Real Estate Builders CRM

Initiates the transfer of plots/units from one member to another, requiring the submission of transfer documents, along with live photo documentation of both the seller and buyer during the transfer process. Approval from designated authorities is required before processing. The system automatically generates transfer-related documents, ensuring transparency in ownership transfers.

Desk officer initiates the possession request. Routed to the surveyor for verification and final measurements. Surveyor assesses and updates the system with measurements. Final possession approval is granted by management. Possession letter is generated upon approval, ensuring smooth handover.

Allotment is initiated based on customer purchase requests. Requires approval from higher authorities before finalizing allotment. Allotment letters are generated and provided to the member. Cancellation requests follow a structured workflow with approvals. Ensures fair allocation and cancellation handling.

Requests for fee waivers or refunds are submitted with supporting documents and require multi-level approvals from both the financial and administrative departments. Refund transactions are recorded and tracked within the system, with all details reflected in the customer's account statement.

The software manages file issuance from the physical records department, tracking movement between departments to ensure their location is always known. If necessary, a department can hold a file for a specific reason, ensuring clarity. The physical records department maintains full visibility from issuance to return, seamlessly tracking the entire process.

Initiation of merger requests for multiple property files into a single record. Verification of ownership and financial status before approval. Approval process involves designated authorities and legal review. Updated documentation is generated post-approval. Ensures compliance with real estate laws and company policies.

Payment entries are managed by operations staff and verified by audit teams. Payments are reflected in the customer’s account statement. Ensures compliance and correctness of all transactions before approvals. Reviews all documents, including ownership, financial transactions, and requests. Maintains logs of all verification activities. Prevents fraudulent transactions and ensures data accuracy.

The No Demand Certificate (NDC) is generated during the transfer or possession of property. It details all dues and applicable taxes, ensuring that the customer is aware of any outstanding amounts. This document is crucial for completing the transfer or possession process smoothly and transparently.

Actions such as transfers, possession requests, payment entries, allotments, cancellations, waivers, file block/unblock, file opening, refunds, and mergers are initiated by one user and require approval from an authorized person. This process ensures accountability and prevents unauthorized changes.

Administrators have the ability to shut down or activate the CRM system as needed. This feature is useful for scheduled maintenance, holidays, long weekends, or overnight periods. Ensures that the system is only accessible during designated times, enhancing security and operational control.

System administrators assign user permissions based on job responsibilities. Every user has specific access rights according to their designated duties. Ensures secure data handling and prevents unauthorized access.

Payment entries are recorded by operations staff and verified by accounts/audit officers before reflecting on account statements. Reminder letters include organization bank account details for easy deposit. Allows tracking of overdue payments and outstanding balances.

Accessible from any device, eliminating the need for costly server infrastructure and IT staff. Reduces operational costs while ensuring scalability and security. Data is securely stored with real-time access for authorized personnel. As your business grows, you don’t have to worry about infrastructure—it’s managed in minutes.

Developed by professionals with 13+ years of experience in real estate management systems, including projects for Bahria Town and Defence Housing Authority. Practical, real-world scenarios drive system functionality. Ensures compliance with best practices in real estate CRM.