Mumbai · Delhi · Bengaluru · Pune · Kolkata
CRM · Sub-product · 01 · Sales Force Automation

From the first ad click
to the booked unit.

Real estate SFA built ground-up for the buying journey. Capture leads from Facebook, Google, 99acres, magicbricks and your microsite — automatically. Show real-time inventory and personalised offers. Run channel partners with ladder commissions that pay themselves out as the customer pays. Measure cost-per-lead, cost-per-site-visit, cost-per-closure live. Hit your targets — by units, by area, by booking value.

§ 01
Pillars
Seven pillars · the full breadth

Every SFA function.
None of the spreadsheet glue.

Each pillar below is a working part of the platform that competitors typically charge separately for — or that you'd otherwise hold together with custom integrations and an ops team. Skim, dive into the ones that matter.
Pillar · 01

Every lead. Every channel. Captured, scored, routed.

Leads come from everywhere — paid social, search ads, property portals, your microsite, walk-ins, channel partners, even old-school billboards via missed-call. Farvision SFA captures them all, attributes the source-of-truth, AI-scores them, and routes to the right RM in seconds. With real-time spend visibility from the campaign platforms, so cost-per-lead is live, not lagged.

Native ad-platform integrationFacebook Lead Ads, Google Lead Forms, Instagram — leads arrive in the SFA the moment they're submitted.
Property portal connectors99acres, magicbricks, Housing.com, NoBroker — leads de-duped against existing customer base.
Real-time spend visibilitySpend numbers pulled from ad platforms · CPL refreshes within minutes of every campaign change.
AI lead scoringSource × demographics × project fit × engagement signals — auto-prioritised queue.
Round-robin or rule-based routingBy project, by language, by RM availability, by skill match · escalations on no-touch.
Duplicate & channel attributionSame lead from two sources? Source-of-truth locked, channel partner credit honoured per policy.
LEADS · TODAY · 247 NEW Facebook Lead Ads Cost · ₹248 · 84 leads 34% Google Search Ads Cost · ₹412 · 52 leads 21% 99acres + magicbricks Cost · ₹680 · 42 leads 17% Channel Partners Brokerage on close · 38 leads 15% Microsite + walk-in Self-serve · 31 leads 13% ▸ AVG CPL · ₹ 415 · DOWN 18% MoM
Pillar · 02

Drip marketing — events trigger journeys.

Most leads aren't ready to book on day one. They need nurturing — emails, WhatsApp, SMS, push — timed against their actual signals. Farvision's automation engine fires journeys based on real events: site visit completed but not booked, EMI calculator used, brochure downloaded, price-drop on the unit they viewed. The journey writes itself; the RM gets called in when it's time to close.

Event-triggered journeys50+ pre-built triggers · enquiry, visit, drop-off, price change, similar unit booked.
Multi-channel sequencesEmail, WhatsApp, SMS, push notification, RM call queue · channel-of-preference learned.
Personalisation engineProject name, configuration, price band, locale — auto-merged into every touchpoint.
A/B testingSubject lines, CTAs, send times · winning variants auto-promoted.
Suppression rulesStop drip the moment booking happens · or the customer asks to stop · or DLP requires it.
Compliance baked inDND, DPDP, opt-in/out, consent ledger — all tracked.
JOURNEY CANVAS · WHERE EVENTS LEAD ENQUIRY New lead RM CONTACT in 1 hour? Site visit booked 68% of contacted Drip starts WhatsApp + email SITE VISIT happened? ENGAGED? opened · clicked BOOKED ✓ 22 of 1,247 RECYCLE → drip path RM CALL hot route back LOST archived 30d YES NO YES NO-SHOW → DRIP YES NO · 30d ▸ EVERY DECISION TRIGGERS THE NEXT ACTION · 50+ TRIGGERS · STOPPABLE BY OPT-OUT OR BOOKING Hot paths converge on BOOKED · cold paths recycle or archive at 30 days
Pillar · 03

Live inventory. OTP-verified offers. No double-allotment.

