Turn property enquiries into organized sales follow-up
Every enquiry, whether it comes from your website, ads, property portals, WhatsApp or a walk-in, lands in one pipeline. The right agent gets assigned and every follow-up gets tracked. ServexAI builds real estate CRMs, lead portals, chatbots and automations around how your sales team already works.
- Free consultation, no obligation
- Built around your process
- Works with tools you already use
Enquiry pipeline · This week
All projects
48
New
31
Contacted
14
Site visits
5
Negotiation
Rohan M. · 2 BHK · Wakad
Site visit SatBudget ₹85L · Source: Website · Assigned: Priya
Sneha K. · 3 BHK · Baner
Follow-up 5 PMBudget ₹1.4Cr · Source: Instagram ad · Assigned: Amit
Vikram J. · Office space · Hinjewadi
Brochure sentSource: WhatsApp chatbot · Assigned: Commercial team
3 new enquiries have had no reply for 2+ hours. Reassign to available agents?
Where bookings quietly slip away
You already pay to generate enquiries through ads, portals, hoardings and channel partners. The money is usually lost later, in the gap between an enquiry arriving and someone following it through.
Enquiries arrive everywhere
Website forms, portal leads, ad lead forms, WhatsApp, calls, walk-ins, channel partners. Each one lives in a different inbox, sheet or phone, and nobody sees them all together.
Slow first replies
Buyers enquire with several projects at once. If your reply comes hours later, or on Monday for a Saturday-night enquiry, the site visit often goes to whoever answered first.
Follow-ups live in memory
After the first call, the next step depends on an agent remembering. Warm prospects go cold, not because they lost interest but because nobody called back.
Leads leave with people
When a sales executive leaves, their WhatsApp chats, call notes and active prospects often leave with them. You paid for those leads.
Managers see numbers late
"How many site visits this week? Who's following up on what?" Someone spends hours putting it together in Excel, and by then the week is over.
Marketing spend you can't trace
Which campaign, portal or partner actually produced site visits and bookings, and which only produced phone numbers? Without tracking, the budget is spread on guesswork.
What are missed follow-ups costing you?
Move the sliders to match your business. The estimate uses only your numbers.
Be honest. Count enquiries answered after a day, followed up once and then dropped, or never called at all.
Brokerages: your average commission. Developers: your margin (or contribution) per unit booked.
Your estimate
Enquiries slipping each month
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Bookings that could be at risk per month
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Revenue at risk per year
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- per month
This is a simple estimate, not a promise of results. It assumes slipped enquiries would have converted at your normal rate if they had been followed up properly. Real outcomes depend on your market, team and process.
What a tailored workflow helps your team do
Each capability below is tied to something that affects bookings or the cost of getting them.
Capture every enquiry in one pipeline
Website, ad lead forms, WhatsApp and manual entries for calls, walk-ins and partners all flow into one place, with duplicates flagged.
Revenue impact: no enquiry you paid for gets forgotten.
Assign leads to the right agent
Route by project, location, budget, language or rotation, using rules that match how your team is organized. Unanswered leads can be escalated or reassigned.
Revenue impact: faster first replies and fewer leads stuck with busy agents.
Track follow-ups and property interest
Configuration, budget, location, possession timeline, site-visit status and next action, with reminders so nobody has to remember.
Revenue impact: warm prospects stay warm until they're ready to book.
Answer routine questions instantly
A website or WhatsApp chatbot shares configurations, price ranges, location and brochures, and books site visits, using information your team approves. It hands over to a person when needed.
Revenue impact: late-night and weekend enquiries get captured, not lost.
Give managers a clear view
Lead activity, pending follow-ups, site visits and conversions by agent, project and source. No manual Excel compiling.
Revenue impact: put marketing budget behind the sources that bring bookings.
Keep leads with the company
Conversation history, notes and status are stored centrally, not on personal phones, so a handover takes minutes when someone moves or leaves.
Revenue impact: attrition no longer means lost pipeline.
A clearer process, from first contact to next step
A solution should fit the way your team already works. We map your current process first, then scope the CRM, chatbot, portal and automations around what you actually need.
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01
Enquiry received
From any channel, captured automatically or logged in seconds.
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02
Lead details organized
Project, configuration, budget, location, source and timeline in one record.
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03
Agent assigned
Routed by your rules, with the agent notified right away.
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04
Follow-up tracked
Calls, WhatsApp, site visits and reminders, all logged against the lead.
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05
Opportunity reviewed
Managers see stage, next step and owner, and can step in early.
