The Challenge

PropEdge managed 500+ active leads, 50+ projects, and 200+ sales agents across 3 cities — all tracked in spreadsheets and disconnected WhatsApp groups. Lead leakage was high, follow-up was inconsistent, and management had no pipeline visibility. They needed a CRM that their non-technical sales team could actually use.

Our Solution

VFL Technologies implemented Dynamics 365 Sales with custom real estate entities (Project, Unit, Booking, Commission). We built a Power Apps mobile app for field agents to log site visits with GPS capture, automated 15 follow-up workflows via Power Automate (WhatsApp + email), migrated 100,000+ legacy records from 4 Excel files, and built a Power BI sales dashboard embedded in D365.

Results Delivered

35%

Sales Growth

Year-on-year comparison 6 months post-implementation

100K+

Records Migrated

Clean data from 4 Excel sources with zero loss

20 hrs

Weekly Saved

Sales team automation savings per week

98%

User Adoption

Sales team adoption at 90-day mark

Project Process

Business Process Discovery

1 Week

Lead-to-booking process mapping, custom entity design, and demo environment.

D365 Configuration

3 Weeks

Custom entities, views, forms, business rules, and security roles.

Data Migration

2 Weeks

100K+ record migration from Excel with duplicate detection and cleansing.

Power Apps & Automations

3 Weeks

Mobile field app, 15 Power Automate flows, and Power BI dashboards.

Training & Go-Live

2 Weeks

Role-based training for 200 agents, managers, and admins.

Hypercare Support