Real estate sales is brutal under demand pressure — multiple RMs, multiple channels, the same unit shown to three people on the same day. Farvision's inventory engine commits atomically: the moment one RM blocks a unit, every other RM, every channel partner, and every walk-in sees it locked. Offers are OTP- or QR-verified, customer-acknowledged, traceable end-to-end.

Live unit gridBy project · tower · floor · configuration · facing. Available / blocked / sold / hold.
Outright sale + leaseSame unit can be offered for sale or lease · pricing engine calculates both.
Atomic blockingToken-based block, time-bound, auto-released if customer doesn't progress.
Pricing engineBase + scheme + RM discount cap + escalation + tax · final number signed-off in seconds.
OTP & QR-verified offersCustomer receives offer, OTP unlocks acceptance · or QR scan on RM device verifies.
Cancellation workflowReasons captured, refund schedule built, inventory freed atomically · channel commission reversed.
INVENTORY · TOWER B · LIVE Floor F12 F11 F10 F09 F08 B-1101 2BHK · 875 sft AVAIL B-1102 2BHK · 875 sft BLOCKED · 6h left B-1103 3BHK · 1240 sft SOLD · ₹1.42 Cr B-1104 2BHK · 875 sft AVAIL B-1105 3BHK · 1240 sft LEASE · live B-1106 3BHK · 1240 sft AVAIL ▸ B-1101 · OFFER PREVIEW Base price ₹ 87,50,000 Festive scheme · Diwali − ₹ 2,50,000 GST · 5% + ₹ 4,25,000 Final · OTP-verified ₹ 89,25,000 ▸ OFFER LOCKED · OTP 4-7-2-9 · QR ON RM DEVICE
Pillar · 04

Channel partners — onboarded and attributed. Who's bringing the leads.

Channel partners drive 30-50% of bookings for most developers, but the messy part starts pre-booking: who registered the lead first, whose RM has the conversation, did the customer walk in independently or via a partner, which partner has earned the lock. Farvision encodes the entire pre-booking partner workflow — onboarding, lead-lock with time-bound exclusivity, source-of-truth attribution, real-time partner leaderboards. (Brokerage ladder commissions and collection-linked release flow into the Customer Care deep-dive — they activate post-booking.)

CP onboarding workflowKYC, agreement, RERA registration, IFSC, GST · all captured at sign-up.
Lead lock + exclusivity windowCP locks lead from app · 7-day exclusive · auto-released if no progression.
Source-of-truth attributionSame lead from two sources? First-registration wins, with audit trail and dispute log.
Direct vs partner classificationEvery lead tagged · direct, paid social, paid search, portal, partner · auto-attribution.
Partner leaderboardWho's bringing leads, who's converting, who's gone quiet. Visible to your sourcing team and to partners.
Sub-broker networkChannel partners with their own sub-brokers · 2-tier attribution and visibility.
PARTNER LEADERBOARD · LAST 30 DAYS 38% via partners Direct (paid) 47% Partner 38% Organic / direct 15% TOP PARTNERS · BY LEADS 1 Square Yards 37 leads 8 booked 2 Anarock Property 28 leads 5 booked 3 Sai Estates 21 leads 2 booked ! 3 partners gone quiet no leads · 14d
Pillar · 05

The funnel, in money.

Most CRMs show you a funnel. Farvision shows you the funnel with the rupee or dirham attached at every step. Cost per lead, cost per site visit, cost per closure — by source, by campaign, by salesperson, by product. Marketing knows what's working. Finance knows what's worth it. The CEO sees both, on one screen.

Cost-per-lead (CPL)By source, campaign, period · refreshed live from ad-platform spend feeds.
Cost-per-site-visit (CPSV)Spend ÷ qualified visits. The metric that exposes lead quality.
Cost-per-closure (CPC)Spend ÷ bookings. The number the CFO actually cares about.
Funnel by salespersonLead → visit → offer → booking by RM · who closes, who doesn't.
Funnel by campaignEvery Diwali / Eid / launch campaign measured with same lens. Repeatability built in.
Funnel by productProject, configuration, price band — what's selling, what's stuck.
CAMPAIGN ROI · DIWALI · LAST 30 DAYS 1,247 LEADS 312 SITE VISITS 68 OFFERS 22 BOOKINGS CPL ₹ 415 CPSV ₹ 1,667 CPO ₹ 7,647 CPC ★ ₹ 23,636 25% 22% 32% ▸ CAMPAIGN VALUE Total spend ₹ 5.2 L Booking value ₹ 19.6 Cr ROAS 377×
Pillar · 06

Targets — units, area, value. Pick what you measure.

