Real Estate CRM vertical pack · Inventory, bookings and partners Industries · Real estate

Hold the unit. Book the visit.
Collect on every slab.

The Real Estate pack runs unit inventory with timed holds, bookings with construction-linked payment milestones, site visits on every lead and channel partners with RERA checks. A voice agent calls each new lead in about ninety seconds and books the site visit into a real free slot.

Holds expire on their own Two agents can never hold one unit Every AI call says it is AI
Inventory · Skyline Heights · Tower B
Available14
Held2
Booked9
Units
B-12042BHK · 12th floor · East1,085 sqftAvailable
B-14023BHK · 14th floor · Gardenwith Priya R. · for Rahul K.Held · 2h 41m left
B-09032BHK · 9th floor · Westwith Sunil M. · agreement signedBooked
B-08013BHK · 8th floor · EastRegistered 12 AugRegistered
Milestones
B-0903 · 10th slab certified · milestone fell dueDemand letter
Site visits · Saturday
10:00 · Sneha S. · Priya R.Confirmed
11:00 · Rahul K. · Priya R.Confirmed
12:30 · Arjun M. · Sunil M.Pickup needed
16:00 · Kavya N. · Sunil M.Unconfirmed
Arjun (AI Caller)mid-call: book a slot
Rang Rahul K. 92s after the Housing.com form. Budget band and Andheri West confirmed. Site visit booked Sat 11:00 with Priya R. Confirmation call set for Friday 18:00.
just now
Arjun (AI): Hi Rahul, this is Arjun, an AI assistant calling from Skyline Homes about the 2BHK you enquired on. Is Saturday at eleven good for a site visit?
The usual path

Lead. Visit. Hold. Slab.

A developer’s sales desk in four steps, each one leaving the record the next one needs.

1

The lead arrives and gets a call

From Housing.com, 99acres, Magicbricks, Meta Lead Ads, WhatsApp or your site. About ninety seconds later a voice agent rings, says it is AI, and asks about budget and location.

portals · voice agent · 90s
2

The site visit is booked

Into a real free slot for a named rep or the least-loaded one, with a confirmation call before the day. Each visit on the lead is Confirmed, Pickup needed, Unconfirmed, Done or No show.

bookings · site visits
3

The unit is held, then booked

A hold shows its hours remaining and expires on its own. Nobody else can hold the same unit. Booking records the agreement value, what is collected, what is due now and the milestones ahead.

inventory · hold to booked
4

Collected slab by slab

A milestone tied to a construction phase falls due the day the phase is certified. Send demand letter stamps the stage. The channel partner’s brokerage payable updates on the same booking.

milestones · demand letter
What is in the pack

Inventory, bookings and partners.
The three things a pipeline forgets.

Unit inventory

Every unit with configuration, floor, facing, price, sqft, state and who it is with. Four states and nothing in between: Available, Held, Booked, Registered.

Timed holds

A hold carries an hours-remaining countdown and auto-expires back to Available. Two agents can never hold the same unit, so the awkward double-promise on a Saturday never happens.

Bookings and payment milestones

Agreement value, collected, due now and the milestone list. Tie a milestone to a construction phase in Project management and it falls due automatically when the phase is certified. A demand letter goes out the day a slab is certified.

Site visits on every lead

Each visit is a record on the lead with a status the whole desk reads the same way: Confirmed, Pickup needed, Unconfirmed, Done or No show. Booked by a rep, or by the voice agent into a real free slot.

Channel partners with RERA checks

Bookings, GMV, brokerage percentage and payable per partner, with a compliance chip. A lapsed RERA registration blocks the partner from being attached to a new booking until it is renewed.

Portal leads, first-class

Housing.com, 99acres and Magicbricks land as leads with their source intact, alongside Meta Lead Ads, WhatsApp Business, Google Sheets and web forms. Round-robin assignment or a Triage agent routes them by project and budget band.

AI for the sales desk

The visit is booked before
the rep has seen the lead.

Graciax AI works across every vertical. For a developer that means the first call, the site visit, the transcript, the routing and the ad spend, each one approval-gated and logged.

Voice agentsRings in ninety seconds. Qualifies budget and location. Books the visit.

