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Industry-focused lead management
One discipline, two specialised workflows

Lead Management Software for CA Firms and Real Estate Businesses

Explore how a lead management solution could help professional practices and property businesses capture enquiries, assign responsibility, schedule follow-ups and measure conversion. RoHoster will confirm the feasible workflow after reviewing your requirements.

Informational software-solution page

This page explains a possible software solution and recommended capabilities for this industry. It does not confirm that every feature shown is currently available in RoHoster. Availability, configuration, development scope, integrations, delivery time and pricing will be confirmed only after RoHoster reviews your business requirements.

Select the relevant workflow

Which lead management solution do you need?

Both solutions provide ownership, stages, follow-up planning and reporting. The terminology, buyer journey and connected modules differ by industry.

RoHoster CRM

Lead Management for CA Firms

Manage tax, audit, GST, accounting, compliance and advisory enquiries from referral through client onboarding.

  • Classify prospects by professional service
  • Assign enquiries to partners or staff
  • Schedule filing-season follow-ups
  • Preserve referral and discussion context
  • Review service-wise conversion
Explore CA Lead Management
RoHoster ERP

Lead Management for Real Estate

Capture portal, campaign, channel-partner and direct property enquiries across projects and sales teams.

  • Track source, campaign and project interest
  • Assign property leads automatically
  • Prioritise buyers by intent and activity
  • Connect appointments and site visits
  • Measure project-wise conversion
Explore Real Estate Leads
Shared foundation

What both RoHoster solutions improve

Central enquiry capture

Create a consistent team process and make exceptions visible before an opportunity is lost.

Clear lead ownership

Create a consistent team process and make exceptions visible before an opportunity is lost.

Follow-up reminders

Create a consistent team process and make exceptions visible before an opportunity is lost.

Complete activity history

Create a consistent team process and make exceptions visible before an opportunity is lost.

Visual pipeline stages

Create a consistent team process and make exceptions visible before an opportunity is lost.

Source and conversion reports

Create a consistent team process and make exceptions visible before an opportunity is lost.

Not sure which configuration fits your business?

Tell us your industry, team size and current lead sources. We will demonstrate the relevant RoHoster workflow.

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