About the Client

Realistic Realtors is a leading real estate advisory firm in India that offers professional services in the field of commercial and residential real estate across 425+ cities. The company also offers specialized leasing and investment advisory services.

Manras has helped us with a feature-rich CRM solution that covers all aspects of real estate sales in a simple, user-friendly manner. This has made our sales team more productive.

H. S. Hora, Chairman

Realistic Realtors
Salesforce CRM solution
Real Estate

The Challenges

The client was keen on simplifying the sales process, right from lead acquisition to real-estate sale. Following were some of the significant challenges they faced with their current processes:

Use of spreadsheets to manage sales processes was leading to financial losses due to errors

Managing client data and leads was complicated

Conversations with businesses through e-Mail, SMS and WhatsApp was missing, resulting in poor customer engagement

Customized suggestions to customers based on their requirement and location was complex

Preparing a property proposal based on all different parameters was time consuming

Automating the documentation process involved in property finalization was missing

Tracking payment terms after the sale was tedious

The Solution

With extensive experience in the real estate industry, Manras implemented a bespoke Salesforce CRM solution with the following customizations to address specific challenges:

Integrating Google Maps API

Google Maps is an enormously valuable tool for real estate professionals. The client was keen on creating a bookmark on Google Maps for a sales person’s easy reference to view all available properties in a given area. The Google Maps API was implemented within the CRM solution to enable the sales team to view all the listings their customers are interested in visiting, saving huge time and effort for all stakeholders.

Sending proposals to clients

Custom templates were provided for the sales team to select and auto-generate detailed property proposals and contracts in PDF or Microsoft PowerPoint.

Customized process flow

We provided a different process flow for different types of enquiries such as sale, rent, lease etc. enabling the sales team to offer a tailored approach to a variety of clients.

Specific features integrated into the CRM solution:

  • Website lead capturing
  • Facebooks Ads
  • Third party integration: 99 Acres & Magic Bricks
  • SMS & WhatsApp integration
  • IVR
  • Google Maps API

Key Benefits

Improved productivity: The solution provided a single integrated application for handling all business right from lead acquisition to the sale.

Automated processes: The client can now create reports, auto-generate proposals, capture leads from digital media and compare sales performance for better turnaround.

Integration with external Apps: The Salesforce CRM platform was integrated with third party apps which helped the sales team save time while also targeting and engaging buyers more effectively.

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