Complete Real Estate Sales Lifecycle Management
PreOSS unifies the entire property buyer journey—from first inquiry to key handover—into an automated, RERA compliant operating system with deep SAP integration.
Lead Qualification & Pipeline Tracking
- Dynamic Pipeline Views: Organize prospects across Kanban boards, infinite scroll Table views, and 360° Lead Detail profiles.
- Structured Status Lifecycle: Track leads sequentially from Untouched (
101) to Validated (103), SV Done (105), and Booked (108). - Multi-Source Attribution: Capture direct inquiries, channel partners with RERA tracking (
Z15), employee referrals (Z04), and international marketing vendors. - AI Scoring & PII Protection: Prioritize prospects with machine learning quality scores, automate callback reminders, and mask sensitive customer data.
Digital Site Visit & Queue Operations
- 3 Step Visitor Onboarding: Execute mobile OTP/QR check-ins, NRI tagging, demographic profiling, and source verification (CP/Referrals).
- Real Time Token Queue: Balance sales manager workloads with sequential token generation, owned queue sliders, and live wait time monitoring.
- Post Tour Capture: Record star ratings, purchase barriers, and conversion triggers with automated WhatsApp/SMS dispatch of digital brochures and price sheets.
Multi Applicant Booking Engine
- Digital Booking Workflows: Process up to 4 co-applicants with digital KYC verification, dynamic cost sheets, flexi payment milestones, and legal e-signatures.
- Automated Pre Booking Gates: Enforce validation rules for source consistency, approved cost sheets, employee quotas, and booking date parameters.
- Pipeline Monitoring: Track Opportunity, Quote, and Sales Order IDs alongside applicant KYC clearance and signature to SO conversions.
Post Booking Operations & Financial Automation
- 5 Step Cancellation Wizard: Manage cancellation requests with automated deduction calculations (2% fee + GST, brokerage clawbacks, bounce penalties), bank detail validation, and SAP integrated refunds.
- PDC Management: Auto generate milestone schedules from SAP, execute OCR cheque scanning, enforce post verification edit locks, and sync records to Therefore DMS.
- Unit Shifting Operations: Reallocate units with side by side cost comparisons, delta pricing modes, AR Head approvals, and automatic Sales Order regeneration in SAP S4H.
Operational Challenges & Platform Solutions
| Operational Area | Pipeline Challenge | Platform Solution |
|---|---|---|
| Lead Pipeline Management | Prospect data gets fragmented across multiple disconnected spreadsheets and manual note cards. | Unifies leads in drag and drop Kanban boards and table layouts with 360 degree buyer activity profiles. |
| Lead Source Tracking | Inaccurate attribution records lead to wasted marketing budgets and disputes over walk-in sources. | Captures exact marketing origins via mandatory booking source sub-forms for channel partners and references. |
| Sales Gallery Check-Ins | Paper visitor registers slow onboarding speeds and fail to identify returning customers. | Digitizes registrations with OTP verification, NRI country code checks, and duplicate customer detection. |
| Financial Recoveries | Cancelled bookings suffer from manual penalty calculations and unauthorized fee waivers. | Automates cancellation fee computations with structured multi level approval workflows and SAP sync. |
| Cheque Reconciliation | Post dated cheque collection is prone to entry mistakes, lost records, and delays. | Scans cheques using OCR reader systems, logs milestones, and uploads records to document management databases. |
Multi Tier Governance & Approvals Hub
| Process | Approval Chain | Governance Depth |
| Cancellation Waiver | Project Head > Accounts > Executive Director > CMD | 4 Levels |
| Unit Shifting | Project Head > Customer Confirmation > AR Head (SAP) | 3 Levels |
| Flexi Payment & Price Changes | Project Head > Sales Head | 2 Levels |
| Operational Requests | Sales Head / Project Head (Booking dates, source changes, customer blocks) | 1 Level |
Sales Dashboards & Ecosystem Integrations
- Unified Pipeline Analytics: Live dashboards for funnel conversion rates, daily site visit footfalls, project wise booking revenue, and sales rep targets vs. achievements.
- AI & Communication Telemetry: Native analytics through TrueCaller (connectivity rates), Prestige Aura (predictive AI), and Prestige Speak (automated call outcomes).
- Enterprise Connectivity: Bi-directional data synchronization across SAP S4H, SAP C4C, SAP CPI, Therefore DMS, AWS S3, and Microsoft Teams meeting schedulers.
- Customer Mobility & Role Security: Self service milestone tracking and document uploads via the My Prestige App (MPA), governed by role based access across 15+ user roles.
- Integrated Sales Calendar: Tracks sales executive callbacks, scheduled site visits, team reviews, and leaves on a centralized dashboard. Direct Microsoft Teams integration allows managers to schedule virtual walkthroughs and launch online meetings with auto generated customer join links directly from prospect cards.