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

MCP for Real Estate CRMs: 7 Ways Claude and ChatGPT Can Use Leadi5 Data

Leadi5 Team

The Leadi5 engineering and product team.

A practical look at what you can actually ask Claude, ChatGPT or Cursor once they're connected to Leadi5 via MCP, with real example prompts for sales managers and brokers.

Beyond the announcement: what do you actually ask it?

Our MCP access announcement covered what Leadi5's Model Context Protocol server exposes. This post is about real, practical prompts sales managers and brokers run once Claude or ChatGPT is connected.

7 ways teams use Leadi5's MCP tools today

Morning stand-up briefing: "Summarize today's dashboard: new leads, overdue follow-ups, and team stats." (get_dashboard_summary)
Pipeline health check: "Give me a pipeline overview comparing all teams this month." (get_report with reportType: pipelineOverview)
Source performance review: "Which lead source is converting best this quarter, 99acres, MagicBricks, or WhatsApp?" (get_report with sourcePerformance)
Agent scorecards for 1:1s: "Pull agent scorecards for my team before our Monday 1:1s." (get_report with agentScorecard)
Finding a specific lead fast: "Search for a lead named Priya with a phone number starting 98." (search_leads)
Overdue follow-up triage: "How many leads are overdue right now, broken down by status?" (get_lead_counts)
Org-wide context for a new hire: "What are our lead status stages and who's on the team?" (get_lead_statuses, get_team_members)

Why this is different from exporting a CSV

Every one of these answers reflects live data at the moment you ask, not a spreadsheet exported last week. And because the MCP server is read-only and scoped to a single organization, there's no risk of an AI assistant modifying a lead or seeing another tenant's data.

Getting set up

Generate a scoped MCP key from Settings → Integrations → MCP Access, add it to Claude Desktop, ChatGPT, or Cursor's MCP configuration, and start asking. See the original announcement for the full tool list, or book a demo to see it live.