Get every step optimized, from sales closing to payment tracking, milestone alignment, document handling, and automated communications for customer requests.
Bookings Management
For seamless post-sales process, get the 360º customer and bookings view, such as registration details, cost sheets, bank details, and proof of payments, to instantly align task and communication with customers
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Payment Tracking
Manage and accept online and offline payments and record in PropFlo post-sales CRM and get once-click access to all your customer ledgers and schedule automated payment reminders. Overdue payment reminders with interest calculations in bulk and keep you updated with cashflow visibility to run your business smoothly.
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Collection Management
Track each project milestone and get the collections visibility across each inventory and unit with project phases and keep organizations financial goals on track. Schedule automated follow-ups that remind your customers when payments are due with PropFlo post sales management CRM.
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Demand Notes
Automatically generate and send the demand note to your customers based on their payment plan and cost sheet customized to their payment schedules. You can send the demand letters in bulk and track the delivery, open rate and interaction status with the customers. This post-sales feature minimizes the manual work for your CRM teams and helps you to accelerate the payment collection process.
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PropFlo enhances homebuyer communication, task organization, customer follow-ups, property handover checklists, real estate transactions and legal document creation to improve customer relationships even after the deal closure.
AOS, Sale Deed Generator
Generate in bulk and accurate agreements of sale and sale deeds within minutes with PropFlo’s Customer Management CRM, ensuring 100% compliance with legal standards, saving a lot of time and reducing manual work by automating the document generation process to manage real estate bookings.
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PropFlo simplifies client interactions with integrated built-in WhatsApp and email automation. One-click access to client communication, two-way WhatsApp Integration, Send timely updates, personalized messages, and track engagement to strengthen customer relationships and improve overall communication effectiveness.
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Checklist & Handover
Ensure a smooth transition for your clients with customizable checklists for inspections, approvals, and handovers. PropFlo real estate CRM simplifies the process by reducing errors and improving transparency for a better post-sales client experience.
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Task Management
Organize and prioritize tasks to keep your team focused and productive. Post-sales CRM teams can distribute workload, track the task progress, automate follow-ups , workflows, and task assignments, and achieve more with PropFlo's workforce coordination.
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