Mumbai · Delhi · Bengaluru · Pune · Kolkata
Module · S · 05 · Farvision CRM

The CRM built for
real estate. Not repurposed for it.

Sales force automation, customer care, support and snag management — on one tenant, with your financials and your community management. The integrated alternative to Salesforce, standalone real-estate CRMs and horizontal CRM stacks. Trusted by 600+ developers across 30+ Indian cities and the marquee operators of the GCC.

§ 01
Thesis
Three competitor categories · three different arguments

The integrated platform argument,
made three ways.

Buyers compare us against three different categories — and the integrated-platform argument lands differently for each. Here's what each side gives up that we don't.
Axis · 01 · vs Horizontal CRM

Salesforce-class CRMs are powerful — and empty for real estate.

Their pitch: infinitely customisable. Build whatever workflow you need. Extensive partner ecosystem.
The reality: a 12-month implementation with a 6-figure system integrator, before anyone in your firm sees a customer record. Inventory, demand letters, channel-partner ladder brokerages, RERA-compliant agreements — all custom-built from primitives.
▸ Farvision ships day-1 with all of it. Construction-ready, not construction-customisable.
Axis · 02 · vs Standalone RE-CRMs

Real-estate-specific CRMs are good — until possession.

Their pitch: built for real estate. Lead automation from property portals. Channel partner workflow. Booking management.
The reality: the booking is where they end. Your finance team imports CSVs to recognise revenue. Your customer care team runs in a different ticketing tool. Your community manager has no record of who's lived where for how long. Three more systems, three more reconciliations.
▸ Farvision keeps going — sales agreement, demand, possession, snag, community life, loyalty. Same record.
Axis · 03 · vs the bolt-together stack

Six tools, six contracts, six versions of the truth.

Their pitch: best-of-breed for each function. Lead tool + booking tool + ticketing tool + survey tool + accounting tool, glued with integrations.
The reality: when something breaks, no vendor owns it. Every quarter-end, finance reconciles between systems. Every customer call, agents pivot between four tabs. Every audit, the trail is incomplete.
▸ Farvision is one tenant, one ledger, one audit trail. One vendor for the entire customer lifetime.
§ 02
The Moat
The 360° view · enquiry to maintenance

One journey. Eight touchpoints.
Finance connected at every one.

Standalone CRMs handle the customer journey. Standalone ERPs handle the finance. The integration between them — the thing your CFO chases at every month-end — is what we built into one tenant. Here's what happens automatically at every stage of the customer's life with you.
CUSTOMER JOURNEY · CRM SFA · CARE · SUPPORT · COMMUNITY 01 Enquiry Lead capture · ad spend 02 Site visit RM · channel · time-stamped 03 Offer · Book Inventory · OTP · token 04 Onboarding Agreement · KYC · loan 05 Demand · Pay Milestone · auto-reminder 06 Snag · Possess Defect hold · OC · keys 07 Community Resident life · service charges 08 Maintenance Loyalty · referral · boomerang ▸ AUTO-POSTED · NO RECONCILE FINANCE EVENT Marketing spend booked Per campaign CPL · CPSV live FINANCE EVENT RM time allocated Payroll · project cost-centre FINANCE EVENT Booking → AR ledger Channel comm. provisioned · AP FINANCE EVENT Demand schedule built TDS · stamp duty workings ready FINANCE EVENT Receipt → GL auto-applied GST · 5% e-inv RERA escrow FINANCE EVENT Revenue recognised Ind-AS 115 Snag-aware hold FINANCE EVENT Service charge billed → AR Society books on same tenant FINANCE EVENT Referral payout · AP Closes the loop → new enquiry FINANCIALS BACKBONE GL · AR · AP · BANKING · TAX · MULTI-ENTITY · AUDIT-CLEAN ▸ CLOSED LOOP · REFERRAL BECOMES NEW ENQUIRY · SAME TENANT
Touchpoint · 01
Finance is connected at every step.
Every customer event — enquiry, booking, demand, possession, service charge, referral — auto-posts to the right ledger. No exports. No imports. No reconciliations.
Touchpoint · 02
CFO sees the journey, in money.
Marketing spend, RM time, channel commission, customer collections, service-charge dues, referral payouts — visible per project, per customer, per stage, in real time.
Touchpoint · 03
The loop closes — the referral pays itself.
Stage 8's referral payout becomes Stage 1's lead. The same customer record. The same tenant. The cheapest acquisition channel feeding itself, automatically.
§ 03
Lifecycle
Eight stages · one customer ID · 5+ years

From the first tap on a property portal
to the keys, and beyond.

The same record carries the lead's source, the RM's notes, the booking, the demand letters, the snag list, the community login. Eight stages, three sub-products, one continuous ID.
01 · Lead

Capture & qualify

Auto-captured from Facebook, Google, 99acres, magicbricks, microsite, walk-in. AI-scored.

SFAAuto-capture
02 · Visit

Site visit

RM-assigned, scheduled, mobile-captured. Channel-partner attribution locked.

SFAMobile
03 · Offer

Offer & OTP

Live inventory, pricing engine, scheme picker. Offer e-signed with OTP / QR verification.

SFAInventory
04 · Book

Booking → AR

Atomic inventory commit. Customer ledger created. Channel commission provisioned. App login issued.

SFACare
05 · Onboard

Welcome & agreement

Sales agreement e-signed, KYC complete, bank loan tracking initiated, customer app live.

