PropMart Realty

PropMart Realty is a Pune-based real estate advisory firm specialising in residential and commercial property investments for NRI buyers and high-net-worth individuals. With 8 property advisors and a portfolio of 200+ listings across Pune and Mumbai, they were well-positioned in a strong market — but their sales process had a critical bottleneck.

Every client engagement required a custom proposal: a comprehensive document covering property details, location analysis, investment projections, comparative pricing, financing options, and legal documentation requirements. A thorough proposal took 4–6 hours to create from scratch. With advisors managing 8–10 active leads simultaneously, this constraint was costing real revenue.

Key Pain Points:

• 5–6 proposals per week total: The entire 8-person team could only produce 5–6 quality proposals weekly — less than 1 per advisor
• Speed-to-proposal gap: Competitors using simpler brochure-based approaches were sending materials same-day; PropMart often took 2–3 days to send a full proposal
• Inconsistent quality: Senior advisors' proposals were significantly better than junior ones — leading to an uneven client experience
• No proposal tracking: Once sent, advisors had no visibility into whether the proposal had been opened, which sections were reviewed, or how engaged the prospect was
• Manual follow-up: Following up without proposal engagement data meant advisors were either following up too early (annoying) or too late (cold lead)

PropMart implemented the ViomX Proposal Generator in September 2025, integrating it with their CRM (Zoho), property database, and financial modelling tools. The setup took two weeks, including custom template creation for their three primary proposal types: residential investment, commercial property, and NRI buyer packages.

Automated Proposal Generation

An advisor selects a client from CRM, chooses a property or shortlist, and clicks "Generate Proposal." The ViomX AI pulls all relevant data — client profile, property details, location analysis, pricing comparables, financing options — and assembles a fully formatted 12–18 page professional proposal in under 2 minutes.

AI Sales Assistant

The AI Sales Assistant suggests which properties to include based on the client's stated preferences and budget, flags potential objections to pre-empt in the proposal, and recommends relevant case studies from past transactions to include as social proof.

Proposal Analytics & Smart Follow-Up

Every proposal sent through ViomX is tracked. Advisors see exactly when the proposal was opened, how long each section was read, which property was viewed most, and whether the proposal was forwarded to a spouse or family member (a key buying signal in the Indian real estate context). Follow-up prompts are automatically triggered based on engagement signals.

The combination of 10x proposal volume and a 45% close rate (versus 18% previously) created a dramatic revenue multiplier. Where PropMart was closing approximately 1 deal per week at an average of ₹85 lakh, they are now closing 5–6 deals per week — generating proportionally more revenue with the same team size.