Digital EOI, KYC & Booking Management for Real Estate Channel Partners
Every booking,
tracked end to end.
Move your entire post-sales workflow to Leadvio. Collect Expression of Interest tokens instantly, track the KYC checklist on every booking, and follow each unit from EOI to registration in one place.
Booking Milestone Tracker
Client: Vikram Desai · Project: Godrej Woods
EOI Token Received
KYC Checklist
Know the status of every booking.
Stop chasing clients for KYC updates on WhatsApp. Leadvio keeps a simple checklist on every booking, so your team can see what is collected and what is still pending. The documents themselves stay with you and the developer. Leadvio never stores copies.
- KYC checklist on every booking
- No document storage, by design
- Milestone status the whole team can see
Enterprise Asset Management
Everything your firm needs to run post-sales without the WhatsApp chaos.
Every Booking in One Place
EOI, KYC checklist, agreement and registration status, organised per lead and visible to the whole team.
KYC Checklist, No Storage
Tick off Aadhaar, PAN and cheque items as you collect them. Your client documents stay with you, never on Leadvio servers.
Booking Stage Tracker
Track every EOI through token, KYC, agreement, and registration - with status updates visible to the whole team in real time.
Booking Sits Between the Visit and the Money
Nothing is re-entered at this step. The booking opens on the same lead that was captured, called, followed up and brought to the site, and its EOI and KYC checklist run from there.
Frequently Asked Questions
Everything after the site visit: the EOI and its token payment, the KYC checklist, developer verification, the agreement and registration. Every step runs as a milestone on the same lead record, so nothing is re-entered after the visit.
The EOI is raised on the booking record and its token amount is tracked there. Anyone on your team can see whether the token is received and which step the booking is waiting on.
No. The KYC step is a checklist only: your team ticks off each document as it is verified, but copies of documents such as PAN and Aadhaar are never uploaded to or stored in Leadvio. That is a deliberate design decision, so sensitive identity documents do not sit inside a CRM.
Everyone on your team with access to the record sees the same milestone tracker, from EOI to registration. A buyer or a manager asking for status gets one answer, taken from the same record.
Leadvio is free for up to 3 users, with no time limit. For bigger teams, pricing is by team size: Team 5 is ₹4,995 per month, Team 10 is ₹8,490 per month, Team 20 is ₹14,980 per month, and Team 50 is ₹32,450 per month, plus GST. The per user price drops as the team grows: ₹999, ₹849, ₹749 and ₹649 per user. There is no free trial on paid plans; the free plan is the way to start.