CRM & ERP for Real Estate
Capture leads from portals and brokers, manage property inventory across projects, schedule site visits, track bookings and payments, and coordinate handovers from one platform.
Real Estate Runs on Timing, Inventory Accuracy, and Broker Coordination
Enquiries arrive from 99acres, MagicBricks, Housing.com, Facebook ads, walk-ins, and broker referrals simultaneously. Without a centralised system, leads scatter across spreadsheets, WhatsApp groups, and personal notebooks — and warm prospects go cold before anyone follows up.
Property inventory tracked in Excel leads to double-bookings and pricing mismatches across towers. Broker commissions are calculated manually, payment milestones slip without reminders, and management has no clear view of the pipeline from enquiry to possession.
T3 CRM & ERP for Real Estate connects lead capture, property inventory, site visits, broker management, bookings, payments, and handovers so your entire sales operation runs from one system.
What T3 Does for Real Estate Operations
Only the operational capabilities real estate businesses use daily — no generic claims.
Portal Lead Capture
Automatic lead ingestion from 99acres, MagicBricks, Housing.com, Facebook ads, and Google campaigns with source tagging and round-robin assignment.
Project & Inventory Management
Unit-level tracking across projects, towers, and floors with real-time status — available, blocked, booked, or sold — plus configuration and pricing details.
Site Visit Scheduling
Calendar-based visit scheduling with automated confirmations, reminders via WhatsApp and SMS, on-site feedback capture, and agent assignment per project.
Broker & Channel Partner Portal
Dedicated broker login for lead submission, referral tracking, real-time inventory visibility, and automatic commission calculation with settlement tracking.
Booking & Unit Allocation
Record bookings with token amounts, block and allocate units, generate agreements, and link each booking to its customer record and payment plan.
Payment Plan & Follow-Up
Milestone-based payment schedules per project, automated demand letter generation, receivables tracking, overdue flagging, and collection reminders.
Document Management
Store and manage agreements, allotment letters, KYC documents, and NOCs against each booking with version tracking and role-based access.
Handover & Post-Sale
Possession handover checklists, snag-list tracking, post-sale request management, and customer communication logs through to project completion.
From Lead Capture to Possession Handover
A connected real estate cycle where every step feeds into the next.
Lead Capture
Enquiries from 99acres, MagicBricks, Housing.com, Facebook ads, Google campaigns, broker referrals, and walk-ins land in T3 automatically. Each lead is tagged with its source, assigned to a sales agent by project or location rules, and enters the pipeline immediately.
Site Visit & Qualification
Sales agents qualify leads by budget, configuration preference, and timeline. Site visits are scheduled with calendar integration, automated WhatsApp confirmations sent to prospects. On-site feedback is captured, interest levels recorded, and visits linked to specific units for pipeline tracking.
Booking & Allocation
Qualified prospects convert to bookings with token amounts. Units are blocked and allocated in the inventory matrix, agreements generated, and the booking linked to the customer record. The unit status updates across all dashboards in real time.
Payment Follow-up
Milestone-based payment plans are attached to each booking. T3 generates demand letters on schedule, sends payment reminders, records receipts against each instalment, and flags overdue accounts for the collections team to act on.
Handover
Manage possession handover with document checklists, snag-list resolution, and final inspection sign-off. Post-sale requests are logged, assigned, and tracked. The customer record carries the complete history from first enquiry to handover.
How Different Teams Use T3
Each role in your real estate business sees the modules and dashboards relevant to their daily work.
Sales Team
Works from a lead dashboard showing enquiries by source and project. Qualifies prospects by budget and configuration, schedules site visits, records feedback after each visit, and converts qualified leads to bookings. Sees unit availability in real time to answer customer queries on the spot.
Channel Partners & Brokers
Accesses a dedicated portal to submit leads, check real-time inventory availability across projects, track the status of referred prospects through the pipeline, and view commission calculations. Role-controlled access ensures brokers see only what is relevant to their referrals.
Site Coordination
Manages the site visit calendar, confirms appointments with prospects via WhatsApp, coordinates with sales agents on visit schedules, and captures prospect feedback on-site. Handles possession handover checklists, snag-list items, and inspection sign-offs.
Finance & Collections
Tracks receivables across all bookings and projects. Reviews milestone payment schedules, generates demand letters on due dates, records incoming payments, and flags overdue accounts. Manages broker commission settlements and produces collection summary reports.
Management
Views consolidated dashboards covering pipeline health, inventory status across projects, booking velocity, collection progress, and broker performance. Configures approval workflows, pricing rules, and agent assignments. Analyses campaign ROI with source-to-booking tracking.
What Changes When Real Estate Operations Connect
Better Process Visibility
See lead pipeline status, unit availability, booking progress, and collection health across every project in real time. No more calling site offices for updates or reconciling spreadsheets.
Fewer Missed Actions
Automated follow-up reminders, site visit confirmations, demand letter generation, and overdue payment alerts ensure nothing falls through the cracks across your projects.
More Consistent Workflows
Standardised processes for lead qualification, site visits, bookings, payment collection, and handovers across all projects — reducing errors and onboarding time for new agents.
Better Reporting & Control
Project-wise pipeline dashboards, inventory health reports, broker performance scorecards, and source-to-booking analytics give management the data to act faster.
T3 configures modules, roles, approvals, dashboards, and reports around your real estate sales and project management process.
Frequently Asked Questions
Common questions about T3 for real estate businesses.
Ready to Connect Your Real Estate Operations?
See how T3 CRM & ERP unifies your leads, properties, brokers, and bookings.
