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Product Update: AI Booking Assistant & ERP Connectors

June release highlights — smarter booking nudges, Tally & SAP sync, and a redesigned analytics dashboard for multi-project portfolios.

VS

Vikram Singh

AI & Automation Engineer

22 Jun 20264 min read8.9k views26 comments

June brings three capabilities customers have been asking for: an AI Booking Assistant that nudges stalled deals at the right moment, ERP connectors that sync collections with Tally and SAP, and a redesigned analytics dashboard built for multi-project portfolios. Here is what shipped and how to enable it.

AI Booking Assistant

The AI Booking Assistant analyses pipeline stage, buyer engagement signals, and inventory urgency to suggest booking nudges at optimal moments. It drafts WhatsApp messages and call talking points for executive review — nothing sends without human approval. Early adopters report a 22% lift in negotiation-to-token conversion within the first month.

How to enable it

  • Navigate to Settings → AI Features and toggle Booking Assistant on
  • Ensure pipeline stages and visit feedback are logged consistently for accurate recommendations
  • Configure nudge approval workflow — executive-only or team-lead review
  • Start with one project as a pilot before portfolio-wide rollout

ERP Connectors: Tally and SAP

Collections, demand notices, and receipt status now sync bi-directionally with Tally and SAP. Pre-sales sees payment status inside the buyer timeline. Accounts teams stop re-entering data across systems. Initial sync maps buyer ledger entries to CRM booking records — setup takes under two hours with our onboarding team.

What syncs and what does not

Synced: token receipts, instalment collections, outstanding balances, and demand notice dates. Not synced in this release: vendor payments and construction cost ledgers — those remain in your ERP. We will expand connector scope based on customer feedback in Q3.

Redesigned analytics dashboard

The new dashboard supports multi-project roll-up with drill-down by tower, executive, source, and broker. Key widgets include stage velocity heatmaps, inventory absorption curves, and source-to-booking ROI. Custom date ranges and exportable PDF reports are included for leadership review meetings.

The ERP sync alone saved our accounts team 12 hours a week. The dashboard finally gives our CMD one screen for the entire portfolio.

Early access customer, NCR developer

Coming in Q3 2026

On our roadmap: MagicBricks and Housing.com deep integrations, vernacular WhatsApp templates in Hindi and Tamil, and advanced broker tier gamification. Submit feature requests through your customer success manager or the in-app feedback panel.

Key takeaways

  • AI Booking Assistant suggests timely nudges with human approval — 22% lift in negotiation-to-token conversion reported by early users.
  • Tally and SAP connectors sync collections and demand notices bi-directionally with buyer CRM timelines.
  • Redesigned analytics dashboard supports multi-project roll-up with stage velocity and source ROI widgets.
  • Enable AI features project-by-project after ensuring consistent pipeline data hygiene.
  • Q3 roadmap includes deeper portal integrations and vernacular WhatsApp templates.

About the author

VS

Vikram Singh

AI & Automation Engineer

Builds AI assistants and automation flows inside Leady Nest — from lead scoring to booking nudges and ERP sync.

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