Real Estate Management Software for Developers & Agents

Real estate management software is a digital platform that helps property developers, agents, and managers track projects, manage units, handle bookings, process payments, and maintain customer relationships in one centralized system. It automates property sales workflows from lead capture to possession handover, providing visibility into project financials and reducing manual administrative work.

Property booking works by selecting a project and available unit, then creating a booking for a customer with pricing details. You can add agreement value, discounts, taxes, and charges. The system generates payment schedules based on the chosen plan (construction-linked, time-linked, or custom). All payments are tracked and automatically synced with accounting.

Yes, the system provides comprehensive payment schedule management. You can create flexible payment plans with token amounts, down payments, monthly EMIs, and possession payments. Track installment due dates, record payments against specific installments, and get alerts for overdue amounts. All payment data integrates seamlessly with the accounting module.

Yes, the system includes full lead management capabilities. Capture leads from multiple sources (website, walk-ins, referrals, social media, property portals), track follow-ups with calls/emails/meetings, schedule site visits, and convert qualified leads to customers and bookings. The CRM tracks the complete sales pipeline from initial inquiry to possession.

Yes, the real estate module is fully integrated with the accounting system. When you receive payments, all transactions are automatically recorded in the accounting ledgers. This ensures accurate financial reporting for property sales, accounts receivable, and revenue recognition without manual journal entries.

Yes, the system supports multiple projects with phases/blocks. Each project can have multiple phases (like Tower A, Tower B, or Phase 1, Phase 2), and each phase can contain multiple units. You can track project status, expected completion dates, and financial performance across your entire portfolio from a centralized dashboard.

Unit management allows you to create and track individual units within projects. Define unit types (apartments, villas, plots, shops), areas (carpet, built-up, super built-up), pricing components (base price, floor rise, PLC, parking), floor numbers, facing direction, and availability status. Bulk unit creation helps you set up entire floors quickly.

The system supports multiple payment plan types: Construction-Linked Plans (payments tied to construction milestones), Time-Linked Plans (fixed schedule), Down Payment Plans (high initial payment), Flexi Plans (flexible installment amounts), Possession-Linked Plans (bulk payment at possession), and Custom Plans. Each plan can have different installment structures, token amounts, and payment frequencies.

Site visits are tracked as part of the lead management process. Schedule site visits for leads with date/time, record which units were shown, capture visitor feedback and interest level (1-5 scale), note objections, and track follow-up actions required. This helps convert interested visitors into booked customers effectively.

Yes, the system provides comprehensive real estate reports including project summaries, unit availability reports, booking status reports, payment collection reports, overdue installment reports, customer-wise payment status, lead conversion analytics, and sales team performance. Reports can be exported to Excel and PDF formats.

Booking cancellations are handled with proper documentation. Record cancellation reason, calculate refund amounts based on company policy, specify deduction amounts for processing charges. The unit is automatically made available again for new bookings, and all accounting entries are reversed or adjusted to maintain accurate financial records.

Yes, the system maintains comprehensive customer profiles including personal details, contact information (multiple phones, email, address), document uploads, and complete booking history. You can also add co-applicants for joint property purchases with their details (name, relationship, contact, documents) linked to the primary booking for proper legal documentation.