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Technical Documentation

Leads

1.Click the ‘Leads’ icon present on the left pane of the screen.

2.Under the ‘All Leads’ category you will find the list of prospective buyers who is Verified,Unverified,Spam recorded in the system as shown above.

3.My Leads section of the software acts like a CRM (Client Relation Management) tool for the Builders/Channel Partners across each lead,there are relevant and necessary information such as

Name,
Email,
Mobile number,
Stage of interest in purchasing the property (such as brochure, site visit or enquiry),
Date of first enquiry and Status of the lead as ‘hot’ for active deals and ‘cool’ for inactive deals.

4.The broker/Channel Partner can call, text, or email the lead directly from the platform. The builder can also access the call recordings and discussion done with the lead if the broker-in-charge has granted access to the same.

5.If you press the ‘New Lead’ button present at the top right corner of the screen you will get the below form that will facilitate adding a new lead to your existing list of leads.

Fill all the details of the ‘Add Lead’ form that includes

1.Source of Lead: Mention from where the lead heard about your company and the unit home available for sale

2.Name,

3.Email Address,

4.Mobile Number,

5.Mention the date when they visited the site

6.Request type: Status of the lead in the buying process that includes ‘Enquiry’, ‘Site visit’ and ‘brochure’

7.Tips are mentioned in the right hand side of the screen that will help you fill the form quickly, while the tutorial will help you with a sample form.

If you select a particular lead a snapshot appears that includes three tabs with further details of the client. The three tabs are:

1.Details: This tab include the date of site visit and area of unit interested

2.Interested: This tab include the shortlisted project name and related details

3.Call recordings: This tab includes the voice recordings of the prospective buyer showing their interest levels, factors considered for shortlisting the property and issues that are holding them back from decision making. These details can be used to convince and convert both current and future prospective buyers.

The above screenshot shows the interested tab with the list of projects the client has shown interest in purchasing such as Ananya Homes, Suvarnabhoomi etc.
If we click the ‘Go to Details’ button present at the bottom end of the snapshot pop-up, the below screen opens with detailed description of the enquiry.

As a broker you have the provision to capture the interests of the property buyer by clicking the ‘Add interest’ button on the top right corner of the screen.

The ‘Add interested project form’ pops up on the screen to enable you to fill in the required details and capture the client’s interest.
The details that can be captured include: Project name, Property area in square feet units and few additional information such as, floor preference, amenities, unit facing etc.
After noting the interests of the buyer press the ‘submit’ button to save the details.
You will be taken to the next screen as shown below to enable you to reorganise the list of interested projects according to the order of priority / preference.

Click the ‘save’ button to lock the list of interested projects and their order of preference.

Each enquiry will have a unique ID associated with it and that ID can be used as a reference to retrieve all the necessary data associated with the lead.
The data captured would include the following details under the projects interested tab:

1.Enquiry date

2.Carpet area or the unit size in square feet units

3.Count of available stock units

4.Plot details with image and detailed address

5.Project link on builder’s website

The discussions with the prospective buyers are stored in the ‘call recordings’ and ‘Notes’ tab of the website as shown in the screenshot below.

You can listen to the call recordings directly on the web application without the need to download it on your computer.
Upon clicking any one of the call recording the below screen appears to enable you to listen to them.

The notes taken during the discussions with the prospective buyer are recorded in order along with their respective call recordings as shown below.

New set of notes can be added to the existing notes by clicking the ‘add notes' button present in the top right corner of the screen as shown above.
Upon clicking the add notes button a notes capture space opens up as shown in the screenshot below.

The history of conversations with each lead is chronologically updated and represented in the history section of the enquiry as shown below.
The call recordings, notes and status of enquiry is also depicted according to the date and time of the events.

The ‘Additional Info’ tab captures unique information particular to the prospective buyer.
This information can be used to customise and personalise the sales pitch.
The personalised sales pitch will in turn help the broker to close the deal sooner than usual time taken to convert a lead.

The details captured in the ‘Additional Info’ tab include

1.Budget of the buyer for a property?

2.Do they own a home previously?

3.Do they currently live in a rented or own house?

4.Are they looking for a property for themselves or someone else?

5.If it is for someone else they are enquiring about the property then what is their relationship with the prospective buyer?

6.Any other necessary information needed for customising the sales pitch can be captured in the additional space provided in the text box.

The broker can add notes during the live call with his prospective buyer.
The notes get stored along with the call recording as shown below.
This feature makes it easier to record and retrieve relevant information during the time of need such as deal closure or complaint by the client.

Click ‘Save notes’ button present the bottom right corner of the screen, once the necessary notes and call recording is captured.
The broker can schedule a follow up action or meeting with the prospective buyer immediately after the first enquiry.
He can schedule the meeting at a date and time convenient to both the buyer and himself.
He can also along with short notes on the points to be discussed in the future meeting as shown in the screen below.

Once all the details related to the next meeting are captured, remember to press the ‘Submit’ button to save the information on your calendar.
The mobile responsive screens of all the above lead management system and the detailed enquiry information is shown below.