CRM Landing
Real Estate Industry - CRM Landing

Real Estate Industry

Transforming Real Estate developers, brokers, and property management companies with our comprehensive Salesforce solutions. From accelerating lead-to-booking conversions and managing channel partner networks, to automating payment milestones and post-handover customer journeys — solutions designed to meet the unique demands of the Real Estate sector.

AI Intelligence Layer — Leverage AI-based analytics, workflows, sales coaches, nudges & recommendations to gain actionable insights into lead pipeline health, broker performance, payment collection trends, and project-wise revenue — enabling smarter, faster decisions for sales leadership.

React Native

40%

Faster Order Booking

Home / Real Estate

Real Estate Industry Solution

Residential Developer

Commercial Developer

Broker / Channel Partner

Post-Sales / Collections

Customer Engagement

Real Estate Salesforce Solutions: Driving Faster Bookings and Seamless Customer Journeys

The Real Estate industry is evolving rapidly, driven by rising buyer expectations, complex channel partner networks, and the need for real-time visibility across pre-sales and post-sales operations. These shifts are transforming how developers manage leads, brokers handle transactions, and teams track payment collections — making intelligent CRM the backbone of every successful Real Estate business.

25%

Better lead conversion rates with Pre-Sales automation

20%

Faster payment collection with Post-Sales milestone tracking

Delivering complete Real Estate solutions across Developers, Brokers, and Service Teams

Residential & Commercial Developer

Explore solutions for lead
management, inventory
tracking, broker portal, and
post-booking automation

Broker / Channel Partner

Manage leads, commissions,
site visits, and deal pipelines
across your partner network

Post-Sales & Property Management

Automate payment milestones,
documentation, buyer
communication, and service
requests

Transform Real Estate Operations with CRM Landing: Your Partner in Digital Transformation

Following are the key features to elevate Real Estate operations. Our AI-driven solutions help streamline lead conversions, optimise broker networks, and ensure seamless post-booking experiences across the value chain.

  1. Pre-Sales / Developer
  2. Broker / Channel Partner
  3. Post-Sales / Collections

Pre-Sales / Developer

  1. Omni-channel Lead Capture
  2. Intelligent Lead Routing by project, budget & geography
  3. Site Visit Scheduling, Tracking & Automated Reminders
  4. Real-Time Unit Inventory Visibility & Blocking Management
  5. Configurable Pricing Engine & Lead Scoring
  6. Dealer / Broker Onboarding with Commission Tracking
  7. Project & Unit Inventory Management
  8. Marketing Cloud Journeys for Lead Nurturing
  9. Mobile-Ready for Field Sales Agents
  10. Reports & Dashboards for Project-Wise Performance

Broker / Channel Partner

  1. Dedicated Broker Portal with Lead Submission & Inventory View
  2. Commission Tracking & Payout Management
  3. Deal Pipeline & Opportunity Stage Tracking
  4. WhatsApp Integration for Buyer & Broker Communication
  5. Performance Analytics & Broker Productivity Dashboards
  6. Overseas Sales Tracking

Post-Sales / Collections

  1. Omni-channel Lead Capture
  2. Intelligent Lead Routing by project, budget & geography
  3. Site Visit Scheduling, Tracking & Automated Reminders
  4. Real-Time Unit Inventory Visibility & Blocking Management
  5. Configurable Pricing Engine & Lead Scoring
  6. Dealer / Broker Onboarding with Commission Tracking
  7. Project & Unit Inventory Management
  8. Marketing Cloud Journeys for Lead Nurturing
  9. Mobile-Ready for Field Sales Agents
  10. Reports & Dashboards for Project-Wise Performance

Pre-Sales / Developer

  1. Omni-channel Lead Capture
  2. Intelligent Lead Routing by project, budget & geography
  3. Site Visit Scheduling, Tracking & Automated Reminders
  4. Real-Time Unit Inventory Visibility & Blocking Management
  5. Configurable Pricing Engine & Lead Scoring
  6. Dealer / Broker Onboarding with Commission Tracking
  7. Project & Unit Inventory Management
  8. Marketing Cloud Journeys for Lead Nurturing
  9. Mobile-Ready for Field Sales Agents
  10. Reports & Dashboards for Project-Wise Performance

Broker / Channel Partner

  1. Dedicated Broker Portal with Lead Submission & Inventory View
  2. Commission Tracking & Payout Management
  3. Deal Pipeline & Opportunity Stage Tracking
  4. WhatsApp Integration for Buyer & Broker Communication
  5. Performance Analytics & Broker Productivity Dashboards
  6. NRI & Overseas Sales Tracking

