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Real Estate

Real estate builders manage a complex journey from lead generation and site visits to property selection, booking, payments, and possession. BuilderSmart CRM, powered by Salesforce and Agentforce, connects that entire journey on one governed platform — so nothing gets lost between enquiry and handover.

Industry focus

One platform, lead to possession

BuilderSmart CRM is a 360° AI-powered CRM built for real estate developers — unifying pre-sales, sales, channel partners, project execution, payments, and post-sales possession in one governed system of record. Instead of managing disconnected workflows across spreadsheets and siloed systems, every role gets a connected view of the same customer journey.

Capture → Qualify → Site Visit → Property Selection → Cost Sheet & EOI → Booking & Approval → Payment Milestones → Possession & Post-Sales. Agentforce supports buyers throughout with real-time assistance, automated brochures, and transparent milestone tracking.

  • Omnichannel lead capture, scoring & routing
  • Graphical, real-time tower / floor / unit inventory
  • Automated cost sheets with governed discount approvals
  • Digital booking journey with EOI & E-KYC
  • Channel partner self-service community
  • Agentforce-powered buyer assistance & case management
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What we bring to Real Estate

Lead to visitStructured qualification
InventoryReal-time tower/floor view
PricingGoverned cost sheets & discounts
Post-salesPossession & case management
The problem

Every gap compounds the next

Real estate sales depend on dozens of handoffs — from lead capture to site visits, cost sheets, booking, and possession. Run them on spreadsheets and disconnected systems, and a single missed follow-up can turn into a lost booking.

Without a connected platform

✕
Inefficient lead qualificationMarketing spend gets wasted chasing enquiries that were never sales-ready.
✕
Poor site visit coordinationConversions get lost through missed slots and unprepared walk-throughs.
✕
Manual cost sheets & discountingManual pricing and approvals create errors, leakage, and slow decisions.
✕
Fragmented client relationshipsNo single view of the buyer across pre-sales, sales, and support.
✕
Complex inventory & bookingManaging towers, floors, and units without a governed real-time view risks double-booking.
✕
Weak post-sales & possessionThe customer experience — and potential referrals — get lost right after the signature.

With BuilderSmart CRM

✓
Unified lead intelligenceEvery enquiry is captured, qualified, scored, and routed automatically.
✓
Real-time inventory & pricingA live view of tower, floor, and unit availability, with governed cost sheets.
✓
Channel partner enablementA self-service community for onboarding, bookings, commissions, and payouts.
✓
Agentic AI assistanceAgentforce embedded for brochure generation, scheduling, and case handling.
✓
Post-sales & possession excellenceStructured handover, collections, and service that support stronger referrals.
The customer journey

A continuous, governed journey — lead to possession

Every stage has a clear owner, so a buyer's journey never depends on someone remembering to follow up.

  1. 01
    Enquiry & QualificationPre-Sales / GRE — omnichannel lead capture, site visit scheduling, and enquiry qualification.
  2. 02
    Requirement & Property FitSales RM — graphical inventory view, property suggestions, and property holds.
  3. 03
    Cost Sheet, Discount & EOISales RM — automated cost sheets, EOI capture, and governed discount approval routing.
  4. 04
    Booking & ApprovalSales Head — applicant capture, E-KYC, and opportunity approval or rejection.
  5. 05
    Project & Payment MilestonesProject Head / CRM Backend — demand generation, interest calculation, receipts and agreements.
  6. 06
    Possession & Post-SalesPost-Sales Team — structured handover, case management, and referral engagement.
Capability modules

Six modules. One governed system of record.

Modernize a single process, or build a connected digital foundation across the entire real estate business.

01

Lead Management & Omnichannel Capture

Capture enquiries from 99acres, MagicBricks, web-to-lead, Google, Meta, and LinkedIn, with automated routing and lead scoring.

02

Graphical Inventory & Booking Engine

Real-time tower, floor, and unit availability, with property holds, reservations, and a connected booking workflow.

03

Cost Sheet & Discount Automation

Automated cost sheet generation, EOI capture, and governed discount approval routing across inaugural, company, and channel partner slabs.

04

Channel Partner Community

Self-service partner onboarding, opportunity and booking visibility, brokerage commission tracking, and payout visibility.

05

Project & Payment Milestone Management

Customer demand generation, interest calculation, payment receipts, and agreement documents tied to project-level milestones.

06

Post-Sales & Possession

Structured handover, case management, Customer 360, and referral engagement once the booking is done.

Connect your ecosystem

Built to connect the systems you already run on

99acres MagicBricks Web-to-lead Google Meta LinkedIn lead ads IVR Email & SMS Salesforce Marketing Cloud Pardot ERP systems
Business outcomes

Engineer predictable growth

  • Improve lead-to-visit quality and reduce wasted, low-intent site visits
  • Compress sales cycle time with automated cost sheets and approval workflows
  • Strengthen pricing and discount governance to control revenue leakage
  • Improve channel partner productivity through self-service
  • Increase post-sales engagement and referral opportunities
  • Create a single source of truth across every project

Still running your sales pipeline on spreadsheets?

Tell us how leads, site visits, bookings, and possession move today — wherever it gets stuck — and we'll tell you honestly what a governed Salesforce platform can fix.

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