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Freelancing · Case Study

Red CRM

Pre-sales CRM for Indian property developers, from lead capture to plot allotment.

Next.jsNestJSPostgreSQLPrismaRazorpayAWS

The problem

A property developer's pre-sales ran on phone calls, WhatsApp threads and spreadsheets. Leads arrived from Meta ads, property portals and walk-ins, landed with different people, and there was no shared pipeline.

Plot availability lived in a spreadsheet nobody fully trusted, token payments were tracked by hand, and allotment letters were typed out in Word for every booking.

How it works

  1. Lead capture

    Web forms, Meta Ads, WhatsApp, walk-ins and portals feed one pipeline.

  2. Qualification

    Leads are tagged hot, warm or cold and assigned to sales agents.

  3. Site visit

    Visits are scheduled with Google Calendar sync.

  4. Plot selection

    An interactive SVG plot map shows real-time availability.

  5. Booking and payment

    Token and full payments go through Razorpay.

  6. Allotment

    Allotment letters are generated as PDFs automatically.

What I built

  • Multi-channel lead capture into a single qualification pipeline with hot, warm and cold tagging.
  • Site visit scheduling synced to Google Calendar.
  • An interactive 2D plot map in SVG with live availability status.
  • Razorpay integration for token and full booking payments.
  • Auto-generated allotment letter PDFs and WhatsApp Business notifications.
  • Next.js frontend with a NestJS API on PostgreSQL and Prisma, single-company MVP with the architecture kept multi-tenant ready.

Outcome

One pipeline covers the journey from ad click to allotment letter. Sales agents see plot availability live instead of phoning the office, and every payment and booking has a record behind it.

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