Sales CRM for a Real Estate Developer

A CRM that consolidated leads from twelve sources, automated site-visit follow-ups and lifted lead-to-visit conversion by 34 percent.

Client

Confidential - Real Estate

CRM

Duration

18 weeks

Delivered

2024

The challenge

Leads arrived from portals, hoardings, walk-ins, call centres and digital campaigns into five different inboxes and spreadsheets. Duplicates were common, follow-ups were inconsistent, and management had no reliable view of which marketing spend was producing bookings.

What we built

We built a CRM with automated lead ingestion from every source, fuzzy de-duplication on phone and email, and rule-based allocation to sales executives by project and language preference. Site-visit scheduling, reminders and post-visit follow-ups run automatically over WhatsApp and SMS.

The booking module handles unit inventory, pricing, cost sheets, payment schedules and demand letters. Management dashboards attribute every booking back to its original source, so marketing spend can be judged on revenue rather than lead volume.

The result

Lead-to-site-visit conversion improved 34 percent within two quarters. Duplicate leads fell by 91 percent. Management can now see cost per booking by channel, which redirected roughly a fifth of the marketing budget to better-performing sources.