Industries / Real Estate
Turn portal leads into site visits, and site visits into bookings.
From portal enquiry to token amount, every buyer tracked on WhatsApp.
From daily chaos to one WhatsApp desk.
Portal leads (99acres, MagicBricks, Housing.com) are bought per lead but reach a telecaller late or twice, and buyers move on to the next project.
Site visits are booked on calls and personal chats; no-shows and missed reminders waste sales executives' weekends.
Channel partner (broker) leads clash with direct leads, causing brokerage disputes over who brought the buyer.
Post-booking work (agreement, loan, instalment demands) is tracked in Excel, so instalment follow-ups slip.
Owners cannot see cost per site visit or per booking by portal and ad campaign, so marketing spend is guesswork.
Every 99acres, MagicBricks and ad lead is qualified by the AI assistant and assigned within seconds, with auto-reassign if nobody picks up.
Site visit confirmations, reminders and post-visit follow-ups go out on WhatsApp automatically.
Cost per site visit and per booking by source, plus executive incentives and attendance, on one owner dashboard.
9 stages, ready on day one.
Stage names and sub-stages that match how real estate teams already sell. Change any of them, with no code.
- 1New enquiryPortal lead Β· CTWA ad chat Β· Walk-in / hoarding call
- 2ContactedCalled, no answer Β· Brochure sent Β· Call back asked
- 3QualifiedBudget confirmed Β· Location fixed Β· Loan pre-check
- 4Site visit bookedVisit confirmed Β· Pickup arranged Β· Rescheduled
- 5Site visit doneLiked the project Β· Second visit asked Β· Family visit pending
- 6NegotiationPrice discussion Β· Unit / floor choice Β· Loan sanction awaited
- 7Token amountToken paid Β· Agreement drafting Β· Loan processing
- 8BookedAgreement registered Β· Instalments running Β· Handover done
- βLostBought elsewhere Β· Budget mismatch Β· Loan rejected Β· Plan postponed
AI asks. Automation follows up.
First questions the AI asks
- Are you looking for an apartment, villa, plot or commercial space?
- Which area or locality do you prefer?
- What is your budget range? Under βΉ50 lakh / βΉ50 lakhβ1 crore / βΉ1β2 crore / Above βΉ2 crore
- How many bedrooms do you need: 1, 2, 3 or 4+ BHK?
- When do you want to move in: ready to move, within a year, or later?
Automatic steps
- When new enquiry from portal or CTWA ad
Then AI asks the 5 qualifier questions and assigns round-robin
instant - When new enquiry not picked up
Then reassign to next executive and alert sales manager
15 min - When stage = site_visit_booked
Then send template site_visit_confirm
instant - When stage = site_visit_booked
Then send template site_visit_reminder
1 day before, then 2 hours before - When stage = site_visit_done
Then send template post_visit_followup
3 hours after visit - When stage = negotiation with no activity
Then alert sales manager
5 days - When stage = token
Then send template token_received and create agreement task for accounts
instant - When stage = won, instalment date approaching
Then send template payment_milestone_due
7 days before
WhatsApp templates, written for you.
7 WhatsApp message templates come with this pack. Edit them to match your voice.
Hi 1, here are the brochure and price sheet for 2 you asked about. Project RERA number: 3. Tap View below for floor plans and amenities.
Hi 1, your site visit to 2 is confirmed for 3. Our executive 4 will meet you at the sales office. Reply 1 to confirm or 2 to change the time.
Hi 1, a reminder that your visit to 2 is at 3 today. The location map is below. Message us on this chat if you need directions.
Hi 1, thank you for visiting 2 today. Would you like to see the 3 unit again with your family? Reply 1 to book a second visit. Reply STOP to opt out.
Set up for Real Estate.
Stages, fields, AI & Automation, templates, dashboards and roles come ready. Change any of it, with no code.
Fields
Dashboard numbers
Team roles
Lead sources
All 9 modules. 75+ features.
Switch on only what you need. Each module turns on or off with one tap, and nothing is ever deleted.
WhatsApp Inbox
Your company WhatsApp number, shared by the whole team.
8 featuresLeads & Deals
From ad click to closed deal, with clear stages.
10 featuresAI Assistant
An AI assistant for leads, staff and the owner.
6 featuresQuotes & Money
Quotes, payments, refunds, vendors and expenses.
12 featuresAutomation
Follow-ups and reminders that run on their own.
Instagram DMs Β· coming soon
8 featuresCalls & Meetings
Calls, recordings, Google Meet and team chat.
7 featuresHR & Team
Attendance, leave, targets and incentives.
10 featuresReports & Control
Live numbers and full owner control.
8 featuresApps & Security
Android app, secure sign-in and roles.
6 featuresOther industries.
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See the packSee Altrix.one for Real Estate
In 30 minutes we will show Altrix.one running on your own sales flow, with your stages, your messages and your team.
Early access from 1 Nov 2026 for demos and pilot companies. Full self sign-up opens later, with a 7-day free trial.