Sales & Booking Management

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.

CRM Integration Illustration
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