Capture the demand you generate
Bring enquiries from property portals, campaigns, IVR, walk-ins and website forms into one trackable lead flow.
CRM for the people who move property
Real estate CRM for
builders, developers & channel partners.
Builders, developers, channel partners, sales and marketing teams, and accounts teams face different handoffs. Sell&Bill connects lead context, property operations and configured post-sales workflows—from first enquiry to possession.
Why a real estate business needs CRM
A CRM becomes the shared memory behind every sale.
When buyer details sit in separate portal inboxes, personal phones, sheets and people’s memories, your team has to rebuild the story every time. A CRM keeps the story, the owner and the next step connected.
Remember each buyer’s context
Keep the budget, location, property needs, conversations and promises with the same customer record.
Make ownership and follow-through clear
Give every lead a responsible person, a sales stage and a next action your team can see.
Connect buyers to available property
Put project and unit information next to the prospect so sales conversations can move toward a relevant option.
See where the sales journey slows
Follow progress from enquiry to conversation, site visit, booking and collection across sources and teams.
Carry the relationship after booking
Keep agreements, payment milestones, handover and customer care tied to the same buyer journey.
A CRM doesn’t create demand by itself. It helps your team respond to the demand you already generate, stay with the opportunity and learn which parts of the journey need attention.
01 / For builders
Build with confidence. Keep every buyer moving.
When you are responsible for selling homes in a live project, lead response, unit availability and customer commitments all need to stay in step.
The pressure builders face
Too many handoffs can slow a promising enquiry.
Portal and campaign enquiries arrive while the team is on calls, at site or helping another buyer. A lead can lose its owner, a unit update can lag, and after booking the customer journey shifts into separate payment and document follow-ups.
- Enquiries spread across portals, website, ads, calls, walk-ins and partners
- Unclear lead ownership, response status or next follow-up
- Buyer needs and site-visit feedback detached from unit availability
- Booking and post-booking commitments tracked in separate places
Sell&Bill · Builder workflow · Connected
From a new enquiry to a customer ready for possession.
- 01Capture & assignLead source · owner · next actionOwned
- 02Understand & follow upBuyer need · AI assistance · conversation historyIn context
- 03Match the project & unitAvailability · visit · buyer feedbackMoving
- 04Record the bookingUnit selection · booking amount · customer recordConnected
- 05Record booking & continue after the saleHome loan · agreements · demand letters · plans · AI follow-up · handover · possessionContinues
How Sell&Bill helps builders
Give the sales and customer teams one shared journey.
- Keep source, buyer requirement and follow-up owner together.
- Put project and unit context beside visits and booking activity.
- Carry the customer record into the separately scoped Post Sales module.
- See where a lead or customer commitment needs attention.
Post-booking workflows can include booking amount collection, home-loan coordination, agreements, demand letters, payment plans and reminders, AI follow-ups, scheduled milestones, handover and possession through the separately priced Post Sales module. Review module details →
02 / For developers
Run a portfolio of projects. See what is moving.
As a developer expands across projects, teams, campaigns and launch windows, leaders need a dependable view of demand and execution—not another round of manual updates.
The pressure developers face
Growth multiplies the places where sales context can break.
Different projects can have different teams, inventory and lead sources. If campaign performance, buyer conversations, current unit status and bookings live in separate reports, it is harder to see what needs attention across the portfolio.
- Marketing sources and sales outcomes difficult to compare by project
- Teams working from different views of inventory and buyer activity
- Launch-day enquiry and booking volumes creating coordination pressure
- Hot prospects waiting while teams sort ownership and availability
- Leadership assembling project updates from disconnected reports
Sell&Bill · Developer view · Portfolio context
Bring project, source and sales movement into view.
- 01See demand by sourcePortal · campaign · website · call · partnerTraceable
- 02Route priority conversationsAI calling · call analysis · sales handoffIn motion
- 03Work with project contextBuyer fit · project interest · unit availabilityAligned
- 04Coordinate launch activityHigh-volume booking controls · inventory statusOrganized
- 05Review progress across teamsLead stages · visits · bookings · follow-throughVisible
How Sell&Bill helps developers
Connect campaign effort to the work that follows.
