One CRM for every buyer, from enquiry to possession
EstateFlow is a CRM and sales pipeline built for Indian property developers — leads, site visits, negotiation, booking, collections and post-sales service in one system, with WhatsApp automation and RERA-aware compliance built in from day one.
✓ routed to a product specialist
✓ demo slot being arranged
// the problem — why developers lose buyers to process, not price
Five things quietly costing you buyers
Every one of these shows up as a lead that went cold, a promise nobody can find, or a dispute at possession — long before a director ever sees it in a report.
Portal and ad leads wait hours or days in personal phones and spreadsheets; some never reach sales at all.
Executives forget the third and fourth follow-up. Warm buyers go quiet and sign with whoever calls back first.
Leave, resignations and stage handoffs break the conversation — buyers start over with every new face.
A discount or a freebie promised months ago by staff who've since left becomes a dispute nobody can settle.
Two channel partners, or a partner versus a portal lead, both claim the same buyer — with no evidence either way.
function buyerJourney() { // click a stage to inspect
Enquiry to possession, in one pipeline
Every enquiry — from property portals, Meta/Google ads, the website, hoardings and walk-ins — lands in one place within seconds, is checked for duplicates, scored, and routed with a first-response SLA timer running.
- ✓Portal, ad & website leads auto-captured
- ✓Duplicate check across every project
- ✓Auto-scored, routed and SLA-timed
Site visits are booked, reminded and OTP-verified, so visit counts are real, not guessed. Inventory holds stop two executives promising the same unit, and every discount request follows the approval matrix with a full paper trail.
- ✓OTP-verified site visit check-in
- ✓Live inventory grid with timed holds
- ✓Discounts routed by approval limit
Booking, KYC and allotment are paperless and checklist-gated. Receipts are issued under the correct legal entity automatically, and construction-linked demand letters go out the moment a site milestone is marked complete.
- ✓KYC-gated, checklist-complete booking
- ✓Multi-entity receipts, RERA S.13 enforced
- ✓Milestone-linked demand letters & TDS tracking
Buyers track payments, documents and construction progress from a self-serve portal. Possession is blocked until dues and snags are cleared, and happy buyers become a structured referral channel for the next launch.
- ✓Self-serve buyer portal & service tickets
- ✓Possession blocked until dues & snags clear
- ✓Structured referral & loyalty programme
- 01New — captured, deduped, assigned
- 02Contacted — first call or reply logged
- 03Qualified — budget, configuration, timeline confirmed
- 04Visit scheduled — slot booked, reminders queued
- 05Visit done — OTP check-in, feedback captured
- 06Negotiation — cost sheet shared, quote validity set
- 07Unit blocked — hold converted by token receipt
- 08Booked — checklist, KYC and ledger closed
- 09Agreement registered — stamp duty & registration recorded
- 10Possession — handover sign-off, referral ask
// WhatsApp automation and AI wired into daily operations
WhatsApp & AI that actually do the work
Not a chatbot bolted onto the CRM — automation embedded directly in the steps where developers lose the most leads and the most trust.
Buttons and menus answer the common questions instantly. In-chat Flows book visits straight into the CRM. Free-text questions are answered only from an approved knowledge base — in Gujarati, Hindi or English — and the moment a buyer asks about price or a discount, the bot hands over to a person.
Visit confirmations, day-before and 2-hour reminders, no-show recovery, demand letters and payment reminders send themselves at the right moment — every message logged straight onto the buyer's timeline.
Every lead gets a 0–100 score from budget fit, timeline and engagement — recalculated daily and shown as Hot, Warm, Cold or Dormant — so hot buyers never wait behind cold ones.
When a buyer moves between staff — a leave, a resignation, a stage change — a packet carries the full conversation, every commitment and every open item with them, so nothing is repeated or lost.
const features = [ // full feature tour by category
Everything EstateFlow runs for you
Every enquiry from portals, Meta/Google ads, the website, hoardings and walk-ins lands in one place, tagged to its exact source and campaign.
One buyer, one record, one accountable owner — re-enquiries are logged as activity, not new leads.
Budget, configuration, purpose and timeline captured up front, with a 0–100 score recalculated daily.
