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A generic CRM stops at “deal won”. ZevroCRM continues through what happens next in property sales: unit inventory with holds, the cost sheet and branded quote, the booking, payment milestones with numbered receipts and GST/TDS, construction stages that date the payment demands, a customer portal, channel-partner commissions released as money is collected, and the handover. A generic CRM has to be bent into that shape with custom fields.

Each booking carries a payment schedule seeded from your workspace template. Every payment gets a numbered receipt with GST and TDS recorded, and the statement of account shows paid, due and balance. Construction stages — with % complete, the date reached and photographs — set the due date of the linked demand as “date reached plus grace days”, so a demand is raised against evidence rather than a spreadsheet date. Money already paid is never re-dated.

ZevroCRM captures leads automatically from 99acres, MagicBricks, Housing.com, IndiaMART, JustDial, Facebook and Instagram lead forms (set up with our team), your website form and chatbot, and any other system through a generic webhook. WhatsApp, YouTube, Google Ads, Google Business, phone, walk-in, referral, broker and email enquiries are entered by the team and tracked the same way. Each enquiry is matched by phone against open enquiries so a buyer is not chased twice, a returning buyer goes back to the executive who handled them before, and every lead is tagged by project and budget. New leads go to your telecallers by your assignment rules, then in turn; at hand-off a sales executive takes over, and after booking a relationship manager. Campaign spend is recorded per source, so the report shows cost per lead and cost per booking rather than a share of enquiries.

Yes — ZevroCRM includes an AI website chatbot that goes on your site with one line of script and answers buyers about the projects you choose to show — location, configurations, sizes, status, RERA and whether units are available. It never quotes prices or names your staff. When a buyer shares their number, the conversation is saved as a new lead and routed by your assignment rules. It is available on every plan and switched on with our team.

Yes, as early access. ZevroCRM’s AI Lead Desk greets each new portal, ad and website lead on WhatsApp within a minute, answers questions about the project, books the site visit and hands the conversation to your team when a person is needed. It quotes prices only as they stand in your inventory and passes any negotiation or discount to your team. It runs on your workspace’s own WhatsApp number and is set up by arrangement with our team.

Yes. ZevroCRM’s AI analyst answers questions such as “which source gave us the most bookings this quarter?” in plain words, from any screen. Each answer is checked against the figures it quotes before it is shown, and buyers’ personal details are masked before any AI call.

Yes. ZevroCRM supports CSV import, and we help map your columns to the right fields before your team starts using the workspace, so nothing is lost from the spreadsheet you are moving off.

Yes. With the Master plan module, a manager uploads a project’s layout drawing (PNG, JPG, WebP, or a PDF page saved as an image), and the plot outlines are marked by your team or proposed by AI. A person checks every outline before it is approved, and the approved drawing becomes a clickable 2D availability map where a plot can be held for a named lead. It is available on our top plan and set up per workspace.

Yes. ZevroCRM installs on Android, iPhone and desktop as an app straight from the browser, with no app store, and sends push alerts when a lead is assigned, a follow-up is overdue or a milestone is due. Visits, follow-ups and payment dates also appear in Google Calendar or Outlook through a personal calendar feed. There is no separate app-store listing today.

Yes. With the Online payments module, a relationship manager sends a Razorpay payment link for any milestone from the customer’s booking; the customer pays by UPI, card or netbanking and the receipt is recorded against the milestone automatically. Money settles into your own Razorpay account — ZevroCRM never holds it.

Yes. With the Webhooks module, ZevroCRM sends signed JSON to Zapier, Make, n8n, a Google Sheet or your own website the moment a lead is created, changes stage, is won or lost, a booking is made, a payment is received, a site visit is scheduled or a ticket is raised — with retries and a delivery log. Portals and ad platforms push leads in the other direction through per-portal URLs.