From first click to key handover,
in ten stages.

1. 01

   every source

   Lead captured

   Portals, Meta lead ads, landing pages and walk-ins: every enquiry lands in one queue. No copy-paste, no duplicates.

   Lead Management →
2. 02

   0–100 score

   Lead scored

   Every lead gets a score from its activity and freshness, so a serious buyer is easy to spot.

   Lead Management →
3. 03

   an owner for every lead

   Auto assignment

   Assignment rules or round-robin give each lead an owner, with escalation if nobody picks it up.

   Lead Management →
4. 04

   WhatsApp + AI call

   First reply

   An automatic WhatsApp reply goes out, and the AI agent can call the lead and leave a summary.

   AI Calling →
5. 05

   reminders

   Follow-up

   Every lead carries a follow-up and a due time, and the rep is reminded before it slips.

   Sales & Site Visits →
6. 06

   scheduled & reminded

   Site visit

   The visit is scheduled on the lead; the buyer and the rep get reminders, and the buyer gets a location link.

   Sales & Site Visits →
7. 07

   live inventory

   Quotation & booking

   The quotation comes from the unit price and charges, and the unit is blocked so it can’t be sold twice.

   Bookings & Inventory →
8. 08

   at booking

   KYC & payment plan

   The buyer’s KYC and payment plan are captured at booking, on the same customer record.

   Bookings & Inventory →
9. 09

   stage-wise

   Payments

   Demand letters follow construction stages, receipts are recorded, and overdue buyers get reminders.

   Post-sales & Payments →
10. 10

    possession & snags

    Handover

    Possession and snag lists close the loop, and the relationship continues after the keys.

    Post-sales & Payments →

What runs automatically depends on the integrations and rules you configure. Payments and handover are part of the separately scoped Post Sales module.