Early access
New Follow-up plans and an AI property finder
Built for Indian developers · Customisable for your market

The real estate CRM that answers every lead before a competitor does

Real estate CRM software for Indian builders and developers, from the first enquiry to collections, handover and site costs. Instant replies on WhatsApp, email and SMS, an assistant that books site visits, follow-up plans that give every lead its next step, an AI agent that finds properties for your buyers, cost per visit by campaign, live unit inventory, channel partner protection, demand letters and dashboards that show how every project is selling.

Book a 15-minute demo Watch a night enquiry get booked
  • First reply in seconds, at any hour
  • Cost per site visit and booking
  • Sales and collections dashboards
  • Your data on AWS in Mumbai

A 15-minute walkthrough, shown on a project like yours. No obligation.

New: follow-up plans, so no lead waits on someone's memory, and Property intelligence, an AI agent that finds listings for the buyers you already have. Early access is open. Built and tested end to end, from enquiry to handover, collections and construction costs. Early-access teams set it up with us, bring their leads and projects in from Excel, and shape what we build next.

Watch it work

A night-time enquiry, handled

A buyer enquires at 11pm after seeing an ad. Nobody on your team is awake. Here is what happens, on the buyer's phone and inside the CRM.

Ramsud Estates SalesVirtual assistant

Hi, saw your ad. What is the price of a 3 BHK?

Hi Rahul, thanks for your enquiry about Ramsud Estate Project! I am the virtual assistant. A 3 BHK works out at about ₹1.18 crore all-in. Here are the floor plan and the full cost sheet.

Floor plan, 3 BHK Type APDF

Cost sheet, unit A-1204Price, GST, stamp duty

Would you like to see it? I have Saturday at 11am or 3pm free. Which suits you?

Saturday 11am works

Done, Rahul! Your visit is booked for Saturday at 11am. Asha will meet you at the site.

  1. Lead captured from a Facebook ad and assigned to Asha.

  2. First reply sent on WhatsApp, email and SMS. 5 seconds

  3. The assistant sends the floor plan and cost sheet from your project data.

  4. Visit booked by the assistant in a free slot on Asha's calendar, with an alert on her phone.

  5. Asha's phone rings first, then Rahul's. Calls start in working hours.

  6. Outcome logged: Reached. "Wants a 3 BHK, visit on Saturday."

  7. Rahul replies 1 to confirm. Reminders, the caretaker and the map went out automatically.

An illustration with sample data, not a real customer's conversation.

Why builders need it

Where real estate sales actually leak

Most builders don't lack enquiries. They lose them between the ad, the first call, the site visit and the booking, and then spend months chasing collections. Here is what the CRM does at each of those points.

Enquiries everywhere

One list, from every source

Ads, portals, hoardings, brokers and missed calls all land in one place. The same buyer enquiring on 99acres and Facebook stays one lead, with the right salesperson.

Cheap leads, few bookings

Judge spend on visits and bookings

Cost per lead hides the truth. See cost per site visit and per booking for each project and campaign, counting only people who came and bookings that are live.

Visits that don't happen

Fewer no-shows, faster recovery

Reminders carry the caretaker and the map, and buyers reply 1 or 2. A missed or postponed visit starts a follow-up until a new one is booked.

Two brokers, one client

A rule both partners can see

Clients are registered and protected for a period you set, first come, first served. The second partner is refused, and commission statements stay on record.

One flat, two promises

One live view of every unit

A stacking plan by tower and floor, holds that expire by themselves, and cost sheets with floor rise, PLC, GST and stamp duty by state. A booked unit comes off the market.

Chasing every slab

Collections that don't slip

Raise a demand when a construction milestone is reached. The letter and reminders go out, and buyers see payments, receipts and site photos in their own portal.

New · Follow-up plans

Every lead has a next step, and nobody has to remember it

Most leads aren't lost to a better price. They're lost to the third follow-up nobody made. A follow-up plan gives each lead one clear next step. When the salesperson marks it done and says what happened, the CRM writes the next one and sets its time, inside working hours.

A lead in a real estate CRM on a follow-up plan, step 2 of 5, with Mark done and the outcomes Spoke to them, No answer, Agreed to a visit and Not interested
Mark done, say what happened. The plan writes the next step. No answer is tried again later; a visit opens booking; not interested asks why.

  • Spoke to them, or no answer?

    One tap. An unanswered call comes back a few hours later, up to three more times, before the plan moves on. "Not interested" asks for the reason, so lost leads teach you something.

  • What happens on day 2, 4 and 7?

    Five ready-made plans written for Indian property sales: portal and ad enquiries, referrals and walk-ins, after a site visit, negotiation to booking, and reviving cold leads. Each step has its day, its time and a suggested WhatsApp message.

  • Which lead gets which plan?

    Rules by source, project, stage, budget and hot, warm or cold. A hot ₹2 crore portal lead can follow a different plan from a ₹50 lakh walk-in, and a completed site visit starts the after-visit plan by itself.

  • Already have a follow-up process?

    Bring it from Excel: Day, Time, Action, Type, Message. Change it in the CRM, and download it back to a spreadsheet at any time.

  • Whose follow-ups are slipping?

    For each salesperson: overdue next steps, leads with none, the share done on time, and how many calls it takes to reach a buyer.

Five ready-made follow-up plans for real estate leads, each a list of steps by day and time: calls, WhatsApp messages and tasks
Ready-made plans. Portal enquiries, referrals, after a visit, negotiation and cold leads, step by step. Edit any of them, or import your own.
Team follow-up report with open leads, overdue next steps, leads with no next step, steps done on time and tries per customer reached for each salesperson
Team follow-up. Who has overdue steps, who is on time, and how many tries it takes to get through, for a Monday review that takes two minutes.

Screens from the current build with demonstration data (demo names and sample figures).

For promoters and sales heads

Real estate dashboards that show how the business is doing

Open the CRM and see the month in ten seconds: new leads, site visits, bookings, booking value and money collected, each against the period before. Then go deeper into the pipeline, each project's sales and what buyers owe, without asking anyone for a spreadsheet.

Real estate CRM sales dashboard with new leads, site visits, bookings, booking value and collections against the previous 30 days, a 12-month sales chart and what is coming up
Overview. The period's numbers against the one before, sales for the last 12 months, and the follow-ups, visits and instalments that need someone today.

  • Are we selling more than last month?

    Leads, visits done, bookings, booking value and collections for the last 7, 30 or 90 days, each with its change.

  • Where do deals get stuck?

    A funnel of every lead by the stage it reached, the lead-to-booking rate, and the biggest open deals closest to booking.

  • Which projects are moving, and on budget?

    Units sold, booked, on hold and available per project; budget against cost to date, cost per sq ft, certified % complete, cost to complete and construction loans. Money spent well ahead of the work is flagged.

  • Is the money coming in?

    What buyers owe, how late it is (ageing from within due to 180+ days), overdue by project, DSO and the buyers furthest behind.

  • Which campaigns pay off?

    Cost per site visit and per booking by project and campaign, with spend from Meta and Google.

