Real Estate Sales With TRealty CRM
Store Property Unit Details
Supports Project/ Property/ Unit hierarchy.
- Link to Escrow account if required.
- Supports multiple property types like Residential, Commercial, etc.
- Security driven access to sensitive fields like Rate per sq ft.
- Manage selective release – release premium units last.
Upload documents
- Store images /photos of layout.
- Store floor plans for units.
Update construction milestones
- Default Payment plan linked to a property.
- Support for Construction linked payment plan.
First Sale – opportunity management
- Web enquiry to lead in CRM.
- Check unit availability based on criteria.
- Sell floors or units.
- Generate payment plan.
- Support temporary booking and auto-reversal.
- Generate receipt for Booking advance.
- Generate contract.
- Maintain availability status
- Status like Available, Reserved, Booked, confirmed etc.
- Automatic online update of status - so avoid double booking.
Post Sale revisions
Changes to Buyer or unit purchased or both,
- Reallocation of different unit.
- Transfer unit - one buyer to another.
- Buyback.
- Resale.
- Changes to Unit details – Area, number of parkings, additional investors.
- Contract edits/modifications/deletions with security.
Receivable Management
Receivable Followup,
- Produce ageing report.
- Dynamic ageing if linked to construction milestones.
- By Customer by property.
- Auto emails for followup.
Collection Management,
- Bulk or individual payments.
- Register PDC details.
- Issue Receipts.
- Allocation of bulk receipts.
- Pay Commissions to Agents.
- Pay Premium to Owners.
- Adjustments to Installments.
Broker Management
Maintain Contact details, addresses,
- Brokerage Contract renewal followup.
Upload documents,
- Store contract copies.
- Upload availability list centrally for email.
Broker Commission Management,
- Calculate commissions payable.
Feedback and Complaint Management
- Link to call centre.
- Auto pickup of call and customer info.
- Holding statement by customer visible.
- Create service tickets.
- Notification and Escalation management.
- 360 degree view of customer.
Integrated Marketing Campaign Management
- Campaigns linked with property launch.
- Link leads to campaigns for ROI Reports.
- Integration to Call Centre /support for CTI.
- Support for Outbound call distribution to agents.
- Mass mailing/merging with standard templates.
FORMS LIBRARY
- Deal Sheet
- Payment Schedule
- Property Sales Agreement
- Booking Agreement
- Resale Acknowledgement Letter
- Acknowledgement Letter
- Release Letter
- Clearance Letter
- Receipt.
REPORTS IN ADDITION TO STANDARD REPORTS
- Reservation Summary/Expiry Report
- Booking Summary/Expiry Report
- Cheque Details
- Collection Report
- Consultant wise Sales Report (Graph)
- Receivables Report
- Unit wise Installments Details
- Property wise sales overview
- Resale Frequency
- Unit Availability
- Sales report (Original sales, Resale)
- Agency Commission Report
- Agency wise Sales Report (Graph)
- Staff Commission report
- Report of Resale Acknowledgements, Cancellations, Buyback.
See Also
What's New?