Some firms run on units sold. Some on built-up area. Some on absolute booking value, some on net realisation. Farvision targets are multi-dimensional and roll up cleanly — RM target → team target → project target → company target. With monthly, quarterly, annual horizons; with stretch and threshold bands; with incentive linkage to the HRMS payroll.

Multi-dimensional targetsUnits, sqft / sqm, gross value, net realisation · pick any combo.
Hierarchy roll-upRM → team lead → city head → CEO · variances visible at every level.
Threshold & stretch bands80% threshold · 100% on-target · 120% stretch · incentive bands per
Incentive auto-linkAchievement flows to HRMS payroll · monthly, quarterly, annual variable.
Pacing alertsLinear pace flagged daily · "RM is at 38% with 30% of month remaining."
Re-target mid-cycleInventory shifts, project launches, market changes · re-set with audit trail.
SALES TARGETS · Q4 · COMPANY ROLL-UP 0 50 100 120 80% Units sold 144 of 180 · on pace 0 50 100 120 82% Area sold 1.52 / 1.85 L sft 0 50 100 120 STRETCH 96% Booking value ₹ 230 / 240 Cr ROLL-UP · TEAM-BY-TEAM Mumbai team ₹ 105 / 110 Cr 96% Pune team ₹ 78 / 80 Cr 98% Bangalore team ₹ 47 / 50 Cr 94% ▸ ALL 3 GAUGES IN GREEN · STRETCH ON VALUE Incentive provisioned · ₹ 1.4 Cr · auto-flows to HRMS payroll
Pillar · 07

The apps. Gamified for sales.

At the SFA stage, the apps do one job: keep brokers and customers focused on the next sale. The Channel Partner app shows exactly how much more they need to close to unlock the next ladder tier. The Customer app shows residents their referral earnings and which friend's interest is closest to a booking. Both apps are fully white-labelled — broker downloads "Wadhwa Partners", resident downloads "Dosti Connect" — your brand on every screen.

CP App · next-ladder progress"You're ₹X away from the Gold tier. That's +0.5% on every closure." Brokers see the carrot.
CP App · live pipelineLocked leads, offers out, OTP-pending, in-RM-conversation. Visibility = trust.
Customer App · referral statusTap "Refer a friend", see exactly where each referral is in the funnel.
Customer App · referral earnings"Your friend Anjali booked B-1106. ₹50,000 referral credit due on possession."
Both apps · white-labelledLogo, splash, colours, push-notification sender — your brand 100% of the way.
Post-sales journeyOnboarding, payments, snag, community — all in the same apps. Covered in the Customer Care deep-dive.
CHANNEL PARTNER Wadhwa Partners Your tier CURRENT · SILVER 1.0% commission Closed YTD · 3 of 5 to keep tier Next · GOLD 1.5% commission 5 closures · or volume target ₹ 1.4 Cr more · 2 closures Live pipeline Mr. Verma · OTP pending 2h left Ms. Singh · offer sent B-1104 Mr. Patel · with RM today 4pm 2 more to GOLD! Push closures · unlock 1.5% Home Pipe Tier Profile CUSTOMER Dosti Connect Hi Priya, Tower B · Unit B-1101 REFER & EARN ₹ 50,000 per booked referral Refer a friend → Your referrals Anjali (cousin) B-1106 booked · 12 days ago ₹ 50,000 DUE ON POSSESSION Rohan (colleague) Site visit · last Saturday HOT OFFER NEXT Vikas (friend) Enquired · 18 days back COLD NUDGE? Earned · since 2024 ₹ 1,50,000 3 booked · 2 in pipeline ★ You're #4 in Tower B referrers Home Refer Pay Profile
§ 02
Coverage
Every channel · day-1 connectors

Wherever your buyers come from,
we already speak that source.

