Our Product


Realty CRM – Sales , Sales Recovery, Booking, Demand Notes, Reminders and Customer Service

Sales, Sales Recovery and RERA Compliance Solution for Real Estate Developers

PSM - Realty CRM – Sales , Sales Recovery, Booking, Demand Notes, Reminders and Customer Service


In the recent past customer behavior and regulatory compliance has changed drastically. Customers are becoming harder to attract and the competitive environment has significantly impacted the stakeholder expectations.

PSM empowers Realtors to maximize marketing ROI, drive revenue, and decrease time-to-sale through better qualification and visibility of sales pipeline.

Given the recent RERA norms, it is imperative for the Realty companies to maintain not only detailed Project, financial & customer information but also automate business processes to adhere to the compliance deadlines. There is an urgent need to shift from the product centric approach to stakeholder centric including Customers, Regulators and Real Estate Agents.

PSM supports this new journey for realtors and provides rich functionality which accurately records and enables key business processes

Campaign Management

  • Define Campaign and Campaign activities
  • Track ROI of campaign cost with drill down on the lead stage

Project Inventory

  • Define Project Hierarchy to the Unit/Flat level
  • Define basement(s) and Podium (s)
  • Define carparks(Open, Covered, Garage, Stack, etc.) and pre-assign them to flats/units
  • Track leads against flats/units

Sales and Quotes

  • Track Leads from multiple sources including Magicbricks, Facebook etc.
  • View Pipeline by lead stage such as Site Visit scheduled , Site visited etc.

Booking and Receipts

  • Convert quotes to bookings
  • Create payment schedules linked to construction stages/payment milestones
  • Multiple Payment schedule templates
  • Automated receipt payment allocation with Interest / Penalty calculation
  • Option to apply payment against GST automatically

Demand Notes and Payment Reminders

  • Generate and email demand notes at a click of a button.
  • Configurable process for Payment reminder(s)

Customer Service

  • Automated alerts for welcome calls
  • Track service requests by Origin, Priority, categories etc.

Feel free to contact me