Salesforce Real Estate Automation for FairDeal Realtors in India

FairDeal Realtors - IndiaReal EstateSalesforce1 Resources3 Months

Challenges

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Manual Property & Inquiry Management: Fairdeal Realtors was manually collecting property listings and customer inquiries from platforms like Magic Bricks and 99 Acres, resulting in delayed responses and missed opportunities.
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Lack of Centralized Lead Tracking: Without a structured sales funnel, consultants found it difficult to manage and follow up with leads effectively.
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No Automated Proposal Generation: Property consultants had to manually search for similar listings and create proposals, leading to inconsistencies and slower turnaround.
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Lack of Smart Search: Agents manually searched for properties that matched customer requirements, leading to inefficiencies and longer response times.
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Limited Data Access Controls: Consultants didn’t have location-specific access, causing clutter and confusion when managing properties and inquiries.

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SalesforceApexMagicBrick API Integration99 Acres API IntegrationLWCFlowPDF

5/5

Really appreciate the quick & to the point response from Jayesh on one of our projects!!.

Akshay Gupta - CRM Head

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Real Estate Portal Integration: Integrated Magic Bricks and 99 Acres into Salesforce to automatically import new property listings and inquiries in real time, reducing manual work and improving lead response time.
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Custom Sales Funnel Implementation: Built a structured sales funnel within Salesforce to efficiently manage incoming inquiries, track progress, and improve conversion rates.
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AI Powered Matching Property via LWC: Developed a Lightning Web Component to display matching properties based on customer requirement like Buy/Rent, Location, Price etc, with filtering and pagination features to help consultants quickly generate personalized proposals.
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Dynamic PDF Property Proposal Generator: Fairdeal Realtors implemented an automated proposal generation system that shortlists properties based on customer requirements and compiles them into a professional PDF. The system then sends the proposal directly to the customer via email, streamlining communication and reducing turnaround time.
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Role-Based Data Access: Configured Salesforce sharing settings to allow consultants to access only the property and inquiry data relevant to their assigned cities, ensuring better data control and consultant focus.