01
Bring sources into view
Record supported online and offline sources with the lead. Confirm exact portal, ad and telephony connectors during the walkthrough.Review: source capture · campaign context · ownership
Presales · Sales · Post-sales
One real estate customer journey.
From enquiry to possession.
Sell&Bill connects the lead, buyer conversation, project and next action. The optional Post Sales module continues the workflow after booking, so teams can coordinate customer commitments through handover and possession.
01 / Presales · Capture & prepare
Give every enquiry a useful next step.
Property interest can begin on a portal, website, campaign, call, WhatsApp conversation, walk-in or partner referral. The operating challenge is keeping the source and buyer context available when the sales team is ready to respond.
02
Respond with context
Use configured WhatsApp, SMS, RCS and email workflows. Regional-language AI calling can support first engagement, with call transcription or analysis linked to the conversation.Review: communication channel · AI call handoff
03
Prepare the sales handoff
Keep the buyer’s stated need, project interest, conversation and next agreed action together so the sales representative can continue the conversation.Review: current qualification and assignment controls
What to measure: time to first human or AI-assisted contact, share of enquiries with an owner, and movement from source to qualified conversation. Treat these as your team’s operating measures—not promised Sell&Bill results.
02 / Sales · Visit & book
Keep the buyer, property and decision in context.
A site visit is a working conversation: what the buyer liked, which questions remain, which unit or plot fits, and what the representative agreed to do next.
Where sales momentum gets lost
Teams can have the same customer in several different conversations.
When visit feedback, current availability and booking activity live in separate files or chats, the next rep may not know what the buyer saw or what the team promised. Launch days add a different pressure: multiple people need a current view of enquiries, unit interest and booking status.
- Site-visit confirmations and feedback not reaching the next owner
- Buyer preferences separated from project and unit context
- Sales and site teams checking different availability records
- Marketing unable to connect early source activity with visit or booking progression
Sell&Bill · Sales workflow · Context connected
From a visit plan to a recorded booking.
- 01Prepare the visitBuyer need · project · assigned representativeReady
- 02Record the conversationVisit feedback · open question · agreed follow-upIn context
- 03Review the property optionProject · unit or plot · availability informationRelevant
- 04Continue through bookingBooking status · source · customer timelineConnected
A better sales review
Ask where the next decision is waiting.
- Which visits have no recorded next action?
- Which buyer needs should be matched to project inventory?
- Where do source, project and booking details need to be reconciled?
- Which launch-day controls are included in the configured system?
03 / Post-sales · Collect & hand over
The relationship continues after the booking.
Booking is the handoff into a longer customer journey. Sell&Bill’s separately priced Post Sales module can help the team coordinate the work that follows without losing the property, payment plan or customer context.
01
Start with the booking
Record the booking amount and carry the customer and property context into the post-booking workflow.Booking · customer · project
02
Plan the commitments
Coordinate payment plans and home-loan progress; prepare agreements and demand letters for the relevant customer milestone.Payment schedule · home loan · documents
03
Follow through to possession
Schedule milestones, send payment reminders and AI follow-ups, then coordinate handover and possession with a visible owner and status.Reminders · milestones · handover · possession
Keep the boundary clear: CRM workflows can organize customer follow-through; they do not replace legal, financial or regulatory review. Confirm the Post Sales module scope and setup with Sell&Bill.
Questions across the lifecycle
Understand the workflow before you choose.
Does Sell&Bill cover presales, sales and post-sales?
The CRM connects lead and sales work through booking. A separately priced Post Sales module can continue payment, reminder, milestone, handover and possession workflows.
Does Sell&Bill guarantee faster conversion or collections?
No. The CRM gives teams a way to organize and review follow-through. Commercial results depend on the market, project, buyer, process and team execution.
Can Sell&Bill file RERA updates for us?
This page makes no claim of automatic RERA filing. Confirm any regulatory integrations with the product team and follow the relevant state authority’s requirements.
How can we confirm exact lead-source connections?
Bring your portal, advertising, website, phone and messaging requirements to a product walkthrough. The team can confirm supported connectors and plan scope.
Start with one handoff your team wants to improve.
Bring a lead, visit, booking or post-sales process to a tailored walkthrough.