1. Customer Business Overview
Property First Realty LLP is a Bangalore-based real estate consulting firm, focused on selling and marketing projects from leading developers. Their growth depends heavily on digital lead generation, driven by platforms like 99acres, MagicBricks, Facebook, Instagram, and website inquiries.
Their sales performance is directly linked to how quickly and securely leads are captured, assigned, and followed up.
2. Business Challenges That Triggered the ERP Decision
As lead volume increased across platforms, Property First Realty started facing serious operational gaps:
Leads were coming from multiple portals but not getting captured in a single system
High risk of lead leakage and duplicate follow-ups
Sales managers struggled to track follow-up quality and conversion performance
Lead ownership conflicts reduced accountability within the sales team
Sensitive client data lacked proper access control and security
They realized that more leads would not increase revenue unless lead management became system-driven, leading them to adopt a CRM-led ERP approach.
3. Consulting-Driven ERP Solution Implemented
We designed a real-estate–specific CRM framework, focused on lead governance, security, and conversion discipline.
Modules Implemented:
CRM
Sales
Our Unique Consulting Value:
Integration of 99acres, MagicBricks, Facebook, Instagram, and website leads into a single CRM
Automated lead assignment to ensure instant ownership
Role-based access controls aligned with their sales hierarchy
Data security rules to prevent lead misuse or cross-team visibility
Real-time dashboards for follow-up tracking and performance analysis
The goal was to convert lead chaos into a controlled, measurable sales process.
4. Measurable Business Impact Achieved
After CRM stabilization, Property First Realty achieved clear improvements:
100% centralized lead capture across all marketing channels
30–35% improvement in follow-up efficiency, reducing response delays
Higher lead-to-site-visit and lead-to-closure conversion rates
Strong data security with clear lead ownership
Improved management visibility into team performance and funnel health
Key Takeaway for Upcoming Clients:
Property First Realty’s success shows that CRM is not just a contact tool — when implemented with consulting depth, it becomes a lead protection and conversion engine, especially critical in the real estate industry.
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