Collections dashboard for a real estate developer showing amount owed, overdue, overdue share, DSO and receivables ageing by days late
Collections. Owed, overdue and how late, with DSO and its 12-month trend. Every buyer behind on a payment is one click away.
Sales pipeline funnel by stage, leads trend for 30 days and top open deals in a real estate CRM
Pipeline and deals. How far leads get, how many arrive each day, and which big deals are close to booking.

Screens from the current build with demonstration data (demo names and sample figures), not a real company's. A weekly summary email brings the same numbers to the owner every Monday.

New · Property intelligence

An AI agent that finds properties for the buyers you already have

Describe what a buyer wants the way you would tell a colleague. The agent searches the listing sites you approve, reads each listing, checks it against your own inventory and earlier finds, and shows which of your customers it fits. You decide what to follow up: nobody is contacted automatically. Built for brokers and channel partners as much as for developers.

AI property discovery in a real estate CRM: a plain-language request for 3 BHK apartments in Hyderabad and a finished search with 10 new listings, 1 possible duplicate and 9 that fit a customer
Discover. Ask in plain words, run it once or on a schedule, and see what each search found.

  • Ask in plain words

    "Newly listed 3 BHK in Miyapur or Kukatpally, ₹80 lakh to ₹1.2 crore." The agent turns it into a search and reads each listing it finds: price, area, floor, location, who listed it.

  • Is this a flat we already have?

    Each listing is compared with your inventory, your projects and earlier finds. Unit, floor, photos and the link decide "likely duplicate"; a similar price alone never does.

  • Who would buy this?

    Every find is matched to your active buyers by location, BHK, budget, type and size. Or start from the buyers: their requirements are grouped, ready to search for in one click.

  • Listings from WhatsApp groups too

    Paste listings from a broker group, an email or a builder's sheet. Each one is read, checked for duplicates and matched to buyers.

  • Responsible by design

    The agent follows each site's robots.txt, never signs in or gets past a CAPTCHA, and keeps contact details only as the listing published them. A find becomes inventory only after you verify it.

Discovered property listings as cards with price, price per sq ft, BHK, carpet area and floor, marked new, likely duplicate or fits customers
Opportunities. Every find with its price per sq ft, who listed it and how many of your buyers it fits. Likely duplicates are flagged.
Buyers' requirements grouped by BHK, property type, location and budget, with the customers in each group, ready to search for
Customer matches. Your buyers' requirements, grouped. Tick the ones to search for and the agent goes looking.

Screens from the current build with demonstration data; the listings shown are samples. Discovery uses your company's own OpenAI key and only the sites you approve.

Who it is for

Built for developers, and everyone who sells for them

Built first for residential builders and developers in India, selling with their own teams and channel partners. Each person sees what their role needs. Selling elsewhere, or selling differently? We customise it to fit.

Promoters and directors

What marketing costs per booking, where deals leak, what is collected and overdue, and who changed what.

Sales heads

Every lead with an owner and a next step, a visit-to-booking funnel per salesperson, and monthly targets with a leaderboard.

Marketing heads

Spend imported from Meta and Google, landing page conversion per ad, and consent-based audiences for retargeting.

Telecallers and site teams

Today's call list, click to call, outcomes logged by voice, and visits on their own calendar.

CRM and collections teams

Payment schedules, demand letters, reminders, receipts, paperwork accepted online, and buyer requests in one place.

Project and purchase teams

Budgets, work orders, RA bills, purchase orders, goods received and site stock, with approvals that keep money decisions honest.

Channel partners

A private portal to register clients, see their status and read commission statements.

It already speaks Indian real estate

Construction-linked payment plansDemand letters at each milestoneFloor rise and PLCStamp duty by state and buyerToken and booking amountsStacking plan by tower and floorRERA number on project pagesChannel partner protection periodGST and TDS on partner commission99acres, MagicBricks and Housing.comDLT-registered SMSDPDP consent logBuyers abroad, with country codesRA bills with retention and advance recoveryGoods received against delivery notes

Your market, your process. We customise the CRM for how your team sells, and for developers outside India: your currency, taxes, payment plans, SMS and calling. Selling to NRI buyers from India? The enquiry forms already take overseas numbers. Tell us what you need.

Where it stands

What is done, and what is not

We would rather you hear this from us. The platform is built and tested, but it has not run with real customers yet. Early-access teams get it first, and help decide what comes next.

Built and tested

The core platform

Lead capture, instant replies, the customer assistant, campaigns, site visits, calls, marketing costs, inventory with cost sheets, bookings, channel partners, collections, the buyer portal, referrals, possession and handover, targets, people and payroll, double-entry books, budgets, work orders and RA bills, purchasing, stores and privacy tools.

Redesigned

The interface

New dashboards with charts on every working page, project photo cards, a booking tracker, clearer forms, light and dark modes and phone layouts. Checks on real phones and a smoother first-time setup continue.

Still to come

The rest of the lifecycle

GST invoices and online payments from buyers, GST reports and a Tally export, Aadhaar eSign, Hindi, an AI voice agent and a native field app. See the complete flow below.

What matters most

Speed and follow-through win the enquiry

Reply in seconds, at any hour

A buyer who enquires at 11pm should hear back at once, not at 10am. The first reply goes out on every channel they agreed to, with wording that fits the hour.

Keep the conversation alive

An assistant answers from your own project data (brochure, floor plans, price breakup, location, availability) and hands over to a person when a human is needed.

Never let a visit go cold

When a site visit is postponed, missed or completed, the right follow-up starts by itself: per project, per buyer, with real offers and nothing stale.

Features

Real estate CRM features, built today

Everything below is built and working in our test environment. It has not yet carried real customers' messages and calls, or connected to live ad accounts; that first live use is what early access is for.

Follow-up plans New

One next step on every lead. Mark it done with what happened and the plan writes the next one, inside working hours; unanswered calls are retried. Five ready-made plans, rules by source, project, stage, budget and hot, warm or cold, import from Excel, and a team view of overdue steps.

Property intelligence New

An AI agent searches the listing sites you approve for what your buyers want, reads each listing, flags ones already in your inventory and matches the rest to your customers. Listings pasted from WhatsApp groups work too. Nothing becomes inventory, and nobody is contacted, until you decide.

Leads from every source

Facebook, Instagram and Google lead ads, 99acres, MagicBricks and Housing.com enquiries, your website form, click-to-WhatsApp links and QR codes for hoardings, WhatsApp messages, missed calls and CSV import. Each lead is tagged with its source, duplicates are merged, and routing rules give it to the right person.

Instant response, any hour

The moment a lead is captured it gets a first reply on WhatsApp, email and SMS, in seconds. A lead that arrives at night gets wording like "we will call you at 9am".

Customer assistant

Answers on WhatsApp and email from your CRM: brochure, floor plans, a cost sheet PDF with the price breakup, location, amenities, live availability. It offers free slots and books the site visit itself. Every fact and file comes from your data; with your own OpenAI key it understands any wording, and without one common questions still work. It logs when each question arrived and when it was answered.

Site-visit journey

Confirmation when a visit is booked, reminders on WhatsApp, email and SMS, the caretaker's name and number and the map. Customers reply 1 to confirm or 2 to change the time.

