The deepest module on the platform — sales, ops, and compliance in one system
Real Estate
Real estate deals carry financial and regulatory weight most CRMs never model. This is the most built-out vertical on the platform: full lead-to-handover sales operations, RERA-style escrow and TDS compliance, a buyer-facing portal, a partner-facing portal, and a field app for site visits — not just a pipeline with real estate labels on it.
Built for: Developers, brokerages, and channel-partner sales teams
A cancellation comes in. Someone opens last year's spreadsheet template, manually recalculates the forfeiture and TDS, and hopes they copied the formula correctly this time.
The cancellation workflow computes forfeiture, escrow utilisation, and TDS automatically from the deal's own data — the same way, every time, for every unit.
The exact stages, from the code
Pulled directly from the module's own status definitions — not a simplified marketing funnel.
Lead pipeline
This is the default, seeded pipeline — every tenant can rename, reorder, or add their own stages from the pipeline-stages admin panel.
Everything inside the Real Estate module
Grouped by where it shows up in the day-to-day workflow — this is the most built-out vertical on the platform.
Lead capture & routing
- Auto-distribution engine — leads route by project, source, location, budget band, unit type, or time window, using round-robin, load-balanced, or weighted assignment
- Configurable lead scoring — tune completeness and activity signals with a live check that HOT/WARM thresholds are actually reachable
- Duplicate detection on lead creation, with an IVR-integrated call panel and recordings on every lead
- Public site-visit booking pages — prospects self-book a slot with geofenced check-in, no login required
Sales & booking
- Booking cancellation workflow with stage-based forfeiture rules set per project
- Payment milestone editor tied to each booking
- Home-loan funding panel — tracks bank sanction shortfalls and flags who to chase: buyer, bank, or nobody yet
- Tiered discount approval queue with an auto-approve threshold and policy editor per project
Compliance & finance
- Escrow & utilisation tracking — collected vs. withdrawable vs. withdrawn funds, backed by certified completion percentage
- Construction audit records — engineer, architect, and CA-certified inspections that can block billing until cleared
- Section 194-H brokerage TDS engine — taxable amount, rate, threshold, annual cumulative tracking, and PAN-missing flags
- Portal feed ingestion from 99acres, MagicBricks, Housing, NoBroker and similar listing sites
- Common-area-maintenance ledger — per-unit invoicing, arrears, and principal-plus-interest tracking through to society handover
Post-booking operations
- Collections queue with payment reminders and SLA-based escalation
- Registration workflow — legal review through to completion
- Handover clearance tracking
- Post-sales support queue for issues raised after possession
Portals & field access
- Buyer portal — payment milestones, receipts with TDS shown, construction progress, and support requests, self-service
- Partner portal — channel partners see their allocated leads and live unit stock without calling the office
- A separate, lightweight mobile app for field sales — geolocated site-visit check-in with offline queueing so a bad signal doesn't lose the visit
Explore other modules
See it running with your own data
Tell us your work email and we'll walk you through the modules that fit your business — no generic demo, no pressure to buy.
- No credit card
- Live in days
- No obligation