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Real Estate Management

Portal · Real Estate

Inventory and booking ops for builders and developers

Manage projects, units and availability. Run bookings from token through handover. Attribute channel partners — paired with salesTantra CRM for leads and pipeline.

Real Estate industry

Projects & units Availability Bookings → handover Channel partners Pairs with CRM

How it fits

CRM sells. This portal runs inventory.

Many teams start with Sales CRM alone. Add Real Estate Management when you need unit-level truth — projects, towers, availability and booking operations.

salesTantra CRM

Leads, assignment, pipeline, marketing

✓ Capture from portals, ads, forms and walk-ins
✓ Sticky owner + project team + workflow rules
✓ Site visits, follow-ups and sales pipeline
✓ Deals linked when a unit is about to be booked
✓ Campaigns, CPL and custom reports

Explore Sales CRM

This portal

Available

Projects, inventory and booking ops

✓ Projects, towers, units and availability
✓ Listings with pricing and media
✓ Bookings, agreements and milestone collections
✓ Channel partner / broker workflows
✓ Operational inventory and sales reports

The challenge

Spreadsheet inventory breaks at scale

When towers, unit status and broker claims live in files, sales promises units that are already held — and finance chases milestones by hand.

No unit truth

Available, blocked, booked and sold statuses live in WhatsApp and Excel — not on the deal.

Broker chaos

Channel partners bring leads, but attribution and incentives are argued after the booking.

Booking drift

Token, agreement, payments, registration and handover tracked in separate folders per project.

Capabilities

Everything inventory ops needs

Projects and units for the ground truth. Bookings and partners for the commercial track. Reports so sales and ops share one picture.

Projects & inventory

Projects, towers and units with availability, pricing and media — the source of truth sales attaches to deals.

Listings

Publish what is sellable with clear status so field and call center stop promising held inventory.

Bookings & sales ops

Quotations, EOIs, bookings, agreements and milestone collections from token through handover.

Channel partners

Broker onboarding, lead attribution and incentive workflows tied to the units they help close.

Site-visit ready inventory

When CRM schedules a visit, inventory context — project, unit interest, availability — stays on the same journey.

Ops reports

Inventory movement, booking ageing, partner performance and project-wise sales status.

Data flow

From project setup to keys handed over

Inventory is configured once. CRM leads and deals attach to real units as the sale progresses.

Portal + CRM journey

Setup

Project · tower · units

Publish

Availability & pricing

Sell

CRM lead & site visit

Select

Link unit interest

Book

Token · start deal

Collect

Agreement · payments

Handover

Registration · keys

Setup

Project · tower · units

Publish

Availability & pricing

Sell

CRM lead & site visit

Select

Link unit interest

Book

Token · start deal

Collect

Agreement · payments

Handover

Registration · keys

Deal track

Booking through handover on one deal

When a specific unit is about to be booked, the CRM deal starts. The portal keeps inventory and commercial milestones in sync.

Booking

Unit held / token

Agreement

Docs & terms

Payments

Milestones

Registration

Legal close

Handover

Keys & possession

The lead stays linked for nurture history and source attribution. The deal owns the unit booking track. Optional Customer Portal lets buyers track status and documents.

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