sT salesTantra

Industry · Real Estate

Sell property with a CRM built for site visits and bookings

Capture portal and ad leads, auto-assign by project, run follow-ups from call center to field, then close units from booking through handover — on one platform.

Real Estate Management
Portal + ad capture Project routing Site visits Booking → handover CPL & reports

Why real estate needs this

High lead volume. Long buying cycles. Many hands on every deal.

A generic contact CRM isn’t enough when leads arrive from portals and ads, owners change, and the buyer journey spans months.

Leads come from everywhere

MagicBricks, Housing, 99acres, Meta, Google, walk-ins and brokers — each with different data and urgency.

Ownership must be fair and fast

Project teams, sticky returning buyers, round-robin pools and absences all affect who should call first.

Sale is two tracks

A lead is the conversation. A deal is the unit booking through registration and keys — both stay linked.

Platform

CRM for revenue. Portal for inventory depth.

Use salesTantra Sales + Marketing for the buying journey. Add Real Estate Management when you need projects, towers, units and operational inventory.

salesTantra CRM

Leads, assignment, pipeline, deals, marketing

  • ✓ Capture from forms, webhooks, portals and ads
  • ✓ Sticky owner + project team + workflow rules
  • ✓ Sales pipeline with site visit and token stages
  • ✓ Deals: Booking → Agreement → Payments → Handover
  • ✓ Campaigns, CPL, source attribution and dashboards
  • ✓ Call / WhatsApp / tasks on the same lead record
Explore Sales CRM

Real Estate Management portal

Projects, inventory and booking operations

  • ✓ Projects, towers, units and availability
  • ✓ Listings with pricing and media
  • ✓ Bookings, agreements and milestone collections
  • ✓ Channel partner / broker workflows
  • ✓ Operational reports for inventory and sales
  • ✓ Pairs with CRM leads and deals
Explore Real Estate Management

Data flow

How a real estate lead becomes a booked unit

From portal or ad capture to site visit, token, deal and handover — one continuous record.

End-to-end sale journey

1

Capture

Portal, ads, walk-in

2

Assign

Sticky / project / rules

3

Nurture

Call, WhatsApp, visit

4

Qualify

Budget & unit interest

5

Book

Token / Start deal

6

Close

Payments → handover

7

Report

CPL, wins, ageing

Lead track

Person + conversation: New → Contacted → Qualified → Site visit → Negotiation → Token / Booking.

Deal track

Unit transaction: Booking → Agreement → Payments → Registration → Handover (property reserved / sold).

Marketing track

Source, campaign, spend and CPL stay on the same lead that sales works — attribution survives to win.

Lead capture

Portals, ads and walk-ins into one inbox

Enquiries arrive tagged with source, campaign and project — ready for assignment, not copy-paste.

Property portals

Main source Portal with sub-sources your team already knows.

MagicBricks Housing 99acres NoBroker Other portal

Connect via paid add-ons where available, or push structured JSON through the lead webhook.

Digital & direct

Campaign and walk-in channels that feed the same CRM.

Google Ads Meta Ads Website forms Webhook Walk-in Broker / CP Phone / WhatsApp Referral

Capture forms set default source + campaign. UTM and landing page stay on the lead.

Capture → CRM data flow

Entry

Form · webhook · portal · walk-in · phone

↓

CRM creates

Lead + contact · source · campaign · project · UTM

↓

Next

Owner assigned · follow-up task · thank-you email

Lead distribution

Every project lead finds the right owner

salesTantra assigns in a clear order so hot portal leads don’t sit unowned.

Assignment decision flow

New project lead arrives
1

Sticky owner?

Same project + email/phone within sticky window → reuse prior owner.

Yes → prior owner
No ↓
2

Project sales team?

Project has handlers → rotate among that team first.

Yes → project round-robin
No ↓
3

Workflow rules?

Match project + pipeline priority rules (round-robin or named assignee).

Yes → rule assign
No ↓
4

Fallback

No match → unassigned + notify project team if configured.

Unassigned + alert
Explore lead distribution

Pipeline

Lead conversation first. Deal when a unit is real.

Don’t mix nurture with booking. salesTantra keeps both tracks linked — the way property sales actually work.

Track 1 · Lead (nurture)

Is this buyer serious?

Calls, WhatsApp, site visits and negotiation live on the lead.

New

Just received / Unassigned

Contacted

Attempted · Connected · Callback

Qualified

Budget confirmed · Requirement clear

Site visit scheduled / done

Visit booked · Interested after visit

Negotiation

Price discussion · Offer shared

Token / Booking

Can auto-start a deal when property is linked

Track 2 · Deal (transaction)

Is this unit booked and closing?

Starts when a specific unit is about to be booked. Property moves to Reserved / Sold.

Booking

Deal opened · unit reserved

Agreement

Paperwork in progress

Payments

Milestones & receipts

Registration

Legal / registration steps

Handover

Keys · deal Won

Teams

Digital, call center and site sales on one pipeline

Handoffs keep full context — source, project, visit notes and next action stay on the same lead.

