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Salesforce for real estate · India
Developers juggle leads from portals and ads, site visits, channel partners, bookings and payment schedules across projects. We set up Salesforce to follow a buyer from first enquiry to possession, with WhatsApp follow-ups, a broker portal and collections that finance can trust.
Leads arrive from portals, campaigns and calls, are de-duplicated by phone number and are assigned to pre-sales.
Visits booked and confirmed on WhatsApp, checked in at the site and followed up the same day.
Unit selection, cost sheet, approvals and booking amount collected through a payment link.
Payment plan milestones, demand letters and reminders linked to construction stages.
Receipts and outstanding balances synced with accounting, such as Tally or an ERP.
Handover, snag lists and customer service cases after possession.
An Experience Cloud portal lets brokers register leads, see their status and check brokerage due. Lead ownership rules decide who gets credit when the same buyer arrives through more than one route.
Step 1
Model inventory, pricing and journey for a single project.
Step 2
Leads, visits and bookings live with training.
Step 3
Broker portal, payment plans and accounting sync.
Step 4
Add projects and refine reports for management.
Yes. Several Indian developers have published Salesforce customer stories covering lead management, broker portals and payment tracking.
Not always. Many requirements fit standard Sales Cloud and Experience Cloud with a custom data model for projects and units. Industry products and AppExchange apps are compared during discovery.
Yes, through a channel-partner portal with ownership rules and status visibility.
Yes. Demands can be raised when a milestone is marked complete, with reminders and payment links sent automatically.
Share your goals and current setup. We will come back with questions, a suggested approach and the next steps.
Contact Raushang4 Technology