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Products-CRM Landing

Real Estate CRM

CRML's Real Estate CRM is a production-ready, Salesforce-powered solution covering the complete property transaction lifecycle — from first enquiry to final handover. It operates across two fully integrated phases: Pre-Sales, which drives faster lead-to-booking conversions through intelligent routing, broker management, and inventory visibility; and Post-Sales, which automates payment milestones, demand letters, documentation, and buyer communication. Built for residential developers, commercial property firms, and broker networks across India.

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Features

Features

Order Management

 Intelligent Lead Routing & Assignment

Every lead — from portals, campaigns, referrals, or walk-ins — is captured and automatically routed to the right sales agent based on project interest, budget slab, and location. No lead leakage. No delayed responses.

 Intelligent Lead Routing & Assignment
Order Management

 Intelligent Lead Routing & Assignment

  1. Every lead — from portals, campaigns, referrals, or walk-ins — is captured and automatically routed to the right sales agent based on project interest, budget slab, and location. No lead leakage. No delayed responses.
  2. Leads from all channels — 99acres, Housing.com, web forms, WhatsApp, and walk-ins — are captured into a single Salesforce pipeline and assigned automatically without manual intervention.
  3. Routing rules are configurable by project, unit type, budget range, and geography — ensuring the right agent always gets the right lead.
  4. Response time SLAs are tracked automatically — overdue leads trigger escalation alerts to the sales manager before the prospect goes cold.
Order Management

Broker & Channel Partner Management

Onboard brokers digitally, assign leads with automatic tagging, and give your channel partners a dedicated portal to submit leads, view inventory, and track their commissions — all within Salesforce.

Broker & Channel Partner Management
Order Management

Broker & Channel Partner Management

  1. Onboard brokers digitally, assign leads with automatic tagging, and give your channel partners a dedicated portal to submit leads, view inventory, and track their commissions — all within Salesforce.
  2. Brokers are onboarded digitally with KYC documentation, RERA registration, and agreement sign-off — eliminating paperwork from the partner onboarding process entirely.
  3. Every lead submitted by a broker is tagged to their profile automatically — commission eligibility, deal stage, and payout status are tracked in real time without back-and-forth.
  4. The broker self-service portal gives channel partners live visibility into available inventory, unit pricing, and their deal pipeline — reducing daily coordination calls to your sales team.
Order Management

Real-Time Inventory & Unit Availability

Give your sales team and brokers live visibility into which units are available, blocked, or sold — by tower, floor, facing, and configuration — with a configurable pricing engine built in.

Real-Time Inventory & Unit Availability
Order Management

Real-Time Inventory & Unit Availability

  1. Give your sales team and brokers live visibility into which units are available, blocked, or sold — by tower, floor, facing, and configuration — with a configurable pricing engine built in.
  2. The inventory grid displays real-time unit status across all projects — available, blocked, booked, or registered — with one-click blocking at the time of negotiation to prevent overbooking.
  3. Configurable pricing rules handle floor rise, facing premiums, corner unit charges, and campaign discounts automatically — ensuring the right price is always shown to the right buyer.
  4. Inventory reports by project, tower, and configuration give sales leadership a live view of stock health and velocity without manual data pulls.
Order Management

Site Visit Scheduling & Tracking

Schedule and track physical site visits with automated reminders to both the buyer and the agent — and log visit outcomes directly in Salesforce so your team always knows where every prospect stands.

Site Visit Scheduling & Tracking
Order Management

Site Visit Scheduling & Tracking

  1. Schedule and track physical site visits with automated reminders to both the buyer and the agent — and log visit outcomes directly in Salesforce so your team always knows where every prospect stands.
  2. Site visits are scheduled from within Salesforce and synced to the agent's calendar — automated WhatsApp and SMS reminders go to the buyer 24 hours and 1 hour before the visit.
  3. Post-visit, the agent logs outcome, buyer feedback, and next steps directly from the mobile app — ensuring the CRM is updated in the field, not at the end of the day.
  4. Visit conversion rates by project, agent, and lead source are tracked on the sales dashboard — giving managers clear visibility into which sources and agents are driving quality visits.
Order Management

Construction-Linked Payment Milestone Tracking

Every payment milestone — slab, structure, finishing, OC — is configured in Salesforce and tracked automatically. When a milestone is reached, demand letters are triggered and payment status is updated without any manual follow-up.

Construction-Linked Payment Milestone Tracking
Order Management

Construction-Linked Payment Milestone Tracking

  1. Every payment milestone — slab, structure, finishing, OC — is configured in Salesforce and tracked automatically. When a milestone is reached, demand letters are triggered and payment status is updated without any manual follow-up.
  2. Payment plans are configured per unit at the time of booking — including construction-linked milestones, possession charges, and registration amounts — with automatic due date calculation.
  3. When a milestone is reached, the system triggers the demand letter, notifies the buyer via email and WhatsApp, and starts tracking payment status — no spreadsheets, no manual chasing.
  4. Overdue payments trigger escalation workflows automatically — reminder sequences and manager alerts are configured once and run indefinitely without any team intervention.
Order Management

Document Generation & eSign (DocGenX)

Auto-generate sale agreements, allotment letters, demand letters, and possession documents from Salesforce templates — with government-authorised eSign and eStamping built in. Weeks of paperwork reduced to hours.

