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