Real estate CRM blog
Practical, example-led guides for developers, mandate companies and brokers on leads, sales, collections, partners, teams and AI.
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Running Several Projects: One Inventory Dashboard
How to run several real estate projects with one inventory dashboard: totals, availability by project and bookings.
4 min read · Propto CRM team · 31 Oct 2026Digitising Layout Plans for Plotted Developments
How to digitise layout plans for plotted developments: scan, label plots, check numbers and keep the map linked to inventory.
4 min read · Propto CRM team · 31 Oct 2026Real Estate Payment Collection: Building a Reliable Process
Build a reliable real estate payment collection process: schedule, reminders, receipts, approvals and reporting.
4 min read · Propto CRM team · 31 Oct 2026Instalment Reminders That Do Not Annoy Buyers
How to design instalment reminders for property buyers: timing, tone, channel and escalation.
4 min read · Propto CRM team · 31 Oct 2026KYC Approval Workflow for Property Buyers
A KYC approval workflow for property buyers: collect, verify, approve, protect documents and keep an audit trail.
4 min read · Propto CRM team · 31 Oct 2026Handling Overdue Payments: Escalation Steps
Escalation steps for overdue property payments: reminder, call, manager, formal notice and policy-based penalty.
4 min read · Propto CRM team · 31 Oct 2026Reconciling Cheques and Bank Transfers Against Bookings
How to reconcile cheques and bank transfers against property bookings without losing track of any rupee.
4 min read · Propto CRM team · 31 Oct 2026Commission Statements Partners Can Trust
Best practices for commission statements: clear periods, itemised bookings, bonuses and payout status.
4 min read · Propto CRM team · 31 Oct 2026Wallet Deposit Approvals: Controls That Prevent Mistakes
Controls for wallet and deposit approvals: proof, dual review, rejection reasons and audit logs.
4 min read · Propto CRM team · 31 Oct 2026Writing a Late-Payment Penalty Policy
How to write a late-payment penalty policy that is firm, fair and consistently applied.
4 min read · Propto CRM team · 31 Oct 2026Why You Need a Remaining Payments Tracker
Why a remaining payments tracker belongs next to every booking and what it should show.
4 min read · Propto CRM team · 31 Oct 2026A Collections Dashboard Owners Check Every Morning
What a collections dashboard should show owners: outstanding, overdue, confirmed bookings and the after-booking journey.
4 min read · Propto CRM team · 31 Oct 2026