Marketing & lead capture
Portal, campaign, website, IVR, WhatsApp and walk-in capture with de-duplication, source attribution, scoring and cost-per-lead reporting that shows which spend actually books units.
Real estate CRM
The CRM that speaks towers, cost sheets and bookings
Teczen Real Estate CRM runs the entire revenue journey — enquiry, site visit, negotiation, booking, agreement and collection — against live inventory, with approvals and buyers working in the same system as your team.
Bookings (MTD)148▲ 18.4%
Collections₹6,240K▲ 9.1%
Overdue demand₹480K▼ 6.2%
Pipeline by stage
Enquiries
Qualified
Site visits
Negotiation
Booked
Inventory status
68%
Sold & booked
Blocked / hold
Available
Collections vs demand — last 10 months
12+Lead sources captured automatically
60sTypical enquiry-to-assignment time
100%Bookings with a system-generated cost sheet
0Spreadsheets needed for inventory
Capabilities
Twelve capabilities, one customer record
Each capability writes to the same record, so marketing spend, a site visit outcome, a discount approval and a receipt all describe the same buyer — not four disconnected versions of them.
Pre-sales & call centre
Queue-based calling with click-to-dial, call recording, disposition codes, response SLAs, callback scheduling and quality scoring so no enquiry cools off unnoticed.
Site visit management
Visit scheduling with executive rosters, reminders, route planning, on-site check-in, feedback capture and automatic follow-up sequencing after the visit.
Live inventory & holds
Project, tower, floor and unit availability in real time, with configurable hold windows, waitlists and release rules that keep the stock honest.
Dynamic cost sheets & negotiation
Instant cost sheets with base rate, PLC, floor rise, amenities, parking, statutory charges and taxes, plus discount workflows that need the right approval before a number is promised.
Compliance & document trail
RERA-ready allotment letters, agreements and receipts from versioned templates, e-signature, and an audit log on every discount, cancellation and approval.
Bookings, demands & collections
Booking to agreement to registration, milestone-linked demand letters, receipts, interest on delay, ageing buckets and escalation paths that keep cash moving.
Customer experience hub
A branded self-service portal and app for buyers: payment schedule, receipts, documents, construction updates, service requests and referral submissions.
Communication hub
Calling, WhatsApp, SMS, RCS and email in one thread per customer, with templates, drip campaigns and consent tracking so outreach stays compliant.
AI assistance
Lead scoring that ranks the next best call, automatic call summaries and sentiment, follow-up nudges, collection-risk flags and document data extraction.
Reporting & dashboards
Funnel conversion, source ROI, executive productivity, inventory velocity and collection ageing, all drillable to source transactions and schedulable to inboxes.
Integrations
Listing portals, ad platforms, telephony and IVR, WhatsApp Business, payment gateways, e-sign, accounting and ERP — connected through native connectors and open APIs.
Lifecycle
The five stages the system enforces
Conversion is rarely lost to strategy. It is lost between stages — an unassigned enquiry, a visit nobody followed up, a cost sheet promised but never sent.
01
Capture
Every enquiry lands in one queue, de-duplicated and attributed to the right source and partner.
02
Qualify
Scoring, budget and intent capture, and instant routing to the executive best placed to convert.
03
Engage
Site visits, cost sheets and multi-channel follow-up on a cadence the system enforces.
04
Book
Unit lock, approval-gated discount, booking form, agreement and registration in one flow.
05
Collect
Milestone demands, receipts, ageing and interest — visible to sales, finance and the customer.
Communication & AI
Every conversation in one thread, with AI doing the admin
Sales teams lose hours to logging calls, retyping notes and deciding who to ring next. Teczen keeps calling, WhatsApp, SMS and email against the same customer, then uses AI to summarise, prioritise and prompt.
- Unified conversation historyRecordings, transcripts, messages and emails in one timeline.
- Lead scoring and next-best-actionThe system ranks who is most likely to convert today.
- Automatic call summariesNotes and follow-up tasks generated from the conversation.
- Drip campaigns with consentTemplates, opt-out handling and delivery reporting built in.
- Collection-risk flagsAccounts likely to slip surface before they become overdue.
WhatsApp Business
Templates, two-way chat and delivery status per lead.
Cloud telephony
Click-to-dial, recording, IVR routing and call quality scores.
Email & SMS
Journeys triggered by stage, visit outcome or payment status.
AI assistant
Summaries, sentiment, scoring and document extraction.
Bookings
The booking pipeline, stage by stage
A booking is not one event. Teczen tracks it as six — booking, approval, confirmation, sale agreement, payment collection and sale deed — so you always know how many units are sold versus how many are actually documented and paid for.
