Inventory & Booking Management

📦

CRM Inventory Overview

Get a real-time view of available and booked inventory across your projects.

📄

CRM Inventory Excel Upload

Bulk upload inventory details from Excel sheets to streamline project setup.

💰

Cost Sheet Estimation with Price Breakup

Generate detailed cost sheets with a clear breakdown of prices and additional charges.

📝

Quotation Generation & Conversion to Booking

Create quotes and easily convert them into confirmed bookings.

Payment & Finance Management

📆

Project Payment Schedule

Set up payment schedules for the entire project and track customer compliance.

🏘️

Payment Schedule by Unit/Block

Create custom payment schedules for individual units or blocks.

🔔

Payment Follow-Up

Send automated reminders for overdue payments and outstanding dues.

💸

Interest Calculation & Exemption

Automate interest calculations for overdue payments, with options for exemptions.

Customer & Document Management

👥

Customer Referral Management

Track customer referrals and manage rewards for referred leads.

📑

Customer Document Management

Organize and securely store all customer-related documents within the system.

📃

Agreement of Sales Generation

Automatically generate the Agreement of Sales document for confirmed bookings.

📝

Sale Deed & Registration Process

Manage the sale deed and registration process efficiently through the CRM.

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Realx ERP

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