CareApp
06 · Pay

Demand & collect

Time-linked or construction-linked demand. Auto reminders. Delinquency tracking. Cancellation workflow.

CareDemand
07 · Possess

Snag & handover

Offer for possession, snag list, resolution tracking, handover hold management, OC issued.

CareSupport
08 · Live

Community life

Resident app, complaints, service charges, loyalty, referral, boomerang. The 5-year relationship.

CommunityLoyalty
§ 04
Sub-products
Three deep-dives · pick the chair you fill

One CRM. Three working surfaces.
Pick where to start.

Sales Force Automation is the sales head's home. Sales & Customer Care is where the post-booking journey lives. Customer Support is the service desk. Each has its own deep-dive page; all three sit on the same database.
Sub-product · 01

Sales Force Automation

The sales head's home. Lead capture from every channel, real-time inventory and pricing, offer-and-OTP, channel partner workflow, ladder commissions, campaign analytics with cost-per-lead / site-visit / closure, and white-label apps for both customers and brokers.

Lead automation · Facebook · Google · property portals
Drip marketing · event-triggered journeys
Real-time inventory · OTP / QR-verified offers
Channel partner portal + white-label app
Ladder commission · scheme-aware · collection-linked
Campaign ROI · CPL · CPSV · CPC by funnel
Sourcing / closing / manager / CEO dashboards
Open SFA deep-dive
Sub-product · 02

Sales & Customer Care

The post-booking journey — onboarding, sales agreement, demand management (time-linked or construction-linked), bank loan tracking, payment follow-up, delinquent customer workflow, cancellations, the customer portal, and the white-label customer app from pre-sales through community life.

Onboarding · sales agreement · KYC
Demand · time-linked + construction-linked
Bank loan tracking · all formalities
Payment follow-up · auto reminders
Delinquent customer workflow · cancellations
Customer portal · project progress visibility
White-label customer app · pre-sales to community
Open Customer Care deep-dive
Sub-product · 03

Customer Support

The service desk. Multi-channel (email, ticketing, telephonic, AI-based chat), with escalation policies, differentiated SLAs by ticket type, and the snag-management system that holds the possession until every defect is resolved. Built to make complaints become referrals.

Email · ticket · phone · AI chat — one queue
SLA per ticket type · auto-escalation
Snag management · possession hold
Defect tracking · contractor routing
Knowledge base · self-service
Sentiment-aware queue · CHRO escalation
Helpdesk analytics · CSAT · resolution time
Open Support deep-dive
§ 05
Apps
Two white-label apps · Customer · Channel Partner

Their phone screen.
Your brand. Your relationship.

We white-label both the Customer App and the Channel Partner App for you. The customer downloads the Dosti app, not the Farvision app. The broker opens the Wadhwa Partners app, not ours. Same database, your brand on every screen.
App · 01 · White-label

Customer App

Pre-sales discovery → site visits → booking → payment milestones → snag → community life. Every customer touchpoint on the phone, branded as you.

App · 02 · White-label

Channel Partner App

Brokers lock leads, see live inventory, send offers, view eligibility, raise invoices, get paid. Branded as your sales partner network.

Portal · 01

Customer Portal

Browser version of the customer app — for customers who prefer desktop. Full statement, project progress, complaints.

Portal · 02

Channel Partner Portal

Broker desktop — pipeline view, brokerage ladder visibility, invoice raise, statement download, marketing collateral library.

§ 06
Loyalty
The unfair advantage · community + CRM together

Loyalty & referral as
the cheapest acquisition channel.

Standalone CRMs end at handover. Farvision's customers stay on the same record into community life. Which means a happy resident at year three becomes the referral source for a buyer at year four — measurable, attributable, paid out automatically.

The 5-year customer is the highest-margin lead source.

Acquiring a new customer through Facebook costs you 12,000-25,000 per booking lead. Acquiring one through a happy resident referring a friend costs you the cost of the referral fee — typically a fraction. Standalone CRMs can't measure this loop because they lose the customer at handover. Farvision keeps them on the same record for 5+ years.

And because the loyalty programme runs on the same tenant as the CRM, the campaign team can target referral incentives to residents whose unit value, satisfaction score, and community engagement all suggest they'll convert. The loop closes — and compounds.

−68%Cost-per-booking · referral vs. paid
3.2×Conversion · referral vs. portal
22%Bookings from existing-customer referrals · top customers
₹0 / AED 0Cost to identify referrers · same DB
SAME RECORD Buyer Booking Owner Handover Resident Community life Referrer Brings buyer Pay · Onboard Snag · Loyalty Refer Convert CLOSED LOOP · 5 YEARS
600+Developer customers · India + GCC
12L+Customer records · across tenants
₹2L Cr+Booking value processed · annual
98.4%Demand letters trigger on time
We replaced four tools with Farvision CRM — a portal-lead aggregator, a real-estate-specific CRM, a ticketing tool, and an Excel-based demand-letter system. The big surprise wasn't the cost saving. It was that referrals from existing residents went from 4% of bookings to 22% — because the loyalty programme runs on the same record as the original sale.
— Sales Director, Top-10 Indian developer
▸ Downloads

Take CRM & Sales off the screen.

The 4-pager module handout in both India and GCC editions. Share with your evaluation team, leave behind after a demo, or use as the brief that informs the deeper conversation.

Next step

See your CRM on Farvision.

30 minutes. We'll walk a single customer record from a Facebook lead through to a community-resident referral five years later — on a live system. Bring your sales head, your customer care head, your support manager — they all get to see what they need.