Lead and source management
Bring connected property enquiries into the CRM and keep the originating source beside the buyer conversation.Connector coverage depends on the source and configuration.
The Sell&Bill platform
From the first hello to the
handover.
A real estate CRM built around the work itself: capture the enquiry, understand the buyer, make the next move, manage the property and carry the relationship forward.
- Enquiry
- Conversation
- Assignment
- Follow-up
- Site visit
- Booking
- Handover
The real estate customer journey
One relationship. From enquiry to possession.
Follow the work across presales, sales and post-sales. Your product walkthrough can confirm the exact fields, integrations and module scope for your operation.
- 01
Capture the enquiry
Bring leads from the sources connected to your Sell&Bill setup, with source context ready for the next conversation.
- 02
Start a useful conversation
Use configured WhatsApp, SMS, RCS and email workflows, or regional-language AI calling where enabled.
- 03
Give the team context
Review call transcription and analysis, the buyer’s stated need and the next agreed action. A hot lead can be handed to a sales executive.
- 04
Coordinate the sales process
Keep follow-up, site-visit progress, project interest and booking activity in the team’s operating view.
- 05
Manage launch-day volume
Use high-volume booking controls alongside project and booking context when a launch brings a concentrated enquiry rush.
- 06
Collect the booking amount
Carry buyer and property context into the separately scoped Post Sales module after the booking.
- 07
Coordinate commitments
Organize payment plans, home-loan coordination, agreements, demand letters, payment reminders and AI follow-ups.
- 08
Prepare for possession
Schedule customer milestones and coordinate handover through possession, with ownership and status visible to the team.
Source connectors, inventory fields, reporting and post-booking setup are confirmed against your chosen plan and workflow.
Tools around the customer journey
Built for the details real estate teams coordinate.
Start with the capabilities Sell&Bill has identified. Confirm the live release, setup and plan scope with the team before selecting a workflow.
Regional-language AI calling
Use AI calls to begin conversations in supported regional languages, with call transcription and analysis for team context.Confirm languages, call rules and usage limits.
Omnichannel communication
Coordinate WhatsApp, SMS, RCS and email automation around the customer and the sales process.Channel and messaging usage scope is confirmed in the quote.
Hot-lead handoff
When an AI conversation identifies a ready prospect, transfer the call and context to a sales executive for a human follow-up.Handoff behaviour is configured with your team.
High-volume launch controls
Bring structure to launch-day enquiry and booking activity with controls designed for concentrated demand.Map booking rules and approval steps in a walkthrough.
Separate module
Post Sales: booking to possession
Coordinate booking amount collection, payment plans, home-loan progress, agreements, demand letters, payment reminders, AI follow-ups, scheduled milestones, handover and possession.Post Sales is separately scoped. Confirm feature availability and pricing for your plan.
Project inventory, site-visit, booking, partner portal, document and reporting requirements can be reviewed in the product walkthrough; the exact scope should be confirmed before purchase.
Map your everyday CRM work
Bring the real handoffs to the demo.
These operating areas matter to property teams. We will confirm which fields, workflow steps and reports are available in your Sell&Bill configuration.
Project and unit inventory
Bring your availability, pricing and booking-status rules so the team can demonstrate how project context fits the buyer journey.Confirm inventory fields and update controls.
Site visits and feedback
Map appointment scheduling, confirmations, visit outcomes and the questions that need a follow-up owner.Confirm scheduling and reminder scope.
Bookings and customer records
Review how your booking details and customer handoffs are represented across the teams involved.Confirm booking and document workflow coverage.
Partner referrals
Show how partner source, registration rules, buyer ownership and progress updates work in your channel model.Confirm partner portal and brokerage scope.
Dashboards and marketing measures
Define the source, project, stage and date dimensions needed to review your sales operation consistently.Confirm report fields and attribution method.
Customer documentation
Bring the KYC, agreement, registration, collection or handover steps your teams currently coordinate.Availability of KYC, document generation, statutory or snag workflows is not assumed; confirm each item.
Automation across the sales lifecycle
More than a lead-inbox workflow.
Extend real estate CRM with AI call intelligence, automated buyer communication and controls for high-volume project launches.
AI calling
Regional-language voice and call analysis
Make AI calls in regional languages, keep transcripts and call analysis with buyer context, and pass ready leads to the sales team.
Communication hub
WhatsApp, SMS, RCS and email
Coordinate automated communication workflows across the channels your buyers use.
Launch operations
Booking controls at launch scale
Manage high-volume launch-day activity with project inventory and booking status in the operational picture.
A single view of each buyer
Context goes with the customer.
Every call, chat, property requirement, visit and follow-up builds on the conversation before it. Sales and customer teams can see what happened and what should come next.
- Lead source and property interests
- Conversation and activity timeline
- Assigned rep, stage and next action
- Visit, booking and post-sale details
- 01Illustrative enquiry · configured sourceBuyer need · project interest · source contextCaptured
- 02AI call · regional languageTranscript and analysis · hot-lead handoffReview
- 03Sales follow-throughAssigned executive · conversation · next agreed actionConnected
- 04Post Sales · separate modulePayment plan · milestones · handover · possessionContinue
Illustrative workflow · no customer data or performance results
Real estate CRM questions
Clear answers before you choose.
What does Sell&Bill connect?
Sell&Bill is an AI-powered real estate CRM for the customer journey from lead enquiry through sales follow-through, booking and possession. Post Sales is a separately scoped module.
Which lead sources can be connected?
The CRM is designed to bring online and offline enquiries into one workflow. Confirm support for each portal, advertising source, phone channel and connector during a product walkthrough.
What AI capabilities are included?
Sell&Bill has identified regional-language AI calling, call transcription and analysis, and hot-lead handoff to a sales executive. Confirm supported languages, configuration and plan scope.
What does the Post Sales module cover?
It is intended to support booking amount collection, payment plans, home-loan coordination, agreements, demand letters, reminders, AI follow-ups, milestones, handover and possession. Confirm the current release and exact scope.
See how the platform fits your sales process.
Bring your team’s workflow to a Sell&Bill walkthrough.