- Keep source and buyer context attached as a lead moves between teams.
- Help sales respond to high-intent buyers with call context and a clear handoff.
- Bring launch-day booking activity alongside project inventory status.
- Give leaders a shared view of movement across sources, projects and stages.
03 / For channel partners
Bring the right opportunity to the right project.
Channel partners build trust by understanding buyers, recommending relevant projects and keeping developers informed. Sell&Bill helps preserve that context as a referral progresses.
The pressure channel partners face
Referral work gets harder when every builder has a different process.
Partner teams may be juggling enquiries, project options, availability updates, site visits and follow-ups across multiple developer relationships. Without a clear shared record, lead ownership and progress can be difficult to confirm.
- Buyer preferences scattered across messages, calls and personal notes
- Project options and availability hard to keep current
- Unclear referral ownership or duplicate lead submissions
- Visit and booking progress difficult to follow with the developer
- Brokerage status and next steps requiring repeated manual checks
Sell&Bill · Partner journey · Status visible
Keep the referral, buyer and next step connected.
- 01Register the opportunityPartner source · buyer · project interestAttributed
- 02Carry the buyer contextRequirement · conversation · shortlistRemembered
- 03Coordinate the next moveAvailability · assigned owner · site visitMoving
- 04Follow the sales progressLead stage · booking status · activityVisible
- 05Check partner progressPortal pipeline · brokerage statusConnected
How Sell&Bill helps channel partners
Spend less time chasing status. Keep the buyer relationship warm.
- Retain buyer requirements and property shortlist between conversations.
- Keep partner attribution with the opportunity through the sales journey.
- Coordinate follow-up, visits and progress with the developer’s team.
- Use the partner portal to submit leads and track pipeline where included in your plan.
A dedicated channel partner portal is listed in Enterprise and Custom plans. Confirm portal access, brokerage visibility and rollout scope for your program with the Sell&Bill team. Explore plans →
04 / For sales & marketing teams
Make the source visible. Give every enquiry a next step.
Marketing sees where enquiries started; sales sees the conversations, visits and bookings that followed. Those views work better when the handoff is part of the same process.
The pressure sales & marketing teams face
Lead volume is easy to report. Progress takes coordination.
When campaign records and sales activity are disconnected, teams spend time reconciling spreadsheets and messaging colleagues to learn whether a lead was contacted, visited a site or booked. In a launch window, the pace makes unclear ownership harder to spot.
- Enquiry source and campaign context missing from sales follow-up
- New enquiries without a visible owner or agreed next action
- Marketing performance judged by lead count alone
- Site-visit and booking feedback returning too late to campaign teams
- After-hours demand waiting for the next available rep
Sell&Bill · Source to sales · One journey
Connect channel, conversation and outcome.
- 01Keep the source with the leadSource · campaign · project contextTraceable
- 02Make ownership visibleAssigned rep · response · next actionAccountable
- 03Continue the conversationWhatsApp · SMS · RCS · email · AI call workflowsConnected
- 04Follow movement toward bookingQualification · visit · booking · source viewReviewable
How Sell&Bill helps
Put activity and outcomes in the same conversation.
- Preserve lead-source context as the sales team follows up.
- Use configured omnichannel workflows across WhatsApp, SMS, RCS and email.
- Use regional-language AI calling and call transcription or analysis where configured.
- Review source, project and stage progression with the fields available in your reports.
Source connections, campaign fields and report dimensions can vary by connector and configuration. Confirm your exact portals, ad sources and attribution requirements with the product team.
05 / For accounts & post-sales teams
Booking is a handoff. Possession is the destination.
Once the booking amount is collected, customers still need timely communication, payment coordination and a clear view of the commitments ahead.
The pressure accounts & post-sales teams face
The work continues after the sales team marks “booked.”
