What We Take Care of in the Real Estate Industry

CRM and Lead Management

• Lead Creation: Manage leads with all essential customer information and preferences.

• Automation: Send automated messages via WhatsApp, including introductory and follow-up messages.

• Property Availability: Show only unbooked properties and ensure accurate tracking of booking statuses.

• 360-Degree View: Maintain complete history and interactions for every lead.

• Pipeline Navigation: Transition leads through stages such as:

• New: Collect customer details and negotiate property prices.

• Site Visited: Schedule property visits and generate quotations.

• Proposition: Send booking sheets, manage customer approvals, and finalize deals.

• Booking: Process advance payments and reserve properties.

• Won: Finalize bookings, agreements, and issue demand letters during installment periods.

Property Booking and Unbooking

• Simplify property booking with seamless payment processing and reservation features.

• Enable cancellation of reservations and return properties to an unreserved state with detailed tracking and workflow visibility.

Real Estate Module

• Regions and Projects: Create and manage regions and projects, including:

• Towers: Configure floors, units, and amenities.

• Commercial Spaces (e.g., Malls): Define shops and layouts.

• Villas: Manage layouts and property-facing charges.

• Open Plots: Configure subprojects and individual property details.

• Tower Plans: Define floor plans, unit configurations, and pricing for towers with precise details, including:

• Facing sides and charges

• Unit types, areas, and parking options

• Built-up and carpet areas

• Property Management: Generate properties automatically based on approved tower plans or subprojects.

Sales Management

• Quotation Management: Create and send project-specific quotations and price sheets.

• Order Processing: Automate sales order and invoice generation.

• Demand Letters: Consolidate multiple invoices into single demand letters for installments.

Channel Partner and Marketing Automation

• Manage relationships with channel partners and streamline commission tracking.

• Automate marketing campaigns with workflows and activity schedules to nurture leads effectively.

Accounting and Financial Management

• Handle sales invoices, installment tracking, and rental contracts with ease.

• Generate financial reports for revenue, outstanding payments, and project profitability.

• Ensure compliance with tax regulations and statutory requirements.

• Automate tax compliance, including GST rates for purchases and sales.

• Generate financial reports such as balance sheets, profit & loss statements, and cash flow analyses for company-wide or plant-level insights.

• Ensure transparency with vendor and customer records, including credit and debit notes.

Project Management

• Task Automation: Create and assign tasks for construction, sales, or operational projects.

• Milestone Tracking: Define project milestones, such as booking approvals and construction progress, to monitor timelines.

• Resource Allocation: Optimize workforce and material utilization for efficient project execution.

• Progress Monitoring: Track real-time project updates and generate comprehensive reports.

Document Management

• Maintain and organize agreements such as sale deeds, booking forms, and rental contracts.

• Upload, tag, and link documents to records for easy access and retrieval.

• Ensure compliance with secure document storage and audit trails.

HR and Payroll Management

• Maintain detailed employee records, including contracts and attendance.

• Automate payroll with support for ESI, PF, and standard deductions.

• Manage time-off requests and approvals efficiently.

• Generate payslips, manage reimbursements, and ensure compliance with statutory requirements.

• Track workforce performance and attendance to improve productivity.

Dashboards and KPI Tracking

• Access real-time dashboards displaying key performance indicators (KPIs) tailored to your business needs.

• Monitor production efficiency, inventory turnover, sales performance, and financial health at a glance.

• Generate visual reports to identify bottlenecks and optimize processes.

• Empower decision-making with predictive analytics and actionable insights.

Purchasing and Vendor Management

• Purchase Indents: Generate and manage requests for raw materials or non-inventory items from different departments.

• Approvals: Implement multi-level purchase order approval workflows for better control.

• Request for Quotations (RFQs): Automatically send RFQs to vendors, compare quotes, and track responses.

• Purchase Orders: Automate purchase orders based on RFQ selection or indent requests, ensuring quick procurement.

• Vendor Bills: Simplify vendor billing and payment workflows, including GST compliance.

• Subcontracting Orders: Manage subcontracting activities by sending materials to third parties and tracking progress.

• Perform vendor evaluations to ensure quality and reliability across suppliers.

Key Benefits of Our Real Estate ERP Solution

• Streamlined Workflows: Automate processes from lead management to project execution.

• Enhanced Visibility: Gain insights into sales, bookings, and project performance.

• Improved Customer Experience: Provide transparent communication and efficient service.

• Customizable Features: Adapt the system to meet your specific business needs.

Drive Your Real Estate Business to Success with Us

Our ERP solution for the real estate industry ensures that every aspect of your business—from lead generation to project delivery—is handled with precision and care.

Get in Touch today to learn how we can simplify your real estate operations and help you achieve success!