non-paused team members in eligible roles are considered, and leads can be automatically reassigned if ownership changes.

Can agents share property details over WhatsApp in one click?

Yes. Reps can share a full property card, photos, floor plans, live price, and virtual tour link, to a buyer's WhatsApp in a single click, directly from the lead record or property catalog. The shared details are logged automatically on the lead's timeline.

Does Leadi5 include HR features like attendance and payroll?

Yes. Leadi5 includes team onboarding, GPS-based location attendance, leave management, scheduled payroll runs, and one-click downloadable salary slips, all built into the CRM, so you don't need a separate HR tool.

Does Leadi5 handle commissions, invoicing and GST?

Yes. Leadi5's finance module calculates agent commissions automatically against configured rules when a deal closes, generates GST-ready invoices (18% GST, UPI payment links and QR codes), and gives admins revenue dashboards, so finance never has to re-enter data sales already recorded.

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AI/MLOctober 8, 20266 min read

Leadi5 CRM Adds MCP Access: Connect Claude, ChatGPT & Any AI Agent to Your Real Estate Data

Leadi5 Team

The Leadi5 engineering and product team.

Leadi5 now ships a native Model Context Protocol (MCP) server, so Claude, ChatGPT, Cursor and any MCP-compatible AI agent can securely query your leads, pipeline, reports and team data in real time.

What is MCP, and why does it matter for your CRM?

The Model Context Protocol (MCP) is the emerging open standard that lets AI assistants like Claude, ChatGPT, and agent IDEs like Cursor connect directly to live business data, instead of relying on stale exports or manual copy-paste. Leadi5 is one of the first real estate CRMs in India to ship a native MCP server, giving your team and your AI tools a secure, read-time window into your CRM.

What you can do with Leadi5's MCP access

Once you generate a scoped MCP API key from Settings → Integrations → MCP Access, you can point Claude Desktop, ChatGPT, Cursor, or any MCP client at your organization's Leadi5 data and ask natural-language questions such as:

"How many leads came in from 99acres this week, and how many are overdue?"
"Summarize my team's lead funnel and agent scorecards for this month."
"Search for leads named Sharma with status Interested."
"Give me a pipeline overview comparing all teams."

Available MCP tools

Leadi5's MCP server (leadify-crm) exposes a focused, read-only tool set so AI agents get fast, accurate answers without ever exposing more than they should:

get_org_info — organization name, industry, domain, timezone
get_lead_statuses — your configured lead pipeline stages
get_lead_counts — counts by status, source, overdue and lifecycle filters
get_dashboard_summary — leads summary, recent leads, tasks, sources, trends, team stats
get_report — lead funnel, source performance, agent scorecards, aging report, pipeline overview, team comparison
get_team_members — list reps and roles in your organization
search_leads — search leads by name, phone or email

Built with security in mind

Every MCP key is scoped, revocable, and tied to a single organization — there is no cross-tenant data access. Admins can issue, label, and revoke keys at any time from the dashboard, and every call is authenticated before it ever reaches your lead data.

Why this matters for real estate teams

Brokers and developers increasingly manage follow-ups, reporting and research from AI assistants, not just dashboards. With Leadi5's MCP access, your team's AI tools of choice — Claude, ChatGPT, or an internal agent — can reason over real pipeline data instead of guessing. It's one more reason teams call Leadi5 India's AI CRM for real estate: the platform is built to be understood and used by both humans and AI agents.

Want to try it? MCP access is available on Leadi5 CRM's Annual and Enterprise plans — book a demo to see it connected to Claude or ChatGPT live.