Sales teams
A clear day for every salesperson. A clear view for every manager.
Salespeople know exactly what to do next, and managers can coach instead of chasing updates.
My WorkToday
Overdue · 2
Call Rohan Mehta · revised quoteYesterday
Send brochure to Sneha JoshiYesterday
Today · 4
Confirm Kavya Iyer's visit09:30
Second call · Neha Kapoor12:15
Floor plans to Arjun Rao15:00
Visit feedback · Iyer family17:00
Site visitConfirmed
Sat, 11:00
Skyline Residences
Kavya Iyer and family. Show A-1204 and A-1508. Prefers east facing.
AKAmit Kulkarni hosting
After the visit
InterestedThinkingNot suitable
What gets in the way
- Follow-ups tracked in diaries and personal phones
- Managers chase updates instead of coaching
- Call outcomes and visit feedback never make it into the system
How Sales OS helps
- My Work: a daily plan built from leads, tasks and visits
- Calls logged automatically, with AI debriefs
- Team digests and performance for managers
The workflow
- Daily plan
- Calls logged
- Follow-ups
- Site visits
- Team digest
My Work
A clear day for every salesperson.
Overdue follow-ups, today's calls and site visits in one list, built automatically from leads, tasks and visits.
- Daily plan for every salesperson
- AI briefing in one line
- Reminders before anything slips
My WorkToday
Overdue · 2
Call Rohan Mehta · revised quoteYesterday
Send brochure to Sneha JoshiYesterday
Today · 4
Confirm Kavya Iyer's visit09:30
Second call · Neha Kapoor12:15
Floor plans to Arjun Rao15:00
Visit feedback · Iyer family17:00
Site visitConfirmed
Sat, 11:00
Skyline Residences
Kavya Iyer and family. Show A-1204 and A-1508. Prefers east facing.
AKAmit Kulkarni hosting
After the visit
InterestedThinkingNot suitable
Calls
Calls logged without typing.
Click to call through your provider. The call, the recording and an AI debrief land on the lead automatically.
- Click to call from any lead
- Recordings on the lead
- AI debrief with next step
Rohan Mehta · outgoing04:12
AI debrief: Interested. Wants east facing. Next step: site visit Saturday.
InterestedFollow-up created · Sat
For managers
Coach, don't chase.
See every salesperson's activity and results live, and get a team digest instead of asking for updates.
- Team performance dashboards
- Escalations for slipping leads
- AI team digest
Enquiry to booking · 30 days
Enquiries · 1,284
Qualified · 642
Site visits · 211
Bookings · 38
Leads by source
Meta ads412
99acres281
Website196
Partners158
Team · bookings
PSPriya Shah12
AKAmit Kulkarni9
RVRahul Verma8
SNSana Noor6
Partner leads turned into bookings twice as often as Meta leads this month. Most of the gap is Skyline.
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