Everything You Need to Scale Your Business

Six integrated modules purpose-built for Indian real estate brokers, builders, and channel partners. No fluff — just features that close deals.

Lead Management

A centralized lead database that captures every prospect from every channel and tracks them through the entire lifecycle — from first inquiry to final conversion. No more spreadsheets, sticky notes, or lost business cards.

Multi-Source Capture
Capture leads from website forms, phone calls, WhatsApp messages, walk-ins, and referrals — all automatically organized in one place.
Source Tracking
Every lead tagged with its source. Know exactly which channels deliver the best quality leads and where to focus your marketing spend.
Advanced Search & Filters
Filter by source, status, date range, assigned user, city, property interest, and more. Save custom filters for one-click access to your most-used views.
Bulk Import from Excel
Import thousands of leads from Excel or CSV in minutes. Column mapping and duplicate detection built in. Export any filtered view for offline use.
Use Case:
A Mumbai-based broker gets 40+ inquiries daily from WhatsApp, phone, and walk-ins. With Bhoomi9 One, all leads land in one dashboard automatically. Source tracking reveals 60% of conversions come from WhatsApp — so he doubles down on that channel.
Lead Dashboard 1,284 Total
Rajesh Sharma
WhatsApp · 2h ago
Interested
Priya Patel
Website · Today
Site Visit
Amit Verma
Walk-in · Yesterday
New
Sunita Gupta
Referral · 3d ago
Converted

Centralized lead view with source tagging and status pipeline

Smart Lead Assignment

Distribute leads to the right team member instantly using four intelligent methods. Eliminate the chaos of manual distribution and ensure every lead gets prompt attention from the right executive.

Round-Robin
Evenly distribute leads across your team in sequence. Set-based algorithm handles 1,000+ leads instantly. Preview distribution before assigning.
Load-Based
Assign each lead to the team member with the fewest active leads. Visual load bars show current distribution — balance workloads automatically.
Manual Assignment
Search by lead name, number, or phone — assign to any user with one click. Full autocomplete support for fast manager-supervised distribution.
Bulk Assign
Select multiple leads or paste comma-separated IDs. Assign all to a single user in one operation with progress tracking for large batches.
Use Case:
A Pune builder with 12 sales executives receives 80+ leads daily. Using round-robin assignment, leads are distributed evenly in seconds. Load-based mode rebalances when a top performer goes on leave. Managers save 15+ hours per week previously spent on manual distribution.
User Load Distribution Round-Robin
Arvind Yadav35 / 50
Priya Singh18 / 50
Rahul Mehta42 / 50
Anita Kapoor12 / 50

Visual load bars — red above 70%, yellow above 40%, green below 40%

Follow-up Management

Never miss a follow-up again. Smart scheduling, automated reminders, and one-click status updates ensure every lead receives timely attention — turning prospects into conversions.

Calendar View
Monthly calendar with color-coded follow-up counts per day. Navigate between months, click any date to filter follow-ups. Yellow for pending, red for missed, green for completed.
Auto-Reminders
Automatic reminders for scheduled follow-ups. Today's follow-ups shown prominently on the dashboard. Overdue items highlighted in red — nothing slips through.
Missed Follow-up Alerts
Dedicated missed follow-up view with days-overdue tracking. Color-coded urgency indicators. Managers can reassign or escalate stale follow-ups.
One-Click Status Update
Mark follow-ups as completed or missed with a single click. Quick-edit to reschedule. All changes recorded in the audit trail for full accountability.
Use Case:
A Delhi-based channel partner was missing 40% of follow-ups before Bhoomi9 One. Now, automated reminders and the calendar view ensure every lead gets called back within 24 hours. Follow-up completion rate jumped from 60% to 95% in the first month.
Follow-up Calendar June 2026
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Color-coded calendar — yellow pending, red missed, green completed

Property Management

Manage your entire property portfolio with rich media support and intelligent lead-property matching. From listing to closing, every property's journey is tracked alongside the leads who want it.

Image Gallery & Documents
Upload multiple property images with captions. Attach documents by type — brochure, floor plan, legal documents, NOC. Organized gallery with thumbnail grid view.
Smart Lead-Property Matching
Relevance-scored recommendations based on price (3pt), city (2pt), property type (2pt), and BHK (1pt). Excludes already-mapped properties for fresh suggestions every time.
City-Wise Catalog
Organize properties by city with advanced search. Filter by property type, status (Available, Sold, Booked, Under Construction), BHK, and price range. Card grid view with status badges.
BHK & Area Filters
Spec-driven property search with BHK dropdown (1-5+), area range (sq.ft), and price range (min/max). Perfect for matching buyer preferences to available inventory.
Use Case:
A Bangalore broker manages 200+ properties across 5 cities. When a lead inquires about a 3 BHK in Whitefield under ₹1.5Cr, the system instantly recommends 12 matching properties ranked by relevance score. The broker shares options in minutes, not hours.
Godrej Woods
3 BHK Available
₹1.2Cr · Mumbai
Sobha City
2 BHK Booked
₹85L · Pune
Prestige Estates
4 BHK Available
₹2.5Cr · Bangalore
DLF Garden City
3 BHK Sold
₹1.8Cr · Gurgaon

Property catalog grid with type, status badges, and pricing

Reports & Analytics

Thirteen ready-to-use reports across four categories. Turn raw data into actionable insights — understand lead sources, track executive performance, monitor follow-ups, and view company-wide trends.

13+ Pre-Built Reports
Four categories covering every aspect of your business — Lead Reports, Executive Performance, Follow-up Analysis, and Company Summaries. All with date range and search filters.
Lead Source Analysis
Identify which channels deliver the highest quality leads. Compare conversion rates by source. Optimize your marketing spend with data-driven decisions.
Executive Performance
Scorecards showing lead counts, conversion rates, call volumes, and follow-up ratios per executive. Ranked views for healthy team competition.
Excel Export & Print
Export any report to Excel with one click — auto-filtered, auto-sized columns. Print-friendly views with full CSS optimization. Perfect for management reviews.
Use Case:
Every Monday, a Surat builder's management team reviews the weekly report. The Monthly Summary report shows leads by source, status breakdown, and conversion trends. Export to Excel, present in the meeting — done in 5 minutes instead of 2 hours of manual spreadsheet work.
Lead Source Breakdown This Month
Website42%
WhatsApp28%
Referral18%
Walk-in12%

Source-wise breakdown with percentage bars — export to Excel in one click

Role-Based Security

Enterprise-grade security with granular control over who sees what. Every action is logged, every permission is configurable, and every company's data remains completely isolated.

Granular Permissions
Control access to every module, action, and feature at the role level. Create custom roles — Admin, Manager, Executive, Viewer — each with precisely defined permissions.
Complete Audit Trail
Every action recorded — who did what, when, and from where. Full transaction history for compliance, dispute resolution, and team accountability.
Multi-Company Isolation
True multi-tenant SaaS architecture. Each company's data is completely isolated. Scale from 1 to 1,000+ companies without compromising security or performance.
Data Encryption
SSL encryption for all data in transit. Encrypted storage for sensitive information. Automatic daily backups with 99.9% uptime SLA.
Use Case:
A group of 5 partner brokerages in Ahmedabad shares one Bhoomi9 One instance. Each firm's data is isolated — they see only their own leads and properties. The group admin has cross-company view with audit trail for all activity. No data leakage, complete transparency.
Access Control Admin
Lead Management View Edit Delete
Follow-up Management View Edit
Reports & Analytics View
User Management

Granular permission matrix — green allowed, red restricted

See All Features in Action

Book a personalized demo with our team and see how Bhoomi9 One can transform your real estate business.