Warm-up journeys

A postponed, cancelled, missed or completed visit starts a follow-up set per project and per buyer: highlights, floor plan, a real offer, video, location. Steps with nothing to say are skipped, never sent half-empty.

Calls that get logged

Click to call, or let new leads be called automatically: the telecaller's phone rings first, then the lead's. Pause calls for a while, and record who was reached, who did not answer and what they said, even by voice.

Campaigns and sequences

WhatsApp, email and SMS campaigns with a library of real estate templates, follow-up sequences with conditions and A/B tests, and ready-made playbooks. Consent is kept per channel and checked at the moment of sending; STOP is always honoured.

Staff alerts

A bell, push notifications to phone and computer, WhatsApp and email for new leads, replies, due follow-ups and visits. Alerts nobody picks up repeat on the next channel, then reach the manager.

Unit-level inventory

A colour-coded unit grid by tower and floor, each unit showing its BHK, facing and size, with filters for tower, BHK, facing and size, and a mark on units back on sale after a cancelled booking; pricing rules with floor rise and payment plans, holds that expire by themselves, unit types with floor plans, and cost sheet PDFs with GST, stamp duty and registration. Send the floor plan, cost sheet and brochure to a lead on WhatsApp in one go.

Bookings, payments and commission

Book a unit for a buyer and it comes off the market. Track the payment schedule (collected, outstanding, overdue), issue PDF receipts, record commission per agent, and keep KYC and agreement documents on the booking.

Pipeline, roles and audit

A drag-and-drop pipeline board, roles for owners, managers, agents, telecallers and viewers, routing rules that respect working hours and leave, and an audit log of who changed what and when.

Cost per visit and booking

One screen by month, project and campaign, with spend imported daily from Meta and Google. Only people who came count as visits, and only live bookings count as sales.

Audiences for Meta ads

Re-show ads to people who enquired but never visited, and build lookalikes from buyers who booked. Consent-based: only those who separately agreed are sent, as scrambled (hashed) details.

Visit-to-booking funnel

Show-up and conversion rates per salesperson and project, so a manager can see "Asha's visits convert at 8%, Meera's at 22%" and act on it.

Collections and demand letters

Raise a demand when a construction milestone is reached. The buyer gets the letter, and reminders go out on WhatsApp, email and SMS while it stays unpaid.

Buyer portal

Payments, receipts, demand letters, accepted documents, construction photos and a way to raise requests, on the buyer's own private link.

Possession and handover

A checklist per booking (occupancy certificate, dues, possession letter, joint inspection, snags, meters, society, keys) that ticks dues and snags by itself. Buyers report snags in their portal, each with a 30-day fix-by date, and accept the possession letter online.

Sales and collections dashboards

Headline numbers against the period before, sales by month, a pipeline funnel, top deals, units sold per project, budget against cost, and collections with ageing and DSO. Every chart has a table view.

Referral codes

Each past buyer gets a code and a link to share. Friends become tracked leads, and the reward you set falls due when they book.

Work orders and RA bills

Contractor work orders with rates and advances. Running bills are measured to date, and pay only the rise, with GST, TDS, retention and advance recovery worked out and sent to Accounts.

Purchasing and stores

Request, approve, order and receive against delivery notes. Only accepted goods enter site stock, and a supplier's bill must match the order and what arrived.

Project budget against cost

A budget per project and cost head, against what is billed and what approved orders have committed, so an overrun shows before the money has gone.

Construction progress and loans

Certified % complete per project, with who certified it and when, for RERA updates, lenders and buyers. Construction loans with the sanction, every drawdown and repayment, what is outstanding and what is left to draw.

Double-entry books

Vouchers, ledgers, trial balance, profit and loss and a balance sheet. Bills and buyers' payments can post by themselves, and each voucher links to the booking or bill it came from, and back. Every voucher balances to the paisa, mistakes are reversed rather than erased, and a closed period can be locked.

Speak instead of type

Fill the lead, visit, booking and activity forms by voice, and dictate notes. A small helper for Windows turns speech (English, Indian accents included) into text on the person's own computer, so recordings never leave it.

Also included

Inside the product

A look at the current screens

Real screens from the current build, with sample data. It works in light and dark mode, on a computer or a phone.

Real estate CRM projects page with photo cards showing starting price, location, possession date, RERA number, unit types, payment plans and share of units sold
Projects. Every project as a card: starting price, possession, RERA number, unit types and payment plans, and how much is sold.
Real estate CRM leads page with a funnel of how far leads get, lead quality as hot, warm and cold, and new leads each day
Leads. How far leads get, how warm they are now, and how many arrive each day, above the list.
Real estate CRM pipeline board with leads grouped by stage, each with budget, follow-up date and days stuck
Pipeline. Every lead by stage with its budget, next follow-up and how long it has been stuck.
Unit grid of a residential project by tower and floor, each unit showing BHK and size, coloured by available, on hold, booked and sold, with filters
Unit grid. Every unit by tower and floor with its BHK and size, coloured by status, filtered by BHK, facing or size.
Warm-up journeys that follow up after a postponed, missed or completed site visit
Warm-up journeys. Ready-made follow-ups for postponed, missed and completed visits, set per project.
Certified construction progress with a gauge and history, and a construction loan with sanction, drawdowns, repayments and amount left to draw
Progress and loans. Certified % complete with its history, and each construction loan's drawdowns, repayments and what is left to draw.

Screens show demonstration data: demo names, dummy RERA numbers and sample figures, not a real company's.

How each part works

Twenty-four workflows, step by step

What happens at each stage, what your buyer or partner receives, and the safeguards that stop the usual mistakes: a buyer messaged twice, two agents promising the same flat, or two partners claiming one client. Want to see the screens? Ask us for a live demo.

Leads

Every enquiry lands once, with the right person, ranked by how ready they are.

  1. Enquiry arrivesAd, portal, website, WhatsApp or a missed call
  2. Duplicate checkThe same number joins the lead you already have
  3. RoutedBy project, locality and budget; skips people on leave
  4. ScoredHot, warm or cold, and it cools when the lead goes quiet
  5. Follow-up setOn today's list for the person who owns it

Built-in safeguards

  • A buyer who comes back reopens their old lead, with a note, instead of a duplicate
  • Opt-outs on every channel are kept, even when duplicates are merged
  • A hot lead raises an alert the moment it arrives
Ramsud Estatesbusiness account
Hi, is the 3 BHK at Ramsud Estate Project still available? Budget around 1.2 Cr
Hi Riya, thank you for asking! Yes, 3 BHK homes are available. Here is the brochure.
Ramsud-Estate-Project-brochure.pdf
Asha from our team will call you in a few minutes.
Asha · follow-up today, 11:30 am
Sample data. Yours shows your company's name, and your own brochures and plans

Site visits

Visits are booked, confirmed and reminded, so fewer buyers miss them.

