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Real Estate

Housing Society Management System

A management system for a housing society: plot inventory, bookings, installments, transfers, commissions and investors in one place.

CRMWeb ApplicationFinance
Live with client

Status

Booking to final installment

Covers

Excel reports

Exports

The Challenge

The society tracked plots, bookings and installment receipts in spreadsheets and registers. Nobody could see at a glance which plots were sold, what each buyer still owed, or what commission was due to which agent.

The Solution

We built a web CRM around the society's real sales process — from booking to the last installment, including transfers and resale — with dashboards for management and receipts for buyers.

Implementation

  1. 1Mapped the booking, installment and transfer process with the society's team
  2. 2Built plot inventory, booking and installment schedules with printed receipts
  3. 3Added transfer and resale, commission and concession handling
  4. 4Added investor, employee, expense and cash day book records with dashboards and Excel export
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