What CRM should a Nepal property broker use — HubSpot Free or GoHighLevel?
GoHighLevel is the more practical choice for most Nepal property brokers because its free-tier equivalent includes pipeline management, contact records, and basic automation without requiring a paid upgrade for the features most relevant to a property business. HubSpot Free works for very basic contact and deal tracking but limits automation to simple workflows and does not include the scheduling and confirmation features that site visit coordination requires. For a broker or small agency managing 20 to 60 active buyer enquiries, GoHighLevel covers the buyer pipeline, property matching logic, WhatsApp task creation, and site visit scheduling in one platform at a lower total cost than HubSpot's paid tiers. HubSpot is the better option for larger agencies that already have marketing automation investment or need more advanced reporting.
How do I build a property inventory tracker inside a CRM for a Nepali real estate business?
A property inventory tracker inside a CRM is built as a custom object or a second pipeline, separate from the buyer pipeline, with fields relevant to Nepal property categories. The minimum fields are: property type (land, apartment, house, commercial), location (district, VDC/municipality, ward), size in ropani or square feet, asking price in NPR, ownership documentation status (lalpurja, naksha), road access, current status (available, under negotiation, sold), and the assigned broker. In GoHighLevel, this is built as a custom contact or opportunity record type linked to the buyer deal records. In HubSpot, a custom object called "Property" is created with the relevant properties and associated to deals via a relationship. Once the inventory is in the CRM, filtering by buyer requirements takes seconds rather than requiring a manual spreadsheet review.
How do I track the source of buyer enquiries — HamroBazaar, Facebook, referral, website — in a CRM?
Source tracking requires a "Lead Source" field on every buyer contact record in the CRM, with predefined options for each channel: HamroBazaar, Facebook Group, Facebook Ad, Website Enquiry Form, Phone Referral, Walk-in, and Other. The field should be mandatory on contact creation so no enquiry is recorded without a source. In GoHighLevel, source data from website forms can be passed automatically through a hidden form field. For WhatsApp enquiries and phone enquiries, the broker selects the source manually when creating the contact. After 60 days of consistent source tagging, a simple CRM report shows which channels are producing enquiries that progress to site visits and offers, and which are producing volume without quality.
How do I manage site visit scheduling inside a CRM for multiple properties and brokers?
Site visit scheduling in a CRM is managed through a task or activity record linked to both the buyer contact and the property record, with a scheduled date and time, the assigned broker, and the property contact details. In GoHighLevel, an automated workflow triggered when a site visit task is created sends a WhatsApp confirmation message to the buyer with the date, time, and property address, and creates a second message to the broker with the buyer's contact details. A second workflow fires 24 hours before the scheduled visit time with a reminder to both the buyer and the broker. For agencies managing multiple brokers, the task is assigned to the specific broker responsible for the visit, and the pipeline view shows all upcoming site visits across the team in a single calendar view.
How do I set up a buyer-to-property matching workflow in a basic CRM for Nepal real estate?
A buyer-to-property matching workflow requires two things: a buyer requirements profile attached to each buyer contact record, and a trigger that fires when new properties are added to the inventory. The buyer requirements profile stores the minimum fields a buyer has specified — location preference, property type, size range, and maximum price. When a new property is added to the inventory database, a workflow checks active buyer records for matching requirements by comparing the property's location, type, size, and price against each buyer's recorded requirements. Matching buyer records generate a task for the assigned broker to notify the buyer. In GoHighLevel, this is built using custom field conditions in a contact-based workflow. In HubSpot, it uses a custom object workflow with an association filter. The matching is not instant or perfectly automated in basic CRM tiers, but a daily filtered view of "buyers whose requirements match properties added this week" achieves the same outcome with minimal manual effort.
