We solve real business problems for clients with Salesforce™, the world’s #1 CRM system.

Real Estate

Case Study

Country : INDIA/USA

Environment : Service Cloud


Lead managements was becoming cumbersome.

Tracking multiple sources of leads i.e., inbound call, website, agent, websites.

No visibility into tracking sales reps performance.

Calculate commissions of agent & sales rep.

Maintain site visits schedules for clients and the sales rep.

Manage the booking and inventory of flats and villas.

Unable to maintain and track documentations.

No tools for track payment installments and reminders to customers.

Post sales complaint management.

Management visibility was missing.


Salesforce Lead Management modules allows users to capture leads coming from Web To Lead, From Email to Salesforce & provides end-to-end management into a single system.

Implemented CTI integration to capture incoming calls information.

Custom Build Solution – Commission calculation, Site visit tracked with sales rep, Allocation of booking of flats and villas, upload and track documentation of salesforce platform.

Payment gateway integration.

Maintain payment schedule sending reminders and collection of the payments.

Create case for any complaints raised by customer and service team managing the same.

Creating reports and dashboards.


Complete control over lead management cycle – leads, follow-ups, site visits & closure, visibility of targets vs. achievements.

Better visibility on ongoing and upcoming booking.

Customer account management visibility with complete details tracking and managing.

Visibility and management of the payment schedule enforcing effective follow up and collections.

Aftersales support management help customers to issues resolved timely.

Better visibility into reports for management for sales and service team.


Salesforce™ Integration

Custom App

Sales Process

Service Process

Salesforce™ Migration

Real Estate

Process Flow

Salesforce™ Certified Professionals

Our developers, who hold multiple certifications, are experienced in handling projects across different industry verticals such as Manufacturing, Retail, Hi-Tech, Education, Real Estate and Non-Profit, and of varying sizes. Many of them have multiple certifications and are capable of working on large domestic and international projects.

Want to start your Cloud journey with Salesforce™? Contact us!