How it works
From first enquiry to final booking.
One connected flow, so no buyer is lost between steps.
Eleven steps. One CRM.
- 1
Capture lead
Enquiries arrive from portals, ads, website, walk-ins and channel partners.
- 2
Assign lead
The right executive gets the lead instantly by project, source or round-robin.
- 3
Contact customer
Click-to-call and WhatsApp from the lead, with every call logged.
- 4
AI summary
KEZO summarises the call and captures budget, BHK, location and timeline.
- 5
Follow up
Reminders and automatic WhatsApp messages keep the buyer engaged.
- 6
Qualify
Lead scoring highlights the buyers most ready to visit.
- 7
Schedule site visit
Book the visit, remind the buyer and record feedback.
- 8
Track opportunity
The deal moves through your pipeline with full visibility.
- 9
Negotiate
Cost sheets, unit availability and discussions tracked on the lead.
- 10
Book and close
Booking recorded against inventory, commission calculated automatically.
- 11
Analyse
Dashboards show source ROI, conversion, targets and team performance.
See this flow with your own leads.
A free 20-minute walkthrough, set up around your projects and your team.