  1. Visit bookedFrom the lead, with the project and the meeting point
  2. Confirmation sentWhatsApp, email and SMS, with the map and the caretaker
  3. RemindersA day before and two hours before
  4. Buyer replies1 to confirm, 2 to move it
  5. Outcome loggedDone or missed, with what the buyer said

Built-in safeguards

  • A reschedule is never undone by a reminder going out at that moment
  • A warning if the agent already has a visit within the hour
  • A missed or postponed visit starts a follow-up journey until a new one is booked
Ramsud Estatesbusiness account
Your site visit is booked: Sat 9 Nov, 11:00 am at Ramsud Estate Project. Ravi (caretaker) will meet you at the main gate.
Location · Sector 62 main gate
Reminder: your visit is tomorrow at 11:00 am. Reply 1 to confirm or 2 to change it.
1
Thank you Riya! Your visit is confirmed. See you there.
Sample data. Yours shows your company's name, and your own brochures and plans

Bookings and payments

From token to final payment, everyone knows what is collected and what is due.

  1. Unit bookedThe unit comes off the market and the lead is marked won
  2. Payment scheduleInstalments by milestone or date
  3. ReceiptsEach payment with its TDS shown separately
  4. Stamp duty and registrationRecorded on top of the price, not inside it
  5. Collected and dueOverdue amounts flagged, cancellations settled

Built-in safeguards

  • Only a manager or the owner can change the price or edit money already received
  • A cancelled booking frees the unit and puts the buyer back in negotiation
  • The partner's commission follows a corrected price
Booking · A-1204, Ramsud Estate Project
Agreement valueRs 1,20,00,000
ScheduleToken, slab 1, slab 2, possession
ReceivedRs 6,00,000 (TDS Rs 6,000)
Stamp duty and registrationOn top: Rs 7,20,000
Next dueRs 30,00,000 on 15 Dec
Example with sample data

Collections

Instalments come in on time: demands go out on each milestone, and buyers are reminded before and after the due date.

  1. Schedule by milestoneEach instalment tied to a construction stage
  2. Milestone reachedRaise the demand: the due date is set
  3. Demand letterAmount, date, where to pay and the TDS note, by email and WhatsApp
  4. RemindersBefore the due date, and after it while unpaid
  5. ReceivedMarked paid, with a receipt for the buyer

Built-in safeguards

  • Each reminder goes once, and a stale one never goes
  • Paid instalments and cancelled bookings are never chased
  • The booking's agent and the managers hear once when money is overdue
Ramsud Estatesbusiness account
Dear Riya, the 7th floor slab at Ramsud Estate Project is complete, so the next instalment is due. Please pay Rs 10,00,000 for A-1204 by 18 Nov.
Demand-letter-A-1204.pdf
A friendly reminder: Rs 10,00,000 for A-1204 is due tomorrow, 18 Nov.
Paid today by NEFT, UTR 4521 8890
Received · receipt ready for Riya
Sample data. Yours shows your company's name, and your own brochures and plans

Buyer portal

Each buyer gets their own page: payments, receipts, documents and construction photos, and a way to ask you something.

  1. Private linkOne per booking, sent by WhatsApp or email
  2. Payments and receiptsWhat's paid, what's due, every receipt and demand letter
  3. DocumentsThe booking form and letters they accepted
  4. Construction photosDated updates from the site, sent to all buyers
  5. Ask and get answersRequests go to their agent; replies appear on the page

Built-in safeguards

  • The link opens only that buyer's home, and stops when replaced or cancelled
  • Fewer "what's my balance?" and "how far is construction?" calls
  • Every request reaches the agent and the managers
My home · A-1204, Ramsud Estate Project
Total payableRs 94,50,000 (with GST)
Paid so farRs 15,00,000
Next paymentRs 10,00,000 · 7th floor slab
Latest from the site7th floor slab cast · 12 photos
Your requestAnswered by Asha
Example with sample data

Inventory and cost sheets

Every unit's price and availability, and a cost sheet a buyer can trust.

  1. Units addedA whole tower at once, or from a spreadsheet
  2. Pricing rulesBase rate, floor rise, location charges, GST and stamp duty
  3. Unit heldKept aside for one buyer for a few days
  4. Cost sheetEvery line of the price, the payment plan and the EMI
  5. BookedStraight from the unit

Built-in safeguards

  • Two agents can never hold or promise the same flat
  • Holds let go by themselves when the time is up
  • The cost sheet warns when the loan asked for is above what banks may lend
Ramsud Estatesbusiness account
Riya, we have kept A-1204 (12th floor, park facing) aside for you until Monday.
Here is the cost sheet: every charge, the payment plan and the home-loan EMI.
Cost-sheet-A-1204.pdf
Looks good. We would like to book it.
Sample data. Yours shows your company's name, and your own brochures and plans

Campaigns

Reach the right buyers on WhatsApp, email and SMS, only with their permission.

  1. AudienceOpen leads who agreed to hear from you
  2. MessageAn approved WhatsApp template, an email or an SMS
  3. LaunchedOnce, even if the button is pressed twice
  4. Sent safelyWithin daily limits, with opt-outs checked again
  5. ResultsDelivered, read and replied, per campaign

Built-in safeguards

  • Only people who agreed to hear from you, on that channel
  • Buyers and lost leads are left out unless you choose them
  • Marketing SMS is sent as promotional, as the rules require
Ramsud Estatesbusiness account
Festive offer at Ramsud Estate Project: 2 and 3 BHK homes, no floor rise this month. Reply STOP to stop these messages.
Please send the 3 BHK floor plan
Here it is, Riya. Would you like to see it this weekend?
3BHK-floor-plan.pdf
Sample data. Yours shows your company's name, and your own brochures and plans

Cost per visit

What each site visit and booking really cost, by project and campaign, with spend that updates itself.

  1. Spend importedFrom your Meta and Google ad accounts, once a day
  2. Leads matchedBy the campaign name or ID in the ad link
  3. Real visitsPeople who came, not visits that were only booked
  4. Live bookingsA cancelled booking doesn't count
  5. Cost shownPer lead, visit and booking, by month and project

Built-in safeguards

  • Spend typed in for the same month isn't counted twice
  • An ad account not in rupees is refused, so costs are never mixed
  • A failed import changes nothing and shows why
Cost · Ramsud Estate Project
CampaignDiwali Carousel
Spend₹2,90,000
120 leads₹2,417 each
14 people visited₹20,714 each
2 bookings₹1,45,000 each
Example with sample data

Meta audiences

Show ads again to people who enquired but never came, and reach more people like your buyers, only with their permission.

  1. Separate permissionAn optional tick, never ticked for them, and in the consent log
  2. Audience chosenEnquired with no visit, visited with no booking, or buyers
  3. Sent scrambledOnly hashed phone numbers and emails leave the CRM
  4. LookalikeFrom 100 people or more, people like your buyers
  5. Kept up to dateUpdated daily; Meta can take up to 24 hours

Built-in safeguards

  • Agreeing to be contacted isn't enough: this permission is separate
  • Anyone who withdraws, opts out or is erased is taken out again
  • Leads marked lost aren't chased with ads
Audiences · Ramsud Estates
Enquired, no visit412 agreed
Visited, not booked96 agreed
Buyers who booked118 agreed
LookalikeTop 1%, India
UpdatedToday, 6:05 am
Example with sample data

Automation

The first reply goes out in seconds, and follow-ups run until a person takes over.

