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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