CRM consulting for real estate sales & channel partners

    From site visit to registration—every lead tracked.

    Challenges we hear

    • Leads scattered across brokers, portals, and walk-ins
    • No visibility on site visits and follow-up SLAs
    • Commission and booking data living outside CRM

    Outcomes with CloudXD

    • Unified lead pipeline with source attribution
    • Automated follow-ups for site visits and callbacks
    • Dashboards for inventory, bookings, and team performance

    Workflows we implement

    Step 1

    Lead capture

    Step 2

    Site visit scheduling

    Step 3

    Booking & handover