Lead management
Connect portal, ad, walk-in and web enquiries to one customer record and pipeline.
The real estate sales operating system
Turn every enquiry into a
next move.
One AI-powered real estate CRM for builders, developers and channel partners in India, from first enquiry to property possession. Connect lead sources, sales conversations, project context and the customer journey after booking.
Leads in. Context intact. Next step already moving.
Leads from everywhere · 8 connected entry points
- 99acres
- MagicBricks
- Website
- Meta & Google
- Calls & IVR
- Walk-ins
- Partners
One CRM inbox source + buyer context connected
PSIllustrative lead · 99acresExample buyer2 BHK · Whitefield · buyer budgetLead score92 HOT
01
WhatsApp Q&A
Replied
Looking for a 2 BHK?
Yes, near Whitefield.
Saturday visit?
02
AI voice call
Hot · 92
Speaking with Example buyer
00:18
“Shall I connect you with our project team?”
03
Warm transfer
Connected
AI call Sales rep A
Buyer context follows the call
One connected customer timeline
Designed for teams across the real estate journey
- Builders & project owners
- Developers
- Channel partners
- Sales & marketing
- Accounts & post-sales
Real estate, understood
Experience behind the workflow.
Momentum after hours.
Built on two decades of real estate experience. Configured AI workflows can keep first responses, qualification and hot-lead routing moving, even when your team is on a site visit or offline.
- Founder’s industry experience
- 20+
- years in real estate
- Founder’s industry experience
- Configured AI engagement
- Always on
- Configured AI engagement
- Regional-language calls · human handoff
- For builders & developers
- For brokers & channel partners
- Across growing real estate markets
The old way / the Sell&Bill way
Your pipeline isn’t broken.
It’s scattered.
Portals, spreadsheets, personal WhatsApp threads and follow-up reminders shouldn’t live in separate worlds. Bring the full sales journey into one shared view.
- Enquiries scattered across portals and inboxes
- Promised follow-ups lost in someone’s memory
- No clear line from marketing source to booking
Illustrative workflow · sample data · one customer timeline
- New enquiry · 99acresAdded to pipeline✓ Captured
- AI call · regional-language conversationTranscript · analysis · handoff ready✓ Prioritized
- Assigned · project matchSales executive · project match✓ Owned
- WhatsApp · 0:38Personalized reply✓ Followed up
- Site visit · Saturday11:00 AM · Confirmed✓ Booked
- Booking → handoverCustomer timeline✓ Connected
Watch a real workflow
One enquiry. A whole journey.
No loose ends.
Follow the lead through the moments that move a real estate sale forward. Tap a step, or let the journey play.
Sell&Bill · Lead capture
New lead workflow example
Configured lead sources reach one CRM inbox.
Connected portals, websites, campaigns, WhatsApp, calls, walk-ins and partner enquiries can enter Sell&Bill with source context.
Portals · Google & Meta · Web · WhatsApp · Calls · Walk-ins · Partners
EBExample buyerApartment · selected project · preferred areaNewLead status
Captured in Sell&Bill CRM · source and enquiry details kept together● Sample captured
Step 1 of 5
Illustrative workflow view · steps vary by team setup
The platform, built for real estate
Every part of the sale.
Finally in sync.
One system for your team’s daily selling, your managers’ visibility, and your customers’ full journey.
AI sales assistance
Score leads, make the first call with AI and help reps follow up with the right context.
WhatsApp & follow-ups
Keep conversations on the timeline and automate timely responses, reminders and nudges.
Site visit management
Coordinate appointments, confirmations and post-visit feedback inside the sales journey.
Project inventory
Track unit-level availability, pricing and bookings across projects, towers and teams.
Bookings to handover
Connect agreements, payment milestones, collections, possession and post-sale care.
AI that works the pipeline
Your best sales manager, on every lead
AI outbound calling
An AI agent calls new leads to confirm interest and requirements, within the rules you set.
Call summaries
Every AI call leaves a short summary on the lead, so the rep knows what the buyer said.
Hand-off to a person
Interested buyers are passed to your sales team with the context of the call.
Lead score
A 0–100 score from each lead’s activity and freshness, so reps start with the warmest buyers.