Your sales floor, organized
Today
- Leads spread across sheets, inboxes and personal WhatsApp
- Leads shared out manually, sometimes twice, sometimes never
- Follow-ups depend on memory and sticky notes
- Weekend and night enquiries wait until the next working day
- Weekly reports put together by hand
- No clear link between ad spend and bookings
With a tailored workflow
- One pipeline for every enquiry, from every channel
- Rule-based assignment with alerts when a lead goes unanswered
- Automatic reminders and a clear next step on every lead
- Chatbot answers basics and books visits around the clock
- Live dashboards for sales heads and directors
- Source-wise view of site visits and bookings
Start with what you need, add the rest later
You don't have to buy everything at once. Most teams start with the core pipeline and add pieces as the value becomes clear.
Real estate CRM
Contacts, enquiries and follow-up stages shaped around your projects and team, not a generic template.
Lead portals
A structured place for agents, teams or channel partners to review and work on incoming leads, with the right access for each role.
Website & WhatsApp chatbots
Answer routine questions, collect requirements and direct each enquiry to the right next step or person.
Workflow automation
Automatic lead assignment, reminders, status updates and WhatsApp/email follow-ups, so the routine work happens without anyone chasing it.
Custom reporting
Dashboards built on the information your team already tracks, showing pipeline, agent activity, source performance and project-wise demand.
Integrations
Connect your website, ad lead forms, WhatsApp, email and accounting/ERP tools such as Tally so information moves on its own. What's possible is confirmed during scoping.
The buyer gets an answer now. Your agent gets a ready lead on Monday.
The chatbot answers from information your team has approved, collects what the buyer is looking for and books a slot. It then creates the lead, assigns it and sets the reminder. Anything it can't answer goes to a person.
- Lead created with configuration, budget and preferred visit day
- Assigned to the project's sales team automatically
- Visit confirmation and reminder sent to the buyer on WhatsApp
Skyline Residency
Automated assistant
Hi, what's the price range for 2 BHK?11:42 PM
Hi! 2 BHK homes here start from ₹78L. Would you like to:
1 · Get the brochure & floor plans
2 · Book a site visit
3 · Talk to a sales advisor
2
Great. Saturday or Sunday? We have slots at 11 AM and 4 PM.
Saturday 11
Booked ✓ Saturday, 11 AM. Your advisor will call you tomorrow to confirm.
Every real estate business runs differently
That's why we don't sell a fixed product. Here's where we typically start for each type of business.
Developers & builders
Project-wise pipelines, launch-campaign lead handling, site-visit scheduling and booking-stage tracking across sales teams.
Brokerages & channel partners
Buyer, tenant and investor requirements matched to listings, agent assignment, and follow-ups across many projects at once.
Property & facility management
Tenant enquiries, service requests and renewals tracked in one place, with WhatsApp updates for owners and tenants.
Construction companies
Project reporting, document-heavy workflows and Tally/ERP data brought together in management dashboards.
Start with your current process, not a sales pitch
Every agency, brokerage and developer handles enquiries differently. We understand yours first, then recommend only what fits.
01
Free consultation
Tell us how enquiries come in today and where you feel they're being lost.
02
Process mapping
We map your channels, handoffs and follow-up steps to find where leads drop.
03
Clear scope & quote
A defined scope covering what we'll build, what it connects to and what it costs, before any work starts.
04
Build in phases
Core pipeline first, so your team uses it early. Then chatbot, automation and reporting.
05
Training & support
We train your team and stay available for fixes, improvements and new requirements.
Fits your process
Your stages, your terms, your rules. Your team won't have to work around the software.
One partner, end to end
CRM, WhatsApp, AI, dashboards, integrations and cloud handled by one team, with no finger-pointing between vendors.
Support after launch
Maintenance, bug fixes and new features as your projects and team grow.
Questions directors usually ask
We already use a CRM. Do we need to replace it?
Not necessarily. If your CRM works but isn't connected to WhatsApp, your website or your reporting, we can look at extending and integrating it. If it's the reason things are slipping, we'll say so plainly and explain the options.
Will our sales team actually use it?
Adoption is the main reason we build around your existing process instead of forcing a new one. Fewer fields, mobile-friendly screens and WhatsApp built into the workflow mean agents do less admin, not more. We also train the team at rollout.
Can it capture leads from portals and ad campaigns?
Website forms and ad lead forms can usually be connected directly. For property portals, it depends on what export or integration each portal offers you. We check this for your specific sources during scoping and tell you exactly what can be automated.
How long does it take to go live?
It depends on scope. We recommend starting with the core enquiry pipeline so your team gets value early, then adding chatbot, automation and reporting in phases. You'll get a timeline with the scoped proposal.
What does it cost?
The consultation is free. Cost depends on what you need, whether that's a single pipeline with reminders or a CRM with chatbot, integrations and dashboards. After mapping your process, you get a clear written scope and quote before you commit to anything.
Who can see our lead data?
Role-based access is part of the design, so agents see their leads, managers see their teams and directors see everything. Hosting, access and data handling are agreed with you during scoping.
See where your enquiries are slipping
Share a few details about how your team handles enquiries today. We'll come to the consultation prepared, with specific suggestions for your setup.