When a stage means whatever the executive felt
Residential pre-sales runs on stages that describe emotion rather than fact. Interested, hot, very hot, will revert after Diwali. Two executives put the same buyer in different columns and neither is wrong, because nothing defines the boundary. The forecast that comes out of it is a number the sales head privately discounts by half.
The handovers compound it. A deal moves from the pre-sales executive to the closing manager at negotiation and then to the CRM team after the token amount, and each handover happens over WhatsApp with a screenshot. Nobody can compare Tower A against Tower B, tell how long an attended visit usually takes to reach a cost sheet, or see that eleven deals have not moved since the loan documents were requested.
Stages tied to events, one board per project
Each project gets its own pipeline and its own stages: enquiry, visit booked, visit attended, cost sheet sent, negotiation, token received, agreement signed. Every one of those either happened or did not, which ends the debate about where a deal belongs. Deal value is the cost sheet total for the shortlisted unit rather than the base rate, so the forecast matches what finance will invoice.
Days in stage does the rest. A deal that visited eighteen days ago with no cost sheet against it is flagged. Losing a deal asks for a reason, whether possession timeline, budget, a competing project, a rejected loan or locality, and a quarter of those reasons tells you which problem you have.
More on the capability itself: Deal Pipeline. More on this industry: CRM for real estate teams.
One 3BHK, tracked end to end
A buyer enquires about a 3BHK in Tower B on a Thursday. Here is what the board shows over the next six weeks.
- 1Visit booked for Sunday, then moved to visit attended when the executive logs the family's feedback at the sales gallery.
- 2Cost sheet sent for unit 1104 with parking and floor rise, and the deal value updates from an estimate to the sheet total.
- 3Token received moves the deal into the booking pipeline, where document collection and the loan file carry it to agreement signed.
Priced at ₹899/user/month + GST on annual billing, or ₹1,099/user/month + GST month to month, with no seat minimum. A free plan with one user and 200 leads runs indefinitely, so the trial is the product rather than a countdown.
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Run it once, with real records
The fastest way to judge this is to put twenty of your own records through it. Start on the free plan and decide afterwards.