Explore IT Ways CRM solutions designed for real estate, finance, recruitment and institute management. Choose the solution that matches your business workflow and manage your operations from one organized platform.
Specialized CRM platforms designed around industry-specific workflows, customer management, follow-ups and daily operations.
Manage properties, leads, clients, agents, site visits, follow-ups and real estate sales activity from one centralized CRM.
Organize loan enquiries, customers, applications, documents, follow-ups and team activities through a structured financial CRM workflow.
Manage candidates, employers, job requirements, interviews, follow-ups and placements from one recruitment-focused CRM platform.
Manage student enquiries, admissions, students, follow-ups, communication and institute activities from one organized CRM platform.
Built for reliability, seamless adoption, and high-efficiency operations across modern industries.
Our products are structured around practical day-to-day business processes.
Access supported workflows across desktop, tablet and mobile devices.
Connect APIs, communication tools and supported third-party platforms.
Get product assistance and implementation support from the IT Ways team.
A structured, seamless pathway from discovery to empowered business growth.
Identify the CRM system specifically customized for your team's key operational priorities.
Explore how an IT Ways CRM can support your daily business workflow before choosing your solution.
Overview of business activity, KPIs, tasks and recent CRM updates.
| Lead / Contact | Service / Category | Assigned Executive | Status | Next Action |
|---|---|---|---|---|
| Aakash Verma | Real Estate (3BHK Villa) | Rahul Sharma | Site Visit Scheduled | Today, 4:30 PM |
| Priya Deshmukh | Home Loan File (₹65L) | Amit Patel | Bank Verification | Document Collection |
| TechCorp Recruitment | Placement Agency (5 Devs) | Sneha Roy | Interview Round 1 | Tomorrow, 11:00 AM |
Manage incoming leads, source, status, assignments and follow-ups.
| Source | Contact Name | Contact Number | Assigned To | Status |
|---|---|---|---|---|
| Facebook Ads | Vikram Mehra | +91 98234 ***** | Sales Team A | New Lead |
| Website Form | Kavita Sen | +91 97112 ***** | Pooja Rao | Follow-Up Pending |
| WhatsApp Bot | Rajesh Nair | +91 99401 ***** | Kunal Jain | Interested |
Keep customer details, activity history, notes and communication organized.
| Customer Name | Organization / Sector | Total Value | Last Interaction | Account Status |
|---|---|---|---|---|
| Siddharth Rao | Apex Infra & Projects | ₹1,80,000 | WhatsApp Note (Yesterday) | Active Client |
| Deepak Singhania | Global Tech Solutions | ₹3,40,000 | Call Logged (2 days ago) | Active Client |
Manage automated follow-ups, communication and workflow actions.
| Automation Trigger | Action Executed | Channel | Status |
|---|---|---|---|
| New Lead Ingested | Instant WhatsApp Welcome + Brochure PDF | WhatsApp API | Active |
| No Response (48 Hours) | Automated Follow-up Reminder Message | SMS / WhatsApp | Active |
| Site Visit Confirmed | Google Calendar Invite + Location Pin | Email & WhatsApp | Active |
Review sales performance, lead activity, conversion data and business reports.
Clear answers to common questions about IT Ways CRM software and deployment.
Choose the CRM that matches your industry and primary workflow. Real Estate CRM Pro is designed for real estate businesses, DSA CRM for financial service workflows, Placement Agencies CRM for recruitment workflows and Institute CRM for institute management.
Yes. Contact the IT Ways team and tell us which CRM you want to explore. Our product specialist will walk you through live features, dashboards, and automation workflows.
Supported workflows are designed for responsive access across desktop, tablet and mobile devices so your sales and operations team can manage leads anywhere.
Integration availability depends on the selected product and your requirement. API and third-party integrations (WhatsApp, Meta Lead Ads, Payment Gateways, ERP) can be discussed with the IT Ways team.
Products with online purchasing enabled can be purchased directly. For other products, contact our team for pricing and purchase information.
Tell us about your workflow and explore a CRM solution suited to your business.