Payment collection and instalment tracking for builders
Collections keep projects moving. Realty CRM keeps each booking's payment schedule, records receipts, reminds buyers before instalments fall due and shows accounts exactly what is overdue, by project and by buyer.
Schedules that follow the project
Instalments follow the payment plan chosen at booking, with GST on each one. Construction-linked instalments are raised as the project reaches each milestone.
Receipts and reminders
Record payments by cheque, transfer or UPI against the right instalment, with a numbered receipt. Buyers get a reminder before each due date and a confirmation when a payment is received.
Know what is outstanding
The pending payment report shows outstanding instalments with overdue ageing, and the revenue report shows bookings, agreement value and collections month by month.
Set it up, step by step
Questions about payment collection
Can buyers pay online through the CRM?
Payments are recorded by your accounts team when they arrive, by any method you accept. The CRM keeps the schedule, receipts and reminders.
More of Realty CRM
Bookings & cost sheets
Cost sheets with GST and stamp duty, discount approvals, unit bookings, payment schedules and documents: real estate booking management in one CRM.
WhatsApp automation
WhatsApp in your real estate CRM: one-tap chats from every lead, approved templates for welcomes, site visit reminders, payment reminders and booking confirmations.
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.