Real estate
Site visits booked from the first call, brokers and buyers on one pipeline.
For builders, channel partners and brokerages with sales, CRM and site teams of 20 to 200.
Srinivas Reddy
Nexon EV test drive this Saturday possible? Kukatpally branch.
Arrange test drive, Nexon EV
Three workflows, end to end
1. Portal lead to site visit
A buyer calls the number on a listing. Mivo captures budget, configuration and preferred location, offers site-visit slots for the right project and creates the enquiry. The site team's calendar shows visits per project per day; the sales manager sees the pipeline by source.
2. Broker follow-ups
Channel partners and their leads are contacts too. Every call and WhatsApp with a broker is on the timeline, with tasks for the next step. Duplicate leads from two brokers are flagged for a manager to resolve, not merged silently.
3. Booking to agreement
After a visit, the pipeline moves through Negotiation, Booking amount, Agreement. Booking amounts collected on UPI show against the unit; the owner's dashboard shows visits, bookings and collections for the week.
What the template sets up
A sales pipeline (New, Qualified, Site visit, Negotiation, Booked, Lost), ticket types for documentation and loan assistance, appointment types for site visits with travel buffers, departments per project, and FAQ starters about possession dates, RERA numbers and payment plans.