+91 88578 53138 info@codexxa.in Pune Β· Bengaluru Β· Mumbai
Real Estate Solution

Property Booking CRM

Manage property inventory, bookings, payments, and unit allocation from lead to handover. Complete CRM for real estate developers managing complex projects.

Property Inventory Booking Management Payment Tracking Unit Allocation Investor Portal
App Screens
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Property Inventory
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Booking Management
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Payment Tracking
Why It Matters

Why Real Estate Developers Need a Dedicated Property Booking CRM

Managing property bookings across multiple projects, towers, and phases with spreadsheets leads to errors, double bookings, and lost revenue opportunities.

Real-Time Property Inventory

Every unit's status - available, booked, sold, blocked - visible in real-time. No more double bookings or confusion about what inventory exists.

Automated Payment milestone Tracking

Track every installment, royalty, and penalty automatically. Customers get reminders, and your finance team gets real-time payment status.

Investor and Customer Portals

Give investors real-time project updates and payment tracking. Customers can check their unit status, payment history, and receive handover notifications.

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Double bookings with automated checks
95%
On-time payment collection rate
3x
Faster booking conversion
Problems Solved

Common Property Booking Challenges

Real estate developers face unique booking and inventory management challenges that spreadsheets cannot solve.

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Manual Inventory Tracking

Spreadsheets go out of sync. Real-time inventory with automated status updates ensures every stakeholder sees current availability.

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Payment Collection Delays

Manual reminders fail. Automated milestone tracking with SMS/email alerts ensures timely payments and reduces delays.

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Cost Sheet Errors

Manual cost sheet generation causes pricing errors. Automated cost sheet generation with formula-based calculations eliminates this.

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Unit Allocation Confusion

Multiple sales teams booking the same unit. Centralized allocation with locking prevents conflicts and ensures fair distribution.

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Project Master Complexity

Managing multiple projects, towers, phases, and floor plans is complex. Project master with hierarchy solves this.

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Limited Customer Access

Customers cannot check their booking status. Self-service portal gives buyers real-time access to their unit and payment details.

Core Modules

Complete Property Booking CRM Platform

Every feature needed to manage the full property booking lifecycle from inquiry to handover.

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Property Inventory

Complete inventory management with unit master, floor plans, tower configuration, and real-time availability across all projects.

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Booking Management

Digital booking workflow with application, unit lock, agreement generation, and status tracking through to registration.

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Payment Tracking

Automated milestone-based payment tracking with installment schedules, reminders, late payment penalties, and receipt generation.

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Unit Allocation

Smart unit allocation with preference management, waitlist handling, priority rules, and automated status updates.

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Project Master

Multi-project management with tower/phase/unit hierarchy, floor plan management, area configuration, and pricing rules.

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Investor Portal

Dedicated portal for investors and NRI buyers to track project progress, payment history, and unit status in real-time.

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Cost Sheet Generation

Automated cost sheet generation with base price, floor charges, registration, GST, and allinclusive pricing calculations.

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CRM for Sales

Complete sales CRM with lead management, follow-up tracking, converter analysis, and sales team performance analytics.

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Analytics Dashboard

Sales velocity, inventory status, payment collection, and revenue projections with visual dashboards and export capabilities.

Workflow

How the Property Booking Workflow Works

Seamless customer journey from inquiry to property handover.

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Inquiry

Lead captured

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Unit Selection

Inventory viewed

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Booking

Unit locked

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Agreement

Documents signed

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Payments

Milestones tracked

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Handover

Keys delivered

Special Features

Advanced Features That Drive Results

Automated Cost Sheet Engine

Formula-based cost sheet generation that calculates floor charges, PLC, amenities, GST, and registration automatically based on unit configuration.

Smart Waitlist Management

When preferred units are unavailable, customers are auto-added to waitlists. Priority-based notification when units become available.

Investor Portfolio View

NRIs and investors get a consolidated view of all their bookings across projects, payment status, and expected handover timelines.

Use Cases

Who Can Use This Solution

Designed for every type of real estate developer.

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Residential Developers

Apartment, villa, and township developers managing multiple projects and phases.

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Commercial Developers

Office space, retail, and IT park developers with complex leasing requirements.

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plotted Developers

Large-scale plotted development and township developers with multiple blocks.

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Mega Projects

Developers managing large mixed-use projects with multiple unit types.

FAQs

Frequently Asked Questions

Can we manage multiple projects and towers? β–Ό
Yes, the project master module supports unlimited projects with configurable towers, phases, wings, and unit types. Each can have its own pricing, floor charges, and availability rules.
How does unit allocation and locking work? β–Ό
Sales team members can view real-time availability and lock units during customer visits. Locked units are held for a configurable period before auto-releasing if not booked. Priority rules ensure fair access.
Can we generate cost sheets automatically? β–Ό
Yes, the cost sheet engine calculates base price, floor charges, PLC, preferred location charges, amenities, GST, and registration fees automatically based on unit configuration and current date.
Does it support investor and NRI portals? β–Ό
Yes, investors and NRI buyers get dedicated portal access to track their bookings, payment history, project progress photos, and expected handover dates across all their investments.
Can we track payment milestones automatically? β–Ό
Yes, configure payment schedules by project or unit type. The system automatically generates installment reminders, tracks late payments, and calculates penalties according to your policies.

Ready to Transform Your Property Booking Operations?

Book a free consultation call to plan a property booking CRM that eliminates double bookings, automates payment tracking, and gives investors real-time visibility into their investments.

Book Free Consultation Call

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