Pre-built native connectors to every channel a real estate firm actually uses. No custom integration project, no system integrator, no waiting six months for a portal lead to land in your CRM.
Paid social

Facebook + Instagram Lead Ads

Native API · spend-feed live · creative-level CPL · audience analytics

Search

Google Ads · Lead Forms

Search, display, YouTube · keyword-level CPL · auto-budget routing

India portals UAE portals

99acres & magicbricks

Native API · de-dupe against existing leads · auto-attribution

India portals UAE portals

Housing.com + NoBroker

Direct integration · daily sync · cost-feed alignment

Conversation

WhatsApp Business API

2-way messaging · click-to-WhatsApp ads · chatbot-qualified handoff

Owned

Microsite + landing pages

Direct form-fill · UTM-stamped · attribution to source campaign

Voice

Missed-call + IVR

Hoarding numbers · radio · TV · auto-dialler back · qualified to RM

Trade

Channel partners + walk-in

CP-app submissions · walk-in capture on RM phone · attribution locked

§ 03
Dashboards
Four chairs · four dashboards

Same database.
Lens that fits the chair.

The sourcing manager wants different numbers from the closing manager. The CEO needs the cleanest view of all. Each dashboard is purpose-built — not a permission-filtered version of one another.

Where do my good leads come from?

The sourcing manager's job is to feed the funnel with leads that close — not just leads. So the dashboard is built around lead quality by source, conversion to site visit, cost-per-qualified-lead, and creative-level performance for paid channels.

CPL by sourcePaid social, search, portals, partners — refreshed daily
Lead → visit %Quality metric · expose dud sources fast
Creative-level CPLWhich Facebook ad creative is winning today
Source decaySources whose quality is degrading week-on-week
SOURCING · TODAY AVG CPL ₹ 415 ↓ 18% MoM L→V% 25% ↑ 4 pts MoM LEADS · TODAY 247 vs yesterday · 218 DUD SOURCES 2 action: pause spend CPL · BY SOURCE · BAR CHART Facebook ₹ 248 Google ₹ 412 99acres ₹ 680 magicbricks ₹ 1,240 CP referrals ₹ 0 ▸ AI ALERT · MAGICBRICKS CPL UP 142% Investigate creative · or pause spend

Who's closing, who's stuck?

The closing manager runs the team that converts site visits into bookings. Their dashboard is RM-centric: hit rate, average ticket size, deal velocity, hot pipeline, stuck deals, and the customers who are at risk of dropping off.

RM hit rateVisit → booking conversion · stack-ranked
Stuck pipelineDeals 30+ days without progress · auto-flagged
Avg ticket sizeBy RM · for product mix benchmarking
Today's hot listVisits to follow up, offers to chase, OTPs to collect
CLOSING · RM LEADERBOARD · Q4 RM VISITS CLOSED RATE 1 P. Sharma 42 14 33% 2 A. Iyer 38 11 29% 3 N. Kapoor 31 8 26% 4 S. Mehta 28 5 18% 5 R. Khan 24 2 8% STUCK · 30+ DAYS WITHOUT PROGRESS 17 deals stuck · combined value ₹ 16.2 Cr Recommended: re-assign 6 to A. Iyer ▸ AI · R. KHAN PERFORMANCE Hit rate down 11 pts · trigger coaching review

The funnel — by source, by RM, by project, by week.

The sales head needs to slice the funnel six ways before breakfast. Same data, four lenses: source, RM, product, time. Cohort comparisons, trend lines, alerts on anomalies — all available without a request to the BI team.

