Get to the site visit before the enquiry goes cold.
Enquiry → Lead → Site visit → Inventory → Booking → Payment. RapidRoot connects lead handling, inventory, bookings and payments into the operational workflow around the customer.
Live — standalone workspace. Org-scoped models. One platform foundation. Project/site data product-owned.
Enquiries go cold while they sit in a sheet.
Real estate interest cools fast. The first team to qualify and book the visit wins — the spreadsheet doesn’t.
Leads wait hours for a callback
Portal enquiries sit until an agent is free. Buyer enquires on three listings at once.
Inventory intent conflicts
Two buyers want the same unit. Without a hold, someone books what another was promised.
Bookings and payments live apart
Payment plans and receipts live elsewhere — the customer repeats the same question twice.
Temporary holds prevent conflicting intent.
The flow that makes this product operationally different from a generic CRM — interest → hold → booking, verified. Without exposing Decimal128 in headline.
Lead interest
Lead qualified, unitCode unique per org+project.
Available unit
InventoryUnit status — available inventory shown.
Hold
Temporary hold helps prevent conflicting intent.
Booking
BKG- created, customer CUS- linked, unit booked.
Payment
PaymentPlan and documents DOC- generated.
Technical trust — holdsShow detail
Current verified behavior: timed holds with server-enforced expiry, unique unitCode per organization+project, org-scoped queries and RBAC. Quantitative hold window is implementation detail — current window helps prevent conflicting booking intent during qualification.
Verified modules — org-scoped, not sheets.
Each group editorial, no icon per item.
Inventory
Projects, sites, units
- Project → Site (RERA-aware)
- InventoryUnit unique unitCode org+project
- Temporary holds
Leads
Enquiry → qualified lead
- Stages NEW → LOST, temperature, UTM
- Contact deduplication handling
- Assignment to agents
Bookings
From visit to booking
- Site visits scheduled
- Booking BKG- · Customer CUS-
- Calling: behalf of agent where qualified
Finance
Payments & documents
- Payment plans, Documents DOC-
- Org-scoped, OIDC, RBAC — audit on same workspace
- Portal 99acres (dummy/idempotent) where configured
Standalone workspace on RapidRoot Core — identity/orgs/billing shared; project/inventory/lead/booking data product-owned. Not a Salesforce replacement.
Enquiry handling that books the visit.
Communication is the trigger — operations is the outcome. When enabled, the same workspace can use Messaging and Voice to qualify and book before the enquiry cools.
Portal enquiry → qualified in minutes, not next working day. Lead temperature and UTM captured.
Every call/message on the buyer timeline — not a personal phone. Agent joins with context.
Inventory hold links interest to a specific unit — prevents someone booking what another was promised.
For pure communication, see Messaging and Voice (pilot). This page is the operations workspace.
Move enquiries to site visits faster.
Guided pilot on your project and inventory data — holds, leads and bookings in one timeline.