CRM for real estate builders and developers in India.

The double-sale and the disputed attribution

Two failures cost developers real money on every launch weekend, and both are record-keeping problems rather than sales problems. The first is the double sale: two families told the same corner flat is theirs, because in-house sales and a channel partner were reading two different versions of the availability chart. Resolving it costs a discount, sometimes a legal notice, and always a story that travels the local broker network faster than any campaign.

The second is attribution. A partner says they brought the buyer; the in-house team says the buyer had already walked in. Nobody wrote anything down at the time, so six months later at payout the argument is settled by whoever has the better WhatsApp screenshots. The partner remembers it, and it shapes how hard they push your next project.

Both dissolve when the record is created at the moment it happens. A block is instantaneous and global. A site visit carries a geo-pinned check-in naming the partner who accompanied the buyer. Neither is a report someone files later; both are byproducts of doing the work.

• One live availability board across in-house and partner teams
• Holds that expire on their own instead of accumulating
• Partner named on the check-in record, at the gate
• Every state change stamped with who moved it and when

Cost sheets that are right, on the first quote

Developers lose credibility at the quoting step more often than at negotiation. A broker quotes a headline rate, the buyer builds an expectation, and the all-in number at booking — with floor rise, PLC, parking, club, corpus, GST, stamp duty and registration — lands as an ambush.

Cost sheets in SaudaFlow are generated per unit from the tower's rate card, so the number is correct for flat 1104 on the eleventh floor with an east facing, not for a project average. Tax treatment follows the project's status: 5% GST without input tax credit on under-construction, 1% for affordable, and none on a completed unit with an occupancy certificate. Stamp duty and registration follow your state's rates rather than a national constant.

Every sheet is versioned against the lead, with its author, timestamp and any discount approval attached. When a buyer arrives at booking holding a figure nobody recognises, the answer takes ten seconds instead of a week.

Managing channel partners without giving away the business

Partner-led sales is the dominant model for most Indian developers, and it creates a genuine tension: partners need enough visibility to sell, and must not have visibility into your commercials or each other's pipelines.

Scoped access resolves it. Publish availability and partner pricing per project; keep margin, discount ceilings and internal notes on your side of the line. Each partner sees the live board and their own leads against it. Where a partner also runs SaudaFlow, leads shared to them arrive scoped with the attribution attached, which removes the single most common cause of a disputed payout.

On the money side, brokerage accrues on booking at the rate agreed with that partner, splits into the tranches you actually pay in, and carries GST and TDS under section 194H at 2% correctly. Partners chase you less when they can see exactly what is due and when, which is a relationship benefit disguised as an accounting feature.

• Availability and pricing published per partner, internals withheld
• Shared leads arrive with attribution attached
• Brokerage accrued on booking, split into real tranches
• GST-correct invoicing with TDS at 2% under section 194H

RERA-era records, DPDP-era data

Post-RERA, a developer's sales records are not a private matter. What was available on a given date, what a buyer was shown and quoted, when a booking converted to an agreement, and when registration completed are all questions that can be asked with consequences attached. Reconstructing them from spreadsheets and chat threads is expensive at best.

Keeping the pipeline, inventory and quoting in one system with stamped history turns each of those into a lookup. The registration clock after booking is tracked against the unit rather than a coordinator's diary, and a booking that has not reached registration in thirty days raises an exception rather than surfacing at quarter end.

The buyer data underneath is personal data under the DPDP Act 2023. It sits encrypted at rest on Mumbai infrastructure — application, database and object storage in one region — isolated per workspace, with an audit row written for every staff access, including ours. Data-principal rights requests are a workflow inside the product rather than an email to support.