Sell.Do

Sell.Do CRM is purpose-built to streamline the entire customer journey for real estate businesses—from lead generation to post-sales follow-up. It integrates all marketing, sales, and channel partner functions into a unified platform, providing a centralized view of every prospect and deal.

The system supports automated lead capture from property portals, ads, emails, live chats, and more. These leads are intelligently scored, routed, and tracked using automated workflows and reminders. Inventory is matched automatically to customer requirements, and agents receive smart notifications for follow-ups, improving engagement and conversion rates.

A key feature is channel partner management. Sell.Do provides partners with access to property inventory, booking tools, payment processing, and incentive tracking. This enhances collaboration and accountability while maintaining transparency throughout the sales process.

Marketing automation includes scheduled SMS, email campaigns, WhatsApp outreach, and lead nurturing sequences. The platform also supports bulk dialing and call tracking, ensuring timely communication with prospects.

Post-sales processes are streamlined with tools for generating agreements, demand letters, managing taxes, GST compliance, and customer ledgers. It ensures a smooth handover from sales to finance teams.

Sell.Do’s dashboards provide real-time insights into sales pipelines, campaign ROI, agent performance, and customer behavior. Managers can create custom reports with ease, helping in performance tracking and strategic decision-making.

Mobile apps for Android and iOS let sales teams update lead information, schedule site visits, and communicate with clients on the move. Additionally, tablet-based reception tools enhance the on-site customer experience during visits.

Security and privacy are top priorities, with role-based access control and encrypted data handling. The platform scales to suit real estate companies of all sizes, from startups to large enterprises.

While it’s appreciated for its niche features, fast implementation, and industry focus, some users report minor limitations in terms of customization and system performance.

✅ Key Features of Sell.Do CRM

1. Lead Management

   • Auto-capture leads from portals, ads, chat, and emails

   • Lead scoring and automated assignment

   • Follow-up reminders and activity tracking

2. Inventory Management

   • Real-time property inventory tracking

   • Auto-matching of properties with leads

   • Centralized availability view for agents and partners

3. Channel Partner Management

   • Partner onboarding and access control

   • Commission tracking and ladder-based incentives

   • Booking and payment workflows for agents

4. Marketing Automation

   • Drip campaigns via email, SMS, and WhatsApp

   • Custom segmentation and triggers

   • Campaign performance analytics

5. Sales Automation

   • Bulk dialing and integrated call tracking

   • Site visit scheduling and reminders

   • Agent task assignments and auto-notifications

6. Post-Sales Management

   • Document generation (agreements, demand letters)

   • GST and tax compliance tools

   • Customer payment ledger and collection tracking

7. Reporting & Dashboards

   • Real-time, customizable sales and performance reports

   • Drag-and-drop dashboard creation

   • Campaign ROI and agent productivity insights

8. Mobile & On-Site Tools

   • Android/iOS mobile apps for agents

   • Tablet-based GRE/reception system

   • Self-registration and queue management for site visits

9. Security & Compliance

   • ISO 27001 certified data protection

   • Role-based access controls

   • Encrypted customer data handling

10. Deployment & Support

• 7-day setup and 30-day onboarding

• Training sessions and digital classroom support

• Email, phone, and live chat assistance