Frequently Asked Question
Does Property CRM allow role-based access control for admin, sales teams, telecallers, and managers?
Yes, Property CRM supports advanced role-based access, ensuring each team member sees only the data and features relevant to their role. Ex.telecaller, manager, field officer.
Is it possible to host my Property CRM database on my personal server?
By default, Property CRM hosts your data securely on its own server, but if you want to host your CRM database on a personal server, that is POSSIBLE, you can connect with the customer care for it.
What are the key features offered by Property CRM for real estate brokers?
Property CRM includes lead management, automated follow-ups, project and inventory management, team management, telecaller tools, digital brochures, multi-channel lead capture, website & leads, website integration, built-in analytics, reports and mobile access for complete real estate operations.
Why choose PropertyCRM for real estate sales management?
It combines automated invoicing, real-time payment tracking, and seamless integration with property sales management software for faster, accurate, and transparent transactions.
Does PropertyCRM improve customer experience?
Yes, it sends professional invoices via email or WhatsApp, ensuring clarity, transparency, and trust during the sales process.
Who can use PropertyCRM’s Smart Invoicing?
Real estate developers, brokers, sales teams, accountants, finance teams, and property management companies can all benefit.
How does PropertyCRM track payments?
The system monitors paid, pending, and overdue payments with automatic reminders to ensure follow-ups are never missed.
Can I customize invoice templates in PropertyCRM?
Yes, you can use ready-made templates or create branded invoices with logos, terms, digital signatures, and notes.
Is Smart Invoicing integrated with property sales management software?
Absolutely. Each invoice links to booking records, customer data, and payment history for seamless sales operations.
What types of invoices can I create with PropertyCRM?
You can generate booking, milestone, maintenance, legal charges, and additional service invoices tailored to your property sales process.