On a number you own, it introduces itself as AI, asks what the lead is looking for and where, and books a site visit into a real free slot for a named rep or the least-loaded one. It calls again to confirm before the visit. Unanswered calls retry after 4 hours, then a day, up to 3 attempts.

Arjun (AI): Just to confirm, that is a 2BHK in Andheri West, and Saturday at eleven works for you. Priya from our team will meet you at the Tower B lobby. Shall I send the location on WhatsApp?
Consent recorded8am to 9pm, lead’s timezoneDNC honoured70+ languages

Transcripts and summariesEvery call on the lead, searchable

Human calls and AI calls alike get a transcript plus intent, objections and next step. Search the whole desk’s conversations for a phrase.

Sneha S. · “construction-linked or 20:80?”03:10
Arjun M. · “bank loan tie-up?”05:42

Agents you hireRouted by project and budget band

A Triage agent scores and assigns each lead as it arrives. A Watcher flags the ones nobody has touched. A Messenger drafts the WhatsApp follow-up ladder and waits for your approval to send.

TriageWatcherMessengerCaller

AI Studio and MCPAsk the desk a question. Or ask it from Claude.

AI Studio has your leads, calls and transcripts, tasks, tickets and invoices already connected. Reads are instant, anything that sends or spends shows an approval card. The same tools are on the MCP server for Claude.ai, Cursor and Claude Code. There are no real-estate-specific AI tools; the inventory and booking screens are yours.

Which Tower B leads from Meta Ads this week have no site visit booked?
7 leads tagged meta-ads and Tower B have no visit task. Four were called by Arjun and asked for a callback next week; three were never reached. Want me to queue the three for another attempt?
search_leadslist_tasksget_followups_dueClaude · Gemini · GPT · BYOK

Campaign StudioAd spend that knows which leads turned into visits

Meta Ads and Google Ads connected. Reads are free. Every budget or creative change is an approval card, and CRM outcomes flow back to the platforms so the next rupee goes where the site visits came from.

Approve before publishing a creative
Approve budget changes above 20%
Never exceed the monthly ad budget
Message leads without approval
Works with

The portals, the ads, the phone line.

Leads come from where buyers search. Calls go out on the number you already own, through the carrier you already have, or on a number rented from Graciax.

Housing.com 99acres Magicbricks Meta Lead Ads Google Ads WhatsApp Business Google Sheets Website forms Exotel, Twilio, Tata Smartflo, Plivo, any SIP trunk MCP for Claude and Cursor
Questions

Straight answers about the Real Estate pack

Can two agents hold the same unit?
No. A hold is exclusive and enforced by the system, so a second agent trying to hold the same unit is refused. Every hold shows an hours-remaining countdown and expires on its own, returning the unit to Available without anyone remembering to release it.
How do construction-linked payments work?
A booking carries the agreement value, what has been collected, what is due now and a list of payment milestones. Tie a milestone to a construction phase in Project management and it falls due automatically the day that phase is certified. Send demand letter stamps the stage on the booking so everyone can see it went out.
Does it generate the demand letter PDF?
Not yet. Send demand letter records the stage and the date on the booking, which is what the collections team and the channel partner need to see. The letter document itself is still yours to produce today.
What does the voice agent actually say to a lead?
It rings about ninety seconds after the lead arrives, on a number you own, introduces itself as AI, asks about budget and preferred location, and books a site visit into a real free slot for a named rep or the least-loaded one. It calls again to confirm before the visit. Calls only go out between 8am and 9pm in the lead’s timezone, do-not-call lists are honoured and “stop calling me” revokes consent at once. The transcript and summary land on the lead.
Which portals and channels does it take leads from?
Housing.com, 99acres and Magicbricks are first-class sources, alongside Meta Lead Ads, WhatsApp Business, Google Sheets and your website forms. Leads can be assigned round-robin or routed by a Triage agent by project and budget band.
Is the Real Estate pack priced per seat?
No. Packs are billed per workspace, never per seat, and everyone in the workspace gets the pack the moment it is switched on. Pro includes one vertical pack and packs run side by side. See CRM pricing for plans and add-ons.
Get started

Book the visit before
the competition calls back.

Book a demo and watch a voice agent qualify a lead and book a site visit, then hold a unit and watch the countdown. Then start free or pick a plan.