  1. New enquiryAny hour, from any source
  2. Instant replyWhatsApp, email and SMS within seconds
  3. Follow-up stepsSpaced over days, matched to the buyer
  4. Stops by itselfWhen the buyer replies, books a visit or opts out
  5. Team takes overThe lead is still New until a person speaks to them

Built-in safeguards

  • A step is never sent twice, even if a run is interrupted
  • Automatic messages don't count as your team's follow-up
  • A lead you stop stays stopped
Ramsud Estatesbusiness account
Price of 2 BHK? (11:42 pm)
Hi! 2 BHK homes at Ramsud Estate Project start at Rs 95 lakh. Here is the price list.
Ramsud-Estate-price-list.pdf
Day 2: would you like to visit this weekend? Reply 1 for Saturday or 2 for Sunday.
1
Sample data. Yours shows your company's name, and your own brochures and plans

Channel partners

Partners register clients, you protect them fairly, and commission is paid on record.

  1. Client registeredBy the partner, from their own private link
  2. ProtectedFor the agreed period, first come, first served
  3. Visit renews itA site visit extends the protection
  4. Commission earnedWorked out from the booking, with GST and TDS
  5. Approved and paidEvery payout recorded, with a statement

Built-in safeguards

  • First come, first served, even when two partners register the same second
  • Every payout stays on record, and the same payout entered twice is caught
  • A cancelled booking cancels the commission
Ramsud Estates · Partnersmessages to the partner
Registered: Arjun Kapoor is protected for you until 1 January.
Arjun visited the site today. Protection extended to 31 January.
Booking: Arjun booked A-101. Your commission of Rs 2,00,000 is recorded and will be paid after approval.
Payment sent: Rs 2,36,000 (with GST, less TDS). Statement attached.
Commission-statement.pdf
Sample data. Yours shows your company's name, and your own brochures and plans

Referrals

Past buyers refer friends with their own code, and every referral and reward is tracked.

  1. Code and linkIn the buyer's portal, with a share on WhatsApp button
  2. Friend enquiresFrom the link, or gives the code at the site
  3. Tracked leadSource: referral, with the right salesperson
  4. Friend booksThe reward you set falls due
  5. Marked paidWith a reference; you pay it your own way

Built-in safeguards

  • No credit for referring yourself, or for someone already a lead
  • The reward falls away if the booking is cancelled
  • Buyers see numbers only, not what their friends did
Referrals · Rahul
CodeRK7M2PQ
Friends referred6
Visited3
Booked1
Reward₹25,000 due
Example with sample data

Paperwork and e-acceptance

Booking form, allotment letter and draft agreement, accepted by the buyer from their phone.

  1. Made from the bookingBuyer, unit, price and payment schedule filled in
  2. Private link sentBy WhatsApp or email; a new link stops the old one
  3. One-time codeSent to the buyer's mobile and email on the booking
  4. AcceptedThe buyer types their name and enters the code
  5. Record keptTime, contact, IP address and a fingerprint of the exact text

Built-in safeguards

  • An acceptance only counts for the exact text the buyer was shown
  • The code allows a few tries only, even when guesses arrive together
  • A voided document keeps a full copy of what was accepted
Ramsud Estatesbusiness account
Riya, please read and accept your booking form for A-1204 here.
Booking form · read and accept
482913 is your code to accept your booking form. It works for 10 minutes.
Accepted by Riya Sharma · 2 Nov, 4:12 pm
Sample data. Yours shows your company's name, and your own brochures and plans

Work orders and RA bills

Pay contractors for measured work, with retention, TDS and advances handled the same way every time.

  1. Work orderItems, quantities, rates, GST, TDS, retention and advance
  2. ApprovedBy someone other than the person who entered it
  3. Measured to dateThe bill pays only the rise since the last one
  4. Worked outGross, GST, retention, TDS and advance recovery
  5. In AccountsThe approved bill is ready to pay, and retention is held

Built-in safeguards

  • Billing past the ordered quantity is refused: amend the order first
  • Billed work keeps its quantity and rate
  • An approved bill can't be edited or deleted in Accounts
Running bill · Sri Sai Constructions
RA-3, Tower A RCC30 cum this bill
Gross₹1,50,000
GST 18%₹27,000
Retention, TDS, advance− ₹25,500
To pay₹1,51,500
Example with sample data

Purchasing and stores

From a site request to materials in the store, with a bill that has to match what actually arrived.

  1. RequestWhat the site needs, and by when
  2. ApprovedWithin the limit the owner sets
  3. Purchase orderSent to the supplier as a PDF
  4. Goods receivedAgainst the delivery note; only accepted goods enter stock
  5. Bill matchedOrder rates and received quantity must agree

Built-in safeguards

  • The same delivery note can't be entered twice
  • Issuing more than is in stock is refused
  • A count that differs is recorded, with who and why
PO-0007 · Metro Cement
Ordered100 bags cement
Received60 accepted, 5 rejected
Supplier's bill₹30,720 matches
Issued20 bags to Tower A
In stock40 bags
Example with sample data

Accounts and GST

What came in, what is due, what you owe, and a GST working for your accountant.

  1. CollectionsEvery receipt, by project and by how it was paid
  2. ReceivablesDue and overdue, aged in 30-day buckets
  3. Vendor billsWith TDS and retention, paid in parts
  4. GST workingOutput GST, input credit and commission GST, by month
  5. RERA accountThe 70% to set aside, project by project

Built-in safeguards

  • No GST is worked out on stamp duty and registration
  • Money received stays in its month, even if the booking is cancelled later
  • A vendor bill is never paid twice over, and no payment drops off the record
This month · Ramsud Estates
CollectedRs 1,32,40,000
OverdueRs 25,00,000 (3 buyers)
Bills to pay this weekRs 8,60,000
GST workingRs 6,30,476
RERA account (70%)Rs 92,68,000
Example with sample data

Visit to booking

See where deals leak after the site visit, by salesperson and by project, and know who to coach.

  1. Visits bookedFor any dates, and any project
  2. Showed upNo-shows counted separately
  3. People visitedEach person counted once, however many visits
  4. BookedCredit goes to whoever ran the last visit before booking
  5. Gap shownOn the manager's Today page, not buried in a report

Built-in safeguards

  • Nobody is compared until at least 5 people have visited
  • A booking dated before the visit doesn't count
  • A project only counts bookings in that project
Funnel · last 90 days
Showed up78% of visits booked
Asha2 of 25 booked · 8%
Meera5 of 23 booked · 22%
Ramsud Estate Project7 of 48 booked · 15%
Where deals leakAfter Asha's visits
Example with sample data

Targets and leaderboard

Everyone knows their number for the month, and sees how far along they are.