Rule-based routing by project, source, language and budget, with a first-response SLA timer and an escalation ladder.
Every open lead always has a dated next action — the system blocks saving otherwise.
Auto-generated handover packets so any staff member can pick up a conversation exactly where it stopped.
Click-to-call, a shared WhatsApp inbox and approved templates — all logged to the lead timeline.
Stage-wise automations plus a bot that answers, books visits and hands over to staff when needed.
Slot booking, reminders and OTP check-in, so visit counts and feedback are real.
A live unit grid with timed holds and one-click, always-current quotations.
Discounts follow a role-based limit matrix, with mobile approvals and a floor-price guard.
Paperless booking and KYC checks, with a checklist that has to be complete before allotment.
Construction-linked demand letters generated the moment a milestone is marked, with automatic TDS tracking.
Every buyer's loan tracked from application to disbursement, so overdue reminders pause when a bank delay is the real cause.
A document vault per unit, a registration checklist, and access-controlled KYC files.
Buyers track payments, documents and construction progress, and raise tickets, without calling the office.
Fair, timestamped lead tagging and commissions payable only when the linked stage is reached.
Past buyers become a structured referral channel, with rewards released on the referee's qualifying stage.
Cost per lead, per visit and per booking by source, so budget follows bookings, not clicks.
A daily work plan and an evening activity report for every executive, in the field or at the desk.
Multi-entity setup, role-based access, export controls and a full audit log on every sensitive action.
A live director's view of pipeline, collections and inventory, with a scheduled morning summary.
// built for every role on a builder's sales team
Six roles, one platform
A business-wide view of pipeline, collections and inventory, with final approval on floor prices and large exports.
Routing rules, SLA monitoring, discount approvals within limit, and duplicate merges.
Lead capture, qualification and follow-up, with visit booking — no pricing access.
Site visits, negotiation, holds and booking, gated by an approved cost sheet.
Multi-entity receipts, demand letters, TDS tracking and channel partner payouts.
Submits leads, books visits and tracks commission — never sees another partner's leads or internal notes.
const pricing = [ // three tiers, built in phases
Pricing that scales with your rollout
Every tier includes 2FA, audit logs, DPDP-aligned data handling, and mobile app access. Pricing available upon request.
For a single project getting off spreadsheets and WhatsApp groups.
- ✓Lead capture & routing
- ✓Follow-up engine & handover packets
- ✓WhatsApp inbox + core automations
- ✓Site visits with OTP check-in
- ✓Inventory & cost sheets
- ✓Email support
For developers ready to run booking, collections and partners through the CRM.
- ✓Everything in Sales Core, plus:
- ✓Discount approvals & offer schemes
- ✓Booking, KYC & multi-entity receipts
- ✓Demand letters & TDS tracker
- ✓WhatsApp AI answers & Flows
- ✓Channel partner portal + director dashboard
For multi-project developers running sales through possession and referrals.
- ✓Everything in Sales + Closing, plus:
- ✓Customer portal & post-sales service
- ✓Home loan desk
- ✓Documents, registration & possession
- ✓Referral programme
- ✓Campaign ROI & dedicated onboarding
// estateflow.faq.md
Everything you're probably wondering
Yes — receipts above 10% of the unit cost before a registered agreement are blocked automatically, and every quotation carries the project's RERA number.
Yes — each project is mapped to its own legal entity, and receipts, GST and agreements are entity-aware from day one.
No — pricing and discount questions are always handed to a person. The bot only answers from facts your team has approved in the knowledge base.
Every lead tag is timestamped with its validity window, and OTP-verified visits lock a partner's credit — disputes are resolved with the same evidence shown to both sides.
Yes — for units at or above ₹50 lakh, EstateFlow tracks the 1% TDS under Section 194-IA per instalment and flags missing challans before possession.
Gujarati, Hindi and English — across templates, the WhatsApp bot, and the customer portal.
Yes — EstateFlow is built in phases. Most developers start with the Sales Core tier and add closing, collections and post-sales as they're ready.
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$ ./estateflow --run-my-sales
Run your buyer journey on EstateFlow
Book a 30-minute live demo — no commitment required. We'll map it to your projects, your entities and your sales team.