When you work with CloudCentric, you’re not just getting a CRM—you’re gaining a strategic partner committed to streamlining your operations, enhancing customer trust, and driving measurable growth in the competitive real estate market.
We have successfully delivered Salesforce CRM solutions to more than 10 customers in the real estate industry. We have worked with multiple real estate clients to modernize and automate their sales, customer management, and post-sales processes, ensuring improved efficiency and better client engagement.
Our proven approach brings together broker onboarding, lead tracking, EOI management, event booking, payment tracking, inventory visibility, and real-time reporting—all in one centralized platform. This not only streamlines operations but also enhances compliance, accelerates sales cycles, and delivers a superior experience to both customers and brokers.
Captures leads from multiple channels—such as website forms, property portals, walk-ins, social media ads, and call campaigns—into a single system. Automated lead assignment rules allocate leads to the right sales executives or brokers based on predefined criteria (location, project, lead source). This ensures zero lead leakage and faster response times, boosting conversion rates.
Manages all sales and customer service activities in one place—site visits, follow-up calls, meetings, and assigned tasks. Provides reminders, status updates, and completion tracking. This eliminates missed appointments and ensures consistent engagement with prospects.
Organizes all inbound inquiries—whether they come via phone, email, or in person—by logging them into Salesforce instantly. Sales teams can view inquiry history, assign ownership, and update progress, ensuring no enquiry slips through the cracks.
Real-time, unit-level inventory tracking for all projects, showing availability, pricing, floor details, and unit status (Available, Hold, Booked). This prevents double booking, maintains up-to-the-minute inventory accuracy, and improves transparency for both brokers and customers.
Automates the entire EOI submission process, from PAN/Aadhaar verification to payment capture and finance approval. Integrates with payment gateways and ERP systems for real-time updates on payment status. This reduces manual verification work and speeds up customer onboarding.
Streamlines launch events by allocating priority numbers to EOI customers, sending event invitations, generating tokens, and assigning Relationship Managers (RMs) in real time. This ensures smooth, organized booking of events with minimal chaos.
Implements transparent allotment rules so that customers are assigned units fairly based on booking priority, payment status, or other criteria. Prevents disputes, reduces manual intervention, and maintains customer trust.
Centralizes customer complaints, service requests, and escalations into one unified system. Tracks case status, assigns ownership, and sends automated updates to customers. This results in faster resolutions and improved service quality.
Provides brokers with a dedicated portal and mobile app for registration, KYC verification, inventory access, EOI submissions, commission tracking, and lead updates. This empowers brokers with real-time data, making them more effective partners.
A secure online portal where customers can check their property details, booking status, payment schedules, and documents. They can also raise service requests or lodge complaints directly. This reduces dependency on manual customer calls and improves transparency.
Enables click-to-dial for outbound calls, auto logs inbound calls, records conversations, and integrates them into lead or case records. This improves call tracking, accountability, and follow-up quality.
Synchronizes project, unit, and payment data between Salesforce and ERP systems in real time. Ensures demand letters, payment updates, and financial reports are always accurate and up-to-date.
Sends automated WhatsApp messages at key customer touchpoints—EOI confirmation, payment reminders, booking confirmation, and document readiness. This keeps customers engaged on their preferred communication channel.
Integrates with Aadhaar APIs for instant identity verification during EOI and booking processes. Ensures compliance with RERA and reduces fraud risk.
Allows customers to digitally sign booking forms, agreements, and other legal documents using Aadhaar OTP authentication. This reduces paperwork delays and makes the booking process completely digital.
Enables secure online payment for EOIs, bookings, and instalments, with instant confirmation in Salesforce. This improves payment collection speed and eliminates reconciliation delays.
Uses AI to analyze sales data, predict demand, identify top-performing brokers, and forecast revenue. This gives management deep, actionable insights for strategic decisions.
Provides over 20 standard and custom dashboards for Sales, CRM, Finance, and Management. Includes real-time metrics like lead conversions, sales performance, overdue payments, and unit booking trends. This enables data-driven decision-making.
Automatically imports leads from Facebook Lead Ads, Google Ads, and other campaigns into Salesforce for immediate follow-up. This shortens lead response time and maximizes ad ROI.
Pulls leads directly from property listing platforms into Salesforce, linking them with project and inventory data. This streamlines lead capture from high-traffic property portals.
Manages SMS, WhatsApp, and email campaigns for prospect nurturing, launch announcements, and payment reminders. Supports segmentation for personalized marketing.
Allows users to log in once to access Salesforce and connected systems with a single set of credentials. This improves security and user convenience.
Tracks booking and sales targets by unit, project, broker, and sales team. Provides real-time achievement percentages and alerts when targets are met or missed, helping keep teams focused on goals.
Protects sensitive customer details like Aadhaar, PAN, phone numbers, and email addresses using encryption. Ensures compliance with data privacy regulations and builds trust.
Manages multiple payment plan templates (construction-linked, possession-linked, flexi plans) and automates demand scheduling. Handles price revisions with full version history for pricing transparency.
The real estate industry is fast-paced, high-value, and heavily dependent on timely actions, accurate data, and trusted relationships. With multiple stakeholders—brokers, customers, sales teams, finance, and management—working on different systems, delays, errors, and missed opportunities are common.
Our Salesforce CRM implementations for the real estate sector solve these issues by:
In short, this isn’t just a CRM upgrade—it’s a complete transformation of how real estate businesses sell, manage, and grow.
At CloudCentric, we understand that the real estate industry operates in a fast-moving, high-stakes environment where speed, accuracy, transparency, and trust define success. Our Salesforce CRM implementations are designed not just to digitize processes, but to transform the way real estate businesses operate—bringing sales, broker management, customer engagement, payments, and inventory control into one seamless, integrated platform.
With our proven expertise, we have helped leading real estate companies:
When you work with CloudCentric, you’re not just getting a CRM—you’re gaining a strategic partner committed to streamlining your operations, enhancing customer trust, and driving measurable growth in the competitive real estate market. Book a 30-minute call with us to boost your growth in the real estate industry.
