Industry
Real Estate
From the first enquiry to possession, every booking, payment and document in one place. Real estate developers run long projects with large sums at stake, while sales teams handle enquiries from portals, channel partners and site visits. Under RERA, payments, construction progress and disclosures must be tracked carefully, and buyers expect regular updates on their unit.
- Residential developers
- Commercial and office developers
- Channel partners and brokers
- Property management and facility operators
- Co-working and co-living operators
The pressure points
What slows real estate teams down
- Leads lost between portals and calls
- Enquiries arrive from property portals, ads, channel partners and walk ins. Many are duplicates, many are never called back, and nobody knows the true cost per booking.
- Bookings and demands by spreadsheet
- Unit inventory, cost sheets, payment plans and demand letters are managed in Excel, so errors in interest or GST calculations reach buyers.
- Construction cost and progress drift
- Site progress, contractor bills and material use are reported late, so overruns are discovered after the money is spent.
- Buyer communication
- Buyers call to ask about construction status, receipts and possession dates. Every call takes sales and CRM staff away from new sales.
Systems this sector runs on
The software we build and connect
Each of these can be built new, extended from what you already use, or connected to your existing ERP and accounting.
- Customer Relationship ManagementCRMLead capture from portals and partners, de-duplication, site visit scheduling, follow ups and booking conversion by source.
- Project and Work ManagementProject managementConstruction schedules, milestone tracking, contractor work orders, measurement books and billing against progress.
- Customer and Partner Self-Service PortalsCustomer portalsBuyer apps with unit details, payment schedule, receipts, construction photos and document downloads.
- Property and Real Estate ManagementProperty managementLeasing, rent and CAM billing, maintenance requests and handover for completed and commercial assets.
- Procure to Pay and Vendor ManagementProcurementMaterial indents from site, vendor quotes, POs and GRNs linked to project budgets.
- Document Management and WorkflowDocument managementAgreements for sale, allotment letters, approvals and title documents with version control and e-sign.
Built for this sector
Systems specific to real estate
The work that generic software does not cover, and where most of the value sits.
- Inventory and cost sheet engine
- Live unit availability with floor rise, PLC, parking and GST rules, generating cost sheets and payment plans that match the agreement.
- Demand, collection and RERA account tracking
- Milestone based demand letters, interest on delay, receipts and the share of collections deposited to the separate RERA account.
- Channel partner portal
- Partners register leads, track status, see brokerage earned and raise invoices, with rules to settle lead ownership disputes.
- Snag and handover management
- Pre possession inspections, snag lists with photos, contractor assignment and sign off before keys are handed over.
Where AI helps
AI use cases with a clear return
Lead qualification agent
Calls or messages new enquiries to confirm budget, configuration, location and timeline, then books a site visit with the right salesperson.
Sales teams spend their time with buyers who are serious, and every enquiry gets a quick reply.
Agreement first review
Compares draft agreements against the approved template and RERA required clauses and highlights deviations for the legal team.
Agreements are prepared and checked sooner, with fewer missed clauses.
Site progress from photos
Tags site photos to floors and activities and drafts progress updates for buyers and the quarterly RERA update.
Buyers get regular updates, and project teams spend less time compiling reports.
Price and absorption analysis
Analyses pricing, inventory and sales velocity across towers and nearby projects to guide pricing decisions.
Pricing decisions rest on current data.
What your team would see
- Units sold
- 412 / 560
- Collections (QTD)
- ₹38.2 Cr
- Overdue demands
- ₹6.4 Cr
- Construction progress
- 64%
Monthly bookings
Bookings by lead source, %
- Channel partners38
- Property portals24
- Digital ads17
- Walk in12
- Referral9
A sample of the kind of dashboard we build for this sector. Figures are illustrative.
Connects with
- Property portals (99acres, MagicBricks, Housing.com)
- Meta and Google lead forms
- Tally or SAP for accounts
- Bank and home loan partner systems
- E-sign and e-stamp providers
- WhatsApp Business and IVR
- State RERA portals
Rules we design for
- Real Estate (Regulation and Development) Act 2016
- State RERA rules (for example GujRERA)
- Stamp duty and registration laws
- TDS on property purchase (Section 194-IA)
- PMLA reporting for real estate agents
- DPDP Act 2023
Typical stack
Read more
Work and writing for this sector
Before you start
Real Estate: common questions
Should we use Salesforce or a custom CRM?
Salesforce works well for larger developers with an admin team. Mid sized developers often do better with a focused custom CRM that includes inventory, cost sheets and demands, which generic CRMs handle poorly.
Can it handle different payment plans per buyer?
Yes. Construction linked, down payment and subvention plans are configured per booking, and demands, interest and GST are calculated from the plan.
Does it help with RERA quarterly updates?
It keeps the data you need, such as bookings, collections, RERA account deposits and progress, so the quarterly update is compiled straight from the system.
Talk to us
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