Real Estate.

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Properties Sales Manager.

Lead Management Followups Agents Property Vists Properties Management Finance & Accounting Billing System Appointment Booking Documentation

Automation Solution

4 min read

Plots & Ventures Manager.

Layouts Agents Lead Management Site Vists Commission Distribution Billing System Properties Management

Automation Solution

4 min read

Rent & Tenant Manager.

Leasing Security Deposits Property Inspections Rent Collection Repair & Maintenance Mortgage & Utility Payments Accounting

Growing competition. Demanding regulations. An increasing focus on buyers & tenants. Responding to such unrelenting pressure demands digital transformation in real estate.

Automating the real estate workflow with CRM software transforms your operations from manual and chaotic to smart, fast, and scalable. It helps boost sales, cut costs, improve agent efficiency, and deliver a better client experience—while keeping everything organized and trackable.

CRM automation for rent and tenant management transforms daily operations from manual and messy to smooth, organized, and scalable. It reduces delays, errors, and tenant dissatisfaction—while giving landlords complete control and visibility over their rental business.

Property Sales Management

Efficient Lead Management

Auto-capturing leads from websites, ads, and social media platforms.
Quick assignment of leads to available sales agents based on location or priority.
Tracks lead progress (new, contacted, visited, closed, lost) with status pipelines.
Sends automated follow-ups via email, WhatsApp, or SMS to keep prospects engaged.
Easy assigning & re-assigning leads with just one-click.

Agent Management & Performance Tracking

Maintain a database of all agents, their active leads, and sales performance.
Auto-assign leads to agents.
Generate agent performance reports, including closure rate, lost rate, on hold rate and average time to close.
Track area-wise productivity for better allocation and planning.
Tracks communication history with each client for compliance and records.

Automated Property Visit Scheduling

Allows clients to book property visits online with available time slots.
Notifies agents and clients via automated reminders (SMS/Email).
Tracks visit outcomes (interested, not interested, needs follow-up).
Helps management understand popular properties based on visits.

Finance & Accounting Automation

Automated quotation, invoice & billing generation.
Tracks payment schedules, dues, and payment reminders.
Auto-calculates GST, brokerage, and taxes, reducing manual errors.
System Generated multiple payment receipts & refund receipts.

Transparent Commission Distribution

Automatically calculates agent commissions based on predefined slabs.
Tracks commissions distributed.
Maintains a log of paid and pending commissions, with payout timelines.
Reduces disputes and ensures financial transparency.

Centralized Dashboard & Reporting

Real-time visibility of leads, sales, payments, and team performance.
Customizable dashboards for management to take faster decisions.
Provides insights into conversion rates, revenue, best-performing properties, etc.