- Booked 30
- On hold 6
- Available 12
121201120212031204
111101110211031104
101001100210031004
9901902903904
8801802803804
7701702703704
6601602603604
5501502503504
4401402403404
3301302303304
2201202203204
1101102103104
Sales and CRM
A real-estate CRM that runs from first enquiry to booking
LoftRay Sales and CRM keeps every lead, site visit, unit hold and booking for a project in one place. Price lists and discounts go through approval before a buyer sees them, and channel partners register leads in their own portal. Each booking carries its payment plan straight into collections.
Inventory · Tower B
Skyline Residences · 12 floors · 4 units a floor
Who it’s for
Who uses LoftRay Sales and CRM?
The people who answer for this part of the project, and what each of them gets from it.
Sales head
Sees every lead, visit and booking across the team, and which units are held or free right now.
Channel partner manager
Runs brokerage schemes and gives brokers live availability links that can be revoked.
CFO
Knows no discount reaches a buyer without approval, and every booking has a payment plan.
What it does
What does Sales and CRM do?
Everything listed here works in LoftRay today.
Capture every lead
Leads come in from staff entry, the broker portal and an inbound lead webhook that your website or lead source can post to. Auto-assignment rules hand each one to the right person.
Follow up and record site visits
Calls, meetings and site visits are logged as activities against the lead, so anyone picking it up sees the full history.
Get documents e-signed
Send a stored PDF, such as an allotment letter, for Aadhaar e-sign through your own Leegality or Digio account. The signed copy comes back to the record.
Call a buyer in one click
Click to call through your own Exotel account: Exotel rings your phone first, then the buyer. Whether the call was answered, missed, busy or failed, and the recording link, are logged on the lead.
Keep inventory accurate
Towers and units live in a catalogue with images and brochures. Import units from Excel and check a preview before anything is saved.
Hold, price and book units
Hold a unit for a buyer and release it when the hold ends. Build a cost sheet, send discounts for approval, then book the unit with its payment plan. Buyers get an EMI estimate.
Control price lists
Price lists, add-ons such as parking or club membership, and tax profiles are approved before they are used in any cost sheet.
Work with channel partners
Set brokerage schemes per partner and share links that show live availability. Revoke a link and it stops working.
Send a personalised quotation in one click
Pick the unit, the buyer and the payment plan, and LoftRay builds a branded quotation booklet: your logo and the buyer’s name on the cover, the project and its floor plans, a cost sheet with add-ons and GST, and the payment schedule. Prices come from the approved price list. Download it, or send it on WhatsApp from your own business number or by email from your own mail server. Allotment letters are generated from the booking the same way.
How it works
How Sales and CRM works, step by step
Load the project
Import towers and units from your Excel sheet, check the preview, and approve the launch price list with its add-ons.
Leads arrive and get assigned
Leads from your team, brokers and the lead webhook are assigned by your rules. Brokers see their own leads in the broker portal.
Site visit and quotation
The visit is logged, the buyer chooses a unit, and one click gives them a personalised quotation booklet priced from the approved price list.
Hold and cost sheet
The unit is held while the buyer decides. Any discount on the cost sheet waits for approval.
Booking and allotment
The booking records the payment plan and the allotment letter is generated. From here, demands are raised in Collections.
Questions
Questions about Sales and CRM
Can channel partners register leads themselves?
Yes. Brokers register leads in the broker portal, see their own bookings and brokerage, and share live availability links that you can revoke at any time.
Can we bring our existing inventory from Excel?
Yes. Units are imported from an Excel sheet, and you see a preview of what will be created before anything is saved.
Does LoftRay send WhatsApp messages to leads?
It sends the quotation booklet on WhatsApp from your own business number, through your WhatsApp Business account and the templates you have had approved, or by email from your own mail server. Your team can also call a lead in one click through your own Exotel account.
Keep reading
Related modules, tools and guides
See your own project in LoftRay
Tell us about your projects and we will set up a 30-minute demo with your towers and payment plans, not generic sample data.