Post-Sales / Collections

  1. Omni-channel Lead Capture
  2. Intelligent Lead Routing by project, budget & geography
  3. Site Visit Scheduling, Tracking & Automated Reminders
  4. Real-Time Unit Inventory Visibility & Blocking Management
  5. Configurable Pricing Engine & Lead Scoring
  6. Dealer / Broker Onboarding with Commission Tracking
  7. Project & Unit Inventory Management
  8. Marketing Cloud Journeys for Lead Nurturing
  9. Mobile-Ready for Field Sales Agents
  10. Reports & Dashboards for Project-Wise Performance

Transforming today's Real Estate businesses into tomorrow's most trusted developers

OEM

Explore OEM’s ready to implement features

  1. All
  2. Marketing
  3. Sales
  4. Service
  1. Remote Diagnostics
  2. Bay Management
  3. Entitlement Management
  4. Recall Management
  5. Dealer Onboarding with ROI Calculation
  6. OEM Order Placement
  7. GRN (Goods Received Note)
  8. FAME Claim Management
  9. Brand Awareness Campaigns
  10. Product Launch Campaigns
  11. Digital Marketing Strategy
  12. Warranty & Claim Management
  13. Spare Parts Inventory Management
  14. Spares & Accessories Ordering
  15. ERP Integration
  16. Mobile Sales Enablement for OEM Sales Users
  17. Sales Performance Analytics
  18. Sales Forecasting
  19. Workflow Automation
  20. Social Media Integration
  21. Market Research and Analysis
  22. Marketing Analytics and Reporting
  23. CTI Integration
  24. Service Analytics and Reporting
  25. Dashboard
  26. ERP Integration [OEM & Dealer]
  27. Telematics Integration
  28. Customer Feedback Management
  29. Post Service Follow-up Survey
  30. Content Creation and Distribution
  31. Email Marketing Campaigns
  32. Event Management and Participation

Dealers

Explore OEM’s ready to implement features

Customers

Explore OEM’s ready to implement features

Power Your Sales & Distribution, From Planning to Performance

Explore the key features that will propel your dealership into the digital era, streamline your operations, and elevate customer experiences. Our innovative solutions are designed to help you adapt to the evolving technology.

  1. All
  2. Marketing
  3. Sales
  4. Service
  1. Remote Diagnostics
  2. Bay Management
  3. Entitlement Management
  4. Recall Management
  5. Dealer Onboarding with ROI Calculation
  6. OEM Order Placement
  7. GRN (Goods Received Note)
  8. FAME Claim Management
  9. Brand Awareness Campaigns
  10. Product Launch Campaigns
  11. Digital Marketing Strategy
  1. Service Marketing
  2. Omni Channel Case Sourcing
  3. Service Planning
  4. Case Management
  5. Knowledge Base Management
  6. Omni-Channel Support
  7. Service Console
  8. Dispatcher Console
  9. Visit Planning and Execution
  10. Route Planning
  11. Geotagging and Attendance Capture
  12. Complaint/Feedback Management
  13. Visit Report & Marketing Intelligence Capturing
  14. Expense Management
  15. Omni-channel Lead Sourcing
  16. Lead Management
  17. Lead & Opportunity Categorization
  18. Test Drive/Ride Management
  19. Opportunity Management
  20. Quote and Proposal Management
  21. Finance Checks & Applications
  22. Social Media Integration
  23. Local Advertising Campaigns
  24. Event and Showroom Promotions
  1. Omni-Channel Support
  2. Remote Diagnostics
  3. Test Drive/Ride Management
  4. Finance Checks & Applications
  5. Customer Order Placement
  6. Personalized Offers and Discounts
  7. Email Marketing Campaigns
  8. Loyalty Programs and Rewards
  1. Warranty & Claim Management
  2. Spare Parts Inventory Management
  3. Spares & Accessories Ordering
  4. ERP Integration
  5. Mobile Sales Enablement for OEM Sales Users
  6. Sales Performance Analytics
  7. Sales Forecasting
  8. Workflow Automation
  9. Social Media Integration
  10. Market Research and Analysis
  11. Marketing Analytics and Reporting
  1. Bay Management
  2. Job Card Creation
  3. Entitlement Management
  4. Social Media Integration
  5. Activity/Camps Management
  6. Service Analytics and Reporting
  7. Dashboard
  8. Customer Feedback Management
  9. Customer Order Placement
  10. Inventory Management
  11. PDI Delivery & Post Sales Follow Up
  12. Post Sales Follow-up Survey
  13. Account and Contact Management
  14. Document Upload and Approval Process
  15. Activity Management
  16. Sales Forecasting
  17. OEM Order Placement
  18. GRN (Goods Received Note)
  19. Used Vehicle Business Management
  20. ERP Integration [OEM & Dealer]
  21. CTI Integration
  22. Digital Marketing Strategy
  23. Email Marketing Campaigns
  24. Customer Loyalty Programs
  1. Feedback Management
  2. Post Service Follow-up Survey
  3. PDI Delivery & Post Sales Follow Up
  4. Warranty & Claim Management
  5. Recall Management
  6. Customer Referral Programs
  7. Social Media Engagement
  8. Event Invitations and Exclusive Previews
  1. CTI Integration
  2. Service Analytics and Reporting
  3. Job Card Creation
  4. Dashboard
  5. ERP Integration [OEM & Dealer]
  6. Telematics Integration
  7. Customer Feedback Management
  8. Post Service Follow-up Survey
  9. Content Creation and Distribution
  10. Email Marketing Campaigns
  11. Event Management and Participation
  1. Spares & Accessories Ordering to OEM
  2. Warranty & Claim Management
  3. Recall Management
  4. Spare Parts Inventory Management
  5. Post Service Follow-up Survey
  6. Mobile Sales Enablement for Service Advisors
  7. ERP Integration
  8. CTI Integration
  9. Telematics Integration
  10. CIBIL Score Integration
  11. Mobile Sales Enablement for Dealer Sales Users
  12. Workflow Automation
  13. Sales Performance Analytics
  14. Dashboard
  15. Customer Feedback Management
  16. Post Service Follow-up Survey
  17. Marketing Analytics and Reporting
  18. Lead Generation Campaigns
  19. Content Creation and Distribution
  1. Mobile App for Customers
  2. Spares & Accessories
  3. VAS Pitch
  4. Feedback and Survey Incentives
  5. Content Marketing (Blogs, Newsletters, etc.)

