AdiaCRM modules in detail
AdiaCRM brings lead capture, team operations, sales pipeline, site visits, inventory, bookings, collections, recovery, reports, WhatsApp readiness and AI-assisted workflows into one SaaS platform.
From enquiry to possession, every step is connected.
The platform is designed for builders, developers, brokers, marketing teams, telecalling teams, sales teams, reception, recovery, accounts and customer service.
Lead Capture & Channels
Capture enquiries from website, walk-in, manual entry, Excel import, Facebook, Instagram, Google Ads, WhatsApp, 99acres, MagicBricks, Housing, CommonFloor and other portals depending on integration availability.
- Duplicate lead control
- Source and campaign tracking
- Lead stage timeline
- Channel payload logging foundation
Lead Assignment Engine
Assign leads manually, in bulk, source-wise, channel-wise, project-wise, area-wise or through configurable assignment logic.
- BDM/BDE/Telecaller assignment
- Reassignment history
- Team ownership
- Role-wise lead visibility
Telecalling & Follow-ups
Telecaller users can manage today calls, connected/not connected outcomes, call later, wrong number, interested status and follow-up scheduling.
- Call history
- Follow-up reminders
- Missed follow-up tracking
- Office visit scheduling
Reception & Office Visit
Reception team can register visitors, mark arrival, update office visit status and hand over qualified visits to BDE or sales users.
- Visitor register
- Arrived/not arrived status
- BDE assignment
- Visit history
BDE, Site Visit & Negotiation
Sales users can manage enquiries, site visits, feedback, negotiation status and booking prospects from one role-wise dashboard.
- Site visit schedule
- Visit feedback
- Negotiation tracking
- Booking pipeline
Inventory & Booking
Project, tower, floor, unit and booking flow supports real estate inventory visibility and prevents double booking where configured.
- Project master
- Unit availability
- Booking status
- Customer allotment foundation
Finance & Recovery
Track booking amounts, installments, payment due, receipts, outstanding cases and recovery follow-ups with accountant/recovery role separation.
- Collection dashboard
- Due payment tracking
- Recovery cases
- Ledger-ready foundation
WhatsApp Communication
WhatsApp-ready communication design helps teams send customer updates, follow-up reminders, visit confirmations and payment alerts after provider configuration.
- Template readiness
- Outbound status
- Failed message visibility
- Future shared inbox scope
AI Assisted CRM
AI features are designed to support lead scoring, hot lead identification, follow-up suggestions, call summary, sentiment insights and sales forecasting as the product evolves.
- Lead score foundation
- AI assistant direction
- Recommendation readiness
- Future automation scope
Each department sees only the work that matters.
TenantAdmin, BranchAdmin, Sales Head, BDM, BDE, Sales Executive, Telecaller, Reception, Accountant, Recovery, HR, Support and Customer Portal users work with role-based menus and access control.