One system for your
property sales operation.
PropertyCRM connects projects, individual units, customers, deals, payment plans, collections, documents, and reporting. We configure the platform around your workflow and build the parts that are unique to your business.
Illustrative workflow · Sample data
Configured around your business.
You get a working property platform first. We configure it around your business, then build only what is unique.
Core Platform
The core property sales and collections foundation ready on day one:
- Projects, towers, wings & unit registers
- Customers, KYC documents & co-owners
- Deals, booking tokens & sales stages
- Payment plans, payments, receipts & reports
Client Configuration
We configure the platform to your portfolio rules:
- Your projects, locations, towers & unit fields
- Your base pricing, floor-rise, facing & PLC logic
- Your payment milestone stages & demand schedules
- Your team roles, approval rules & branding
Custom Workflows
Client-specific automations and bespoke engineering:
- Automated WhatsApp milestone reminders
- Custom PDF receipt & letterhead formats
- OCR document extraction & AI workflows
- Dedicated single-tenant private deployment
One flat. Four questions.
Someone asks about Flat B-402.
PropertyCRM connects the entire sales lifecycle into one connected property-sales record.
The unit is the thread.
Location → Project → Unit → Customer → Deal → Payment plan → Collection. Click any step along the rail to trace Flat B-402.
Flat B-402
The unit is the anchor. Everything connects here: specifications, pricing, carpet area, buyer assignment, deal status, and payment milestones.
Platform Features
Projects & Units
Navigate inventory across multiple projects and locations instantly. The unit record holds flat details, area measurements, facing, parking allocations, and live availability status.
- Multiple projects, towers, and locations
- Unit inventory and flat details
- Hold and sold status controls
- Pricing, PLC, and unit attributes
Customers & Deals
Every buyer record, KYC document, and deal stage is tied directly to the unit.
- Buyer KYC status and co-ownership splits
- Deal stage tracking and approval checkpoints
- Time-stamped sales notes and follow-ups
Invoicing & Milestone Collections
Invoices and payment demands are generated directly from the deal record. Trigger installment demands based on site progress, verify incoming bank transfers, and maintain a permanent payment audit trail.
- Construction-linked milestone payment demands
- Bank transfer UTR & transaction proof attachment
- Maker-checker dual approval workflow for accounts
- Permanent audit trail: Payment → Proof → Approval → Receipt
Demand notes & receipts delivered on WhatsApp.
Generate official documents on your own letterhead and deliver them automatically to buyers as construction progresses.
Triggered on civil stage completion with bank details
Auto-generated upon bank transfer approval
5-stage milestone breakdown with floor-rise PLC
Live statement showing balance paid & pending
Dear Meera Sharma, the Plinth Level milestone for Flat B-402 (Tower B) is certified.
Connect the tools your business already relies on.
An honest operational comparison.
See how a configured property-sales record eliminates scattered files for Flat B-402.
| Sales Operation | Scattered Spreadsheets & Chat | PropertyCRM (Configured Record) |
|---|---|---|
| Find unit inventory | Search multiple files or ask staff for the latest list | Instant project register with floor, facing, and live hold/sold controls |
| Understand the buyer | Switch between contacts, notes, and messages | KYC documents, primary and co-owners linked directly to the unit record |
| Track deal pipeline | Reconstruct the latest stage from chat threads | Property deal pipeline: token received → agreement draft → agreement signing |
| Know what is due | Maintain a disconnected payment sheet | Construction-linked milestone payment demands with due-date tracking |
| Verify incoming payments | Search for payment receipts across WhatsApp | Transaction proofs & approved receipts attached directly to the deal record |
| Review project health | Manually assemble spreadsheets into summaries | Project summary and analytics views built automatically from the same records |
Configured for your projects in days.
No 6-month generic ERP rollouts. We take the proven PropertyCRM core and configure it around your inventory, payment schedules, and sales team.
Inventory & Pricing Setup
We import your floor plans, unit numbers, carpet areas, facing attributes, and floor-rise pricing rules.
Milestones & Demand Notes
We configure your construction-linked payment schedules, demand notice templates, and bank account details.
Team Access & Go-Live
Your sales desk, back office, and accounts team get clean, role-scoped access to start closing deals immediately.
Bring your property sales operation into one connected record.
Get a working property platform configured around your business, with custom workflows built only where you need them.