Lead-to-booking pipeline
Visualize inquiry, site visit, reservation, and final booking. Identify bottlenecks with integrated real estate lead management.
Real estate CRM
Real Estate CRM & Property Management ERP Software
Manage properties, leads, bookings and sales from one platform. This property management ERP software and CRM client management tool helps real estate agents with a lead management system, plot booking, installment tracking, dealer commissions, and ownership transfers — ERP for real estate companies in one place.
Property inventory
Track plots across projects and phases.
Lead Management System
Inquiry to site visit in one funnel.
Sales Pipeline Management
Reservation through booking.
Contact Management
Buyers, agents, and dealers.
Plot booking workflows
End-to-end plot allocation and booking management
From initial reservation to final possession, manage every stage of the plot booking lifecycle with full audit trails. Capture customer bookings with detailed plot specifications, payment terms, and automatic allotment confirmation. Track available inventory in real time across all projects and phases.
Available
Reserved
Booked
Sold
Lead capture & pipeline
Lead Management Software from inquiry to transfer
Visualize the funnel: lead capture software, site visit, reservation, booking, collections, and mutation — sales pipeline management with CRM automation.
Lead captureInquiry
Lead managementSite visit
Property inventoryAvailability
Sales pipelineBooking
InstallmentsReceipts
Commission / transferMutation
Agent & commission
Agent bookings, dealer network, and commission automation
Give agents and dealers their own login to register bookings, check inventory availability, and track commission earnings in real time.
- Configure tiered commission structures per project, agent, or deal type
- Commissions calculated automatically on booking confirmation or installment milestones
- Generate statements, process payouts, and track paid vs outstanding amounts
Installments
Payment timeline with reminders
Define custom installment schedules with due dates, late payment penalties, and partial payment handling. Send automated reminders and generate receipts on confirmation.
BookingPlan created
Posted
Installment 1Reminder
Due
Installment 2Reminder
Scheduled
Installment 3Reminder
Queued
Final paymentReceipt
Queued
Reporting
Sales, collections, and project P&L
Installment collection tracker
Monitor due and overdue installments with aging analysis. Trigger WhatsApp and SMS reminders for due payments.
Project-wise P&L
Revenue recognition, cost allocations, and margins per phase with the double-entry accounting engine.
Ownership transfers & mutation
Process ownership transfers, name mutations, and sub-division requests with document attachment support and approval workflows. Maintain a complete ownership history for every plot.
Performance reports
Agent-wise performance, project-wise sales velocity, and commission cost reports.
Commission payouts
Statements against verified bookings with ledger integration.
See real estate CRM in the full platform
Explore the Platform
CRM, finance, WhatsApp inbox, and approvals in one product.
FAQ
Frequently asked questions
What is property management ERP software?
Property management ERP software connects inventory, bookings, installments, commissions, and finance so real estate operations are not split across spreadsheets. Smart Business 360 is ERP for real estate companies with CRM client management on the same platform.
What is CRM client management for real estate?
CRM client management keeps buyer contacts, lead status, site visits, and bookings in one record. Combined with a lead management system and sales pipeline management, agents see the path from inquiry to ownership transfer.
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