Delivering complete automotive solution covering OEM’s, Dealers and Customers

  1. Remote Diagnostics
  2. Bay Management
  3. Entitlement Management
  4. Recall Management
  5. Dealer Onboarding with ROI Calculation
  6. OEM Order Placement
  7. GRN (Goods Received Note)
  8. FAME Claim Management
  9. Brand Awareness Campaigns
  10. Product Launch Campaigns
  11. Digital Marketing Strategy
  12. Warranty & Claim Management
  13. Spare Parts Inventory Management
  14. Spares & Accessories Ordering
  15. ERP Integration
  16. Mobile Sales Enablement for OEM Sales Users
  17. Sales Performance Analytics
  18. Sales Forecasting
  19. Workflow Automation
  20. Social Media Integration
  21. Market Research and Analysis
  22. Marketing Analytics and Reporting
  23. CTI Integration
  24. Service Analytics and Reporting
  25. Dashboard
  26. ERP Integration [OEM & Dealer]
  27. Telematics Integration
  28. Customer Feedback Management
  29. Post Service Follow-up Survey
  30. Content Creation and Distribution
  31. Email Marketing Campaigns
  32. Event Management and Participation
  1. All
  2. Marketing
  3. Sales
  4. Service
  1. Service Marketing
  2. Omni Channel Case Sourcing
  3. Service Planning
  4. Case Management
  5. Knowledge Base Management
  6. Omni-Channel Support
  7. Service Console
  8. Dispatcher Console
  9. Visit Planning and Execution
  10. Route Planning
  11. Geotagging and Attendance Capture
  12. Complaint/Feedback Management
  13. Visit Report & Marketing Intelligence Capturing
  14. Expense Management
  15. Omni-channel Lead Sourcing
  16. Lead Management
  17. Lead & Opportunity Categorization
  18. Test Drive/Ride Management
  19. Opportunity Management
  20. Quote and Proposal Management
  21. Finance Checks & Applications
  22. Social Media Integration
  23. Local Advertising Campaigns
  24. Event and Showroom Promotions
  25. Bay Management
  26. Job Card Creation
  27. Entitlement Management
  28. Social Media Integration
  29. Activity/Camps Management
  30. Service Analytics and Reporting
  31. Dashboard
  32. Customer Feedback Management
  33. Customer Order Placement
  34. Inventory Management
  35. PDI Delivery & Post Sales Follow Up
  36. Post Sales Follow-up Survey
  37. Account and Contact Management
  38. Document Upload and Approval Process
  39. Activity Management
  40. Sales Forecasting
  41. OEM Order Placement
  42. GRN (Goods Received Note)
  43. Used Vehicle Business Management
  44. ERP Integration [OEM & Dealer]
  45. CTI Integration
  46. Digital Marketing Strategy
  47. Email Marketing Campaigns
  48. Customer Loyalty Programs
  49. Spares & Accessories Ordering to OEM
  50. Warranty & Claim Management
  51. Recall Management
  52. Spare Parts Inventory Management
  53. Post Service Follow-up Survey
  54. Mobile Sales Enablement for Service Advisors
  55. ERP Integration
  56. CTI Integration
  57. Telematics Integration
  58. CIBIL Score Integration
  59. Mobile Sales Enablement for Dealer Sales Users
  60. Workflow Automation
  61. Sales Performance Analytics
  62. Dashboard
  63. Customer Feedback Management
  64. Post Service Follow-up Survey
  65. Marketing Analytics and Reporting
  66. Lead Generation Campaigns
  67. Content Creation and Distribution
  1. All
  2. Marketing
  3. Sales
  4. Service
  1. Omni-Channel Support
  2. Remote Diagnostics
  3. Test Drive/Ride Management
  4. Finance Checks & Applications
  5. Customer Order Placement
  6. Personalized Offers and Discounts
  7. Email Marketing Campaigns
  8. Loyalty Programs and Rewards
  9. Feedback Management
  10. Post Service Follow-up Survey
  11. PDI Delivery & Post Sales Follow Up
  12. Warranty & Claim Management
  13. Recall Management
  14. Customer Referral Programs
  15. Social Media Engagement
  16. Event Invitations and Exclusive Previews
  17. Mobile App for Customers
  18. Spares & Accessories
  19. VAS Pitch
  20. Feedback and Survey Incentives
  21. Content Marketing (Blogs, Newsletters, etc.)