Funnel by everythingSource · RM · project · campaign · week · cohort
Pipeline coveragePipeline ÷ target · early-warning before quarter-end
Inventory healthVelocity per project · units stuck · price-elasticity signals
Channel partner ROIBrokerage paid · bookings delivered · margin per partner
SALES HEAD · MULTI-DIMENSIONAL FUNNEL PIPELINE COVERAGE · Q4 3.8× ₹ 720 Cr pipeline vs ₹ 190 Cr remaining target FUNNEL · BOOKING % · 4 CUTS BY PROJECT Tower B · 11.2% Skyline · 9.8% Marina · 5.4% Greens · 2.1% BY CAMPAIGN Diwali · 12.4% Launch · 10.1% Refresh · 6.8% Always-on · 4.2% BY RM Top quartile · 14.8% Median RM · 9.2% Bottom quartile · 3.4% Spread · 4.4× wider BY COHORT · LEAD AGE Day 0-7 · 15.6% Day 8-30 · 7.2% Day 31-90 · 2.4% Day 91+ · 0.6% ▸ ALERT · MARINA CONVERSION HALF OF TOWER-B Pricing review · or RM redeployment

The whole firm, on one screen.

The CEO doesn't want to scroll. They want one view that shows them whether the quarter is on track, where the cash is, which project is hot, which is bleeding, and which one decision needs their attention today. Built around board-pack-quality numbers, refreshed live.

Quarterly burn-downTargets vs actual · % of quarter elapsed vs % achieved
Cash & collectionsThis week, this month, projected vs achieved
Project healthEach project: green / amber / red on sales velocity
Today's decisions3-5 items the CEO is asked to weigh in on
CEO COCKPIT · Q4 · LIVE QUARTER · ON TRACK 96% 66 days · 96% achieved CASH · LIVE ₹ 87 Cr 9 banks · 4 entities PROJECT HEALTH Tower B 112% on target Skyline 98% on track Marina 76% behind Greens 42% at risk TODAY · NEEDS YOU Approve · Greens price reset 3% reduction · ₹ 4.2 Cr inventory unlock Review · CP commission scheme Sourcing head proposal · Q1 launch Acknowledge · Tower-B sold out 14 days ahead of plan · launch celebration?
§ 04 · White-label apps

Their phone screen.
Your brand, your relationship.

The Customer App and the Channel Partner App are both fully white-labelled. Brokers download "Wadhwa Partners", customers download "Dosti Connect" — your brand, your splash screen, your colours, your support number. Same database underneath. Same deeply functional features.

Your logo on the splash screen, your brand on the app store, your push-notifications
Customer App · pre-sales discovery → site visits → booking → payments → snag → community
Channel Partner App · lock leads, send offers, view brokerage ladder, raise invoices, get paid
Both apps fully on iOS, Android, with web portal companions
OTP-verified high-stakes actions · payments, offers, agreements
Push notifications driven by the same automation rules as drip marketing
CUSTOMER APP Dosti Connect Tower B Dosti Eastern Court Unit B-1101 · 2BHK Slab 3 in progress PAY DUE ₹ 4.2 L in 9 days SNAG 2 open in progress Construction Tower B · 18 of 24 floors cast ▸ Possession · Mar '27 Pay Snag Refer Home Pay Updates Profile CHANNEL PARTNER Wadhwa Partners Locked 14 Offers 8 Booked 3 Brokerage · Q4 Earned ₹ 4.82 L Paid ₹ 2.41 L Pending ₹ 2.41 L ▸ Next · slab 5 · 47 days Live inventory · Tower B B-1104 AVAIL B-1105 BLOCK B-1106 AVAIL Lock Offer Invoice ! Brokerage paid · last week ₹ 22,313 · Mr Rao Home Pipe Brok Profile
2White-label apps · customer + partner
100%Your brand · splash, store, push
iOS · Android · WebThree platforms · same database
600+Customers running white-labelled apps
The Channel Partner App alone changed the relationship. Brokers stopped calling us 40 times a day asking "is the brokerage in?" — they could see it on their app, against the customer's collection. Disputes dropped to near zero. Our top brokers brought us 2× the leads in the next quarter.
— Sales Director, Top-10 Indian developer
Next step

See SFA on your funnel.

30 minutes. We'll walk a live lead from a Facebook ad through site visit, OTP-verified offer, booking, brokerage release — on a live system. Bring your sourcing manager, closing manager, sales head — they all get to see what they need.