Best Post-Sales CRM Software for Real Estate Developers

your customers

is one click away

Realx ERP, India's #1 Post Sales CRM Software for Real Estate offers a comprehensive solution to seamlessly manage everything after the sale — from sales, bookings, payments, handovers, Cost Sheet Estimation, smart referral and commission handling and customer care — all in one cloud-based CRM platform. It streamlines your entire post-sales lifecycle.

From automated agreement generation and demand letters to payment tracking, handover management, and customer service requests, Realx ERP's cloud-based Post Sales CRM software empowers to deliver faster, smarter and more transparent service across the entire customer lifecycle - all in one integrated platform.

When it comes to your loyal customers, the faster your service, the better. A few seconds could make all the difference.

Easily and affordably keep track of your customers like never before!

  • Flowchart diagram for CRM workflow in real estate
  • Post Sales CRM Processes

CRM inventory overview

CRM inventory excel upload

Cost sheet estimation with price breakup

Quotation generation and converting quotation to booking

Booking preview, submit and approval process

Move, modify or cancel booking

Customer referral

Project payment schedule

Payment schedule by unit

Payment schedule by block

Payment follow up

Payment dues & receipt history

Payment collection

Payment realisation

Payment receipts

Interest calculation and exemption

Extra payments like corpus and others

Demand letter generation

Allotment letter issue

Refund on cancellation or excess payment

Bankloan process management

Bank specific template for loan disbursement

Agreement of sales (AOS document generation)

Sale deed and registration process

TDS calculation and certificate management

Customer document management

Payment summary report

Executive and management reports

Extra payment set up by project

Email & SMS management

Handing over process

Customer portal

All-in-One CRM for Post-Sales Excellence

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Built-in Dialer
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Call Tracking & Recordings
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WhatsApp Automation
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IVR Call History

Discover how Realx ERP transforms real estate CRM with powerful automation.

  • access control
  • Take control of the booking process

Define the complete project setup in a structured manner.

Manage changes to pricing, payment structure, tax rates, templates etc. from a single place.

Create Customer Profile, send Welcome Email and create payment schedule in step by step process.

Integration with the leads and contacts database ensures error-free bookings and makes the process seamless for CRM personnel.

  • payment
  • Collection and payment

Predefined payment structure makes sure that all the invoices are generated accurately and on time.

Automatic reminders to buyers, ensuring collection on time.

Buyers get automatic SMS notifications for the paid amount and get sent the payment receipt instantly to their email.

  • customization
  • Home customization & milestone update

Stop revenue leakage due to ad hoc customization requests.

Define offered customization with the attached cost and manage all the customization requests from a single window.

Email and SMS is sent to buyer on the progress of the project.

Demand notice gets generated on the format specified by you.

  • document management
  • Document management

Create templates for various documents and generate them on click of a button with all the buyer and project information automatically merged.

Share and store all the documents on cloud - plans digitally in a central location.

Documents are accessible to all stakeholders easier than ever before.

Demand notice gets generated on the format specified by you.

  • ticket management
  • Ticket management

Ticket workflows make it easy to report and resolve issues relating to agreements, invoices and handover.

Direct communication gets established between CRM personnel in charge and the buyers.

Buyer satisfaction achieved like never before.

Request For A Free Demo !

Manage customer relationships effortlessly using Realx ERP's Post-Sales CRM.

Best Post-Sales CRM Software
Best Post-Sales CRM Software
Best Post-Sales CRM Software

Frequently Asked Questions

Discover how Realx ERP Post-Sales CRM helps real estate developers streamline property bookings, customer relationship management, payment schedules, collections, documentation, refunds and property handover through an integrated, cloud-based real estate CRM platform.

01 What is post-sales CRM software in real estate?

Post-sales CRM software is a customer relationship management system that helps real estate developers manage the customer journey after a property booking, including payment schedules, collections, documentation, customer communication, refunds, and property handover. Realx ERP Post-Sales CRM centralizes these activities in one platform, helping builders manage buyer records and post-booking processes across their projects.

02 What is Realx ERP Post-Sales CRM software?

Realx ERP Post-Sales CRM is a cloud-based real estate CRM solution designed to help builders and property developers manage the customer journey after a property booking. It streamlines property inventory, booking approvals, cost sheets, payment schedules, demand letters, collections, receipts, refunds, customer documentation, and property handover in one centralized platform. With web access, mobile applications, and a customer portal option, Realx ERP helps teams manage post-sales operations and enables customers to access relevant information through supported digital channels. It also supports multiple projects and companies, helping real estate businesses improve customer management and track outstanding payments.

