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Case Study

PropertyCrm

AI-Powered Real Estate Sales Assistant

3x Faster
Deal Velocity
+45%
Lead Conversion
90%
Error Reduction

Overview

A full-stack SaaS platform designed for real estate companies to streamline their sales, invoicing, and customer management workflows.

Platform Previews

PropertyCrm screenshot 1

Challenge & Solution

The Challenge

Real estate firms were losing leads due to slow follow-ups and lacked clear visibility into construction-linked payment stages.

  • High lead leakage due to manual follow-ups
  • Lack of visibility into construction-linked payment stages
  • Tedious manual receipt generation

Our Solution

We implemented an AI-driven lead management system and automated the entire construction-linked payment workflow.

  • AI-driven lead scoring and follow-up automation
  • Construction-linked payment plan management
  • Automated PDF receipt and invoice generation

Key Features

Unit Management

Track property units across multiple projects with auto-generation of unit types.

Construction Milestones

Link payment plans directly to construction stages with automated invoicing.

Lead Automation

AI-powered scoring and scheduled follow-ups to ensure no lead is lost.

Financial Reporting

Real-time visibility into collection targets and construction progress.

Why It Excels

Automated milestone tracking for large developments

Seamless customer KYC and document management

Real-time sales velocity analytics for owners

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