Property & Real Estate
Property CRM Workflows for Real Estate Developers
Automate property sales, rentals, and customer management from lead capture to handover. Build workflows that handle every aspect of your real estate business with intelligent automation.
Stop losing deals to poor follow-up. Manage leads, schedule site visits, track payments, and maintain customer relationships—all through automated workflows that ensure nothing falls through the cracks.
Key Capabilities
Build workflows that handle every aspect of your property & real estate processes with these powerful capabilities.
Lead Management & Distribution
Automatically capture, distribute, and track leads from multiple sources with intelligent routing.
- •Automatic lead capturing from multiple sources
- •Auto-distribution to pre-sales team based on parameters
- •Lead flow tracking and follow-up management
- •Site visit scheduling, management, and reminders
- •Call logging and customer communication timelines
- •Pre-sales analytics and performance reports
Sales & Booking Management
Manage your entire sales pipeline from inquiry to booking with automated workflows.
- •Time-bound unit blocking
- •Extensive booking process workflows
- •Sales revenue and cash flow tracking
- •Sales analytics and pipeline management
- •Unit inventory management
Customer Accounts & Payments
Automate payment tracking, invoicing, and account management for seamless financial operations.
- •Holistic customer account view
- •Auto invoicing and receipt generation
- •Payment schedules and tracking
- •Payment reminder workflows (3-tier system)
- •Account statements and payment history
- •Manage transfers, cancellations, refunds
Document Management
Generate, manage, and share legal documents automatically with compliance-ready templates.
- •Legal document generation (Sale Deeds, Agreements for Sale)
- •RERA compliant document workflows
- •Document templates and designer
- •Auto-generation and distribution
- •Document storage and sharing
Customer Communication & Follow-ups
Automate customer communication across WhatsApp, Email, and SMS with template-based messaging.
- •WhatsApp, Email, SMS integration and automation
- •Template-based messaging system
- •Automated follow-up workflows
- •Campaign workflows
- •Event-based notification triggers
- •Multi-channel communication tracking
- •Configured directly in workflows via integrations
Broker & Channel Partner Management
Manage broker relationships, performance, and payouts with automated workflows.
- •Broker self-serving portal workflows
- •Broker performance tracking
- •Brokerage and reward plan management
- •Multiple payout method workflows
- •Broker accounts and payment history
Site Visit & Follow-up
Automate site visit scheduling, reminders, and follow-up processes.
- •Automated site visit scheduling
- •Reminder notifications
- •Follow-up task assignment
- •Visit tracking and reporting
Analytics & Reporting
Get comprehensive insights into your sales performance and customer engagement.
- •Pre-sales and post-sales activity reports
- •Lead conversion analytics
- •Revenue and outstanding reports
- •Performance dashboards
- •Trend mapping with drill-down
Example Workflow
Visualize how workflows can be structured for your property & real estate processes.
Construction Workflow
Integration Possibilities
Connect your existing tools and platforms to streamline your workflows.
Ready to automate your property & real estate workflows?
Start building workflows that transform your business processes.