Efficiently manage the entire sales and booking process, from generating quotations to converting them into bookings, while tracking inventory, customer referrals, and cost estimates.
Inventory Overview
View real-time available and booked inventory.
Excel Upload
Bulk upload inventory details for efficient setup.
Cost Sheet Estimation
Create cost sheets with detailed price and charge breakdowns.
Quotation to Booking
Easily generate quotations and convert them to bookings
Booking Preview
Booking preview, submission, and approval process
Booking Modifications
Modify, move, or cancel bookings effortlessly
Customer Referrals
Track and manage customer referrals to boost your network.
Sales Workflow
Streamline sales processes with a unified booking system.
Payment & Financial Management
Efficiently manage all aspects of project payments, including defining payment schedules, tracking dues, processing refunds, handling interest and adjustments, and generating financial reports. Ensure timely collections with automated reminders and track TDS calculations seamlessly.
Payment Schedules
Define and manage project payment schedules by unit or block.
Payment Tracking
Follow up on payments, track dues, and view receipt history.
Payment Collection
Streamline payment collection and ensure timely realization.
Interest & Adjustments
Handle interest calculations, exemptions, and extra payments like corpus.
Refund Management
Process refunds for cancellations or excess payments efficiently.
TDS Management
Automate TDS calculations and manage certificate issuance.
Automated Reminders
Send timely payment reminders via email or SMS to ensure on-time collections.
Cost Sheet Estimation
Generate detailed cost sheets with price breakdowns for accurate budgeting
Customer Communication & Documentation
Streamline communication with automated email and SMS updates, generate essential documents like demand and allotment letters, and provide customers with easy access to their sales agreements and project updates.
Demand Letter Generation
Quickly generate demand letters for payments and project requirements.
Allotment Letter Generation
Generate allotment letters effortlessly for project allocations.
Sales Agreement Creation
Automatically generate and manage Agreements of Sales (AOS) for smooth transactions.
Automated Sale Deed Registration
Handle sale deed registration seamlessly through automated processes.
Bank Loan Process Management
Manage the entire bank loan process efficiently with customizable templates.
Loan Disbursement Templates
Use bank-specific templates for smooth loan disbursement management.
Automated Communication
Send automated email and SMS notifications for timely updates and reminders.
Customer Portal For Real-Time Updates
Provide a portal for customers to track updates and access support.
Reports & Handover
Generate detailed financial and project reports, manage the entire handing over process, and ensure all necessary documentation is organized and securely stored for a smooth transition.
Payment Summary Reports
Generate executive-level financial reports with payment summaries and analysis.
Customizable Project Payment Setup
Easily configure and manage extra payments and adjustments specific to each project.
Handing Over Process with well-defined steps
Streamline the handing over process with clear organized documentation and steps.
Documentation Management
Manage and store all documentation related to the handing over process securely.
Advanced WhatsApp Automation Features in Post Sales CRM
Streamlines client communication by providing instant updates on payments, project progress, and handovers, ensuring a seamless and personalized post-sales experience.
Auto-reply to client inquiries about property handovers, payment schedules, and documentation.
Send timely reminders for due payments, installment schedules, and outstanding balances.
Schedule and send follow-up messages for payments, renewals, and support updates
Share agreements, payment receipts, and property documents securely via WhatsApp.
Use dynamic message templates with customer names.
Most of the high ticket consumer products see long sales cycles. Real Estate are the sector supporting this fact. While you don't buy a car every month, most certainly you wouldn't buy a house either. read more blogs >>