CRM for a Delhi NCR Real Estate Team
Property enquiries arrived through WhatsApp, the website, calls and portals, but sales agents were tracking follow-ups in personal notebooks and spreadsheets. Leads were regularly lost between agents, and management had no visibility into pipeline status.
We spent time understanding how the sales team actually worked before designing anything — mapping how a lead moves from first enquiry to site visit to closed deal, and where information was currently getting lost.
A custom CRM with lead capture from WhatsApp and the website, a visual sales pipeline, site-visit scheduling, and role-based dashboards so managers could see team performance without asking for manual reports.
The system is in daily use by the sales team, with leads now tracked from first contact through to deal closure in one place instead of scattered across chats and notebooks.