End-to-End Automation for a Residential Construction Company

About the Client

Ace Ventures is a real estate development company specializing in high-end housing projects such as villas, residential buildings, and gated compounds. As the company scaled, they needed a centralized system to manage their sales, bookings, construction progress, and client communication efficiently.

The Challenge

Before automation, Ace Ventures dealt with: - Disconnected Tools – CRM, booking, and construction tracking were handled across spreadsheets, calls, and emails. - Manual Data Entry – Facebook and Instagram leads had to be input manually. - Payment Tracking Hassles – Sales teams struggled to follow up on payments and update statuses. - No Client Visibility – Clients had no real-time view into their project status or support process.

The Solution

• Construction CRM — Leads, bookings, and client info managed in one place.
• Social Lead Capture — Make scenarios automatically pull Facebook & Instagram leads into SmartSuite.
• Call Interaction Tracking — Integration with Exotel to log calls and recordings per client.
• Unit Booking Management — Sales reps can view live availability and book units instantly.
• Automated Payment Schedules — Dynamic calculations, automated reminders, and payment tracking.
• Progress Tracking — Construction updates are logged and displayed to clients via a Softr portal.
• Pricing Engine — Automatically calculates pricing based on unit area, features, and premium configurations.
• Handover Approvals — Clients can digitally approve handovers and flag issues.
• Maintenance Requests — Post-handover support requests submitted directly through the client portal.

The Results

Tools Used