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Industry

Real Estate & Construction

Leads arrive from portals, ads and walk-ins; site visits need scheduling; units, bookings and payments need tracking.

Challenges

What usually slows things down

  • Leads scattered across portals, ads and phone calls
  • Missed site-visit follow-ups
  • Manual tracking of unit availability
  • No clear view of which marketing source works
Example workflow

Enquiry to site visit

  1. 1

    Lead arrives from ad or portal

  2. 2

    Instant WhatsApp acknowledgement

  3. 3

    Assigned to a sales executive

  4. 4

    Site visit booked with reminder

  5. 5

    Feedback captured in CRM

Illustrative example, not an existing customer result.

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