The Challenge
A real estate developer with ₹200Cr+ inventory was managing 2,000+ monthly leads through Excel and WhatsApp group forwards. Sales agents were manually following up, unit inventory was tracked in separate files per project, and management had no idea which Facebook/Google ad was generating quality leads.
Our Solution
CodTeg built a purpose-built Real Estate CRM with automated WhatsApp follow-up sequences, unit inventory management, booking and payment tracking — fully integrated with the client's Meta and Google ad accounts to close the attribution loop.
Key Features Delivered
Automated WhatsApp Follow-Ups
Lead-triggered WhatsApp sequences — instant acknowledgment, brochure delivery, site visit scheduling, payment reminders and post-booking greetings — all without manual effort.
Visual Sales Pipeline
Kanban board with lead stages (Prospect → Site Visit → Negotiation → Booked) with automated stage-specific follow-up scripts and assignment rules by project.
Unit Inventory Management
Interactive floor plans showing unit availability (Available/Booked/Held) in real-time — agents can hold and book units directly from mobile with conflict prevention.
Ad Campaign Attribution
Direct integration with Meta Ads and Google Ads to track which campaign, ad set and creative each lead came from — with revenue attribution per source.
Payment & Agreement Tracking
Booking amount, installment schedule, payment receipts, GST invoicing and digitally signed sale agreement generation in minutes from the CRM.
Channel Partner Portal
Separate login for broker/channel partners to register leads, track commissions, access marketing collateral and view project inventory — reducing direct sales overhead.
Measurable Results
3x
Lead-to-booking conversion rate
500+
Units across projects managed
₹200Cr
Inventory tracked in real-time
5 min
Lead response time (was 4 hours)
80%
Reduction in manual follow-up work
0
Unit double-bookings (was 3/month)
"We were losing leads to competitors because of slow follow-up. Now our CRM responds on WhatsApp within seconds. Our conversion rate tripled."
— Suresh Patel, Sales Director
Technology Stack
Laravel 10
React
MySQL
WhatsApp Business API
Meta Ads API
Razorpay
Redis
AWS
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