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Automate & Book Visits · Run your pre-sales floor

Pre-Sales Lead Management System

The growth package of Intelliflow's Pre-Sales Lead Management System — built for a developer running up to three projects with a dedicated pre-sales team. It automates the pre-sales floor — portal capture, auto follow-ups, full site-visit management and a channel-partner portal — so your team books the maximum number of site visits.

Scope — pre-sales only

Lead capture
nurture
follow-up
site visit

Once a site visit is completed, the lead is handed to your Sales person and leaves the pre-sales system.

Booking, inventory, cost sheets, collections and customer portal are NOT part of this package — they are separate Sales / Post-Sales products.

The Problem

A growing pre-sales floor can't run on manual work

Portal leads get copy-pasted (or lost), two callers chase the same buyer, follow-up cadences depend on memory, and no-shows quietly kill your site-visit numbers. Meanwhile channel partners won't send leads unless they trust they won't be poached.

The Solution

Automate capture, follow-up, visits — and your partners

IF-LMS-002 auto-imports leads from 99acres, MagicBricks and Housing, scores and routes them without duplicates, escalates when SLAs slip, manages site visits end to end with reminders and no-show tracking, and gives up to 25 channel partners a fair, anti-poaching portal of their own.

What's Included — Features

Everything you get in one platform

Includes everything in the Starter package, plus the capabilities below — built to run a full pre-sales team across up to three projects.

A. Lead Capture & Management3 modules
Portal auto-capture (99acres, MagicBricks, Housing)Leads from the big property portals import automatically — no manual copy-paste, no lead lost between platforms.
Rules-based lead distribution + duplicate detectionRoute each lead by source, project or team, and auto-flag duplicates so two callers never chase the same lead.
Lead scoringHot / warm / cold scoring so callers work the best leads first.
B. Nurture & Communication3 modules
WhatsApp integrationSend template messages and automatic notifications from the system — not just click-to-chat.
Telephony / click-to-call + call loggingCall a lead in one click and log every call, duration and outcome automatically.
Workflow automation — 15 rules + SLA escalationAutomate follow-up cadences and escalate a lead if it isn't actioned in time.
C. Site Visit — full management3 modules
Full site-visit managementSchedule visits, send automatic reminders to the lead, and confirm attendance — fewer no-shows.
No-show / reschedule trackingTrack who didn't turn up and auto-trigger a reschedule follow-up.
Handoff to SalesCompleted visits are assigned to your sales person; pre-sales work is complete.
D. Channel Partner Portal (up to 25 CPs)3 modules
CP self-onboarding & lead pre-registrationChannel partners register their leads with a timestamp to claim them fairly.
Anti-poaching duplicate check + validity windowThe system blocks a lead already registered by you or another CP, and locks ownership for a set window — the trust that keeps CPs bringing you leads.
CP dashboard, sub-agents & notificationsEach CP sees only their own leads' status, adds their own agents, and gets updates automatically.
E. Team & Access3 modules
15 users, up to 5 custom rolesBuild proper teams with role-based permissions.
Up to 3 projects / pipelines / branchesRun a separate pipeline for each project.
30 custom fields per moduleCapture the data your business actually needs.
F. Insight & Scale5 modules
Reports & analytics + scheduled reportsPre-sales funnel, tele-caller performance and conversion — delivered weekly / monthly automatically.
5 custom dashboardsDashboards tailored to each team or project.
Document / brochure sharingSend project brochures and files to leads from the system.
White-label (your logo & colours) + limited API / webhooksBrand it as your own and connect basic external tools.
Mobile-friendly access (responsive web / PWA)Your team works on the go in any phone browser.
Why IF-LMS-002

Why teams choose IF-LMS-002

Portal Leads, Automatically

99acres, MagicBricks and Housing import themselves.

No Duplicate Chasing

Duplicate detection stops two callers on one lead.

SLA Escalation

A lead that isn't actioned in time escalates automatically.

Fewer No-Shows

Automatic visit reminders and reschedule tracking.

Partners That Trust You

Anti-poaching + validity windows keep CPs sending leads.

Every Call Logged

Click-to-call with automatic duration and outcome logs.

Reports That Arrive

Funnel and caller performance, scheduled weekly / monthly.

Pay Once

Perpetual licence — no monthly rent, no per-user fee.

Package Limits

What's in scope

Clear limits keep each tier focused. When your business grows past them, you upgrade to Enterprise (₹1,49,000).