Digital / inside sales

First response on portal and ad leads, qualify budget, book site visits.

  • 1. Speed-to-lead calls
  • 2. Project & budget fit
  • 3. Schedule site visit

Call center

High-volume follow-ups, callbacks and overdue task visibility across campaigns.

  • 1. Queue & dispositions
  • 2. Call / WhatsApp log
  • 3. Handoff to field

Site / field sales

Run visits, update stages, link units and start deals from the field.

  • 1. Visit done notes
  • 2. Link property / unit
  • 3. Token → Start deal

Typical handoff path

Step 1

Digital qualifies

Hot lead + project interest

Step 2

Call center confirms

Visit slot booked

Step 3

Site closes

Visit done · token · deal

Step 4

Reports update

Source & campaign credited

Marketing

Know which portal and campaign actually sell

Tag every lead. Track spend. Read CPL and wins by campaign and source — on the same data sales uses.

  • Campaigns with budget, spend, dates and CPL
  • Leads and wins by campaign or source
  • Spend vs budget and untagged-lead hygiene
  • Meta / Google spend sync when add-on is active
  • Capture forms with default source + campaign
  • Marketing overview dashboard widgets
Marketing Automation Marketing reports

Attribution snapshot

Illustrative marketing view for a project launch

Live

Campaign leads

33

30 days

Blended CPL

₹37k

Tracked spend

Spend vs budget

37%

In period

Untagged

7

Needs hygiene

Digital 55%
Portal 22%
Offline 10%
Broker 8%
Referral 5%

Segments

Built for how property businesses sell

Residential developers

Multi-project routing, site visits, token-to-booking deals and campaign CPL across launches.

Agencies & brokers

Shared pipelines, broker sources, follow-up discipline and clear ownership across listings.

Commercial & co-working

Tour scheduling, proposal follow-ups and longer lease cycles on the same CRM engine.

Channel partner networks

Tag broker / CP firm sources, attribute leads and measure which partners convert.

Call center sales pods

High-volume portal and ad follow-up with outcomes logged on every lead.

Read more

Site office / field teams

Visit stages, unit linking and deal start from the field with HQ visibility.

Read more

Flexible for your company

Build reports, dashboards and pipelines your way

salesTantra is not a fixed template. Each company configures stages, analytics and boards to match how they sell.

Custom report builder

Ask any question: filter rows → group by → measure → chart. Duplicate starters or create from scratch.

  • → Data: Leads, Deals, Tasks, Inquiries
  • → Charts: Number, bar, pie, line, funnel, table…
  • → Group by status, source, agent, campaign, project
  • → Datasets for win rate %, days-to-win, joins
  • → Sales, Marketing or Shared libraries

Customise dashboards

Each widget is a saved report run live. Build boards for admins, salespeople or marketing.

  • → New dashboard + add report widgets
  • → Mix KPIs with bar / pie / funnel views
  • → Drag, resize and save without reload
  • → Examples: Sales overview, Marketing overview, agent performance
  • → Report alerts when a KPI crosses a threshold

Create your own pipelines

Sales and rental (or more) — add statuses, sub-statuses and mark which stages start a deal.

  • → Create pipeline (e.g. Sales + Rental)
  • → Add / edit statuses and sub-statuses
  • → Open / Won / Lost types
  • → “Starts deal” on Token / Booking
  • → Filter leads by pipeline in the list

How report generation works

1

Pick data

Leads / Deals / Dataset

2

Filter

Date, open, source…

3

Group

Status, agent, campaign

4

Measure

Count, sum, win rate %

5

Chart

Number, bar, funnel…

6

Save & pin

Library + dashboard

Fastest path: open a starter report → Duplicate → change filters → Save → pin to a dashboard. Starters stay read-only; your copies are fully editable.

Sales tracking Marketing reports Sales management

Connected products

Everything that powers real estate sales

Sales CRM

Leads, distribution, pipeline, deals, call center and tracking.

Learn more

Marketing Automation

Sources, campaigns, forms, CPL and attribution dashboards.

Learn more

Customer Portal

Buyers track booking status and documents on one shared URL.

Learn more

RE Management

Projects, inventory, bookings and channel partners.

Learn more

How it works

Go live for your projects in four steps

We map your projects, sources and sales pods — then configure CRM (and inventory portal if you need it).

01

Map projects & sources

Projects, portal channels, campaigns, teams and site offices.

02

Configure CRM

Pipelines, assignment rules, capture forms/webhooks and users.

03

Add inventory (optional)

Projects, units and booking ops via Real Estate Management.

04

Train & go live

Reps, call center and field on one process with ongoing support.

FAQ

Common questions

Get started

See real estate sales on salesTantra

Book a demo. We’ll map your projects, portal sources and site-visit process into CRM — and show where Real Estate Management fits if you need inventory depth.

Real Estate Management