01
Leadership
See commercial activity and handoffs that need attention.
The DealDesk platform
One real-estate operating record, from demand to handover.
DealDesk is built around the lifecycle of a real estate deal, so the teams that sell, collect and hand over property retain the context they need.
The operating model
The record should move forward with the deal.
A real estate business does not stop at lead capture. DealDesk connects commercial context across the decisions that follow, so teams do not need to reconcile separate spreadsheets, chat threads, call tools and finance records.
01 / Demand
Capture
Lead sources, enquiry ownership and sales-call context enter a shared operating record.
Approved sourceProperty interestLead owner
Carries forward
A lead record with source, conversation context and a next action.
Primary team: Sales and channel teams
Explore this workflow 02 / Availability
Convert
Teams check property or unit context, schedule the next action and carry the decision into a controlled booking workflow.
Unit statusSite visitBooking owner
Carries forward
A controlled booking record linked to the selected inventory.
Primary team: Sales and project operations
Explore this workflow 03 / Revenue
Collect
A booked customer record carries into payment schedules, demand notes, receipts and customer-ledger work.
Payment planDemand statusReceipt history
Carries forward
A finance-ready customer ledger with the next collection action visible.
Primary team: Finance, collections and leadership
Explore this workflow 04 / Customer
Complete
Registry, mutation, possession and service teams continue from the existing customer and commercial record.
Document stateTask ownerHandover status
Carries forward
A completion trail that keeps customer and property context together.
Primary team: Post-sales and customer teams
Explore this workflow Compatibility and implementation
Start with the sources and tools your team already uses.
DealDesk can be configured around compatible lead sources and working tools, including Meta Ads, 99acres, Magicbricks, Housing.com, WhatsApp, phone contacts and Excel-led processes.
Capture leads from approved sources
Connect the relevant customer and call context
Bring available unit and booking data into the workflow
Carry booked customer context into collections and handover
One system, role-specific views
The workflow changes by responsibility, not by record.
Each role sees the information and actions appropriate to its responsibilities. The customer, property and commercial history remains connected across the lifecycle.
02
Sales
Work from lead, customer, call and property context.
03
Finance
Coordinate demand, receipt and ledger activities from booking context.
04
Channel partners
Use controlled property and deal information relevant to their work.
05
Post-sales
Begin completion work from the documented booking context.
01 / Review
Identify the workflows and ownership points that need more control.
02 / Map
Match them to the relevant DealDesk records, permissions and views.
03 / Demonstrate
Review the relevant path with the people who operate it every day.
What happens next
Map the DealDesk lifecycle to your real process.
Bring the handoffs, records and decisions that need more control. We will respond by email with the product areas relevant to your workflow.