CRM Executive

The Parkar Group is looking for a CRM & Sales Automation Executive who will be responsible for managing our CRM system, lead flow, WhatsApp automation, follow-ups and daily sales reporting.

The ideal candidate should be comfortable working with CRM software, WhatsApp Business/API, Google Sheets and basic sales processes. The role is focused on ensuring that no lead is missed and every lead moves through the sales funnel systematically.

Key Responsibilities

* Manage and maintain the company’s CRM on a daily basis.

* Capture, organize and update all incoming leads in the CRM.

* Assign leads to the respective Sales Executives.

* Monitor lead follow-ups and ensure timely action by the sales team.

* Set and manage follow-up reminders and tasks.

* Manage WhatsApp automation, templates and customer communication workflows.

* Monitor whether automated messages are being delivered successfully.

* Maintain lead status such as:

  New Lead → Contacted → Interested → Follow-up → Site Visit → Negotiation → Booking → Lost

* Track site visits and follow-up outcomes.

* Maintain accurate customer and project data in the CRM.

* Prepare daily/weekly sales reports for management.

* Monitor sales executives’ CRM activity and pending follow-ups.

* Identify inactive or unattended leads and bring them to the team’s attention.

* Coordinate with the sales team to ensure proper CRM usage.

* Maintain Google Sheets/Excel reports wherever required.

* Suggest improvements in CRM automation and sales processes.

* Coordinate with CRM/technical support whenever there is an automation or integration issue.

Skills Required

* Good knowledge of CRM software.

* Experience with WhatsApp Business / WhatsApp API is preferred.

* Good knowledge of Google Sheets and Excel.

* Basic understanding of sales funnels and lead management.

* Good communication and coordination skills.

* Ability to manage multiple tasks and follow-ups.

* Good attention to detail.

* Should be comfortable working with technology and automation tools.

* Real estate CRM experience will be an added advantage.

Key Performance Indicators (KPIs)

* 100% lead entry and proper lead allocation.

* Minimum missed/unattended leads.

* Timely follow-up task management.

* Accurate CRM data.

* Daily CRM activity reporting.

* Proper tracking of site visits and lead status.

* Effective WhatsApp automation and communication.

* Improvement in lead-to-site-visit and site-visit-to-booking tracking.

Candidate Profile

We are looking for someone who is organized, responsible, tech-friendly and proactive.

The person should not simply update data—we need someone who can take ownership of the CRM system and make sure the sales team actually uses it effectively.

Salary

₹15,000 – ₹25,000 per month, depending on experience and skill set.

Preferred Experience

Candidates with experience in:

* Real Estate CRM

* Sales CRM

* WhatsApp Automation

* Lead Management

* Telecalling/Sales Coordination

* Meta Lead Management

* Google Sheets/Excel

will be preferred.

Why Join The Parkar Group?

* Work with a growing premium real estate consultancy/channel partner.

* Opportunity to work with CRM, automation and modern sales systems.

* Direct exposure to real estate sales operations.

* Growth opportunity with the organization.