Customer Relationship Management

Comprehensive and Innovative System Set-up in minutes, sell in seconds. Compatible with any device.

OUR CRM FEATURES

Customer Relationship Management

  • Plots/Houses Management
  • Booking Of Plots/Houses
  • Integration Of Plots/Houses Location with Google Maps
  • Customer Registration
  • Allotment Certificates including Duplicate Certificate Management
  • Files Management
  • Mergers
  • Split/Downgrading
  • Upgrading
  • Cancellation
  • Allotment History Report
  • Updation Of Particulars Of Customers

Prismatic Customer Relationship Management System

System Setups & Configuration

Multi Projects, Blocks management under projects, Categories & Forms Fee Structure, Documents required at each form setups, Plots/Houses Management under, blocks with google map.

People Management

Visitors Management, Customers Management, Agents Comission => Individual | Company | Partnership, System users with roles & permissions.

Token/Reserve Money Management

Token registration as per agreed conditions eg Expiry & Deduction, Token confirmation through sms to the customer, Expired tokens, Income from tokens(Deductions), Todays token expiry list & auto alerts.

Booking Management

Booking for available plots with down, payment including token amount, Approved bookings, Un Approved Bookings, Booking attached documents by the customers, Booking file, SMS notification to the customer on approval.

Payments Management

Auto & Manual Installment Plans, Down payment & receipt, Bulk payments on installments | auto calculation, full / partial payments on installments, Customer wise paid installments & Receipts, Customer wise remaining installments & Receipts, SMS notification to the customer on received amount.

Allotments Management

Allotment request from customer, Generate Allotment file, Pending & Approved Allotments, Duplication allotment file, Allotment delivery to the customer, Allotment & duplication allotment history, against customer, SMS notification to the customer on approval.

NDC Certificate

NDC request from customer, NDC certifcate approvals form each department, Generate NDC file, Pending & Approved NDC, SMS notification to the customer on approval.

Transfers

Transfer request from customer including, Transfer fee, Attachments required from transferrer & Transfer fee Pending request Approved request, Transfer Certificate, Transfer Letter, Transfer reports, SMS notification to the customer on approval.

Digital Files Management Notifications Management Today’s Alert

  • - Due Installments
  • - Allotments requests
  • - NDC requests
  • - Transfers
  • - Cancellation
  • - Cancellation
  • - General message from staff