Explore Realx ERP Post-Sales CRM and contact our team to request a personalized demo.

03 Which is the best post-sales CRM software for real estate developers in India?

Realx ERP is a strong choice for real estate developers and builders seeking an integrated post-sales CRM solution in India. It helps manage property inventory, cost sheets, booking approvals, customer records, payment schedules, demand letters, collections, receipts, refunds, customer documentation, and property handover processes in one centralized system. With support for multiple projects and companies, Realx ERP helps developers organize post-booking operations and improve visibility into customer accounts and outstanding payments. Request a demo to explore how Realx ERP fits your business requirements.

04 Who should use Realx ERP Post-Sales CRM?

Realx ERP Post-Sales CRM is ideal for real estate developers, builders, and property management teams that need to manage customer activities after property bookings across one or multiple projects. It is suitable for businesses that handle property inventory, booking approvals, cost sheets, payment schedules, demand letters, collections, receipts, refunds, customer documentation, and property handovers. With centralized data, web access, mobile applications, and a customer portal option, Realx ERP helps sales, accounts, and customer relationship teams coordinate post-sales operations more efficiently.

05 Is Realx ERP Post-Sales CRM cloud-based?

Yes. Realx ERP Post-Sales CRM is available as a cloud-based software solution that authorized users can access through the supported web application. It helps teams manage property bookings, customer information, payment records, and documents from a centralized system. Access and permissions depend on the configured user roles and subscription.

06 Can Realx ERP Post-Sales CRM manage property bookings and inventory?

Yes. Realx ERP supports property inventory management, cost sheet preparation, quotation generation, quotation-to-booking conversion, booking submission and approval, and booking modification or cancellation. These features help real estate developers manage unit availability and maintain customer booking records within their post-sales workflow.

07 Can post-sales CRM software automate payment schedules and demand letters?

Yes. Realx ERP supports payment schedules configured by unit or block, payment follow-ups, demand letter generation, and payment tracking. These capabilities help builders organize installment milestones, communicate payment requirements to buyers, and monitor amounts due across projects.

08 Can post-sales CRM software generate demand letters for property buyers?

Yes. Realx ERP supports demand letter generation based on configured payment schedules and applicable business workflows. This helps real estate developers prepare payment demands for buyers, communicate amounts due, and maintain records associated with customer payments. The process helps organize payment communication and reduce repetitive manual work.

09 Which CRM software can manage multiple real estate projects and companies in one system?

Realx ERP is designed to support real estate developers managing multiple projects and company setups. Its post-sales workflows help teams manage property inventory, bookings, customer information, payment schedules, and collection reports across configured projects. This centralized approach helps management maintain better visibility without depending entirely on separate spreadsheets for each development.

10 How can builders track outstanding payments and property collections?

Builders can use post-sales CRM software to review payment dues, receipt histories, collection records, payment realization, and payment summary reports. Realx ERP provides these capabilities to help teams identify outstanding amounts, follow up with customers, and monitor collection performance across units and projects.

11 Can Realx ERP manage customer refunds, interest calculations, and payment exemptions?

Realx ERP Post-Sales CRM includes workflows for refunds arising from booking cancellations or excess payments, interest calculations, and interest exemptions. These features help teams record and manage relevant customer payment adjustments according to the configured business process and applicable approvals.

12 Can post-sales CRM software generate receipts, allotment letters, and agreements for sale?

Realx ERP supports payment receipt management and the generation of customer documents, including allotment letters and Agreements for Sale (AOS), using configured workflows and templates. It also supports sale deed and registration process management. This helps real estate teams organize documentation and reduce repetitive manual data entry.

13 Can Realx ERP manage multiple projects and companies in one post-sales CRM?

Yes. Realx ERP supports centralized post-sales operations across multiple projects and company setups, subject to the account configuration and subscription plan. This helps developers manage property inventory, customer bookings, payment schedules, and project-level reporting without relying on disconnected spreadsheets for every project.

