Get started with PropZolo
The first hour in a new workspace — the onboarding checklist, what to set up first and where everything lives.
Updated 5 Oct 2026
What you need
- An Owner or Admin role for the setup steps
PropZolo is a CRM built for Indian real-estate brokers: resale, rental and channel-partner sales of new projects. Leads arrive from portals, ads and your website, are assigned to the right person in seconds, and your team calls, messages, shows properties and closes deals from one place — on the web and on the Android app.
The onboarding checklist
The Home page shows a checklist until your workspace is ready. Each step opens the right screen:
- Complete your company profile — address, RERA number and GSTIN. They are printed on share pages, invoices and brochures.
- Invite your team — send each agent an invite with the app install link.
- Import your leads — bring your Excel sheet or old CRM export; columns are mapped for you.
- Connect WhatsApp, SMS or email — so the team can message leads from PropZolo with templates and quiet hours handled.
- Add a lead source — portals, Meta and Google forms, your website or a QR code. Leads then arrive by themselves.
- Set business hours — working days, hours and holidays drive SLAs and assignment.
- Create your first automation — start with the speed-to-lead recipe or the RNR follow-up ladder.
Where things live
| Area | What you do there |
|---|---|
| Leads | Every enquiry with its requirement, owner and next step |
| Inbox | WhatsApp, SMS and email conversations in one place |
| Inventory | Your listings and the projects you sell |
| Site visits | Scheduled tours, OTP-verified check-ins and feedback |
| Deals and Rentals | Tokens to registration, commission, agreements and renewals |
| Calls | The call log from the Android app, analytics and devices |
| Reports | Funnel, speed to lead, agent scorecards and source ROI |
| Settings | Company, team, lead routing, channels, automation, billing and privacy |
Press ⌘K (Ctrl K on Windows) anywhere to jump to a page or find a lead.
Getting help
Open the ? button in the top bar for articles about the page you are on, search the help centre, or send a question to PropZolo support. See Contact PropZolo support.
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Related articles
- Create your workspaceSign up with your mobile number, email or Google, describe your company and start a 14-day trial.
- Invite your teamInvite colleagues by mobile number, email or a link, give each one a role, and see who has joined.
- How leads reach PropZoloLead sources, what happens to every enquiry on the way in, source health alarms and replaying failed leads.
- Install the Android appInstall PropZolo on an Android phone, sign in, allow call tracking and keep the app running on Xiaomi, Oppo, Vivo, Samsung and others.
Still stuck?
PropZolo support answers in the app and by email. Something down for everyone? Check the status page.