25%

better lead conversion rates with Pre-Sales automation

20%

faster payment collection with Post-Sales milestone tracking

9/10

maturity score for our production-ready Pre-Sales CRM solution

5/5

CSAT rating across all Real Estate implementations

Delivering Industry-Specific, Future-Ready
Real Estate Solutions

Transforming today's Real Estate businesses into tomorrow's most trusted developers

We've partnered with some of India's leading Real Estate developers, brokers, and property management companies — from residential and luxury developers to commercial leasing firms and broker networks — to implement cutting-edge Salesforce solutions that have accelerated lead conversions, improved broker productivity, and streamlined the entire post-booking experience.

Industry Image
Lead Routing & Intelligent 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 preference. No lead leakage. No delayed responses.

Industry Image
Broker & Channel Partner Management

Onboard brokers digitally, assign leads with automatic tagging, and track every deal your channel partners are working on. Brokers get a dedicated portal to submit leads, view inventory, and track their commissions — reducing the back-and-forth that costs your team hours every week.

Industry Image
Site Visit Scheduling & Tracking

Schedule and track physical site visits with automated reminders to both the buyer and the agent. Log visit outcomes and follow-ups within Salesforce — so your team always knows where every prospect stands.

Industry Image
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. Configurable pricing engines ensure the right price is always shown to the right buyer segment.

Industry Image
Lead Scoring & Opportunity Management

Score leads automatically based on enquiry source, engagement, and budget match. Prioritise the right prospects and move them through the funnel faster with configurable sales stages and next-step automation.

Transforming today's Real Estate businesses into tomorrow's most trusted developers

We've partnered with some of India's leading Real Estate developers, brokers, and property management companies — from residential and luxury developers to commercial leasing firms and broker networks — to implement cutting-edge Salesforce solutions that have accelerated lead conversions, improved broker productivity, and streamlined the entire post-booking experience.

Industry Image
Lead Routing & Intelligent 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 preference. No lead leakage. No delayed responses.

Industry Image
Broker & Channel Partner Management

Onboard brokers digitally, assign leads with automatic tagging, and track every deal your channel partners are working on. Brokers get a dedicated portal to submit leads, view inventory, and track their commissions — reducing the back-and-forth that costs your team hours every week.

Industry Image
Site Visit Scheduling & Tracking

Schedule and track physical site visits with automated reminders to both the buyer and the agent. Log visit outcomes and follow-ups within Salesforce — so your team always knows where every prospect stands.

Industry Image
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. Configurable pricing engines ensure the right price is always shown to the right buyer segment.

Industry Image
Lead Scoring & Opportunity Management

Score leads automatically based on enquiry source, engagement, and budget match. Prioritise the right prospects and move them through the funnel faster with configurable sales stages and next-step automation.