Booking details, payment schedules, loan updates, agreements and collection reminders often pass between sales, accounts and customer teams. When dates and owners live in separate records, it takes effort to see what is due next and who is following through.
- Booking amount and customer details needing a clear next owner
- Payment plans and home-loan coordination spread across teams
- Demand letters and reminders needing a planned schedule
- Customers asking for updates on agreements, dues and milestones
- Handover and possession tasks waiting on earlier commitments
Sell&Bill · Post Sales module · Customer journey
Keep the post-booking plan visible to the team.
- 01Record booking amountBuyer · unit · booking contextStarted
- 02Set payment and coordination stepsPayment plan · home-loan coordinationPlanned
- 03Prepare customer commitmentsAgreements · demand letters · remindersIn progress
- 04Follow scheduled milestonesPayment due · AI follow-up · ownerVisible
- 05Coordinate handover and possessionFinal customer steps · status · follow-throughContinues
How Sell&Bill helps
Keep the sales promise connected to what happens next.
- Start the configured Post Sales workflow from the booking record.
- Track payment plans, demand letters, reminders and milestone dates.
- Use AI follow-ups to support customer communication where configured.
- Give teams a clearer view through handover and possession.
Post Sales is a separately priced module. Workflow details, home-loan coordination and document handling should be mapped to your process and confirmed in the product walkthrough. Sell&Bill helps organize the workflow; it does not replace legal, banking or regulatory review.
What “amplify” means in daily work
Your existing activity starts working together.
Sell&Bill helps your current people and demand go further by connecting actions that usually sit in different tools and teams.
- 01
More of your leads get worked
Automatic capture, clear ownership, reminders and escalations help the team act on the enquiries it already paid for or earned.
CaptureOwnFollow up
- 02
Reps spend time on better conversations
Buyer requirements, activity and AI-assisted priority help the team choose what to work on next and prepare with context.
ContextPriorityAction
- 03
Visits connect to real sales momentum
Move from follow-up into scheduling, confirmations and visit feedback with the buyer and property still in view.
MatchVisitLearn
- 04
Leadership sees where to improve
Source, stage, unit and team visibility show where leads are progressing—and where the process needs attention.
ActivityVisibilityDecision
- 05
The relationship keeps moving after booking
Agreement steps, payment milestones, collections and customer care remain part of the same journey.
BookingCollectionCare
Sell&Bill provides the operating system and automation. Results still depend on the quality of your offering, the processes you choose and how your team uses the CRM.
Common questions by role
See how Sell&Bill fits your day-to-day work.
How does Sell&Bill help builders?
Builders can connect lead source and ownership with buyer needs, project and unit context, visits and booking. The separately priced Post Sales module can continue from booking amount through payment plans, home-loan coordination, agreements, demand letters, reminders, milestones, handover and possession.
How does Sell&Bill help developers manage multiple projects?
Sell&Bill connects lead context, project inventory and sales activity. Use a walkthrough to confirm how your reporting, launch-day booking controls and source-to-booking view fit your portfolio.
How does Sell&Bill support channel partners?
Channel partners can keep buyer requirements and referral context connected with follow-up, visits and sales progress. Confirm portal access and brokerage visibility for your plan.
How can sales and marketing teams track campaign progress?
Keep source and campaign context with the enquiry and review configured movement through contact, visit and booking. Available source integrations and report dimensions should be confirmed for your setup.
How does the Post Sales module support accounts teams?
The separately priced module can organize booking amount, payment plans, home-loan coordination, agreements, demand letters, reminders, AI follow-ups, scheduled milestones, handover and possession.
Does Sell&Bill guarantee more property sales?
No CRM can guarantee sales. Sell&Bill helps teams organize their process and see follow-through; results depend on buyer demand, project fit, pricing and team execution.
Show us how your buyers and properties move.
Start with your business, not a generic demo. We’ll map the Sell&Bill workflow to your projects, team and customer journey.