Document Generation & eSign (DocGenX)
Order Management

Document Generation & eSign (DocGenX)

  1. Auto-generate sale agreements, allotment letters, demand letters, and possession documents from Salesforce templates — with government-authorised eSign and eStamping built in. Weeks of paperwork reduced to hours.
  2. All buyer documents — sale agreement, allotment letter, demand notice, possession letter — are generated automatically using data already in Salesforce, with zero manual data entry or formatting.
  3. eSign integration allows buyers to sign documents digitally with government-authorised signatures and eStamping — from anywhere, on any device, without visiting the office.
  4. Every document is version-controlled, timestamped, and stored against the buyer's Salesforce record — accessible in one click by the sales, legal, or collections team at any time.
Order Management

Buyer Self-Service Portal

 Give buyers a dedicated portal to view their unit details, track construction progress, check upcoming payment milestones, download documents, and raise service requests — reducing inbound calls to your team dramatically.

Buyer Self-Service Portal
Order Management

Buyer Self-Service Portal

  1.  Give buyers a dedicated portal to view their unit details, track construction progress, check upcoming payment milestones, download documents, and raise service requests — reducing inbound calls to your team dramatically.
  2. Buyers log in to their personalised portal to view unit details, booking confirmation, construction progress updates, and all documents related to their purchase — no calls required for routine queries.
  3. Upcoming payment milestones and due amounts are displayed clearly — with an integrated payment gateway allowing buyers to pay directly from the portal without any manual coordination.
  4. Post-possession service requests — snag lists, maintenance issues, handover concerns — are raised and tracked through the portal, with status updates visible to the buyer in real time.
Order Management

GST-Compliant Invoice & Tax Management

Auto-generate tax invoices, credit notes, and payment receipts aligned to GST requirements — and send them directly to buyers at the point of collection, without any manual accounting effort.

GST-Compliant Invoice & Tax Management
Order Management

GST-Compliant Invoice & Tax Management

  1. Auto-generate tax invoices, credit notes, and payment receipts aligned to GST requirements — and send them directly to buyers at the point of collection, without any manual accounting effort.
  2. Tax invoices are generated automatically when a payment is received — pre-populated with the correct GST components (CGST, SGST, IGST) based on the buyer's state and transaction type.
  3. Credit notes, cancellation receipts, and refund documentation are handled within the same workflow — ensuring accurate financial records without switching to a separate accounting tool.
  4. All invoices and receipts are stored against the buyer's Salesforce record and can be downloaded directly from the buyer portal — eliminating manual document dispatch entirely.
Order Management

Sales & Collections Analytics Dashboard

Get real-time visibility into lead pipeline health, project-wise booking velocity, broker productivity, payment collection rates, and overdue milestones — all on a single Salesforce dashboard.

Sales & Collections Analytics Dashboard
Order Management

Sales & Collections Analytics Dashboard

  1. Get real-time visibility into lead pipeline health, project-wise booking velocity, broker productivity, payment collection rates, and overdue milestones — all on a single Salesforce dashboard.
  2. Project-wise dashboards show lead volume, site visit conversion rate, booking count, and cancellation rate — refreshed in real time so sales leadership always has an accurate view of performance.
  3. Collections dashboards display milestone-wise demand raised vs. collected, overdue amounts by buyer, and payment trend by month — giving the finance team a live view of cash flow health.
  4. Broker performance reports rank channel partners by leads submitted, site visits arranged, bookings converted, and commission earned — enabling data-driven decisions on partner incentives and engagement.
Order Management

WhatsApp & AI Voice Agent Integration

Engage buyers and brokers via WhatsApp and AI-powered voice calls — for payment reminders, site visit confirmations, document updates, and possession alerts — directly from within Salesforce.

WhatsApp & AI Voice Agent Integration
Order Management

WhatsApp & AI Voice Agent Integration

  1. Engage buyers and brokers via WhatsApp and AI-powered voice calls — for payment reminders, site visit confirmations, document updates, and possession alerts — directly from within Salesforce.
  2. Automated WhatsApp messages are triggered from Salesforce workflows for payment due reminders, demand letter dispatch, site visit confirmations, and possession date alerts — no manual sending required.
  3. The AI voice agent handles outbound payment reminder calls, appointment confirmations, and follow-up sequences autonomously — escalating to a live agent only when the buyer requests it.
  4. All WhatsApp and voice interactions are logged against the buyer's Salesforce record — giving the sales and collections team a complete, unified view of every touchpoint in the buyer journey.

MORE PRE-BUILT ASSETS

WhatsApp Integrator

Org Analysis

Loan Origination System (LOS)

V-Commerce Cloud (B2B-B2C)

DocGenX

Rebate Management

Influencer Management

MR App

Sales Force Automation [SFA]

DMS for Secondary Sales

DMS for Primary Sales

AI Voice Agent Cloud Telephony
Implementation Services

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