T3 ERP Real Estate CRM Software in Mumbai
One connected CRM for the complete property sales journey

Real Estate CRM Software in Mumbai

Manage property leads, site visits, live unit inventory, cost sheets, EOI, bookings, construction-linked demands, collections, channel partners, documents and possession follow-ups from one connected T3 ERP system.

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Keep Every Property Sale Connected from Lead to Possession

Real estate sales teams manage long, high-value buyer journeys across portals, campaigns, brokers, site visits, bookings, collections and possession.

T3 ERP Real Estate CRM connects sales, finance, legal, channel partners and possession teams around one source of truth.

Stop Lead Leakage

Capture portal, website, campaign, broker, phone and walk-in enquiries with source and owner tracking.

See Live Unit Availability

Know which units are available, held, booked, registered, sold or cancelled before making commitments.

Control Pricing & Booking

Generate cost sheets using approved unit pricing, PLC, discounts, GST and controlled approvals.

Improve Demand & Collections

Connect payment plans with demand letters, due dates, receipts and overdue collection follow-ups.

Keep Post-Booking Control

Track broker claims, KYC, agreements, RERA data, possession checklists and snag closure.

Complete Real Estate CRM Workflow

T3 ERP connects the complete real estate CRM journey from first enquiry to final possession. Each stage has clear status control, responsible users and linked records, helping teams manage a buyer journey that may continue for months or years.

Lead Management

Lead Capture & Assignment

Capture leads from property portals, campaigns, brokers, website, walk-ins and phone enquiries with source details, duplicate checks, lead scoring and owner assignment.

Site Visits

Site Visit & Sales Follow-Up

Schedule site visits, capture units shown, buyer feedback, quoted price, objections and next follow-up so every enquiry remains active until closure.

Qualification

Buyer Journey Visibility

Track each buyer from initial enquiry through qualification, site visits, negotiations and final unit selection.

Cost Sheet

Cost Sheet, EOI & Booking

Prepare unit-wise quotations with base price, PLC, discounts, GST and total consideration. Use EOI or token booking to hold the unit before confirmation.

Payment Plan

Demand & Collection Control

Link bookings with construction-linked or time-linked payment plans that generate demands, due dates and collection follow-ups automatically.

Receivables

Receipts & Overdue Tracking

Track receipts, pending amounts, overdue demands and collection status against each booked unit.

Documentation

Agreement & Registration

Keep allotment letters, sale agreements, KYC, NOC and registration documents connected with the booking.

Buyer Records

Demand Letters & Receipts

Store demand letters, payment receipts and supporting documents in one buyer and unit record for easy audit.

Compliance

RERA & Audit Visibility

Keep RERA-related project data, booking documents and financial records available for management review.

Handover

Possession Scheduling

Schedule possession against booked units and manage handover activities with clear status control.

Snag Closure

Snag & Service Tracking

Record snag tickets, assign engineers, track resolution and close issues after buyer sign-off.

Management Reports

Sales, Inventory & Collection Reports

Review sales funnel, unit inventory, collections, broker performance and RERA visibility from one system.

Property Inventory, Leads, Booking & Demand Control

Manage the complete commercial flow of a real estate project: unit inventory, buyer interest, site visits, cost sheets, booking and payment demands from one connected system.

Project & Unit Inventory

Maintain project, tower, wing, floor and unit details with area, facing, base rate, PLC and live unit status to prevent double booking.

Lead & Source Tracking

Capture portal, campaign, broker, website, walk-in and phone leads with source, score, qualification stage, owner and next follow-up.

Site Visit Scheduling

Schedule site visits, assign a sales host, send reminders and record units shown, buyer feedback, quoted price and revisit requirements.

Quotation & Cost Sheet

Generate unit-wise cost sheets with base price, PLC, other charges, discounts, GST and approval-controlled revisions.

EOI, Token & Booking

Manage Expression of Interest, token booking and final booking stages, then move the confirmed unit to Booked status.

Payment Plans & Demands

Configure construction-linked or time-linked plans so milestones generate demand letters, due dates and receivable entries automatically.

Post-Booking Control

Channel Partner, Documentation, Possession & Management Visibility

Beyond booking, real estate CRM needs control over brokers, customer documents, collection performance, legal steps, possession and post-handover snags. T3 ERP keeps these activities connected with the same buyer, unit and booking record.

Channel partner management in T3 ERP Real Estate CRM
Real Estate CRM

Channel Partner Management

One Connected ERP for Real Estate Sales & Post-Sales

T3 ERP Real Estate CRM is built for the complete property sales and post-sales lifecycle. It connects lead management, live unit inventory, quotation, booking, payment schedules, collections, brokerage, documents, RERA visibility and possession tracking with the ERP finance and reporting layer.

Single Source of Truth

Leads, buyers, units, quotations, bookings, collections, documents and possession tickets stay linked instead of being scattered across separate tools.

Built for Indian Real Estate

Support property portals, channel partners, GST, RERA fields, escrow visibility, demand letters, receipts and possession handover requirements.

Better Sales Discipline

Round-robin assignment, duplicate checks, site-visit tracking, follow-up reminders and cost-sheet approvals help improve conversion control.

Finance & Collection Visibility

Payment plans, demands, receipts, overdue follow-up and collection reports keep finance aligned with sales and project milestones.

Broker & Compliance Control

Channel partner KYC, lead tagging, brokerage slabs, approval and payout tracking help reduce manual disputes.

Mobile-Friendly Execution

Sales users can check live inventory, capture site-visit outcomes, share cost sheets and follow up with buyers directly from the field.

FAQs

Frequently Asked Questions

Quick answers about T3 ERP Real Estate CRM, project inventory, site visits, bookings, demand letters, channel partners, collections and possession tracking.

Real Estate CRM Software helps builders and developers manage property leads, site visits, unit inventory, cost sheets, bookings, payment demands, collections, broker commissions, documentation and possession follow-ups from one system.

Yes. T3 ERP can maintain the full project hierarchy such as project, tower, wing, floor and unit, along with unit status like Available, Held, Booked, Agreement-Done, Registered, Sold or Cancelled.

Yes. Brokers can be registered with KYC, PAN/GSTIN, RERA agent number, lead tagging, brokerage slab, payout trigger and commission approval controls.

Yes. Construction-linked or time-linked payment plans can generate demand letters, due dates, receipts, overdue status and collection reports.

Yes. Possession can be scheduled against the booked unit, handover checklists can be completed and snags can be tracked as service tickets until buyer sign-off.

Ready to Accelerate Property Sales?

Manage Leads, Bookings, Collections and Possession with One Real Estate CRM

Connect property enquiries, live unit inventory, site visits, cost sheets, bookings, payment demands, channel partners, documents and possession tracking with T3 ERP Real Estate CRM in Mumbai.

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