  1. Targets setVisits, bookings, booking value and money collected, per person
  2. Visits doneCounted when the visit is marked done
  3. Bookings and valueBy booking date, on the person's bookings
  4. LeaderboardRank and progress for the whole team
  5. Bonus in payrollPaid on the payslip when every target is met

Built-in safeguards

  • One big month on one measure can't hide the others: each counts up to 150%
  • Money received stays counted even if the booking is cancelled later
  • Agents see how everyone is doing, but not other people's rupee figures
November leaderboard · Ramsud Estates
Your targets12 visits · 3 bookings · Rs 2.5 crore
Visits done11 of 12
Bookings3 of 3 · Rs 2.7 crore
Your rank1st of 8 · 104%
Monthly targets metBonus Rs 5,000 on the payslip
Example with sample data

People and payroll

Attendance from the phone, leave with approvals, and salaries worked out from both.

  1. Check inFrom the phone, at the office or a site
  2. LeaveAsked for, approved, and counted against the balance
  3. Month sheetPresent, late, half days and leave, per person
  4. PayrollWorked out from attendance, with incentives on bookings
  5. PayslipsFor each person, and a pay sheet for the bank

Built-in safeguards

  • A double tap on check-in keeps the first time
  • Nobody corrects their own attendance or approves their own leave
  • Once salaries are approved or paid, that month's attendance and leave stay as paid
Real Estate CRMnotifications
Checked in 9:42 am · Site, Ramsud Estate Project
Your leave for 14 and 15 Nov is approved.
Your payslip for October is ready.
Payslip-October.pdf
Sample data. Yours shows your company's name, and your own brochures and plans

Calls

Every call from the CRM rings your salesperson first, then the buyer, and what was said is kept.

  1. Click to callYour phone rings first, then the buyer's; their number stays private
  2. New lead calledWithin a minute, by whoever is free, in calling hours
  3. What they saidTyped or dictated after the call
  4. Next step setNo answer tries again tomorrow; a call-back gets a time
  5. Call listWho was reached and who wasn't, per person and per day

Built-in safeguards

  • A call nobody answered is an attempt, not contact: a cold lead doesn't look warm
  • Each unanswered call counts once, however often the outcome is saved
  • Buyers who press 9, or ask not to be called, are never called automatically
Incoming callRamsud Estates
Ringing Asha first · then Riya Sharma
Connected · 3 min 12 s
Wants a 3 BHK on a higher floor, budget 1.2 Cr, visiting Saturday.
Next: site visit, Sat 11:00 am
Sample data. Yours shows your company's name, and your own brochures and plans

Customer assistant

Answers buyers on WhatsApp and email at any hour from your own project data, and books the site visit itself.

  1. Buyer asksPrice, brochure, floor plan, location or a visit
  2. Sends the right fileThe brochure, floor plan, video or price sheet you uploaded
  3. Offers free timesChecked against your salesperson's other visits and leave
  4. Books the visitThe buyer picks one; confirmation and reminders follow
  5. Hands overDiscounts, loans, legal questions or 'talk to a person'

Built-in safeguards

  • Never quotes a price, discount or figure your data doesn't contain
  • Never books a time your salesperson is already taken, or outside your visit hours
  • Steps back once a person takes over the conversation
Ramsud Estatesbusiness account
Can I come and see the 3 BHK this weekend? (10:48 pm)
Here is the 3 BHK floor plan for Ramsud Estate Project.
3BHK-floor-plan.pdf
I'd be happy to book your visit. These times are free: 1) Sat 7 Nov, 11 am 2) Sat 7 Nov, 4 pm 3) Sun 8 Nov, 11 am.
2
Done, Riya! Your visit is booked for Sat 7 Nov, 4 pm. Asha from our team will meet you.
Sample data. Yours shows your company's name, and your own brochures and plans

Lead capture

Enquiries from every source arrive as leads within seconds, and none is lost on the way.

  1. AdsFacebook, Instagram and Google lead forms
  2. Portals99acres, MagicBricks, Housing.com and others, from their emails
  3. Your pagesProject landing pages and your website form
  4. WhatsApp and missed callsA message or a missed call becomes a lead
  5. One lead eachDuplicates join the lead you already have

Built-in safeguards

  • If saving an enquiry fails for a moment, the source's retry gets it through instead of losing it
  • A buyer who sends STOP is opted out, and START opts them back in
  • 'Cancel' in reply to a visit reminder changes the visit, not the buyer's messages
Today's enquiries · Ramsud Estates
Facebook and Instagram14
Portals9
Landing pages6
WhatsApp and missed calls11
Duplicates joined to existing leads5
Example with sample data

Team and security

Each person sees and changes only what their role allows, and every sensitive change is on record.

  1. Add your teamOwner, manager, agent, telecaller or read-only viewer
  2. Right accessAgents see their own leads; managers see everyone's
  3. Two-factor sign-inAn authenticator code, with one-time backup codes
  4. Leaving staffDeactivate and their leads move to the rest of the team
  5. Audit logWho changed what, and when

Built-in safeguards

  • Deactivating someone or changing their role takes effect at once and can't be undone by their own session
  • A sign-in code or backup code works only once
  • Commission, salaries and money received are visible only to the roles that need them
Team · Ramsud Estates
Meera KapoorManager · two-factor on
Asha PillaiAgent · her own leads
Tara JoshiTelecaller · calls and visits
Vikram SinghDeactivated · 12 leads handed over
Audit logRole of Tara changed by the owner
Example with sample data

Privacy and consent

Built with India's DPDP Act in mind: proof of consent, and a person's data handed over or erased when they ask.

  1. Consent recordedWhen and how each person agreed, or said stop, on every channel
  2. Request comes inFind the person by phone, email or name
  3. Their dataOne file with everything held about them
  4. ErasedMessages, notes, calls, visits and documents removed for good
  5. RegisterEvery request tracked until it is answered

Built-in safeguards

  • Sale records the law requires (bookings, payments, receipts) are kept; everything else goes
  • An erased person can't be added back from an old spreadsheet
  • Only the owner can erase, after confirming the person's number
Privacy · Ramsud Estates
Consent historyWhatsApp: agreed on the website form, 2 Oct
RequestKabir asked for his data · reply by 30 Jan
Data sentpersonal-data-4421.json
ErasedK*** +********4421 · no booking
Register2 requests answered, none open
Example with sample data

Inside pre-sales

From enquiry to a visit, and back to a visit

  1. Lead captured

    From an ad, a property portal, your website form, a WhatsApp link or QR code, or a missed call, and routed to the right person by your rules.

  2. Answered in seconds

    First reply on WhatsApp, email and SMS, and the telecaller's phone can ring so a person calls the lead within a minute.

  3. Conversation stays alive

    Questions are answered with the right brochure, floor plan or price breakup, and a next step is always suggested.

  4. Ready to visit

    The visit is booked, confirmed, and reminded, with the caretaker and the map in every message.

  5. Stays warm

    If the visit is postponed, missed or done, the right follow-up starts until a new visit is booked.

The complete flow

From the first enquiry to handover

We are building one platform for the whole life of a real estate project. From marketing to collections and handover, plus construction and purchasing, is built. What is left is being added in the order early-access teams need it.

Built working today Partly built started Planned on the way

01

Marketing and lead generation

Bring in enquiries and know which spend sells.