LimitProfessionalUpgrade unlocks
Users15 (max 20 with add-ons)Unlimited (Enterprise)
Projects / pipelines / branchesup to 3up to 10
Custom fields per module30100
Workflow automation rules1540
Channel Partner firmsup to 25up to 200 + multi-entity
Standard integrations35 + full API
IVR / missed-call captureIncluded
AI lead scoringIncluded
Custom modulesup to 4
Advanced RBAC + audit logsIncluded
White-labelLogo & coloursFull white-label

Never limited (at any tier): total leads, customers, follow-ups, activities, data export, mobile access, backups and historical records. We limit operational complexity — never your ability to do business.

Implementation

What you actually get

Everything below is delivered as part of the one-time package price.

Installation & deployment

Fully deployed and configured on your hosting, ready to use.

Data migration

Up to 10,000 existing lead / contact records imported.

Training

2 team training sessions.

Launch support

60 days of post-launch support for issues and questions.

Delivery timeline

Approximately 10–15 business days from project kickoff.

Mobile access

Responsive web / PWA — works in any Android or iOS phone browser.

One-time
Starting at₹99,999
15Users
Up to 3Projects
Up to 25Channel Partners
60 daysLaunch Support

One-time investment · No hidden costs · Deployment & training included

Pricing

What's included & what's not

₹99,999

One-time · Perpetual licence · No monthly subscription

A perpetual licence to use the deployed system — no monthly subscription, and no per-user monthly fee. The software IP and source code remain with Intelliflow.

Included in the one-time price

  • Application licence (15 users, 3 projects)
  • Channel Partner Portal (up to 25 CPs)
  • Implementation & deployment
  • 2 team training sessions
  • 60 days launch support
  • Mobile-friendly access (web / PWA)

Excluded (separate / recurring)

  • Cloud hosting renewal
  • WhatsApp / SMS / email usage charges
  • Payment-gateway charges
  • Third-party APIs
  • New custom development
  • Support after the 60-day period
Optional

Add-ons & Care Plan

Optional add-ons
  • Additional user (max 5 extra)₹4,000 each
  • Extra Channel Partner capacity packQuoted
  • Additional training session₹5,000
  • Extra data migration (beyond 10,000 records)Quoted by volume
  • Managed hosting (optional)Quoted / year
  • Annual Care Plan (optional)₹19,999 / year

One-time unless noted otherwise.

Annual Care Plan

₹19,999 / year

Optional yearly plan that keeps the system healthy and supported after the 60-day launch window: security patches, updates, regular backups, and a bank of support hours. Cloud hosting is separate — run it on your own cloud, or add optional managed hosting. The Care Plan is the only recurring fee payable to Intelliflow for the software.

Who It's For

Built for teams like yours

Growing developers running two to three active projectsEstablished pre-sales / tele-calling teamsBrokerages that work with channel partners
Ownership & Terms

The fine print, up front

Perpetual licence (not IP transfer)

You receive a perpetual licence to use the deployed system; the software IP and source code remain with Intelliflow. No monthly subscription and no per-user monthly fee.

Licensed deployment

The package includes a licensed, deployed application. Raw source code is not included; a source-code buyout can be quoted separately.

Hosting

Cloud hosting is the client's responsibility (own cloud or optional managed-hosting add-on) and is not part of the one-time price or the Care Plan.

Payment terms

40–50% advance to begin the project; balance on delivery.

Support

60 days included; continue with the optional Care Plan thereafter.

Upgrades

Upgrade to Enterprise anytime — you pay only the difference in plan price.

Pay once — no monthly rent

Unlike subscription CRMs that bill every month per user, you pay once for a perpetual licence — no recurring per-user fees.

Built for Indian real-estate pre-sales

Focused on the one number that matters — site visits — not a bloated generic tool.

Proven hands

Built and implemented by a team that has set up CRM inside 11 Hyderabad real-estate companies.

Prices are one-time and exclude applicable taxes. Package details are subject to a signed proposal.

FAQ

Questions, answered

Professional adds portal auto-capture (99acres, MagicBricks, Housing), rules-based distribution with duplicate detection, lead scoring, telephony with call logging, 15 automation rules with SLA escalation, full site-visit management with no-show tracking, a Channel Partner Portal for up to 25 CP firms, white-label, scheduled reports and 5 dashboards — across up to 3 projects and 15 users.

CPs pre-register their leads with a timestamp. The system blocks a lead already registered by you or another CP and locks ownership for a set validity window — the fairness that keeps partners bringing you leads.

No. ₹99,999 is a one-time price for a perpetual licence — no monthly subscription and no per-user monthly fee. The optional Annual Care Plan (₹19,999/year) is the only recurring fee payable to Intelliflow; cloud hosting is separate.

Upgrade to Enterprise (₹1,49,000) anytime and pay only the difference — it unlocks up to 10 projects, up to 200 CP firms, unlimited users, IVR & missed-call capture, AI lead scoring and up to 4 custom-built modules.

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