Client Context
A leading Real estate and Infra developer sought to establish a robust, digital-first solution for its real estate operations. At the time, the real estate sector lacked a comprehensive commercial-off-the-shelf (COTS) platform capable of handling the industry’s complexity. A custom solution built on Microsoft CRM was required to manage sales, buyer interactions, financial processes, and compliance in a scalable manner.
Challenges
- No COTS (Commercial of the shelf) solution existed to address the unique complexity of real estate processes.
- Wide range of buyer profiles and financing scenarios, requiring high flexibility.
- Need for real-time visibility into inventory status (available, sold, or blocked units).
- Complex sales cycles requiring probability-based funnel management.
- Custom financial requirements such as dynamic payment schedules and milestone-based invoicing.
- Compliance-driven needs like interest calculation on delays, payment certifications, and no-due certificates.
Our Approach
- Designed, configured and implemented a custom real estate solution built on Microsoft CRM, tailored for the industry’s specific needs.
- Developed dashboards to provide real-time tracking of available, sold, and blocked units.
- Created a sales funnel model mapped to probability as per industry norms, enabling predictive insights into revenue realization.
- Automated financial processes, including:
- On-the-fly customized payment schedules.
- Milestone-based invoicing aligned with project progress.
- Automated interest calculations for delayed payments.
- Delivered compliance-ready features, including payment certificates and no-due certificates.
- Conducted deep business process workshops with stakeholders to capture nuances and ensure solution fit.
Results
- Delivered the first-of-its-kind real estate CRM platform in the industry.
- Enhanced transparency across sales and finance processes through dashboards and automation.
- Improved customer experience with tailored payment schedules and clear documentation.
- Increased operational efficiency by reducing manual interventions and errors in financial processing.
- Established a scalable digital foundation to support long-term growth and compliance.
