LeadOne AI gives a developer's sales team towers, units, cost sheets, approvals and demand letters out of the box, so you start selling instead of starting a build.
What LeadOne AI does for you at every step, built in from day one, and what the same step looks like with Salesforce. Pick a stage to focus on it. The orange marks are where LeadOne AI pulls ahead most.
Meta Lead Ads arrive as leads tagged with the campaign. Reps add leads by voice, by scanning a visiting card or enquiry screenshot, or the office imports Excel and CSV files. Every number is checked for duplicates.
Self-serve Meta connection is rolling out; until then we connect your page with you.
Lead capture is flexible, and the sources, fields and routing are set up during implementation.
Hot, Warm and Cold, seven sales stages, reminders with quick presets and a My Day list of who to call. One tap to call, WhatsApp or SMS, with a check before contacting DND numbers.
List views and call queues are configured for your team by your admin or partner.
Schedule the visit from the lead, get a reminder that rings even without signal, and record the outcome and next step on the timeline. Managers see a team task board by person and day.
Site visits are an activity or custom object designed in your build.
A stacking plan of every tower and floor, coloured available, booked and sold, on the phone and in HQ. Search a unit by number. Load units from a spreadsheet or let LeadOne AI read your price sheet.
Built for every industry, so projects, towers and units are custom objects designed by an implementation partner.
An itemised cost sheet with base price, floor rise, parking, other charges and GST, as a PDF or on WhatsApp, for one unit or several. Discounts above a rep's limit wait for a manager, who approves all, part or none.
Real-estate cost sheets with floor rise, parking and GST are built as part of your implementation.
Token booking from the phone. A unit can only be booked or sold with its buyer attached, and once booked it shows as booked to everyone.
Booking rules that stop a unit being promised twice are built and tested in your build.
Demand letters with GST, your bank details and a UPI link, as one PDF or a ZIP per buyer. A ledger per buyer, ageing from 0–30 to 90+ days, WhatsApp reminders ready to send and a Tally CSV export.
Demands and receipts usually live in an ERP or accounts system connected to the CRM.
Milestones per tower that match your payment plan. Mark one done and LeadOne AI lists every buyer who now owes and raises their demand letters.
Construction-linked demands are not a standard part of a horizontal CRM and are built or handled elsewhere.
Booked revenue, money received and due, and the pipeline on the owner's phone. Stage funnel, sources and leads by rep in HQ, and a leads summary PDF for any date range.
Owner, admin, manager and sales rep roles. Hand leads over one by one or in bulk, check attendance, and see every change in the audit log with before and after values.
The LeadOne AI app is built for people who sell on site: big touch targets, voice entry in English, Hindi and Marathi, and offline use that syncs when the signal returns.
Live on iPhone. Android is in closed testing.
A global platform whose mobile app shows what your build puts there.
LeadOne AI reads brochures, price sheets and RERA documents to set up a project, scans cards and screenshots, turns voice into leads and answers questions such as “Who should I call first?”. You review before anything is saved.
The WhatsApp agent that replies to new enquiries is in pilot.
A returning buyer weighs two adjacent flats, wants one quote for both and a better price, then pays against milestones.
The office imports the portal export. The number matches last year's lead, so the old history stays with it.
The import and duplicate rules your admin set up decide whether last year's record is found.
On the rep's My Day with the old timeline visible. One tap to call.
In the list view or call queue configured for your team.
Logged done from the phone with notes, even without signal on the upper floors. It syncs later.
Logged later from a desk or the mobile app, depending on what your build puts there.
The rep picks A-704 and A-705 and gets one combined cost sheet with every charge itemised, shared on WhatsApp.
Two quotes, or a combined one if your partner built that, using the price fields in your custom objects.
It goes to the sales head's Approvals list with the list price, the offer and the reason, and is part-approved from the phone.
An approval process configured in your org routes the request to the right person.
A milestone is marked done in HQ. Letters for both units sit on one buyer ledger, with a Tally export for accounts.
Raised in the ERP or accounts system, then reflected back in the CRM through an integration or by hand.
Moving is an import and a review, not a project. Your brochure sets up the inventory, Meta leads start flowing in, and the team is invited by role. Nothing is deleted from Salesforce, so you can move one project at a time.
Export Leads, Contacts and Opportunities to CSV with owner, stage and source.
Import into LeadOne AI HQ. Map the columns once and merge the numbers it flags.
Upload the brochure and price sheet for LeadOne AI to read, or import a units sheet. Review, save, done.
Book the units already sold against their buyers, so the stacking plan matches reality from day one.
Invite the team as owner, admin, manager or sales rep. The roles page shows what each can see and change.
hello@leadoneai.com
Android: coming soon to Google Play