FEATURES

Everything your sales team needs to move faster

How a desk uses the CRM day to day: who can see the record, what is written before a booking, and what accounts and customer care add after it.

Six moments written on the record

Each stage adds a fact the next person can read. Move through them to see what is captured, and when.

PRESALES, THEN POSTSALES Enquiry → Handover

Presales

Enquiry received

The first note is who the buyer is and which channel sent them. That source stays attached after the lead is assigned.

Presales

Needs understood

Record the customer’s budget, preferences and requirements, then flag duplicates and assign the lead to the right salesperson.

Presales

Follow-up and site visit

Plan calls, reminders and site visits. Keep conversations, feedback and next steps together in one history.

Presales

Unit selected and booked

Match the customer to available inventory, record their chosen unit and coordinate the booking process.

Postsales

Payments and registration

Track payment plans, demand notes and receipts alongside agreement and registration milestones.

Postsales

Possession and care

Coordinate handover, resolve pending tasks and keep the customer supported after possession.

A lead becomes a booking without starting over

When a presales lead books a unit, the full history moves to postsales with it: calls, visits, offers, documents. Sales, accounts and customer care all see the same facts.

Built for developers, brokerages and channel partners, with roles and permissions for each team.

Tower B, Flat 904Customer: R. Sharma · ₹1.25 Cr · Construction-linked plan
  1. Lead · PresalesPortal enquiry, assigned to Neha
  2. Site visit · PresalesSample flat shown, feedback logged
  3. Booking · PresalesUnit 904 blocked, token ₹2,00,000 received
  4. Demand note 2Raised on plinth completion, due in 10 days
  5. Agreement and registrationDraft pending with legal
  6. PossessionExpected Dec 2027

BY ROLE

Each desk sees the part of the record it owns

Role-based access keeps sales, accounts and customer care on the same customer, with a view matched to the work.

Sales executive

Works the assigned enquiries: calls, site visits, buyer feedback and the next follow-up, with the source still on the lead.

Sales manager

Distributes leads, watches source mix and movement from enquiry to visit to booking, and reads presales reports for the team.

Accounts

Raises demand notes, records receipts and follows the payment plan and registration milestones for the booked unit.

Customer care

Handles requests after the booking and the tasks that lead to possession, on the same record sales already built.

PRESALES

The desk that takes an enquiry to a booking

Presales is the monthly, per-user product for sales and marketing teams.

Capture and source

Online leads from Facebook, Google, property portals and website forms. Offline leads from walk-ins, drives and referrals. The source stays on the enquiry.

Distribute and qualify

Route each lead to a salesperson. Record budget, preferences and requirements, and flag duplicates before a second person calls the same buyer.

Visit, inventory and booking

Schedule the site visit, log feedback, link the enquiry to a project, show inventory, and record the unit, the token and the reservation.

POSTSALES

The desk that collects, supports and hands over

This is the work that starts once a unit is booked: the customer, the amounts due, and the path to the keys.

Customer and care

The booked buyer becomes a customer without a new file. Requests and support after the booking stay on that record.

Payments

Payment plans, demand notes and receipts sit with the unit, including construction-linked demands and the amounts still due.

Agreement, registration and keys

Agreement and registration milestones, pending tasks and the handover itself are coordinated through to possession.

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