Real estate workflows

A 99acres lead that waits an hour has already spoken to three other brokers.

When

Then

1. SalesRagaAssign it to the next agent in rotation
2. WhatsAppWhatsApp the buyer the project brochure
3. SalesRagaNo call logged in 15 minutes? Alert the sales manager

Buyers browse portals at night, and by the time the office opens they have moved on.

When

Then

1. WhatsAppWhatsApp the buyer at once with a callback time
2. SalesRagaAssign it and book the call for 9:30 next morning
3. SalesRagaNot called by 10? Alert the sales manager

Buyers forget weekend visits, and agents drive to site for nobody.

When

SalesRaga

A deal moves to Visit scheduled

Then

1. WhatsAppWhatsApp the buyer a confirmation with the location pin
2. WhatsAppRemind the buyer a day before, and two hours before
3. Google CalendarAdd it to the agent’s calendar with a morning reminder

The visit went well, nobody called for a week, and the buyer booked elsewhere.

When

SalesRaga

A site visit is marked done

Then

1. SalesRagaCreate a follow-up call for the next day
2. WhatsAppWhatsApp the buyer a thank-you with the unit details
3. SalesRagaNo stage change in three days? Nudge the agent and manager

Agents start the day from memory and a WhatsApp group, and follow-ups slip.

When

Then

1. SalesRagaSend each agent today’s site visits and calls
2. SalesRagaList the follow-ups they are overdue on
3. WhatsAppWhatsApp the manager yesterday’s visits and bookings

After a booking, the token, KYC and agreement get chased over a dozen calls, and some bookings fall through.

When

SalesRaga

A deal moves to Booked

Then

1. SalesRagaCreate tasks for the token, KYC and agreement
2. WhatsAppWhatsApp the buyer the list of documents to send
3. WhatsAppPayment due in 3 days? Remind the buyer and the agent