Sales Hub is the mobile extension of Farvision's web SFA — same data, same workflows, same pipeline. The sourcing or marketing team captures leads from events, exhibitions, walk-ins via QR scan or manual entry. They qualify, fix site visits, follow up on WhatsApp and CTI calls. The sales or closing team takes over at site visit, sends the quotation, processes the application, books the unit. Same login as your CRM web app. Zero data sync. Zero re-entry. The pipeline that used to live on someone's laptop now lives in their pocket.
Captures leads from exhibitions, events, walk-ins, digital campaigns, microsites. Qualifies them — the right BHK, the right budget, the right timing. Schedules site visits. Follows up on missed appointments. Hands over qualified opportunities to the closing team.
Receives the qualified opportunity. Conducts the site visit, captures feedback. Sends the quotation, negotiates, runs the application. Closes the booking. Onboards the customer to the customer app. Owns lifetime relationship until handover.
The sourcing team works the exhibition booth, the project event, the corporate roadshow. A prospect walks up. They QR-scan their own digital business card or share a phone number. The sales person picks the project, picks the campaign, picks the BHK interest, hits Save. The lead is in your CRM before the prospect leaves the booth — with location stamp, time stamp, source attribution, and the salesperson assigned. The day's lead capture rate isn't an end-of-day Excel any more — it's a dashboard widget the marketing manager checks every hour.
Site visits drive the deal. The qualifier fixes the visit from the lead detail screen — date, slot, project, salesperson assigned, customer notified by WhatsApp template. On the day, the closing salesperson opens the opportunity, hits "Present at site," the geo-stamp confirms attendance. Post-visit feedback gets captured in-app — interest level, layout preference, pricing reaction, follow-up plan. Pending Tasks queue keeps the next action visible. Timeline carries the full activity history — every call (CTI-logged), every WhatsApp (template-tracked), every SMS, every email.
The closing team's last mile. Quotation: pick the unit, pick the payment plan, pick the discount band — generates a PDF, downloads to phone, sends via WhatsApp or email in one tap. Application: customer details auto-populate from the lead, KYC documents attach, application is created. Booking: convert the application to a confirmed booking — unit allotted, demand letter raised, customer onboarded to the customer app. The same flow your salesperson runs on the web SFA, just in their pocket. The deal that used to take three follow-up office visits now closes from the customer's living room.
Without a sales hub app, every call, every WhatsApp, every site visit either gets logged at end-of-day (incomplete) or never (most of the time). The CRM ends up with a partial picture, the manager ends up tracking activity through phone bills, the closing team picks up leads with missing context. With Sales Hub, every touch is logged the moment it happens — CTI auto-logs the call, WhatsApp templates leave a trail, site visits geo-stamp the salesperson's presence, quotations attach to the timeline.
Before the app, my Sunday call review used to start with "show me the call log on your phone." We'd scroll through SMS history to figure out which leads got followed up. Now I open the dashboard widget and see every conversation logged against every lead. The pipeline finally matches reality. And my closers no longer ask my qualifiers what was discussed last Tuesday.— Sales Director · Indian developer · 12 active projects · 280 sales staff
30 minutes. We'll set up a sample project, walk you through the lead capture flow on a phone, simulate a qualifier-to-closer handover, generate a quotation, convert to application, run a booking. You'll see what your sourcing team's QR scan flow looks like, what the closer's opportunity screen carries, and how the handover preserves activity history.