Real estate booking management, from cost sheet to agreement
When the buyer says yes, everything that follows should be quick and exact. Realty CRM builds the cost sheet, gets discounts approved, books the unit, sets up the payment schedule and keeps the documents, so sales, accounts and the buyer see the same numbers.
Cost sheets buyers trust
Each quotation works out the agreement value from the unit's area and rate, floor rise, parking and club charges, then adds GST, stamp duty (including a lower rate for women buyers where it applies) and registration, and saves a versioned PDF.
Approvals and bookings
Discounts above a limit go to the approvers you set before the price is final. Booking a unit takes it out of inventory and creates the payment schedule, construction-linked or time-linked.
Documents in one place
Agreements, KYC and other documents are stored against the booking with versions, and the buyer gets a booking confirmation automatically.
Set it up, step by step
Questions about bookings & cost sheets
Can different projects have different charges?
Yes. Every project keeps its own rates, charges and GST and stamp duty settings.
Can a booking be cancelled?
Yes. A cancelled booking frees the unit again and stays on record.
More of Realty CRM
Payment collection
Track every booking's instalments, receipts and dues, send payment reminders automatically and see overdue amounts with ageing, in your real estate CRM.
Inventory management
Live project inventory for builders: towers, wings, floors, row houses and units with availability, holds, pricing and cost sheets, in your real estate CRM.
Sales analytics & reports
Dashboards, targets and 13 reports for real estate sales: lead sources, campaign ROI, executive performance, site visits, bookings, collections and the funnel.