WhatsApp flows
Automatic replies and follow-ups on the official WhatsApp Business API, logged to the lead.
Escalation
Leads nobody has picked up move up an escalation ladder before they go cold.
In the field, not just at the desk
Your real estate sales app.
Wherever the day takes you.
Capture and assign leads, coordinate site visits, check project inventory, and follow bookings and payments from your phone. Keep the details your team needs close while they are with a customer or out at a project.
- Android app
- iPhone & iPad app
View Sell&Bill on the App Store
Product screenshots from the published Sell&Bill mobile app.
Projects, live and in context
See the whole skyline.
Unit by unit.
Keep project inventory connected to customer intent. Know which units are available, which prospects are considering them, and how interest is progressing across your portfolio.
- Project and tower level visibility
- Unit availability, price and booking status
- Lead and channel partner attribution
- Collections milestones and post-sale context
- AIllustrative project 2, 3 & 4 BHK · Sample city
Availability view
- BExample villa project Villas · Sample city
Visit pipeline
- CSample project C Residences · Sample city
Price band
- PExample plot project Residential plots · Sample city
Live units
- AvailableBlockedBookedSample data
The complete customer journey
A booking is a beginning.
Stay with them through the keys.
Sell&Bill keeps the buyer, their commitments and every next step connected after the booking, so the customer journey doesn’t disappear into spreadsheets and separate teams.
- Collect and record the booking amount, then create a clear payment plan
- Coordinate home loans, agreements and demand letter generation
- Schedule milestones, send payment reminders and prompt AI follow-ups
- Track outstanding steps through handover and property possession
Post-booking workflow
One customer · one timeline · lead enquiry to property possession
- 01Booking · secure the commitmentBooking amount collected · payment plan createdRecorded
- 02Finance & documents · get the essentials movingHome-loan coordination · agreementsIn progress
- 03Demands & collections · keep every due date visibleDemand letters · payment remindersOn track
- 04Milestones & follow-ups · stay aheadMilestones scheduled · AI follow-upsUp next
- 05Handover · bring the journey homeHandover readiness · property possessionThe keys
Sales and post-sales context stays connected · Enquiry → Possession
From source to sale
See where the next booking
is taking shape.
Follow lead activity across sources, teams and sales stages. See what has been contacted, which visits are moving and where follow-through needs attention.
Estimates use your own inputs and are not a forecast or promised result.
Sales journey view
SOURCE CONTEXT KEPT
01 · Source
Portal / Ads / Referral
Original source recorded
02 · Follow-up
Owner & next action
Activity stays visible
03 · Outcome
Visit / Booking
Progress linked to buyer
Compare progression by source, project and team.
- Contacted, waiting and overdue at a glance
- Visits moving towards a decision
- Follow-through gaps by owner
Built for real estate operators
Three teams. Three different pressures.
One connected property journey.
Sell&Bill fits the way builders, developers and channel partners work, bringing the right property context, ownership and next action into one CRM journey.
01 / Builders
Keep every buyer moving from enquiry to possession.
Common challenge
Portal, campaign, walk-in and partner enquiries arrive while teams are at site or with buyers. Lead ownership, unit availability and follow-up can drift, and after booking, payment and customer updates often scatter across tools.
How Sell&Bill helps
Capture and assign the lead, keep buyer needs beside project and unit context, and track visits through booking. The Post Sales module can carry the customer from booking amount and home-loan coordination through agreements, demand letters, payment plans, reminders, AI follow-ups, scheduled milestones, handover and possession.
02 / Developers
See what is moving across projects and launches.
Common challenge
As projects, campaigns and sales teams grow, source performance, inventory and bookings can end up in separate reports. Launch-day volumes make it harder to see who needs attention and where demand is converting.
How Sell&Bill helps
Connect project and source visibility with buyer activity, inventory and sales progress. AI calling with transcription and analysis, regional-language AI calling, omnichannel automation and high-volume launch-day controls help teams respond with context.
03 / Channel partners
Protect buyer relationships and referral visibility.
Common challenge
Partners often work across builders, projects and active buyers. Referral attribution, buyer requirements, visit updates and booking progress can be hard to keep together without repeated calls for status.
