Real Estate ERP and CRM Software for Builders, Developers and Brokers
Techzex builds custom Real Estate ERP and CRM software — combining lead management, property inventory, site visit scheduling, booking management, payment plan tracking and project dashboards into one system built specifically for India's real estate market.
Property developers and brokers in India typically manage leads on Excel, track follow-ups on WhatsApp and create payment schedules manually. Our real estate software connects the entire process — from first enquiry to booking and handover.
Real Estate Software
Lead CRM
Capture enquiries, assign, follow-up tracking
Property Inventory
Unit-wise availability, pricing and status
Site Visit Scheduling
Book visits, reminders and visit reports
Booking & Payments
Booking form, PDC, payment schedule tracking
Owner Dashboard
Leads, bookings, revenue and project status
Excel Sheets, WhatsApp Follow-ups and Manual Payment Reminders are Losing You Bookings
Most property developers and brokers in India manage leads in Excel, coordinate follow-ups on WhatsApp groups and track payment schedules on paper. This works when you have 20 leads and 1 project. Once you have 3 projects, a sales team of 8 and 200 active leads, it becomes unmanageable.
Leads from 99acres fall through because no one follows up in time. Site visits are scheduled verbally and forgotten. Buyers miss payment instalments because reminders are sent manually. The owner has no way to see which project is performing without calling the sales manager.
Real estate CRM and ERP software connects every part of the business — so no lead is lost, no payment is missed and the owner sees performance in real time.
Complete Real Estate ERP & CRM System
Every module your property business needs — from lead capture to owner dashboard — in one connected platform.
Lead Capture & CRM
Capture leads from website, 99acres, MagicBricks, WhatsApp and offline sources. Auto-assign to sales team with priority tags.
Property Inventory Management
Manage unit-wise availability — flat/plot/villa number, size, floor, facing, price and booking status (Available/Booked/Registered).
Site Visit Scheduling
Schedule and track property site visits. Record client feedback, visit outcome and next follow-up date.
Follow-up Tracking & Reminders
Never miss a follow-up. Set call and meeting reminders per lead. Manager sees all due and overdue follow-ups.
Booking & Agreement Management
Create digital booking forms, track token amounts, agreement status and registration dates per unit.
Payment Schedule & PDC Tracking
Define construction-linked or time-linked payment plans. Track installment dues, received amounts and PDC details.
Document Management
Store sale agreements, KYC documents, NOCs and registration papers per buyer — organised by unit.
Buyer Communication & Alerts
Send payment reminders, construction update messages and documentation alerts via WhatsApp or SMS.
Project Progress Tracking
Track construction progress floor-wise or zone-wise. Update and communicate project milestones to buyers.
Owner & Management Dashboard
Live dashboard showing total enquiries, converted bookings, collection status, outstanding payments and project progress.
Mobile-Friendly for Sales Team
Sales executive updates lead status, schedules visit and logs call notes from their mobile — no desktop needed.
Channel Partner & Broker Management
Manage channel partners, assign leads, track referrals and calculate brokerage commission per closed deal.
What Your Property Business Gains
Real, measurable improvements in lead conversion, buyer management and owner visibility.
No Lead Goes Unattended
Every lead from every source enters the CRM automatically. Follow-up system ensures every enquiry gets a response within the set timeframe.
Full Buyer Journey in One System
From first enquiry to site visit, booking, payment and registration — the complete buyer journey is tracked digitally without switching tools.
Owner Sees Everything from One Screen
Live dashboard shows active leads, pending visits, total bookings, collection against target and project occupancy status at any time.
Fewer Payment Delays
Automated payment reminders sent to buyers before due dates reduce delayed installments and PDC bounces.
Who Needs Real Estate ERP & CRM Software
Property Developers
Manage multiple projects, units, bookings and collections
Real Estate Brokers
Track enquiries, follow-ups and commission from leads
Builders & Constructors
Connect project progress with buyer payment schedules
Real Estate Marketing Teams
Track campaign-wise lead quality and conversion rate
Channel Partners
Manage assigned leads and referral commission
Housing Society Developers
Plot/flat inventory, booking and registration tracking
Commercial Property Firms
Office, shop and warehouse lease and sale management
Real Estate Group Owners
Multi-project dashboard for portfolio-level visibility
How Much Does Real Estate CRM/ERP Software Cost?
Pricing depends on the number of projects, users, modules required — CRM only, CRM + ERP, or full multi-project enterprise setup — and any custom integrations. We discuss your exact requirement and provide a specific, transparent quote.
