Real Estate CRM

Overview

Real Estate CRM for Narayan Realty

Narayan Realty, a fast-growing property developer, needed a unified system to manage enquiries, bookings, payments, and taxes across multiple residential projects. Their teams were juggling spreadsheets and manual records, which led to delays, double-bookings, and missed follow-ups.

We developed a custom Real Estate CRM built on Laravel, designed to automate core business workflows and give management real-time visibility into every project, unit, and payment.

The Challenge

Narayan Realty’s sales and operations teams were relying on manual workflows, scattered spreadsheets, and inconsistent processes across multiple residential projects. This caused booking delays, payment confusion, and a lack of visibility into customer activity.

Disconnected tools, duplicate entries, and no centralized system for enquiries, units, payments, and GST reporting made day-to-day management slow and error-prone — resulting in missed follow-ups, double-booked units, and time-consuming monthly calculations.

Enquiry Tracking

Unit Allocation & Status

Work-Stage Payments

GST & Financial Reporting

Follow-up Reminders

Project-Wise Data Management

Key problems:

1

No centralized enquiry & customer tracking

Teams logged enquiries manually, making it difficult to track follow-ups, conversions, or booking history across projects.

2

Overlapping or inconsistent unit allocation

Without a unified system, the same unit could be blocked or reserved by multiple team members.

3

Manual and irregular payment follow-ups

No automated reminders meant late collections, missed updates, and inconsistent customer communication.

4

GST & financial reports created from scratch every month

Accounting struggled with scattered payment data, causing delays and errors in tax filing and summaries.

5

No unified system for sales, accounting & management

Information was fragmented across tools, limiting visibility and increasing dependency on manual cross-checks.

Goal:

To build a secure, scalable Real Estate CRM where sales teams, accountants, and management can work from a unified platform — enabling faster bookings, accurate payments, automated GST reporting, and real-time visibility across all projects without disrupting existing operations.

Our Approach

We architected a full-featured web application using Laravel + Livewire and MySQL, emphasizing scalability, speed, and data integrity. Every module was designed around three principles:

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Automation

Reduce manual data entry and repetitive work.

Transparency

Provide real-time visibility into every action.

Control

Enforce strict role-based permissions and audit logging.

Core Modules & Features

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Enquiry & Booking Management

Centralized dashboard for enquiries (walk-in, call, or referral).
Smart lead tracking from Enquiry → Follow-up → Booking.
One-click conversion from enquiry to confirmed booking.
Auto-reservation of selected units on booking confirmation.

Unit & Project Configuration

Define multiple companies and projects under one system.
Manage flat/unit templates with built-up area, cost, and FSI.
Real-time unit status (Available / Booked / Sold).
Seamless project switching without logout.

Payments & GST

Manage payments by work stages (Booking, Slab Level, Possession, etc.).
Multi-mode payment support (Cash, Cheque, NEFT, UPI).
Auto GST calculation and integrated accounting reports.
Password-verified receipt generation with PDF/Excel export.

Reports & Dashboards

Detailed enquiry, booking, and payment analytics.
Outstanding and tax summary reports.
Exportable reports in Excel or PDF format.
Visual dashboards showing real-time project progress.

Reminders & Notifications

Automated reminders for follow-ups and due payments.
SMS and Email notification system for instant alerts.

Results & Impact

After deployment, Narayan Realty moved its entire sales and payment process onto the CRM.

70% faster enquiry-to-booking conversions

Elimination of double-booked units

Automated GST and tax reports

Instant visibility across all projects and customers

Sales and accounting teams now collaborate through one centralized dashboard, and management reviews real-time performance metrics without waiting for manual updates.

Tech Stack

Backend

Laravel 10 (PHP 8.2), MySQL

Frontend

Blade + Livewire

Security

Laravel Fortify (MFA-enabled)

Reporting

DomPDF, Maatwebsite Excel

Deployment

LAMP / Docker environment

Notifications

SMS & Email API integrations

Key Takeaway

This Real Estate CRM replaced outdated manual processes with a single, intelligent system that connects every department.

It streamlined project management, improved transparency, and created a scalable foundation for future modules like customer portals, payment gateways, and mobile

Projects

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