The best leads you have, dropped on a Monday
A site visit is the strongest thing that happens in a residential sale. The family has seen the tower, the sample flat and the view from the floor they are considering. Everything after that is timing, and timing is exactly what a pre-sales desk cannot protect when the weekend's enquiries land at nine on Monday.
The same failure repeats after booking. A demand letter falls due against a construction milestone and goes out late. A document requested in March is chased in May. A loan file waits three weeks for one bank statement page because nobody owned the follow-up. None of these needs judgement; all of them need somebody to remember, and remembering is the one thing a busy project team is worst at.
Rules that fire on what the pipeline records
A visit logged as attended creates a feedback task that evening, sends a thank-you template the next morning, and raises a call task on day three if no cost sheet has gone out. A deal that has not moved for ten days after the cost sheet escalates to the closing manager. Token received opens the document checklist and starts reminders.
Every rule is a trigger, a condition and an action, and one action can do several things at once: assign the deal, tag it, create the task and change the stage. Sequences pause the moment the buyer replies on any channel, opted-out contacts are excluded, and a rule can be switched off for a launch weekend without being rebuilt.
More on the capability itself: Workflow Automation. More on this industry: CRM for real estate teams.
Sunday's visitors, chased without anyone remembering
Nine families visited. The rules take over as each visit is marked attended.
- 1Sunday evening, a feedback task appears for the executive asking for the objection, the configuration and whether finance was discussed.
- 2Monday morning, a template goes out naming the unit that was shown and the executive who showed it.
- 3Wednesday, any family with no cost sheet against them becomes a call task, and by day ten anything still static reaches the closing manager.
Everything here is on the Growth plan at ₹899/user/month + GST on annual billing. No module pricing, no per-rule charge, no minimum seats, and a Free Forever plan with one user and 200 leads to test it on.
The rest of the stack for this team
Questions teams ask
Start on the free plan
One user, 200 leads, no card and no expiry. Enough to run the workflow above end to end before you involve anyone else.