Salesforce CRM — Real Estate
A comprehensive Salesforce CRM implementation for a Tier-1 real estate developer covering the complete customer journey from lead acquisition to possession handover.
Custom object modelling, Apex automation, Lightning Web Components, and Marketing Cloud journey orchestration — built to replace standard Salesforce objects with a purpose-built real-estate model that mirrors how the business actually operates.
- Custom real-estate data model — Projects, Towers, Units, Bookings replacing standard Salesforce objects
- Multi-level approval workflows for channel partner commissions and compensation documents
- Automated MIS reports with Apex batch jobs and document upload to cloud storage
- Tower-wise sales target system with weekly/monthly/quarterly quota distribution
- WhatsApp and SMS journey automation via Marketing Cloud for lead nurturing and booking updates
- CTI integration for inbound/outbound call tracking and Salesforce record linkage
- Interactive floor-plan LWC visualiser with real-time unit availability overlays
- Delay interest batch automation for financial charge calculation on overdue accounts