Features of Real Estate CRM software
Account Module

Income

  • Add Booking (Sales): Create booking/Sales for every project.
  • Add Down payment: View Booking List & Add Down payment
  • Add installment: Search installment by Project Name & Plot Name. Create installment payment.

Payment Schedules

  • Payment Schedules List: View Payment schedule list & Add payment Schedule
  • Search Payment Schedules: Search payment schedule year wise.
  • Party Ledger: View party’s payment ledger & Filtering by Client.

Expense/Contractor Bill

  • Expense Type: Add Purchase Type to Stock.
  • Add Expense: Add new Expense to Stock.

Accounts View report

  • Expense Report
  • View all purchase/stock report: Filtering by Project & Type.

Income Report

  • View all sales/booking List: a list of sales/booking
  • View all down payments List: A list of down payment & Payment.
  • View all installments List: View all installment details. You can also add payment from here.

Billing Information

  • Billing: Project & Plot wise billing info,
  • Client name wise billing info,
  • Client mobile number wise billing info,
  • Client ID number wise billing info.
  • Income-Expense Statement
  • Year wise income statement.

Clients Module

Clients

  • Add New Client: New Client Entry Form.
  • All Client List: A list of client & Export in excel.
  • Login Access: Create Login Access for Client.

Marketing Module

Marketing

  • Add Marketing: Add New Marketing Executive details and create access.
  • Marketing List: A list of Marketing Executive.
  • Marketing Report: Marketing person wise report.

Project Module

Project

  • Add Projects: Create new project information.
  • View all project: A list of project & view.

Flats/Plots

  • Add Flat Detail: Add new flat information.
  • Add Plot Detail: Add new plot details.
  • View Flat Detail
  • View Plot Detail Development

Tools:

  • Language: PHP
  • Database: MySQL
  • Framework: CI