  • BuiltFacebook, Instagram and Google lead ads, and your website form
  • BuiltClick-to-WhatsApp links and QR codes for hoardings and site boards
  • BuiltWhatsApp, email and SMS campaigns with real estate templates
  • BuiltCost per lead, site visit and booking, by project and campaign
  • BuiltAd spend imported from Meta and Google every day
  • BuiltEnquiries from 99acres, MagicBricks and Housing.com become leads
  • BuiltProject landing pages, with views and conversion per campaign and ad
  • BuiltReporting visits and sales back to Meta ads, and consent-based audiences for retargeting
02

Pre-sales

Turn an enquiry into a site visit, fast.

  • BuiltInstant reply on WhatsApp, email and SMS, at any hour
  • BuiltRouting by project, location, budget and source; lead scoring
  • BuiltTelecalling: automatic call to new leads, outcomes and notes
  • BuiltWhatsApp and email assistant answering from your project data
  • BuiltFollow-up reminders, staff alerts and speed-to-lead tracking
  • BuiltAssistant that offers free slots and books the site visit itself
  • PlannedAI voice agent that calls and qualifies leads
03

Site visits

Get buyers to the site, and back again.

  • BuiltVisit calendar, double-booking warning, calendar feed for the team
  • BuiltConfirmation and reminders with the caretaker and map
  • BuiltCustomer replies 1 to confirm or 2 to change; reminder call
  • BuiltFollow-up that starts when a visit is postponed, missed or done
  • BuiltLead warmth report: who is cooling, who has gone cold
  • BuiltVisit-to-booking funnel per salesperson and project
04

Inventory and booking

Sell the right unit at the right price.

  • BuiltStacking plan by tower and floor; holds that expire by themselves
  • BuiltPricing rules, floor rise, payment plans and cost sheet PDFs
  • BuiltSend floor plan, cost sheet and brochure to a lead on WhatsApp
  • BuiltBookings that take the unit off the market; KYC documents
  • BuiltBooking form, allotment letter and draft agreement, accepted online with a one-time code (a simple e-acceptance, not Aadhaar eSign)
  • BuiltStamp duty by state and buyer, and home-loan EMI sheets on the cost sheet
05

Channel partners

Work with brokers without disputes.

  • BuiltSource tracking and commission per booking
  • BuiltPartner portal: register leads with protection, see their status
  • BuiltPartner commission statements and payouts
06

Post-sales and collections

Collect on time and keep buyers informed.

  • BuiltPayment schedule per booking: collected, outstanding, overdue
  • BuiltPDF payment receipts and overdue alerts for the team
  • BuiltDemand letters at each construction milestone
  • BuiltPayment reminders to buyers on WhatsApp, email and SMS
  • BuiltBuyer portal: payments, receipts, documents, construction photos and requests
  • BuiltReferral codes for past buyers, with a reward ledger
  • BuiltPossession and handover checklists, buyer snags with a 30-day fix-by, and a possession letter accepted online
  • BuiltCollections dashboard: ageing, overdue by project, DSO and the buyers furthest behind
  • PlannedGST invoices, and online payments from buyers
07

Construction and procurement

Build on budget and show progress.

  • BuiltConstruction updates with photos, sent to buyers
  • BuiltWork orders and contractor running (RA) bills, with GST, TDS, retention and advance recovery
  • BuiltPurchase requests, orders and approvals; goods received; stores and stock
  • BuiltProject cost tracking against budget, with commitments
  • BuiltCertified construction progress per project, with who certified it, and a warning when spend runs ahead of the work
  • BuiltConstruction loans: sanctions, drawdowns, repayments and what is left to draw
  • PlannedProject schedules, and material reconciliation per contractor
08

Finance, people and mobile

Run the company on one system.

  • BuiltMonthly targets and a leaderboard, with a bonus in payroll
  • BuiltTeam working hours, attendance with check-in and out, and leave with approval and balances (approved leave also keeps people out of lead routing)
  • BuiltPayroll: salary structures, a monthly run with sales incentives, payslips (you set the deduction rates)
  • BuiltAccounts: receivables ageing, vendor bills with TDS and retention, collections with the RERA figure, a GST working summary (not a return)
  • Partly builtInstalls on the phone with push alerts and a phone “My day” page with check-in; a native field app is planned
  • BuiltDouble-entry books: vouchers, ledgers, trial balance, profit and loss, balance sheet; each buyer payment's voucher linked to its booking
  • PlannedRevenue and refunds posting to the books by themselves; GST reports and a Tally export
  • PlannedHindi interface and voice

Next up: first live rollouts with early-access teams and trying the channel partner portal with real brokers. After that, GST invoices and online payments from buyers.

Compare

Excel and WhatsApp groups, a general CRM, or a real estate CRM

Most builders we speak to run sales on spreadsheets and WhatsApp groups, or on a general CRM bent to fit. Here is where each one leaves gaps.

General CRMs vary; most can be customised to do more, at extra cost and setup time.
What you needExcel and WhatsApp groupsA general CRMRamsud Real Estate CRM
Reply to an 11pm enquiryNext morning, if someone remembersPossible with automation set upIn seconds on WhatsApp, email and SMS, with the floor plan and cost sheet
The fifth follow-upDepends on who remembersTasks someone has to create each timeA plan writes the next step when one is done; unanswered calls are retried
Finding stock for a buyerScrolling portals and WhatsApp groupsNot built for itAn AI agent searches approved sites, flags duplicates and matches buyers
Site visits that happenReminders sent by handA custom workflow to buildReminders with the caretaker and map; buyers reply 1 or 2; missed visits followed up
What a visit or booking costsSpreadsheet work every monthUsually cost per lead; visits need custom reportsCost per site visit and booking by project and campaign
Units, prices and holdsA sheet that goes out of dateNot built for towers and floorsStacking plan, holds that expire, cost sheets with floor rise, PLC, GST and stamp duty
Two brokers, one clientSettled by phone callsCustom fields and rulesRegistration with a protection period; the second claim is refused
Construction-linked collectionsThe accounts team chases by phoneNot built for payment plansDemand letters, reminders, ageing and a buyer portal
Possession and handoverA paper checklistUsually missingA checklist that ticks dues and snags itself; snags with a 30-day fix-by
Construction progress and loansEngineer's reports in email, loan sheets in ExcelNot built for itCertified % complete beside budget spent; each loan's drawdowns and what is left
Owner's view of the businessAsking each team for numbersDashboards to designSales, pipeline and collections dashboards, and a Monday email

Early access

What early-access teams get

We are taking on a small number of builders and developers first, so each one gets set up properly and is heard on what comes next.

Set up with you

Your projects, units, price lists and leads brought in from Excel, and your team invited with the right roles.

Fitted to how you sell

Your stages, follow-up timing, payment plans, partner rules and reports, changed to match your process.

Help with WhatsApp

Guidance on the WhatsApp Business account and template approvals, with your own number and sender name.

A say in the roadmap

A direct line to the people building it. What you need next moves up the list.

Ask for early access

Tell us your city, projects and team size, and we will show it on a project like yours.

