Lead & Sales
Lead management, automatic capture, AI distribution, follow-up, site visits, proposals and channel partners.
Connect lead capture, visitor management, inventory, booking, post-sale CRM, collections, possession and facility operations through one lifecycle with AI assistance and workflow controls.
Each stage can retain its own permissions, documents, approvals and business rules while sharing a common customer and project context.
Use the modules required for the deployment and connect them to existing systems where appropriate.
Lead management, automatic capture, AI distribution, follow-up, site visits, proposals and channel partners.
Project/unit inventory, booking, customer/KYC information, transfers, refunds and booking documents.
Demand letters, receipts, collections, customer communication, customer portal and possession journey.
Facility billing, complaints, visitors, manpower and post-possession customer operations.
Document manager, approval workflows, audit context and customer/project-linked files.
Fund flow, collection tracking, Tally integration and business reporting.
Approved follow-up, reminders, notifications and contextual customer messaging.
MIS, exceptions, collections attention, conversion performance and operational summaries.
AI can assist with qualification, prioritisation, follow-up preparation and management summaries while transactional steps remain controlled by business permissions.
Organise enquiry context and identify missing information.
Prepare reminders and next-call context for review.
Prioritise outstanding amounts and prepare customer follow-up.
Read customer/project documents and surface exceptions.
Summarise conversion, collection and operational exceptions.
Route sensitive actions through permissions and approvals.
Start with one workflow—lead handling, collections, documents or approvals—then expand after the pilot proves the operating model.