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Real estate

Real estate lead management and document software

Capture every property enquiry with its campaign source, get it to the right rep fast, and turn KYC paperwork into records.

  • Every enquiry captured with its campaign
  • Leads routed to the right branch and rep
  • KYC documents read into records
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Illustration of real estate operations managed with OrbitPi

Challenges we solve

Common real estate problems OrbitPi fixes

  • Enquiry spikes

    Leads captures every enquiry, removes duplicates and routes it by rule, with SLA warnings if nobody responds in time.

  • Which campaign works?

    Every lead from your web form carries its UTM tags, ad click ID and landing page, so you can see which campaigns bring buyers.

  • Paper-heavy deals

    DocAI reads PAN cards and your own application and booking forms into records, with a consent prompt for identity documents.

How it works

How OrbitPi fits a real estate business

  1. 1

    Capture

    Enquiries arrive from your website form and site-visit walk-ins, with their source.

  2. 2

    Route

    Rules and round-robin send each lead to an available rep at the right branch.

  3. 3

    Follow up

    Reps log calls, send WhatsApp templates and get reminders for every next step.

  4. 4

    Book

    Booking and KYC documents are read by DocAI and reviewed before export.

Recommended products

OrbitPi products for real estate

OrbitPi Leads

Lead management

Capture, route and follow up every enquiry on time.

  • Web form with UTM and ad-click tracking
  • Routing rules, pools and round-robin
  • Response-time SLAs and reminders
Learn about lead management

OrbitPi DocAI

AI document OCR

Invoices, bank statements and forms into clean, checked data.

  • Upload, email and watched-folder intake
  • GST e-invoice QR cross-check
  • Excel, CSV, S3, SFTP and webhook output
Learn about ai document ocr

FAQ

OrbitPi for Real estate: FAQ

How does OrbitPi help real estate sales teams?

OrbitPi Leads captures property enquiries with their campaign source, assigns them by rule, reminds reps to follow up and reports on response times and the sales funnel.

Can leads be routed to different branches?

Yes. Routing rules assign leads by branch, channel and purpose, and round-robin balances them across available reps.

Can OrbitPi send WhatsApp messages to property buyers?

Yes. Reps send approved WhatsApp templates from the lead, and the do-not-contact list is checked before every message.

Does OrbitPi have an AI voice agent for property enquiries?

Not yet. An AI voice agent that calls and qualifies leads in Hindi and English is in development.

See OrbitPi on your own data

Bring a sample invoice, stock sheet or lead list. We’ll run it live in a 30-minute demo.

Book a demo