Real Estate ERP Software
Manage projects, unit inventory, bookings, payment schedules, customer demands and collections for developers.
Common Real Estate Challenges
- Unit availability is not current
- Payment schedules are tracked manually
- Customer demands and receipts get mismatched
- Broker commissions are disputed
One System for the Whole Operation
Real Estate ERP keeps unit inventory, bookings and payment schedules in one place, raising demands and tracking collections automatically.
Key features
- Live unit inventory
- Booking and allotment
- Construction-linked payment plans
- Automatic demand letters
- Broker commission tracking
Modules Included in Real Estate ERP
A typical Real Estate ERP implementation includes the modules below. Modules can be added or left out to suit your business.
What Changes After Implementation
Real Estate Process Flow in the ERP
Select any step to see the department, users, inputs, activities, outputs and ERP modules involved. Each step updates the next automatically.
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1LeadSales
Lead
- Department
- Sales
- Users / Roles
- Sales Head
- Sales Executive
- Channel Partner Coordinator
- Inputs
- Customer or business requirement
- Activities
- Lead recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Site Visit
- ERP Modules
- Lead Management
- CRM
Typical configuration – refined to your exact process during implementation.
Next process: Site Visit
-
2Site VisitSales
Site Visit
- Department
- Sales
- Users / Roles
- Sales Head
- Sales Executive
- Channel Partner Coordinator
- Inputs
- Output of: Lead
- Activities
- Site Visit recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Booking
- ERP Modules
- Lead Management
- CRM
Typical configuration – refined to your exact process during implementation.
Next process: Booking
-
3BookingSales
Booking
- Department
- Sales
- Users / Roles
- Sales Head
- Sales Executive
- Channel Partner Coordinator
- Inputs
- Output of: Site Visit
- Activities
- Booking recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Agreement
- ERP Modules
- Sales Orders
- CRM
Typical configuration – refined to your exact process during implementation.
Next process: Agreement
-
4AgreementOperations
Agreement
- Department
- Operations
- Users / Roles
—
- Inputs
- Output of: Booking
- Activities
- Agreement recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Demand
- ERP Modules
—
Typical configuration – refined to your exact process during implementation.
Next process: Demand
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5DemandOperations
Demand
- Department
- Operations
- Users / Roles
—
- Inputs
- Output of: Agreement
- Activities
- Demand recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Collection
- ERP Modules
—
Typical configuration – refined to your exact process during implementation.
Next process: Collection
-
6CollectionFinance
Collection
- Department
- Finance
- Users / Roles
- Accountant
- Collections Executive
- Inputs
- Output of: Demand
- Activities
- Collection recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Possession
- ERP Modules
- Accounting
Typical configuration – refined to your exact process during implementation.
Next process: Possession
-
7PossessionOperations
Possession
- Department
- Operations
- Users / Roles
—
- Inputs
- Output of: Collection
- Activities
- Possession recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Completed transaction and reports
- ERP Modules
—
Typical configuration – refined to your exact process during implementation.
Who Uses Real Estate ERP
Every user gets a role with access to only the screens, branches and approvals they need. Roles are configured to your organization chart.
Management
- Managing Director
Sales
- Sales Head
- Sales Executive
- Channel Partner Coordinator
CRM
- CRM Executive
Projects
- Project Manager
Legal
- Legal Executive
Finance
- Accountant
- Collections Executive
See What Matters, When It Matters
Role-wise dashboards give owners, managers and staff the numbers they act on, with drill-down to the underlying documents and export to Excel or PDF.
Connects With Your Tools
Configured Around Your Business
- Requirement study of your current real estate processes
- Custom fields, reports and approval workflows
- Data migration from Excel or your existing software
- On-site / online training for each department
- Support and enhancements after go-live
Related ERP Solutions
Build Your Real Estate ERP
See Real Estate ERP configured for your processes. Request a personalised demo or a quote for your requirement.