Built responsibly

Consent first, your data stays yours

Questions

Real estate CRM: common questions

What should a real estate CRM do for an Indian builder?

Answer every enquiry from ads and portals within seconds, get buyers to the site, and show what each site visit and booking cost. Then keep the sale on track: unit inventory with cost sheets, channel partner protection, construction-linked collections and a buyer portal. This CRM is built around that sequence.

Can we use our own follow-up process?

Yes. Start from the five ready-made plans or write your own: each step has a day, an optional time, what to do and a suggested message. Bring a plan in from Excel or a CSV file with the columns Day, Time, Action, Type and Message, and download any plan back to a spreadsheet. Rules decide which plan a lead gets, by source, project, stage, budget and hot, warm or cold.

How does the AI property agent find listings, and is it allowed?

It uses your company's own OpenAI key to search only the listing sites you approve, then opens each listing the way a browser would, where the site's robots.txt allows it. It never signs in, never gets past a CAPTCHA or other access control, keeps contact details only as the listing published them, and contacts nobody. What it finds stays an opportunity until someone on your team verifies it and has the right to market it.

Is the Real Estate CRM available to use?

Early access is open to a small number of real estate teams. The platform is built and working in our test environment, and first live rollouts are next, so early-access teams help us prove it on real enquiries. Ask us for a demo.

What does the owner's dashboard show?

The headline numbers for the last 7, 30 or 90 days against the period before: new leads, site visits done, bookings, booking value and money collected. Below them: sales for the last 12 months, the pipeline as a funnel, the biggest open deals, lead sources, what is coming up, each project's units and costs, and collections with ageing and DSO. A summary email arrives every Monday.

Does it handle possession and handover?

Yes. Each booking has a handover checklist you can change: occupancy certificate, dues, possession letter, joint inspection, snags, meters, maintenance, society, keys and the buyer's acknowledgement. Dues and snags tick themselves, so it can't show paid while money is owed. Buyers report snags in their portal with a 30-day fix-by date, and accept the possession letter online with a one-time code.

How long does it take to get started?

Projects, units and leads import from Excel, so the CRM itself can be ready quickly. The step that usually takes longest is Meta's approval of your WhatsApp Business account and message templates. Early-access teams set it up with us.

Does it work on a phone?

Yes. It installs to the phone's home screen with push alerts, and site teams get a My day page with check-in, their calls and visits. Every page, including the dashboards, has a phone layout. A native field app is planned.

How is it different from a general CRM?

A general CRM can be customised for real estate; this one starts there. It already knows towers and floors, floor rise and PLC, holds on a unit, stamp duty by state, construction-linked payment plans, demand letters, site visits, channel partner protection and handover. See the comparison.

How is cost per site visit worked out?

Spend is imported from your Meta and Google ad accounts, or typed in. Leads are matched to campaigns through the campaign name or ID in the ad link. Only people who actually came count as visits, and only live bookings count as sales. You can see it by month, project and campaign.

Does it stop channel partner disputes?

It sets a clear rule. A partner registers a client from a private link, and the client is protected for the period you set, first come, first served. A second partner registering the same client is refused, without being told who holds them. Commission statements and payouts stay on record.

Does it handle construction-linked payment plans and demand letters?

Yes. When a construction milestone is reached you raise a demand on the instalment: the due date is set, the buyer gets a demand letter, and reminders go out on WhatsApp, email and SMS while it stays unpaid. The buyer also sees it in their portal, with receipts and construction photos. Buyers pay you directly; online payment and GST invoices are not built.

Which channels does it use to reach leads?

WhatsApp through the official Business Cloud API, email from your own verified address through Amazon SES, DLT-registered SMS through Amazon SNS, and phone calls through Exotel.

Which lead sources does it work with?

Facebook, Instagram and Google lead ads, landing pages, your website form, click-to-WhatsApp links and QR codes, WhatsApp messages, missed calls, referrals from past buyers and CSV import. Enquiries from 99acres, MagicBricks and Housing.com arrive by email: forward them to a private address and each becomes a lead. We are still tuning this against the portals' real emails.

Can we retarget leads with Meta ads?

Yes, with permission. You can send Meta an audience of people who enquired but never visited, or who visited but did not book, and build lookalikes from buyers who booked. Only people who separately agreed are sent, as scrambled (hashed) phone numbers and emails, and anyone who withdraws is taken out again.

Does it help with RERA and the DPDP Act?

It gives you the tools: RERA numbers on project pages and the buyer portal, a working RERA collections figure, a consent log, and a way to export or erase one person's data on request while keeping the sale records the law requires. These are working records, not statutory filings, so your legal and accounts teams stay in charge of compliance.

Can we move from Excel or our current CRM?

Yes: leads and projects import from a CSV file (Excel can save one), duplicates are merged by phone number, and old contacts are never messaged just because they were imported.

Can we choose how and when leads are followed up?

Yes. Follow-up journeys are set per project and, if you like, per kind of buyer (BHK, budget, buying to live in or to invest). You choose the days between messages, the channels, the wording and whether an offer is included.

Does AI answer customers on its own?

The assistant answers common questions from your own project data, offers free visit times and books the visit. It hands over to a person for discounts, loans, legal matters or anything it cannot tell. You can switch it off, and it stays quiet while a person is replying.

How much will it cost?

Prices are not announced yet. The plan is to price per company with bands of team members, not per seat, so telecallers coming and going do not change your bill. WhatsApp charges are Meta's, on your own WhatsApp Business account. We can also set up WhatsApp Business and template approvals for you as paid onboarding.

Does it track construction progress and construction loans?

Yes. Record the certified % complete for each project, with who certified it (architect, engineer, chartered accountant or site team) and when; the history stays, for RERA quarterly updates and lenders. The Dashboard shows it beside budget spent and flags a project where spending runs well ahead of the work. Construction loans keep the sanction, each drawdown and repayment, what is outstanding and what is left to draw.

Are amounts shown with or without GST?

The agreement value is shown without GST, as it is on the agreement. What the buyer pays, what is collected and what is still to collect include GST when your payments are recorded with GST included (the default), and the screens say so beside the figure, so the numbers always add up.

Can it replace our construction ERP?

For many builders, it covers the main day-to-day work: project budgets, work orders, RA bills, purchasing, goods received and site stores, certified progress and construction loans, plus double-entry books, all in one place. It is new and has not yet run on a live site. It doesn't do GST returns or project schedules, so keep your accounting software for now.

Can it be adapted to our sales process?

Yes. We customise it for how your team sells: your stages, approvals, reports and integrations. Tell us what is missing, and early-access teams also help shape the roadmap. We build custom platforms too; see our services and the related real estate ERP case study.

Can it be used outside India?

Yes, with customisation. It is built for India today, with GST, stamp duty, RERA, DLT-registered SMS and rupee reports. For a developer in another country we can adapt the currency, taxes, payment plans, SMS and calling to your market. Tell us where you sell and we will say what it would take.

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In 15 minutes: a night enquiry booked, a visit reminder, a partner clash refused, the owner's dashboard and the cost-per-visit report. Early access is open to a small number of teams, and we customise it for your process or market.

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