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