Satyaja Infratech
Satyaja Infratech replaced spreadsheets, WhatsApp groups, and Word templates with one Makanify workspace
An Ahmedabad-based residential builder runs the full bookings cycle on Makanify, inventory, channel-partner allocation, commission tracking, and the documentation that follows a confirmed booking.
10 min
Document turnaround
from 2 to 3 days
Live
Commission cycle
from monthly reconciliation
60 hrs
Ops hours saved per month
Real time
Inventory updates
from WhatsApp groups
Hear it from the Satyaja Infratech team
What the team highlights in the video:
- Satyaja is developing projects in Dholera, where customer enquiries arrive in a strong, steady flow.
- The team was on another CRM before, where managing day-to-day tasks had become difficult.
- On Makanify, managing the lead flow has become straightforward.
- Everyone on the Satyaja team works in Makanify, and their shared feedback is that managing tasks is now much easier.
- Booking letters, sale deeds, and sale agreements are generated in a single click and ready to download, so the team can respond to clients quickly.
- His advice to other builders: give Makanify a try.
The state of operations before Makanify
- Inventory across active projects was tracked in spreadsheets, with status updates moving over WhatsApp groups.
- Channel partner leads landed in personal inboxes and group chats; ownership and source attribution were unclear by the time follow-up began.
- Commission reconciliation at the end of each booking cycle pulled data from the inventory sheet, the bookings register, and the partner agreements.
- Post-sale documents, booking confirmation, allotment letter, demand letters, possession, were prepared in Word and sent as email attachments.
What was set up in Makanify
- Inventory moved into Makanify with live availability and a single source of truth for the sales team and the partners.
- Channel partners onboarded onto scoped workspaces. Leads are attributed to the partner who sourced them, with the lead timeline visible to both sides.
- Commission rules configured per partner so the ledger updates the moment a booking is confirmed against the same unit and price the booking was made on.
- Document templates loaded for booking confirmation, allotment, demand letters, and possession. Each generates against live CRM data with versioned attribution.
How it runs day to day
- Inventory and CP allocations are visible in one place. The sales team and the partner network read the same numbers.
- Commission disputes are easier to close because the ledger runs against the booking data, not a parallel spreadsheet.
- Documents that used to be drafted by hand are now generated against templates within minutes of the milestone being recorded.
“Our booking letter, a sale deed, a sale agreement, all these documents, in a single click, we can get them ready and download them. So for our clients, we're able to give a quick response.”
Trishang
Marketing Manager, Satyaja Group
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