Sales & Customer
Fortera's sales pillar captures every lead in one place, moves it through a clear pipeline, and gives booked buyers their own progress portal, so no prospect slips between an auto-reply and the first call.
Sales & Customer, module view
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What's inside
Modules in this pillar
Lead capture & CRM
Every enquiry, hoarding, website, WhatsApp, walk-in, broker, captured with its source and a named owner, in one pipeline.
Bookings & allotment
Unit inventory, KYC, ATS tracking and time-bound holds with a clean state machine, no double-booked units.
Customer customisations
Shell price and add-ons as two reconcilable numbers, with material and labour deltas on every upgrade.
Customer progress portal
Buyers see their own flat's construction progress, dues and documents, cutting daily status calls.
Payment milestones
Collections that follow construction stages, with demand notes generated automatically and reminders by WhatsApp and email.
Marketing attribution
Which hoarding worked, which channel converted, where the next marketing rupee should go.
Human-in-the-loop messaging
Automation only handles routing and the brochure; a salesperson owns the actual conversation.
One source of truth
The customer sees exactly the same schedule and balance the accountant does.
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