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RubanSoftwares

Real Estate CRM with WhatsApp Workflow

Sales CRM tailored for a Chennai residential builder ? lead capture from 6 channels, channel-partner management, WhatsApp-first sales workflow, and site-visit booking.

Real Estate Confidential — Residential Builder, Chennai
Real Estate CRM with WhatsApp Workflow

The Challenge

A residential builder selling 200+ apartments across 3 projects was losing leads everywhere. Marketing was running Google Ads, Facebook, IndiaMART, MagicBricks, and Housing.com ? each going to different spreadsheets. Channel partners (CP brokers) had no portal, just emails. Sales team used personal WhatsApp; no record once they quit. Builder couldn't see actual lead-to-booking conversion by channel.

Our Solution

Built a custom CRM with unified lead capture from all 6 sources (via webhooks + API), automatic lead assignment based on availability and project preference, WhatsApp Business API integration so all conversations stay in the CRM, channel-partner portal with auto-commission calculation, site-visit booking + reminder workflow, and a "Customer 360" view that includes every email, WhatsApp message, call log, and document.

The Results

? Lead-to-site-visit conversion improved from 8% to 19% (automated nudges) ? Channel-partner activations doubled (portal made it self-serve) ? Builder finally has channel-attribution: now spends 60% more on what works, 0 on what doesn't ? Cost per qualified lead reduced by 38% ? Pre-booking velocity for the next launch was 2.4? the previous project
Project Snapshot

Client Confidential — Residential Builder, Chennai
Industry Real Estate
Technology
PHP 8 Laravel 11 MySQL Vue.js WhatsApp Business API (Gupshup) Razorpay AWS Mumbai

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