EstateERP Documentation – Real Estate CRM Setup & User Guide
EstateERP is a powerful and flexible real estate software platform built for developers, builders, and sales teams. It simplifies your entire property management workflow by centralizing everything in one place from lead capture and customer profiles to project milestones, unit inventory, bookings, and payments.
Hosted on our secure cloud infrastructure, EstateERP eliminates the need for server maintenance while ensuring scalability, speed, and data security. Whether you’re managing a single project or multiple developments, EstateERP helps real estate businesses streamline operations, boost sales efficiency, and strengthen customer relationships with ease.
The platform provides intuitive tools for tracking construction progress, managing bookings, handling client documents, and monitoring expenses. A robust support ticket system ensures seamless customer service, while role-based permissions guarantee secure and organized access for different team members. Whether managing a single project or multiple developments, EstateERP offers the control and insights needed to optimize real estate operations and maximize profitability.
EstateERP Setup/Configuration
EstateERP initial setup is crucial to tailor the system to your real estate business needs. Start by configuring global settings like company profile, currency, tax rules, and default language from the Admin panel. Next, define your projects by adding details such as location, project phases, and descriptions. Set up your inventory by creating units with specifications including type, size, price, and availability status. Add customer profiles and import or create your existing contacts to start managing leads effectively. Configure user roles and permissions to control access for agents, managers, and staff.
Lead Management
The Lead Management module enables you to capture, organize, and follow up with potential buyers effectively. Leads can be assigned to sales teams with detailed status tracking, ensuring no opportunity is missed. You can also segment leads based on their source, whether from the website, referrals, or walk-ins, helping tailor marketing and sales strategies accordingly.
Customer CRM
Maintain comprehensive customer profiles that include documents, notes, and detailed communication history. The module supports tracking meetings and interactions, along with KYC and agreement uploads to streamline compliance and documentation processes. This centralized view ensures a personalized customer experience throughout the sales cycle.
Project and Unit Inventory Management
Easily create and manage multiple real estate projects by defining towers, blocks, floors, and individual units within each project. Track construction progress and key project milestones in real time, enabling better planning, coordination, and timely completion. Simultaneously, add and manage detailed unit information such as pricing, type, availability status, and amenities. The system automatically updates unit statuses as available, booked, or sold to prevent double bookings and maintain accurate inventory. Additional features like floor plans and document attachments provide a comprehensive view for sales teams and customers, ensuring transparency and smooth operations throughout the project lifecycle.
Booking & Payment Management
Handle the entire unit booking process seamlessly. Capture advance payments, define payment plans, and record payment receipts with ease. The module also supports print-ready booking forms and agreements, simplifying paperwork and improving professionalism. Track all customer payments systematically and auto-calculate pending balances to keep financials transparent. Generate official receipts and provide downloadable PDF copies for record-keeping and customer convenience.
Expense Management
Monitor project-wise or general office expenses efficiently. Attach bills, vouchers, and approvals to each expense entry, ensuring accountability. Exportable reports by category or vendor help analyze spending patterns and control budgets.
Support Ticket System
Manage after-sales support through a ticketing system that lets customers raise issues or requests. Assign tickets to appropriate teams, update statuses, and maintain a customer-visible resolution history for transparency and improved satisfaction.
Reports & Analytics
Generate detailed reports covering sales, inventory, payments, and project statuses. Powerful filters allow you to sort data by project, team, date, or status. Downloadable Excel or PDF reports enable easy sharing with stakeholders and informed decision-making.
User Roles & Permissions
Create custom user roles such as Sales, Admin, or Manager with tailored access permissions. Control module-level actions like viewing, adding, editing, or deleting data to safeguard sensitive information. The system supports secure multi-user access with comprehensive audit logs.
Real Estate Marketing Management Module
The Marketing Management module in EstateERP empowers real estate teams to plan, execute, and track all marketing activities from one platform. It supports managing campaigns across channels, including email marketing with subscriber lists and group campaigns. Automated scheduling ensures campaigns run on time without manual intervention. Users can organize email subscribers into groups for targeted communication. This centralized system simplifies campaign management and enhances outreach efficiency, helping real estate businesses stay connected with prospects and customers effectively.