Rules real estate software should support
The Real Estate (Regulation and Development) Act requires registered projects to display their RERA registration number in advertisements, sell by carpet area and update project progress on the state RERA portal. Developers must deposit a large share of buyer payments, generally 70 percent, into a separate account used for that project's construction and land costs, which affects how payment collection and accounting are designed.
Sales outreach has rules too. Telemarketing must respect TRAI's commercial communication regulations and Do Not Disturb preferences, and lead data collected from portals and ads falls under the DPDP Act, which requires purpose-specific consent. This is general information, not legal advice; confirm requirements for each state and project with your legal team. State rules vary in detail.
- Show RERA numbers automatically on every project page and brochure.
- Link payment demands to construction milestones and the project account.
- Store consent for calls and messages with each lead.
- Keep a record of every price and offer shown to a buyer.
Integration challenges in real estate
Leads arrive from property portals such as 99acres, MagicBricks and Housing.com, from Meta and Google lead forms, the website, walk-ins and channel partners, each in its own format. Calls run through telephony or IVR providers, conversations happen on WhatsApp, and after the sale, finance teams use ERP or Tally while home loan partners need documents. When these stay separate, leads are duplicated, partners argue over attribution and buyers repeat their details.
A connected setup captures every lead into one CRM with de-duplication and source tracking, logs calls and WhatsApp messages against the right record, syncs bookings and payments with accounting, and supports digital signatures and e-stamping for agreements where the state allows. Clean attribution rules agreed upfront prevent most channel partner disputes. Dashboards then show true cost per booking by source.
- Capture every lead source into one CRM automatically.
- De-duplicate leads by phone number and email.
- Log calls and WhatsApp chats against the lead record.
- Sync bookings and payments with accounting daily.
- Agree attribution rules with channel partners in writing.
Where AI fits in real estate
AI helps sales teams focus. Lead scoring ranks enquiries by likelihood to visit and book, based on source, budget, behavior and response speed. Call recordings can be transcribed and summarized so managers coach better, and chat assistants answer common project questions about pricing, amenities and possession dates at any hour, handing serious buyers to a salesperson. Fast response to fresh leads matters most.
Other uses include price estimation for resale and rental listings, virtual staging of empty apartments, and document extraction from KYC and agreement papers. Keep a human in every pricing and legal decision, check AI answers against approved project facts and RERA disclosures, and review summaries before they reach buyers. Measure booking conversion, not chat volume.