How a Bhubaneswar Property Developer Reduced Lead Loss and Improved Collections
The Challenge
A residential property developer in Bhubaneswar had 3 ongoing projects with 200+ units. Their sales team tracked leads in Excel, WhatsApp was used for follow-ups and payment reminders were done manually. Leads were falling through the gaps — especially from Google Ads and 99acres. Collection delays were common because no automated reminders were going to buyers.
How We Solved It
Techzex built a Real Estate CRM + ERP system with lead capture from all sources, sales team follow-up tracking, unit-wise inventory, digital booking forms and automated payment reminder messages via WhatsApp. The owner got a dashboard showing all projects, total leads, bookings and collection status.
Results & Outcomes
4 measurable improvements
Lead response time improved — every enquiry assigned within 2 hours of entry
Booking process digitised — agreement, KYC and token amount all tracked per unit
Automated WhatsApp reminders reduced payment delays significantly
Owner views all 3 projects from one dashboard without calling the sales team
How We Build Your Real Estate CRM & ERP
A 7-step process designed to digitise your property business with minimal disruption.
Free Demo
We demo the complete real estate CRM and ERP — lead to booking to payment.
Business Mapping
We map your projects, unit types, sales workflow, payment plans and reporting needs.
Configuration
Projects, unit types, lead sources, sales team and pipeline stages are set up.
Data Migration
Existing leads, unit inventory and booking data imported into the system.
Staff Training
Sales team, back office and management trained on CRM and dashboard.
Go Live & Support
System deployed with your team using it live, with dedicated support.
Feature Expansion
Add payment gateway, mobile app, portal or other modules as needed.
What Makes Working with Techzex Different
Website, Marketing & Software Under One Roof
You don't need to manage 3 different vendors. Techzex handles your website, social media, SEO and custom software from one place.
Custom Development, Not Just Templates
Everything we build is custom — designed for your specific business, not copied from a template or a generic SaaS tool.
Long-Term Support After Delivery
We stay involved after launch. AMC, bug fixes, new features and improvements — we are your long-term technology partner.
India and Global Client Support
We work with businesses across India and offshore clients in the UK, USA, UAE and other countries. Time-zone friendly communication.
Admin Panel and Dashboard Expertise
Every product we build comes with a proper admin panel. We specialize in owner dashboards, reports and data visibility tools.
Practical Business-First Approach
We ask real business questions before writing code. Our solutions are built around how your business actually operates.
Modern, Scalable Technology
We use Next.js, React, Node.js, Laravel and cloud-ready architecture that grows as your business grows.
Transparent Timelines and Honest Pricing
No hidden costs. No vague promises. We give realistic timelines, clear documentation and fixed-price or milestone-based billing.
Related Products & Services
Real Estate ERP & CRM Software — Frequently Asked Questions
Answers to common questions about CRM vs ERP, multi-project support, payment tracking, portal integrations, WhatsApp reminders and implementation timeline.
Covered in this FAQ section
Response time for all enquiries
Consultation — no obligation, no pressure
Real Estate CRM software is a customer relationship management system built specifically for property businesses. It helps developers, builders and brokers capture leads from all sources, assign to sales team, schedule site visits, track follow-ups and monitor the sales pipeline — replacing Excel sheets and WhatsApp coordination.
Real Estate CRM manages the sales and lead process — enquiries, follow-ups, site visits, negotiations and bookings. Real Estate ERP goes further to connect project management, unit inventory, payment schedules, construction progress and financial reporting. Techzex can provide either or both as a combined system.
Yes. Each project can be configured separately with its own unit inventory, pricing, payment plans and sales team. The owner sees a consolidated view of all projects from one dashboard.
Yes. Techzex's real estate software supports custom payment plans — construction-linked, time-linked or milestone-based. PDC details, due dates and received amounts are tracked per buyer and unit.
Yes. Lead capture from portals, Google Ads, Facebook Ads, website forms and WhatsApp can be connected so all leads enter the CRM automatically without manual entry.
Yes. The system can include a channel partner module where partners receive assigned leads, track their status and see their brokerage commission on converted deals.
Yes. Automated WhatsApp or SMS messages can be set up for payment reminders, construction updates, documentation requests and appointment confirmations.
A standard Real Estate CRM takes 6–8 weeks. The full CRM + ERP system with project inventory, payment tracking and owner dashboard takes 10–14 weeks depending on the number of projects and custom modules.
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