Brokers and agencies
Respond first, match faster and keep every client in one place.
Portal leads reach the right agent straight away, and every buyer’s requirements, visits and conversations stay with the agency.
What gets in the way
- Portal leads go to whoever sees them first, or to no one
- Matching buyers to the right project and unit depends on memory
- No view of which agent is following up and which isn’t
How Sales OS helps
- Instant assignment from 99acres, MagicBricks and Housing.com
- AI that matches buyers to units on budget and preferences
- Follow-up queues and team activity in one view
The workflow
- Portal enquiry
- Assigned
- Requirements
- Matched units
- Site visit
- Closed
Speed to lead
Portal enquiries, answered first.
Leads from 99acres, MagicBricks and Housing.com arrive in real time and are assigned at once, with a WhatsApp welcome sent automatically.
- Real-time portal connections
- Instant assignment rules
- Automatic WhatsApp welcome
fMeta lead ads9 today
9999acres5 today
MBMagicBricks3 today
HHousing.com2 today
WWebsite and microsites4 today
QRCapture forms1 today
One lead list De-duplicated by phone, tagged by source and campaign, assigned by your rules 24 new · 3 repeat enquiries merged
Matching
The right unit for every buyer.
Ask the AI which open leads fit a unit, or which units fit a buyer. It matches on budget, configuration, preferences and history.
- Buyer to unit and unit to buyer
- WhatsApp drafts to every match
- Across all the projects you sell
Skyline Residences · Tower A Available On hold Booked
12 120112021203A-120412051206
11 110111021103110411051106
10 100110021003100410051006
9 090109020903090409050906
8 080108020803080408050806
7 070107020703070407050706
6 060106020603060406050606
A-1204On hold
3 BHK · 1,640 sq ft · East facing · Floor 12
₹1.42 Cr
Held for Kavya Iyer until Sunday
Every client, kept
Client history stays with the agency.
Every requirement, call, visit and conversation lives on the lead, so a client is never lost when an agent leaves.
- Full timeline on every lead
- Reassign without losing context
- Contact masking by role
RMRohan Mehta3 BHK · Skyline · ₹1.3–1.5 Cr Booked
Enquiry from 99acresMon 10:02
Captured automatically. No existing lead with this number.
Assigned to PriyaMon 10:02
Round robin, premium team. WhatsApp welcome sent.
Call logged · interestedMon 10:21
AI debrief: wants east facing, visit on Saturday.
Site visit · SkylineSat 11:00
Confirmed on WhatsApp. Shown A-1204 and A-1508.
Booking confirmedWed 16:05
Payment schedule created. Manager notified.
Other solutions
Keep exploring
- Lead managementCapture, de-duplicate and assign every enquiry
- Follow-ups and site visitsA clear day for every salesperson
- Projects and inventoryTowers, floors, units, prices and holds
- Channel partnersRegistration, attribution and claims
- CampaignsSpend, leads and bookings by campaign
- AutomationRules that run your process on every lead
Ready to move your real estate
business forward?
Experience a smarter way to manage your sales operation.
Prefer to set it up yourself? Create a workspace
- Enquiry
- Qualified
- Site visit
- Negotiation
- Booking