Book a demo — explore our Real Estate Pre-sales CRM

Property sales & customer operations

Real Estate CRM in Hyderabad

Connect the work before and after a property booking. Intelliflow scopes real estate CRM around your projects, sales teams, buyer records and customer communication.

Hyderabad-basedRemote demonstrationsScope-based quotations
Real estate workspace
Illustration
Before the booking

Sales pipeline

Pre-sales CRM
01

Enquiry

02

Follow-up

03

Site visit

Lead capture, ownership and visit outcomes.

Booking handoff

Customer operations

Post-sales CRM
Buyer record
Collections
Possession
Shared project context · Clear team ownership

Developers

Keep project enquiries, sales activity and buyer records connected.

Sales teams & channel partners

See ownership, follow-up, property interest and site-visit outcomes.

Post-sales & collections teams

Coordinate payment milestones, documents and customer requests.

Two distinct workflows

Start with the process your team owns

A salesperson's next follow-up and an accounts team's next collection action need different records and controls. Choose the workflow that solves your immediate requirement, then discuss the handoff between teams.

01 / Before booking

Pre-sales CRM

For the team turning property enquiries into qualified conversations, site visits and bookings.

  1. Enquiry
  2. Qualification
  3. Follow-up
  4. Site visit
  5. Booking handoff
  • Lead capture, source tracking and qualification
  • Assignment, activity history and next actions
  • Follow-up tasks and site-visit outcomes
  • Project interest and sales pipeline reporting

02 / After booking

Post-sales CRM

For the teams coordinating buyer records, collections and customer service after a booking.

  1. Booking
  2. Buyer record
  3. Payment milestones
  4. Service
  5. Possession coordination
  • Buyer, co-applicant, unit and booking records
  • Project-specific payment milestones
  • Approved demand communication and documents
  • Service requests and possession coordination

From our portfolio

Real estate workflows, brought together

A real-estate sales & channel-partner platform — omnichannel lead capture, an 11-stage pipeline, lead scoring, site-visit and booking management, and automated commission tracking.

Explore the Margadarsi Infra CRM project
Margadarsi Infra

Margadarsi Infra

Sales & partner platform

Lead capture

11-stage pipeline

Visits & bookings

Partner commissions

Project workflow overview

Plan the implementation

From your existing process to an agreed scope

  1. 01
    Map the workflowReview projects, users, lead sources, sales stages, approvals and reports.
  2. 02
    Confirm integrations and migrationCheck API or export availability, existing data quality and required communication channels.
  3. 03
    Agree delivery and handoverDocument the modules, review milestones, deployment, validation, training and support responsibilities.

Need a custom real estate workflow?

Discuss project-specific rules, access permissions, reporting or connections to your other business systems. We distinguish product configuration from additional development before providing a quotation.

Integration availability is reviewed individually. Payment calculations, document wording and approval rules follow your authorised team's agreed requirements.

Explore Custom CRM Development →Discuss Your Requirements
FAQ

Real estate CRM — buyer questions

Have a question about your specific workflow?

Let's discuss it

Pre-sales CRM focuses on enquiries, qualification, follow-ups, site visits and booking handoff. Post-sales CRM focuses on buyer records, payment milestones, documents, customer communication and service after booking. We review your responsibilities and current process to scope the right solution.