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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Lead ManagementOctober 8, 20265 min read

WhatsApp Lead Capture: Turn Every Chat Into a Qualified Lead Automatically

Leadi5 Team

The Leadi5 product team.

No more screenshotting chats into a spreadsheet. Leadi5 captures every inbound WhatsApp message as a lead, deduped and routed, the moment it lands.

The problem with WhatsApp-only lead capture

Most Indian brokerages still get a meaningful share of inbound interest on WhatsApp, from portal leads replying to a template, to walk-ins who message a listing number directly. Without a system, those conversations live and die on individual agents' phones, with no central record, and no way to measure source performance.

How Leadi5 captures WhatsApp leads automatically

Every inbound message to your connected WhatsApp Business number is matched to an existing lead by phone number, or creates a new one.
New WhatsApp leads are deduplicated against your existing database, so the same buyer messaging twice doesn't create two records.
Auto-assignment rules route the new lead to the right rep or team, by source, project, or round robin, the same rules used for portal and ad leads.
The full conversation, not just a note, lives on the lead's timeline alongside calls and emails.

Why this matters for conversion

Leads that are followed up within minutes convert at dramatically higher rates than leads followed up the next day. Centralizing WhatsApp capture means no inbound message sits unseen on a rep's personal phone over a weekend; it's visible on the dashboard the moment it arrives, with an overdue flag if nobody responds.

Next step: qualification

Capture is only step one, see how Leadi5's AI chatbot qualifies WhatsApp leads automatically, 24/7, before a human ever has to reply.

See pricing or book a demo to connect your WhatsApp Business number to Leadi5.