BeforeDifferent brokers in the same agency receive enquiries on their personal WhatsApp numbers. When a buyer calls back, no one in the team knows what was said to them last time, which properties were suggested, or what the buyer's budget and requirements actually are. The conversation history is locked inside one broker's personal phone. If that broker is unavailable — or has left the agency — the enquiry history is gone. A buyer who enquired three weeks ago and is now ready to proceed is treated as a new contact, and the agency looks disorganised. Every serious buyer who does not feel remembered is a buyer who calls another broker next.
AfterEvery buyer enquiry enters a central pipeline with the source recorded, assigned to a broker, and visible to the whole team
BeforeThe property listing database for most Nepal property agencies is a Google Sheet shared across the team. When a new buyer comes in with specific requirements — say, a 3-anna residential plot in Budhanilkantha under NPR 1.5 crore — finding matching properties means manually reading through rows of a spreadsheet. There is no filter for buyer requirements, no automatic match against available listings, and no alert when a new property comes in that fits an existing buyer's criteria. The manual process is slow, inconsistent across team members, and depends on whoever is looking knowing the spreadsheet well enough to catch a match. Properties that should be shown to interested buyers sit unsold because the connection was never made.
AfterA new buyer's requirements are matched against the property inventory automatically, and a notification fires when a new listing fits an existing buyer's criteria
BeforeSite visits in Nepal are organised through a chain of WhatsApp messages between the broker, the buyer, and the property owner or caretaker. There is no shared calendar, no booking confirmation sent to all parties, and no reminder message sent the day before. The broker has to remember which visits are scheduled for which day, confirm with the property contact separately, and then chase the buyer if they do not show up. Visit no-shows are common. Double-bookings happen when two brokers schedule visits to the same property without knowing. Time is wasted driving to properties when the buyer cancelled two hours earlier through a message the broker did not see. A CRM with a site visit scheduling module and automated confirmation messages solves all of this.
AfterSite visits are confirmed to all parties via automated message and followed up with a reminder the day before
BeforeThe agency does not know whether its buyers are coming from HamroBazaar listings, Facebook groups, referrals from past clients, or the website. Every buyer who enquires is treated the same regardless of where they came from. Without source tracking, there is no way to know which lead channels are producing buyers who actually progress to site visits and offers, and which are producing unqualified enquiries that waste broker time. Marketing budget decisions — whether to advertise more on HamroBazaar, spend on Facebook ads, or invest in referral relationships — are made without data. Source tracking in a CRM takes ten seconds per enquiry to record and produces decision-making data within 60 days.
AfterA weekly source report shows which channels — HamroBazaar, Facebook, referral, website — are producing buyers who progress to site visits and offers