Real Estate Sales Pipeline That Turns Inquiries Into Bookings.
From first contact to token advance, agreement registration, and broker payout. Get full visibility over every deal in your property sales funnel with automated follow-up cadences and stale deal alerts.
Mobile-first drag-and-drop • Stale deal warnings • Free Starter tier available
Engineered for the Indian Real Estate Buying Journey
Property transactions take weeks, involve massive financial commitments, and require multiple stakeholders. Sahyak organizes the chaos into 6 distinct milestones.
Inquiry & Budget Qualification
Verify buyer budget (e.g. 1 Cr vs 3 Cr), preferred bedroom configuration, loan eligibility, and purchase timeline within 5 minutes of inquiry ingestion.
Site Visit Scheduling & Attendance
Send WhatsApp location pins, schedule sales gallery visits, and log real-time GPS check-ins when the client arrives on site.
Inventory Locking & Negotiation
Place units on temporary hold in the inventory grid while pricing terms, floor-rise charges, and payment schemes are negotiated.
Token Advance & Application Form
Record token cheque or NEFT details, attach Aadhaar/PAN KYC documents, and lock the inventory unit permanently to prevent double-booking.
Builder Agreement & Bank Sanction
Track bank loan approval progress, draft review dates, and stamp duty collection before registration with sub-registrar offices.
Disbursement & Brokerage Payout
Track loan disbursement tranche receipts and calculate channel partner commission payout schedules with full audit logs.
"I Thought The Buyer Was Still Interested..."
In real estate sales, consistent post-visit engagement is critical. When agents manage multiple property inquiries simultaneously, manual tracking often leads to unrecorded conversations and delayed next steps.
Sahyak addresses this with automated stale deal triggers. If an opportunity remains in any pipeline stage without logged activity beyond a set interval, both the assigned executive and team lead receive follow-up reminders.
Pipeline Discipline
Prompt post-visit communication ensures buyers receive requested floor plans, pricing sheets, and payment schedules while project interest is high.
✓ Mobile Drag-and-Drop
Agents advance deal stages right from the car or project site.
✓ Commission Forecasting
Live probability-weighted cash flow forecasts by expected closing date.
✓ Multi-Project Switching
Isolate residential towers and commercial sales desks without data mixing.
Seamlessly Connected to Your Sales Stack
The sales pipeline is tightly integrated with every core Sahyak workflow.
Site Visit Tracking →
Schedule & Verify Visits
Automated WhatsApp location pins and GPS check-in logging for field reps.
Inventory Management →
Real-Time Unit Locking
Link deal cards directly to specific floor units to eliminate double-booking disputes.
ROI Calculator →
Calculate Commission Gains
Simulate how increasing deal stage velocity impacts your monthly earnings.
Frequently Asked Questions
Everything you need to know about managing property pipelines in Sahyak CRM.
How does a real estate sales pipeline differ from generic CRM pipelines?
Generic CRMs (like basic Zoho or HubSpot tiers) use generic B2B SaaS stages such as 'Qualified' and 'Proposal'. Sahyak's pipeline is customized for Indian real estate realities: Site Visit Scheduled, Site Visit Completed, KYC & Negotiation, Token / Booking Advance, Agreement for Sale, and Registration / Home Loan Disbursement.
Can I manage multiple property projects with separate pipelines?
Yes. In Sahyak, brokers and developers can switch instantly between pipelines for different projects, developers, or commercial versus residential sales desks. Each pipeline tracks deal stage velocities independently.
How does Sahyak notify managers when deals go cold?
Sahyak includes automated stale-deal triggers. If a prospective buyer in the 'Site Visit Completed' stage has had no logged call, message, or follow-up task for 72 hours, the card flags yellow, sending an alert to the sales manager to reassign or intervene.
Does the pipeline calculate broker commissions and developer revenue?
Yes. Every deal card tracks expected agreement value and agreed commission percentage (e.g., 2% channel partner brokerage or in-house incentive). Total pipeline values update dynamically across each stage column.
Is deal tracking included in the Free Starter plan?
Yes. The Free Starter tier gives you full access to the visual Kanban sales pipeline for up to 20 active leads and 3 active properties at ₹0 without requiring a credit card.
Take Control of Your Real Estate Sales Pipeline
Set up your property pipeline in under 5 minutes. Free Starter includes 20 leads, 1 user seat, 10 WhatsApp actions, and 3 active properties at ₹0.