Sales CRM
- Dashboard
- Enquiries
- Follow up
- Projects
- Sales
- Booking
- Payments
- Reports
- Switch workspace
Bookings pipeline
Every booking tracked from application to sale deed311Booking
287Booking approval
264Booking confirmation
219Sale agreement
196Payment collection
142Sale deed
Collections (MTD)₹1,860K124 receipts this month
Pending collections₹480K63 instalments due
Approval pending09bookings awaiting approval
Recent receipts
| Receipt | Customer | Project / Unit | Mode | Amount |
|---|---|---|---|---|
| RCP-4821 | A. Venkatesh | Skyline Heights · B-1204 | Bank transfer | ₹124K |
| RCP-4820 | M. Fathima | Palm Grove · Villa 27 | UPI | ₹37K |
| RCP-4819 | R. Deshpande | Skyline Heights · A-0806 | Cheque | ₹81K |
Approval-pending bookings, collections due and receipts by mode all read from this same pipeline.
What gets captured
The fields that decide whether follow-up works
Most CRMs capture a name and a number. Property sales needs budget bands, source attribution, ownership, KYC and relationship details — captured at the point of enquiry, not reconstructed at booking.
Enquiry capture
Every lead enters with the context an executive needs before the first call.
- Enquiry name, phone with international dialling codes, email
- Source, with campaign and referral attribution
- Interested project and unit preference
- Budget band in the customer's currency
- Assigned owner, with reassignment history
- Lead score from 0 to 100, updated as behaviour changes
- Notes, call outcomes and next follow-up date
Customer master & KYC
Everything the agreement, the loan file and the registration will eventually need.
- Customer type: investor or end consumer
- Relation details for joint applicants (S/O, D/O, W/O)
- PAN, Aadhaar and passport numbers
- Occupation, employer category and annual income band
- Budget minimum and maximum for matching inventory
- Date of birth and anniversary for relationship touchpoints
- Address, alternate contacts and communication preferences
Payments & collections
Receipts, outstanding and follow-up in one ledger
Sales books the unit; collections decide whether the project funds itself. Teczen keeps demand, receipt and follow-up against the same customer record, filtered the way a collections team actually works.
- Receipts by modeCash, cheque, bank transfer, UPI and online gateway, each reconciled to the customer ledger.
- Outstanding viewInstalments due this month, by project and by customer, with ageing.
- Overdue follow-up queueA filtered worklist of accounts past due, assigned and tracked to closure.
- Interest on delayCalculated per the agreement, applied to the ledger and visible on the next demand.
- Approval-pending bookingsNothing progresses to agreement until the required approval is recorded.
Receipts
Five payment modes, auto-reconciled.
Outstanding
Due this month by project and customer.
Follow-up
Overdue queue with owners and SLAs.
Audit trail
Every discount and approval, on record.
Comparison
Generic CRM versus a real estate CRM
Both manage contacts. Only one of them can price a corner unit on the eleventh floor, hold it for four hours and raise the demand letter when the slab is cast.
| Capability | Generic CRM | Teczen Real Estate CRM |
|---|---|---|
| Unit-level inventory with live availability | — | ✓ |
| Dynamic cost sheets (PLC, floor rise, taxes) | — | ✓ |
| Milestone demand letters and receipts | — | ✓ |
| RERA-ready document trail and audit logs | — | ✓ |
| Construction-progress-linked collections | — | ✓ |
| Customer self-service portal for buyers | — | ✓ |
| Connected project, procurement and finance ledger | — | ✓ |
FAQ
Real estate CRM questions, answered
What sales, pre-sales and post-sales leaders ask us most often.
A real estate CRM understands inventory. It knows a project has towers, floors, unit types and views; that price is built from base rate, PLC, floor rise, amenities and taxes; that a sale needs a cost sheet, an allotment letter, an agreement and a milestone-linked payment plan; and that collections follow construction milestones. Teczen models all of it out of the box.
Inventory is a live, locked resource. When a unit is blocked or booked, availability updates instantly for every user, in every branch and on every device, with a hold timer and an approval trail for extensions. Nobody sells from a stale spreadsheet.
Yes. Teczen connects to major listing portals, Meta and Google ad forms, your website, missed-call and IVR numbers, WhatsApp and walk-in registers. Leads are de-duplicated against existing records, scored, and assigned by project, source, language or team roster within seconds.
Yes. Booking, agreement, registration, milestone demand letters, receipts, interest on delayed payment, cancellations and transfers all live in the same record, and each customer gets a self-service portal for their schedule, receipts and documents.
Live funnel conversion by stage, source ROI and cost per booking, executive-level activity and response SLAs, site visit to booking ratios, inventory velocity and ageing, plus collection performance. Every figure drills through to the underlying enquiry, visit or receipt.
See the CRM run on your own pipeline
Bring one project and a sample of your current leads. In 30 minutes we will show the capture, cost sheet, booking and collection flow using your data structure.
- Live inventory walkthrough
- Cost sheet and discount workflow
- Collections and ageing demo