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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TutorialsOctober 8, 20265 min read

WhatsApp Workflows in Leadi5 CRM: Automate Follow-ups Without Losing the Personal Touch

Leadi5 Team

The Leadi5 product team.

How Leadi5 turns WhatsApp into a structured workflow, template sequences, read receipts, auto-routing and human handoff, instead of an unmanaged group chat.

Why WhatsApp needs a workflow, not just a chat window

In Indian real estate, WhatsApp is often the first and fastest channel a buyer replies on, but most teams run it from a personal phone with no record, no routing, and no follow-up discipline. Leadi5 CRM turns WhatsApp into a structured workflow that sits inside the same pipeline as your other leads.

What a Leadi5 WhatsApp workflow looks like

Inbound capture: every WhatsApp message from a new number creates or updates a lead record automatically.
Templated outreach: pre-approved WhatsApp Business templates for new listings, site-visit reminders, and payment follow-ups, sent in bulk or individually.
Delivery & read receipts: see sent, delivered and read status per message, with reply tracking rolled up to the lead timeline.
Automated sequences: drip a short series of templates to new leads over a few days instead of one message and silence.
AI chatbot handoff: the AI chatbot answers FAQs and qualifies leads 24/7, then hands off to a human rep exactly when a conversation needs one.

Where it connects in the CRM

Every WhatsApp conversation sits on the same lead record as calls, emails and site visits, so a rep opening a lead sees the full history in one place, not three different apps. Reports roll up delivery rate, read rate, and reply rate per campaign so you know which messages actually move a deal forward.

WhatsApp Workflows in Leadi5 CRM: Automate Follow-ups Without Losing the Personal Touch

Why WhatsApp needs a workflow, not just a chat window

What a Leadi5 WhatsApp workflow looks like

Where it connects in the CRM

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