Real Estate CRM is a powerful tool to run your complete operations, starting from managing inquiries through API Integrations from Various sources such as portals, websites, live chat, virtual calls, apps, and landing pages.

When dealing with properties, it is essential to have access to see the units' availability for an active and productive discussion with prospects. You may have the provision to add or delete the availability from the list. When any prospect shows interest in any unit, you have the blocking option with the condition of the number of days to block the property on that specific buyer for the specified period. It also has the provision to overwrite if any new booking took with approval. The units' total availability will get displayed on the screen along with the available units sold, blocked with different tabs. On mouseover on any specified property, you will see the unit configuration, such as the size of the unit, price per unit, facing, premium, the total amount. On a click, you can download the price break upon your company letterhead in pdf format. If you want to send the price break-up to the prospect, click on a button you have provision to send price break-up to the prospect, and the same will store the purchaser profile page for reference/record.

Follow up with the client at the right time will progress the prospect towards the sale. Real Estate CRM sends activity reminders to your sales force on the scheduled time for the activity. At the same time prospect also gets a reminder, for Instance, client given time for a site visit on Saturday at 11:00 PM. He will get an auto reminder SMS and email on Friday evening and Saturday morning at the defined time.

Time spent by the employees on productive work for many companies is less than 10 percent. This low percentage is because of not tracking or not knowing the team time spent on various activities. Through Real Estate CRM, you can define the Key Performing factors for your team members for the productive work and start tracking the team's daily productivity. For Example: For Real estate companies, productive work is making calls to customers and meeting customers. Apart from this work, whatever the sales team does, it is maintenance work. Through Real Estate CRM Software, you can track individuals' time spent on productive work. That shows in the KPF summary. Based on the summary report, your team may get guidance to perform better on productive work.

To Access the centralized folders, files, brochures, marketing collaterals, elevations, floor plans, and many more for various projects available in the File manager. You can add many files to have easy access to all the sales team for sending the right information to the customer. We have a quick email sending option on a click of a button.

Company sales depend on the number of meetings, such as site visits and price discussions. Real Estate CRM shows the number of planned meetings for every salesperson for the coming days. You can view the complete calendar of the activities to understand the progress of the lead. If more meetings not planned, there is a high chance of getting low meets. Real Estate CRM gives insights into lead stock, lead quality, and conversion rate. Based on this, you can train them if your team needs the training to progress the leads.

During Weekends there are meeting clashes many times the sales team faces due to confusion in meeting times. Activity Calendar helps your team check the complete activities in the calendar for the better understanding and planning for the meetings without any clashes. Even they can see the projected meetings daily to strengthen the sales pipeline.

Every customer has a different profile page after purchase. This page consists of all his information, purchase details, seller details, payment schedules, documents, booking details, paid history, activity history, property shifting details, cheque bounces, if any, PDC gave details, and more. Its a centralized database for all communications related to customers, and it is available to display with access granted by the admin.

Through Real Estate CRM, your team can create an agreement of sale, sale deads on a single click. As per the draft copy created by you, it will come as a template to create any documents without any staff hours spent on this activity.

When the amount due from bank or customers, you may need to send demand letters for getting the due amount disbursed. Your team can create the demand letters, it is with the single click you will get demand letter created and sent to customer and banker in pdf format along with the complete schedules, paid details, and current due amount to disburse.

After booking takes place, all the documents related to the customer will get stored in one single place. Any signed or unsigned document can get saved, and it is available when you are in search of that particular document. You may sell booking signed copy, agreement of sale, sale deed, shifting request, transfer request, cancel requests, approvals, and many more. We do have other features like discounts capturing and approvals, handover checklist, automatic receipt acknowledgments, complete Project Wise MIS Report.

Getting payment from customers on time is not an easy task for Indian real estate companies. Through Real Estate CRM, when the customer is due for payment, the system automatedly sends due reminder email and SMS to customers until they make the payment. This process is automated, and it works very effectively for increasing the cash flow to the company on time.

Based on the sales and project progress, you can project the cash flow from the sold customers for various milestones and all the projects associated with your company. It just clicks away to see the projects of daily future cash flows to plan accordingly.

After the purchase, some customers may change the plan and come to the transfer/shifting request. We gave provision in our Real Estate CRM Software, and On a click, you have the rule to shift or transfer the property and store the history in the customer profile for future record purposes.