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Client project · Real Estate

AI-Native Real Estate CRM

A sales CRM for real estate developers — every lead answered fast, every unit and payment tracked.

Client
Residential developer
Where
Maharashtra & Karnataka
Platform
Web app
Built by
Fortiv Solutions
Status
Live in production
CRM dashboard showing booking value, collections, lead and site-visit counts, and a list of items that need attention.

01 / 05

Overview

We built this CRM for a residential developer running several projects at once. It brings leads from property portals, ads, channel partners and site walk-ins into one list, shows live unit availability tower by tower, releases unit holds on time, and sends payment demand letters as each construction stage is signed off.

The client

Apartments, plotted land and gated villa communities across several live projects.

The brief

Leads from portals and brokers arrived in different inboxes and waited hours for a first call. Units were put on hold and never released, and brokers argued over who had brought each buyer.

Focus

  • Lead management
  • Unit availability
  • Payment demands

02 / 05

Specification

Who it was built for, what it runs on, what it connects to and the rules it follows.

Client
Residential developer
Location
Maharashtra & Karnataka
Project scope
Apartments, plotted land and gated villa communities across several live projects.
Platform
Web app
Delivered by
Fortiv Solutions — design, build and rollout
Built with
AI Agents, AI Copilots, Workflow Automation, API Integrations
Connects to
  • Exotel
  • Knowlarity
  • WhatsApp
  • Razorpay
  • Salesforce
  • HubSpot
  • REST APIs
Rules built in
  • RERA

    Area and registration rules

    Carpet, balcony and super built-up area are shown separately, and the project's RERA number is checked before an agreement is issued.

  • TRAI

    Calling hours

    Outbound calls only between 9 am and 9 pm, with do-not-disturb numbers filtered out.

  • GST & TDS

    Accurate cost sheets

    Cost sheets work out GST and 1% TDS on units of ₹50 lakh and above, to the paisa.

  • DLT

    SMS and WhatsApp consent

    Messages go only to buyers who opted in, using registered message templates.

03 / 05

Proposed features

What the system was designed to do for the client's teams.

  • One inbox for every lead

    Leads from 99acres, Magicbricks, Housing.com, Meta ads and site walk-ins land in one list, with duplicate phone numbers merged.

  • Live unit availability

    Every tower, floor and unit shown as available, on hold, blocked or booked — updated as the sales team works.

  • Automatic hold release

    Units on hold are released after 24 or 48 hours, so good inventory doesn't sit locked.

  • Channel partner tracking

    Commission slabs, broker RERA checks and a 60-day window that records who brought each buyer.

  • Payment demand letters

    When a construction stage is signed off, demand letters go out with interest worked out for late payments.

  • Ask in plain English

    Type “collections from Tower B against target” and get the answer from the CRM's own data.

04 / 05

Proposed solution architecture

What Fortiv built, what it connects to, and what passes between them.

Real estate CRM — solution architecture, from lead sources to persistence

Lead sources & access layer

  • Property portals99acres / Magicbricks / Housing.com
  • Ads & websiteMeta / Google / landing pages
  • Channel partnersBroker-tagged leads
  • Site walk-insReception QR check-in

Compliance gateway

  • Phone de-duplication
  • TRAI calling-hours guard
  • DND / NCPR scrubber
  • DLT consent & template check

CRM application core

  • Lead & pipeline manager
  • Unit availability & hold timers
  • Cost sheet engineGST / TDS
  • Demand letter generator
  • Plain-English copilot

Background jobs

  • Hold expiry release
  • SLA & follow-up alerts
  • Broker commission reconciliation
  • Scheduled demand notes

Integrations & persistence layer

  • Cloud telephonyExotel / Knowlarity
  • WhatsApp Cloud API & SMS
  • PostgreSQL primaryLeads, units & audit ledger
  • PaymentsRazorpay

05 / 05

Business outcome

Lead response time came down from about four hours to under 90 seconds, and broker disputes stopped once the CRM recorded who sourced each buyer.

  • < 90s

    First call to a new lead

  • +28%

    More site visits turned into bookings

  • Same day

    Broker commission reconciliation

Figures as reported by the client.

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See AI-Native Real Estate CRM on your workflow

See how AI-Native Real Estate CRM would fit your team.

Book a demo and bring the process you want to improve. We'll walk through how the system would connect to your data and tools, and what an implementation would involve.