Every broker referral and walk-in gets a unique tracking code, so no property lead gets lost.
Overview
A developer receives buyers from outside brokers and from walk-ins at reception. Leads were hard to track and easy to dispute. Now every lead gets a short unique code the moment it’s entered, each role sees only what they need, and sales moves leads through a clear pipeline with notes, while management gets live stage counts and exports.
Before and after
- It needed to be clear which broker registered a buyer first.
- Reception had no single place to log walk-in visitors.
- Sales had no shared view of each lead’s stage and history.
- Management needed stage-wise counts and data they could export.
- A lead form that issues a guaranteed-unique code like “KD4821” on save.
- Four role-based dashboards: broker, receptionist, sales and admin.
- A five-stage pipeline with dated notes and a record of who changed what.
- Search across eight filters and one-click spreadsheet exports.
How it works
- 1
Register
A broker or receptionist enters the buyer’s details.
- 2
Code
A unique lead code is issued instantly.
- 3
Hand over
The code is shared with the sales team.
- 4
Progress
Sales moves the lead from visited to sold, with notes.
- 5
Report
Live stage counts and CSV exports for management.
What it does
No “whose lead is this?”
A unique code per lead, checked before saving.
Each person sees their part
Brokers and receptionists see only their own leads.
Where every deal stands
Not visited → visited → interested → follow-up → sold.
Find any lead in seconds
Search by code, name, phone, broker, status, budget or date.
Privacy at the front desk
Reception can verify a code without seeing another person’s buyer.
Clean data
Valid mobile numbers only and budgets in Indian format.
Under the hood
- Unique, indexed lead codes with a check-before-save generator.
- Strict data isolation between roles at both view and query level.
- Multi-criteria search over lead lists in the database.
- Automatic migrations and static files at container start-up.
Outcome
Related work
Sales & Collections System
Live sales, payments and dues for every flat, pulled straight from Tally.
| Date | Narration | Balance | |
|---|---|---|---|
| 02 Sep | UPI/SWIGGY/4218… | 4,82,116.40 | ✓ |
| 02 Sep | NEFT/MEHTA TRADERS | 5,68,616.40 | ✓ |
| 03 Sep | IMPS/OWN A/C ICICI | 4,18,616.40 | ✓ |
| 04 Sep | ACH/AWS INDIA | 4,00,214.29 | ✓ |
| 05 Sep | UPI/RAKESH KUMAR | 3,98,214.29 | ✓ |
| 05 Sep | RTGS/SUNRISE DIST. | 6,38,214.29 | ✓ |
Bank Statement to Tally
Bank statement PDFs turned into verified, Tally-ready books in minutes.
Want this for your business?
Tell me how your team works today. I’ll tell you how much of it a system like Channel Partner Lead Portal could take over.