How Sell&Bill helps
Keep the partner source and buyer context attached to the opportunity, coordinate the next visit or follow-up, and track progress with the sales team. Partner logins, lead registration and commission payouts are confirmed in your quote.
One customer journey · three operating stages
Property sales do not end
at the booking.
Connect the work before a buyer visits, the decisions that lead to a booking, and the customer commitments that continue afterwards.
01 Presales
Capture interest. Give it an owner.
Bring enquiries from supported portals, digital campaigns, website forms, calls, walk-ins and partner referrals into a follow-up flow. Keep source, buyer need and next action together.
02 Sales
Connect the visit to the right property.
Keep buyer conversations, site-visit progress, project inventory and booking status in view so sales, marketing and site teams can coordinate the next move.
03 Post-sales
Carry the relationship to possession.
Continue from booking amount and payment plans through home-loan coordination, agreements, demand letters, reminders, scheduled milestones, handover and possession with the separately scoped Post Sales module.
Beyond basic follow-up
AI conversations. Omnichannel journeys.
Launch-day control.
From the first lead enquiry to the moment a project opens for bookings, keep automation connected to sales context.
01 / AI voice & call insights
Speak locally. Learn from every call.
Regional-language AI calling with call transcription and analysis, plus a warm handoff when a buyer is ready for sales.
02 / Omnichannel automation
Stay present across buyer channels.
Automate WhatsApp, SMS, RCS and email communication while keeping the lead journey in view.
03 / Launch-day operations
Bring structure to high-volume bookings.
Use launch-day booking controls alongside project inventory and booking status as enquiry activity accelerates.
Operational visibility, not promises
See where the next action
needs to happen.
These are examples of the questions a connected real estate CRM can help a team investigate, not customer results or performance claims.
Presales · response
Which enquiries have no next step?
Review lead source, assigned owner, first contact and upcoming follow-up in the same workflow.
A useful view
Response coverage by source and team.
Sales · site visits
What happens after the visit?
Keep visit feedback, the buyer’s open questions and the agreed follow-up beside the project and unit being considered.
A useful view
Visits progressing to a decision.
Post-sales · customer journey
Which customer commitment is due next?
Track the configured payment and milestone workflow through reminders, handover preparation and possession.
A useful view
Upcoming actions and overdue follow-ups.
Illustrative operating questions only. Sell&Bill does not guarantee a sales or collection result.
Real estate CRM questions
Know what the workflow covers.
What is Sell&Bill CRM?
Sell&Bill is an AI-powered real estate CRM for builders, developers and channel partners. It connects lead handling, sales follow-through, project context and the customer journey after booking.
What parts of the property customer journey does it cover?
Presales and sales workflows connect enquiry, follow-up, site visits, project interest and booking. A separately scoped Post Sales module can continue through booking amount collection, payment plans, home-loan coordination, agreements, demand letters, reminders, scheduled milestones, handover and possession.
Which property portals and lead sources are supported?
Sell&Bill is designed to bring enquiries from multiple digital and offline sources into the CRM. Available connectors and setup depend on the source and plan, so bring your exact portals, campaigns and call channels to a product walkthrough.
Are WhatsApp, omnichannel and AI included?
WhatsApp, omnichannel communication and AI are part of the Sell&Bill offering. The exact channels, usage and plan scope should be confirmed against the current pricing and product configuration.
Does Sell&Bill have Android and iOS mobile apps?
Yes. Sell&Bill offers Android and iOS apps for teams working with leads and property workflows in the field. Ask the team to confirm current app availability and features for your account.
How long does implementation take?
Most teams go live in under a week. We import your leads, inventory and historical data, connect your portals and WhatsApp number, and train your team — usually two working sessions.
What happens to our existing Excel data?
We migrate it. Leads, customers, inventory, payment schedules — our team maps your sheets into Sell&Bill during onboarding, free on all plans.
Is our data safe?
Sell&Bill is hosted in India (Bangalore region) and served over HTTPS, and every user only reaches what their role allows.
Will a CRM guarantee more bookings?
No CRM can guarantee bookings. Sell&Bill helps teams organize existing demand, ownership and follow-through; results also depend on buyer demand, project fit, pricing and how the team works.
Bring your projects. We’ll bring the whole picture.
Thirty minutes, mapped to your team, projects and sales process.