Sellxpert

Real estate CRM and project workflows with live inventory, AI, and automation
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Start your day in Sellxpert by opening the project workspace that mirrors your portfolio. Create a project for each township, tower, or plotted scheme, then define blocks, phases, and unit types. Import inventory in bulk from spreadsheets, map custom fields like facing, floor, and RERA status, and attach your price list and payment plans. Set rules for booking holds, approval thresholds, and discount limits so reps work within guardrails. Connect your phone line, email, and web forms, and turn on real-time sync with accounting or ERP so bookings, receipts, and cancellations stay in step.

Work leads from capture to close without switching tools. New leads flow in from your site, WhatsApp, social, and calls; auto-assign them by territory or channel partner. The AI Assistant drafts replies, visit invites, and follow-ups, and can tailor messages by buyer profile or budget. Score and segment prospects, pre-qualify with quick forms, and auto-create tasks for site tours. Move deals through stages, log calls, and generate proposals with unit availability, pricing, and taxes pulled live from the catalog. Convert accepted quotes to bookings, trigger e-sign for KYC and agreements, and spin up order records with milestones and payment schedules. Store every document in the deal timeline, and let automations nudge finance or legal when an approval or verification is needed. more

Review summary

Features

  • Customization
  • AI Assistant
  • Advanced Automation
  • Omnichannel Customer Engagement
  • Predictive Analytics
  • IoT Integration
  • Opportunity Management
  • Reporting (Analytics)
  • Order Management
  • List Management
  • Customer Support
  • Project Management
  • Contact Management
  • Document Management
  • Real-time Data Sync
  • Dedicated Phone Line Integration
  • Customer Segmentation
  • Sales Force Automation
  • Territory Management
  • Collaboration Tools
  • Lead Management
  • Quotes (Proposals)
  • Marketing Automation
  • Referral Tracking
  • Lead Scoring
  • Product Catalog
  • Call Logging

How It’s Used

  • Launch a new tower: import units, set price lists, define booking rules, and open for sales
  • Lead-to-close workflow: capture from web/WhatsApp/phone, nurture with AI emails, issue quote, book, and e-sign
  • Site visit operations: auto-schedule tours, route to territory reps, and follow up with AI reminders
  • Channel partner management: register brokers, track referrals, attribute deals, and automate payouts
  • Inventory control: place holds during negotiation, approve exceptions, and audit releases
  • Monthly forecasting: use predictive analytics to project closures and spot at-risk deals
  • Post-sale service: record snags, track SLAs, and manage handover with milestone tasks
  • Territory performance: assign regions, compare conversions, and rebalance staffing
  • NRI campaigns: segment by location and budget, run drip sequences, and measure ROI
  • Executive reporting: auto-generate dashboards and board packs with absorption and revenue
  • IoT project updates: feed site progress into sales timelines to improve buyer communication
  • Order changes: manage unit swaps or upgrades with approvals and updated payment plans
  • Document control: generate allotment letters, agreements, and store KYC in the deal record

Plans & Pricing

Enterprise

Others

₹749 per user per month
Project Management
Associates & Sponsor Management
Customer Management
Lead & Site-visit Management
Follow-Up Management
Inventory Management
MIS Generation System
User Role Management
Mobile App ( Android )
Booking Management
Comission Management
WhatsApp Generation
Loan Process Management
Demand Generation Management
Account Management System
Market Place Integration

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