Every enquiry, site visit and unit — in one desk.

Q: Can each project have its own inventory and pricing?

Yes. Projects, towers, floors and units are separate records, each with its own rate, plc, discount limits and availability state. Approval limits stop a junior from discounting past your floor price.

Q: Does it work on phones for site staff?

The desk is used on laptops, and the field flows — assigned visits, marking an outcome, adding a note or photo — work on a phone browser. Anything a sales person does at a site can be done standing up.

Q: How do channel partners fit in?

Partners get their own record, their leads are tagged to them from capture, and payouts are tracked against bookings. You can give a partner a login if you want them to submit leads themselves.

Q: Can we send WhatsApp messages from it?

Yes, through Chatieons — our own official Meta Business API product — so template messages, brochures and follow-ups go out on your verified number and the thread stays on the lead record.

Q: What if we need something it does not do?

Tell us during the demo. Small things are usually configuration. Bigger things become a custom module quoted separately — that is exactly how most of Residieons got built in the first place.

Residieons is the CRM we built for a developer running sales on four spreadsheets and a WhatsApp group. Leads with owners, site visits with outcomes, live inventory, and follow-ups nobody can quietly forget.

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2019

SHIPPING SINCE

8

CORE MODULES

1

ISOLATED TENANT EACH

24h

SUPPORT RESPONSE

LEAD CAPTURE · SITE VISITS · UNIT INVENTORY · PRICING RULES · FOLLOW-UPS · CHANNEL PARTNERS · BOOKING DOCUMENTS · REPORTS ·

01 — WHO IT IS FOR

Three desks, one truth.

01

Developers

Sales teams selling your own projects, tower by tower, with inventory that has to stay honest across every channel.

02

Broker teams

Agencies working multiple builders at once, where the lead source and the site visit decide who gets paid.

03

Channel partners

Partner networks feeding you leads, needing attribution they can see and payouts they can predict.

02 — WHAT IS INSIDE

Eight modules, no empty tabs.

M/01

Lead capture

Every enquiry lands in one queue with a source and an owner.

Website and landing-page forms
Google and Meta ad leads
Calls, walk-ins and partner leads

M/02

Site visits

Scheduled, assigned, and closed with a real outcome.

Calendar per sales person
Reminders to buyer and staff
Outcome, feedback and next step

M/03

Unit inventory

Projects, towers, floors and units with live availability.

Hold, block and release states
Rate, PLC and discount limits
No double-selling a unit

M/04

Follow-ups

The reason deals close: nothing sits unattended.

Task per lead with a due date
Overdue list per person
Escalation to the manager

M/05

Channel partners

Attribution and payouts that survive an audit.

Partner records and tagging
Commission against bookings
Optional partner login

M/06

Documents

Booking forms, receipts and the paper trail behind them.

Templated booking forms
Payment schedule tracking
File uploads per lead

M/07

Reports

What the Monday meeting actually needs.

Source-wise cost and conversion
Visits held versus booked
Inventory and collection status

M/08

Roles & audit

Who saw what, who changed what, on the record.

Role-based visibility
Approval limits on discounts
Full change history

03 — A DAY ON THE DESK

Enquiry to booking, step by step.

01

Enquiry arrives

From an ad, the website, a call or a partner — captured with its source intact.

02

Assigned

Routed to a sales person by project or rota, with a first-call deadline.

03

Site visit

Scheduled, reminded, then closed with an outcome and the units shown.

04

Negotiation

Price, PLC and discount inside approval limits; unit held while it runs.

05

Booking

Booking form, payment schedule and receipts — inventory updates itself.

Inside the product

Drop the lead pipeline screen
1600 × 1000

Lead pipeline

Every enquiry with owner, source, stage and the next action due.

Drop the inventory screen
1600 × 1000

Inventory board

Towers and units by state — available, held, blocked, booked.

Drop a report or dashboard screen
1600 × 1000

Sales reports

Source cost, visits held, conversions and collection status.

04 — IT TALKS TO THE REST

Connected, not stranded.

Chatieons (WhatsApp)

Send brochures, visit reminders and follow-ups on your own verified number; replies stay on the lead.

Accountieons

Booking receipts and payment schedules flow into GST-ready invoicing instead of being re-typed.

Google & Meta ads

Lead forms land directly in the pipeline with campaign and cost attached, so source ROI is real.

Your website

Enquiry forms and landing pages post straight in — we built the site too, so this is not a plugin guess.

Telephony / IVR

Click-to-call and call logging against the lead record, with recordings where your provider allows it.

Exports & API

Scheduled exports for your CA or MIS, and a REST API when something in-house needs the data.

05 — WHY NOT A SPREADSHEET

What changes on day one.

The usual agency

Leads live in three phones and one shared sheet. Nobody can say which site visits actually happened. Availability is whatever the last person remembers. Follow-ups depend on somebody’s memory. Partner commissions end in an argument. Month-end MIS is a night of copy-paste.

Softieons Technology

One queue, one owner per lead, source recorded at capture. Visits scheduled, marked held or missed, with an outcome. Live unit states — held, blocked, booked — visible to everyone. Due tasks and an overdue list the manager can see. Attribution from capture through to payout, on the record. Reports that are already true when you open them.

Configuration of your projects, towers, units and rate rules Data migration from your spreadsheets, with a dry run Two training sessions, recorded for new joiners WhatsApp support group with the product team

06 — QUESTIONS

Before the demo.

Can we import our existing leads?

Yes — send the spreadsheets or the export from whatever you use now. Our team maps the columns, imports them into a sandbox first, and you check a sample before it becomes your live data.

Can each project have its own inventory and pricing?

Does it work on phones for site staff?

How do channel partners fit in?

Can we send WhatsApp messages from it?

What if we need something it does not do?

07 — BOOK A DEMO

Bring one week of real leads.

We load them into a sandbox and show you Monday morning as it would look in Residieons — inventory, owners, overdue follow-ups and all. Thirty minutes, no slides.

DEMOS business@softieons.com · +91 95106 80663

STUDIO 5th Floor, Abhinandan Royale, Bhatar Road, Surat 395007

HOURS Mon–Sat, 10:00–19:00 IST · WhatsApp answered outside hours

YOUR NAME COMPANY

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