🏠 CRM for real estate

From enquiry to handover — with the payment plan handled

Real estate deals live or die on follow-up and collections. PeppyBooks tracks every enquiry, site visit and booking, then runs the milestone payment plan through real receivables — not a spreadsheet.

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Tower B · Live inventory

Units available18/64

Bookings this month7

Instalments due · 30 days$412,000

Collections MTD$188,500

Payment plans run as receivables

How it works

From first hello to paid invoice

Track every enquiry

By project, tower and unit — with site visits logged.

Book with a plan

Milestone payment schedules attach to the booking.

Collect on time

Instalments invoice automatically; ageing per project.

Pipeline built for property

Enquiries by project and unit, site visits scheduled and logged, negotiations tracked — with inventory of available units always current.

Project and unit-level inventory

Enquiry capture from portals and walk-ins

Site visit scheduling and outcomes

Broker and channel partner tracking

Bookings with money attached

Convert a negotiation to a booking with a milestone payment schedule — booking amount, slab-wise instalments, handover — invoiced automatically on time.

Milestone payment plans per booking

Automatic instalment invoicing

Receivables ageing per project

Payment reminders to buyers

Every stakeholder on the same page

Sales, CRM and accounts see one record per buyer — commitments, collections, communications — with reports per project, tower and unit type.

Buyer 360 across sales and finance

Collections dashboards per project

Commission tracking for brokers

Document storage per booking

The complete guide

From enquiry to handover — with the payment plan handled: what you need to know

Last updated 3 July 2026 · Reviewed by the PeppyBooks product & compliance team

What is real estate CRM?

Real estate CRM manages property sales from enquiry to handover: unit-level inventory (project → tower → unit), site visit scheduling, negotiations, broker channels and — the part generic CRMs miss — milestone payment plans. Bookings in real estate are financial schedules: booking amount, slab-wise instalments, handover payment. A CRM with real receivables invoices each instalment automatically and shows collections per project.

Collections discipline for developers

Attach the payment schedule to the booking on day one
Invoice instalments automatically on milestone or date triggers
Send reminders before due dates, escalate after
Watch ageing per project and per tower weekly
Track broker commissions against actual collections, not bookings

1database for sales & finance

0re-typing between tools

14 daysfree on every plan

FAQ

Common questions

Can it manage unit inventory?

Yes — projects, towers and units track availability, holds and bookings in real time.

Does it handle instalment plans?

Yes — milestone payment schedules invoice automatically and feed receivables and reminders.

Can brokers be tracked?

Yes — channel partners, their deals and commissions are tracked per booking.

Can payment plans differ per booking?

Yes — each booking carries its own milestone schedule; instalments invoice automatically on date or construction-milestone triggers.