14 Does Realx ERP provide a customer portal for property buyers?

Yes. Realx ERP offers a customer portal option that enables property buyers to access relevant information and documents online, based on the features configured for their account. It helps real estate developers improve buyer communication and make post-sales information more accessible, reducing the need for routine enquiries. The customer portal complements Realx ERP Post-Sales CRM by supporting a more organized and transparent property buyer experience.

15 Can post-sales CRM software manage property handover and possession?

Yes. Realx ERP supports the property handover process as part of its post-sales workflow. Teams can coordinate the relevant customer records and documentation needed for handover, helping them manage the transition from booking and payment activities to possession-related procedures.

16 Can Realx ERP manage TDS, bank loan processes, and customer documents?

Realx ERP Post-Sales CRM supports TDS calculation and certificate management, bank loan process management, bank-specific loan disbursement templates, and customer document management. These features help real estate teams organize relevant records and coordinate documentation during the customer lifecycle. Specific tax calculations and statutory processes should be verified against the applicable requirements and system configuration.

17 Can management generate reports on bookings, payments, and collections across projects?

Realx ERP provides payment summary reports and executive and management reports to help teams review relevant post-sales information. Developers can use these reports to monitor payment records, outstanding dues, and collection-related information across configured projects and company setups.

18 What is the difference between post-sales CRM and real estate ERP software?

Post-sales CRM software focuses on managing customer relationships and business activities after a property booking, including payment schedules, collections, demand letters, receipts, customer documentation, refunds, and property handover. Real estate ERP software covers a broader range of business operations, which may include pre-sales CRM, post-sales CRM, property inventory, procurement, supply chain management, contract management, finance, and project operations.

Realx ERP combines post-sales CRM capabilities with other real estate business management modules, helping developers coordinate customer management, bookings, payments, procurement, contracts, and project-related operations within an integrated ERP platform. This makes it suitable for builders looking to connect post-sales activities with their wider business processes.

19 What is the difference between pre-sales CRM and post-sales CRM?

Pre-sales CRM manages activities before a property purchase, including lead generation, enquiry management, lead assignment, follow-ups, site visits, and sales conversion. Post-sales CRM manages activities after a booking, including customer records, booking approvals, payment schedules, collections, demand letters, receipts, agreements, refunds, and property handover.

Realx ERP provides dedicated Pre-Sales CRM and Post-Sales CRM modules for real estate developers and builders. The Pre-Sales CRM helps sales teams manage leads and convert prospects into bookings, while the Post-Sales CRM helps teams manage customer accounts and post-booking operations. Together, these modules support the customer journey from the initial enquiry through booking and subsequent customer management.

20 How can I request a demo of Realx ERP Post-Sales CRM?

To request a Realx ERP Post-Sales CRM demo, visit our Real Estate Post-Sales CRM page or contact our team. Discover how our real estate CRM software helps manage property bookings, payment schedules, customer collections, documentation, and handover across multiple projects.

Ready to streamline your post-sales operations? Contact Realx ERP today to book your personalized demo!

21 Can I access Realx ERP Post-Sales CRM on mobile?

Yes. Realx ERP Post-Sales CRM supports mobile access through Android and iOS applications, allowing authorized users to access relevant post-sales information while on the move. Real estate teams can use the system to manage customer records, review booking and payment information, and stay connected with post-booking operations, subject to their user permissions and configured features.

22 Can Realx ERP Post-Sales CRM manage plot bookings and customer payments?

Yes. Realx ERP Post-Sales CRM can help real estate developers manage plot inventory, booking details, customer records, cost sheets, payment schedules, demand letters, collections, and receipts. It helps teams maintain organized records of plot buyers and monitor payment-related activities across projects.

23 Does Realx ERP send notifications for customer payments and post-sales activities?

Realx ERP supports customer communication and post-sales workflows to help teams manage payment-related activities and customer updates. Notification availability and delivery channels may depend on the configured features and integrations in your selected setup. Contact the Realx ERP team to confirm support for specific alerts, such as payment due reminders, collection updates, and other post-sales notifications.

24 Does Realx ERP Post-Sales CRM provide live property inventory updates?

Yes. Realx ERP helps real estate developers manage property inventory and booking information across their projects. Teams can track plot, apartment, villa, or other unit details and monitor inventory status as booking information is updated in the system. Centralized inventory records help sales and post-sales teams coordinate bookings, check unit availability, and maintain organized property records across multiple projects.

Last modified on by Realx Support Team

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