LeadOne AI ships the developer's workflow ready to use: a live stacking plan, cost sheets, milestones and demand letters, with no custom modules to build or maintain.
What LeadOne AI does for you at every step, built in from day one, and what the same step looks like with Zoho CRM. 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.
Flexible capture, with forms, fields and assignment rules set up for your sources.
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.
Tasks and reminders follow the workflow rules your admin builds.
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 become a meeting or a custom record, set up by your admin.
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 general sales teams, so towers, floors and unit status are a custom module someone designs and maintains.
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.
Cost sheets with floor rise, parking and GST are built as templates or custom fields.
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.
Double-booking checks are custom rules added to the module.
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 move to a separate accounts product.
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.
Milestone-linked demands are not built in, so they are configured with custom workflows or handled in accounts.
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 general mobile CRM, where reps type into the fields your admin created.
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 card at an expo stall, a voice note in Hindi, a follow-up, a site visit and a token the next weekend.
The rep scans the visiting card. The name, number and company become a new lead to check and save.
Typed into the Leads module, or scanned with a separate card app if one is connected.
The rep says, in Hindi, that the buyer wants a 3BHK on a high floor and to call Monday. It becomes a note and a task.
A typed note later, or a reminder on the rep's own phone.
My Day shows the call. The outcome is one tap and the visit is booked from the lead.
A task reminder from the workflow rules, with the visit added as a separate record.
A reminder rang on Saturday evening. After the visit the rep marks it done with notes.
The visit record is updated once the rep is back at a screen.
The stacking plan on the phone shows which high-floor 3BHKs are still available.
The rep checks the custom Units module, or calls the office who checks the sheet.
Booked against the buyer and shown as booked in HQ and on every rep's phone.
Updated in the custom module, relying on the rules your admin added to prevent a double booking.
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 Zoho CRM, so you can move one project at a time.
Export Leads and Contacts from Zoho CRM to CSV, keeping owner, stage, source and phone.
Import on the phone or in HQ, map the columns once and merge the repeats it flags.
Upload the price sheet or brochure, or import your units sheet. There is no module to rebuild.
Link your Facebook page so new form fills arrive as leads. During the roll-out we connect it with you.
Invite the team as owner, admin, manager or sales rep, and let reps try voice entry in their own language.
hello@leadoneai.com
Android: coming soon to Google Play