Track Every Lead, Unit, and Sale in Real Time, No Spreadsheet
CRM, project inventory, booking management, demand notes, and commission automation for residential and commercial developers.
Problems We're Built to Solve
These aren't edge cases — they happen every day in operations like yours.
Lead Leakage
Leads arrive from portals, social, and walk-ins with no single inbox. Sales managers assign to agents on WhatsApp. Leads slip through the cracks.
Missed Follow-ups
No structured follow-up cadence. Agent calls once, gets no answer, and moves on. 68% of leads that eventually buy were contacted more than 5 times first.
Commission Disputes
Two agents claim the same booking. No digital trail of who introduced the buyer. Disputes damage agent relationships and delay project closure.
Booking Documentation Gaps
Booking forms, allotment letters, and agreements produced manually in Word. Version mismatches and missing clauses create legal exposure.
Inventory Accuracy
Unit availability maintained in a master Excel shared over email. Sold units are "un-sold" in the sheet for days after booking. Double bookings occur.
Collection Follow-up
Demand notes sent by post or email with no tracking. Payment reminders are manual calls. Receivables age beyond 180 days without systematic follow-up.
How These Problems Compound →
Lead Leakage
No unified inbox
Missed Follow-up
Agent moves on after 1 attempt
Lost Sale
Buyer purchases from competitor
Commission Dispute
Two agents claim same lead
Agent Attrition
Top performers leave
Pipeline Dries Up
Project launch targets missed
Lead to Possession — One Connected Journey
From the moment a lead lands in the CRM to the day keys are handed over, every step is tracked, documented, and auditable.
Everything Your Real Estate Business Needs
All modules ship pre-configured for your industry. Connected, maintained, and supported by a single team.
How the Modules Connect
Module Spotlight
Project Inventory
Feeds CRM & Lead Management with: Unit availability
CRM & Lead Management
Unified lead inbox from all sources with automated assignment, follow-up reminders, and pipeline view.
- Omni-channel lead capture
- Auto-assign by area or agent
- Follow-up cadence automation
Project Inventory
Unit master with floor plan, area, pricing, and real-time availability — updated on every booking event.
- Unit status board
- Price escalation schedules
- Blocking & hold management
Site Visit Scheduling
Agent-managed visit calendar with pre-visit briefing kit and post-visit feedback capture.
- Agent calendar integration
- Briefing document delivery
- Post-visit feedback form
Booking & Agreements
Digital booking flow with allotment letter, agreement template, and e-signature.
- Configurable agreement templates
- E-signature integration
- Document version control
Collections & Demands
Payment plan linked to construction milestones; automated demand note generation and follow-up.
- Milestone-linked demand notes
- Auto WhatsApp/email reminder
- Receivables aging dashboard
Agent & Commission
Channel partner onboarding, booking attribution, and commission calculation with approval workflow.
- Single-source booking attribution
- Commission slab configuration
- Agent payout approval
Customer Portal
Buyer-facing portal for construction updates, payment schedule, and document download.
- Construction progress updates
- Payment receipts & NOC
- Possession checklist
Finance & Reporting
Project revenue recognition, cash flow forecast, and management dashboards.
- Revenue recognition schedule
- Collection vs target tracker
- Project-wise P&L
Without It vs. With It
The same operation, before and after — in the terms your team actually uses.
Lead Assignment
WhatsApp forward; no audit trail
Auto-assign with timestamp and source tag
Unit Availability
Excel shared over email; stale data
Real-time unit board updated on every event
Commission Attribution
Disputed; two agents claim same sale
Single digital booking trail; auto-attributed
Demand Notes
Manual email; no follow-up tracking
Auto-generated with WhatsApp reminder flow
Booking Documentation
Word doc; version mismatches
Template-driven with e-signature and archive
Your Path to Go-Live
A structured, supported implementation — not a DIY project.
Week 1
CRM & Lead Setup
Week 2
Project & Inventory
Week 3
Collections & Commission
Week 4
Portal & Go-Live
- Lead source integrations
- Agent & team hierarchy
- Follow-up cadence rules
- Unit master loaded
- Pricing & escalation schedule
- Booking workflow configured
- Payment plan templates
- Demand note automation
- Commission slab setup
- Customer portal activated
- Agent app training
- Management dashboard live
Week 1
CRM & Lead Setup
- Lead source integrations
- Agent & team hierarchy
- Follow-up cadence rules
Week 2
Project & Inventory
- Unit master loaded
- Pricing & escalation schedule
- Booking workflow configured
Week 3
Collections & Commission
- Payment plan templates
- Demand note automation
- Commission slab setup
Week 4
Portal & Go-Live
- Customer portal activated
- Agent app training
- Management dashboard live
Go-Live
Impact You Can Put on a Slide
Benchmarked against customers in their first year. Results typically visible within the first 90 days.
"We were losing leads to competitors because our agents didn't have a follow-up system. In the first 60 days, our site visit conversion went from 12% to 29% and we closed 8 units that our CRM flagged as 'warm but no action taken'. The commission attribution feature alone ended six months of agent disputes."
Real Estate Developer
VP Sales, 1,400-unit residential project portfolio
4 projects, 1,400 units