Digital Site Visit & Lead Management
PreOSS replaces traditional paper registers with a streamlined, 3 step digital onboarding workflow. Utilizing OTP verification, it eliminates invalid contact data, enforces precise lead source attribution, and routes walk-in buyers directly into a real time token queue.
Step 1: Verification & Identity Validation
- Authentication Channels: Verifies visitor identity via SMS OTP or WhatsApp QR code verification.
- Input Rules & Anti-Fraud: Restricts mobile inputs to 10 numeric digits with paste prevention to eliminate fake records.
- NRI Support: Offers global country codes, email verification, and WhatsApp availability toggles for non-resident Indian buyers.
- Deduplication Engine: Automatically checks for existing CRM records upon verification and displays matching accounts to preserve sales owner continuity.
Step 2: Personal Profile & Purchase Preferences
- Visitor Profiling: Captures full name, email, alternate contact numbers, age group, current residence location, area pincode, and preferred communication languages.
- Purchase Intent & Configuration: Logs visitor type (Individual/Family), purpose of purchase, preferred unit configuration, and dedicated RR Property details.
- Visual Budget Slider: Interactive budget range slider feeding directly into inventory matching algorithms.
- Home Loan Assistance: Identifies financing needs and enables multi bank selection for loan support.
Step 3: Professional Background & Persona Analytics
- Career Profiling: Records occupation, industry sector, job designation, and company department/function.
- Corporate Details: Logs company name, office location, company address, and office telephone numbers (up to 15 digits).
- Income Brackets: Captures annual income ranges (INR) to build actionable buyer personas for targeted follow-ups.
Operational Challenges & Platform Solution
| Operational Area | Site Gallery Challenge | Platform Solution |
|---|---|---|
| Lead Data Accuracy | Visitors write down fake mobile numbers or incorrect email addresses on paper registers. | Enforces SMS OTP or WhatsApp QR verification before the visitor details form opens. |
| Attribution Leakage | Vague tracking leads to disputes over whether a buyer came directly, via a broker, or from an ad campaign. | Captures broker RERA numbers, employee lookup IDs, or ad campaign tags at entry. |
| CRM Duplications | Repeating visitors are registered as new leads, creating duplicate accounts and breaking sales continuity. | Detects existing customer matches immediately upon mobile verification. |
| Queue Management | Crowded sales galleries experience chaotic wait times, causing frustration and lost customer interest. | Instantly generates a unique queue token to ensure a fair, structured waiting line. |
| International Buyers | NRI visitors cannot verify local mobile numbers or receive follow-up communication updates. | Integrates international country codes, email verification, and WhatsApp toggles. |
Multi Channel Source Attribution & Tracking
- Channel Partners (Z15): Links incoming visitors to registered brokers instantly by capturing CP names, vendor IDs, official RERA registration numbers, and agent contact details for compliance.
- Customer Referrals (Z03): Locates referring buyers in real time using a multi parameter search (mobile number, project, unit, or customer ID) to attribute rewards accurately.
- Employee References (Z04): Validates internal employee claims automatically by looking up 6-digit staff IDs directly against active corporate HR databases.
- Direct & International Inquiries: Records walk-ins via direct search (Z00), on-site registration (Z23), or international marketing vendor (IMV) campaigns to ensure zero attribution leakage.
Queue Generation & Enterprise Ecosystem Integrations
- Automated Token Issuance: Instantly generates a unique Site Visit Token upon submission and assigns the visitor to the live SV Wait List queue.
- Role Based Controls: Enforces dedicated UI flows for GREs (visitor registration), Sales Managers (token claims and queue redirects), and Business Admins (master data setup).
- API Architecture: Bi-directionally connects to CRM Lead APIs, Customer 360° APIs, Project Master data, Budget Masters, and WhatsApp/SMS notification gateways.