View More

Real Estate Goods Segments

Residential (Developer)
  • Apartments & High-Rise
  • Villas & Plotted Developments
  • Affordable Housing
  • Luxury Residential
Commercial (Developer)
  • Office Spaces
  • Retail & Mall Management
  • Mixed-Use Developments
  • Co-Working Spaces
Real Estate Brokers
  • Channel Partner Networks
  • Property Brokers
  • Franchise Broker Networks
  • NRI & Overseas Sales
Property Management
  • Rental Management
  • Commercial Leasing
  • Facilities Management
  • Real Estate IT Services

Retail & Consumer Goods Segments

Real Estate Goods Segments

Residential (Developer)

  • Apartments & High-Rise
  • Villas & Plotted Developments
  • Affordable Housing
  • Luxury Residential

Commercial (Developer)

  • Office Spaces
  • Retail & Mall Management
  • Mixed-Use Developments
  • Co-Working Spaces

Real Estate Brokers

  • Channel Partner Networks
  • Property Brokers
  • Franchise Broker Networks
  • NRI & Overseas Sales
Property Management
  • Rental Management
  • Commercial Leasing
  • Facilities Management
  • Real Estate IT Services

Success Stories

Industry Image
Shubhashish Homes: Automating the Full Buyer Journey

Shubhashish Homes, a leading residential Real Estate developer, deployed our Salesforce Sales Cloud and Marketing Cloud solution to manage their complete lead-to-order lifecycle — including intelligent lead routing, site visit scheduling, broker management, and after-sales communication. The implementation enabled their team to respond faster to buyer enquiries, track every touchpoint in the customer journey, and deliver a more personalised buying experience.

Industry Image
Somani Realtors: Streamlining Broker-Led Sales & After-Sales

Somani Realtors, an established Real Estate brokerage, leveraged our Salesforce Sales Cloud and Service Cloud implementation to manage lead flow from channel partners, track opportunity stages, and automate after-sales follow-ups — enabling their team to handle a higher volume of transactions with the same team size and improved customer satisfaction scores.

Industry Image
Rethink: Managing Property Leasing & Rental Portfolios

Rethink deployed our Salesforce Sales Cloud solution to manage their property leasing business — tracking rental agreements, monitoring lease renewals, managing tenant relationships, and maintaining full visibility across their residential and commercial property portfolio, significantly improving operational efficiency and tenant retention.

Industry Image
A Leading Commercial Property Developer: Driving Faster Tenant Onboarding

A prominent commercial Real Estate developer adopted our Salesforce Sales Cloud and Experience Cloud implementation to manage their leasing pipeline — enabling their team to track tenant enquiries, automate lease renewal workflows, generate digital agreements, and offer a self-service tenant portal, resulting in faster onboarding cycles and higher renewal rates.

Success Stories

Industry Image
Shubhashish Homes: Automating the Full Buyer Journey .

Shubhashish Homes, a leading residential Real Estate developer, deployed our Salesforce Sales Cloud and Marketing Cloud solution to manage their complete lead-to-order lifecycle — including intelligent lead routing, site visit scheduling, broker management, and after-sales communication. The implementation enabled their team to respond faster to buyer enquiries, track every touchpoint in the customer journey, and deliver a more personalised buying experience.

Industry Image
Somani Realtors: Streamlining Broker-Led Sales & After-Sales

Somani Realtors, an established Real Estate brokerage, leveraged our Salesforce Sales Cloud and Service Cloud implementation to manage lead flow from channel partners, track opportunity stages, and automate after-sales follow-ups — enabling their team to handle a higher volume of transactions with the same team size and improved customer satisfaction scores.

Industry Image
Rethink: Managing Property Leasing & Rental Portfolios

Rethink deployed our Salesforce Sales Cloud solution to manage their property leasing business — tracking rental agreements, monitoring lease renewals, managing tenant relationships, and maintaining full visibility across their residential and commercial property portfolio, significantly improving operational efficiency and tenant retention.

Unlocking Value in Real Estate with Connected Data & AI

Discover how real estate businesses can optimise lead conversions, improve broker network performance, and streamline collections using AI-powered Salesforce solutions. Our experts share insights on improving real estate operations, optimising channel partner networks, and leveraging technology to drive faster bookings and collections. .

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Our Insights

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Automating Lead-to-Booking Conversions with Salesforce

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How Broker Portals Drive Channel Partner Performance

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Eliminating Manual Collections: Real Estate Post-Sales on Salesforce

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