Here is your quick guide to Buildesk Real estate ERP
Pre Sales
Tracking of Events & its follow ups
Monitoring of Sales Team Activities
Performance Analysis
Generate Customer Card to follow up
Assigning Task to create Customer profile
Targeted Follow-ups Better Conversion
Expense Analysis Prospect wise
Maintain improved client records
Post Sales
Defining Multiple Unit Price List
Unit Booking Linked with CRM
Defining Customer wise Payment Schedule
Unit Transfer & Cancellation mechanism
Timely Payment Recovery
Tracking of Customization in Units
Interest Posting for Delay Payments
Auto Discount Calculation for Timely Payments
Unit wise Status Cisplay & Unit Wise Outstanding
Reception App
Visitor Management
Visitor Management digitally tracks and manages visitors for security and efficiency
Lead Registration
Lead registration captures and records potential customer details.
Meeting Scheduling
Meeting scheduling organizes and sets up meetings at convenient times.
Visitor Analytics Dashboard
Visitor Analytics Dashboard shows key visitor data and trends to improve security and operations.
Channel Partner App
Dashboard
Channel Partner Dashboard offers insights into leads, bookings, and commissions for better sales tracking.
Lead Management
Channel Partner Lead Management helps track, manage, and convert leads efficiently.
Site Visit Management
Site Visit Management handles scheduling and tracking of property visits efficiently.
Booking Management
Booking Management oversees and tracks property bookings, ensuring smooth processing and accurate record keeping.
Customer App
Project Discovery & Unit Selection
The ERP Customer App helps users explore projects and select preferred units easily.
Booking & Documentation
Booking & Documentation handles bookings and keeps all related documents organized.
Payment Management
Payment Management oversees processing, tracking, and reconciliation of all customer payments efficiently and securely.
Construction & Project Progress
Construction & Project Progress monitors and updates the status of building activities to ensure timely completion and quality control.
Procurement Management
Purchase order Life Cycle Analysis
Tracking of United Material
Tracking of Delayed Supplies
Better Pricing
Reduction in events of Delays in Material Recipts
Enquiry Generation along with Compensative Statement
Indent Generation with Approval
Purchase Order linked with Indeed & Quotations
GRN & Material QC integrated with Stock & PO
Items Wise Rate History
Finance & Accounting
The system maintains financial year-wise
transaction details and facilitates the
generation of various vouchers, including
Credit, Internal Transfer, Journal, and Petty
Cash.
It features auto calculation of TDS, VAT,
and GST before processing payments,
ensuring accuracy and compliance. Fully
integrated with all modules, it also supports
bank reconciliation and tracks cheque
return status.
The platform enables effective budget
management along with variance tracking,
provides cheque printing capabilities, and
allows seamless management of fixed
assets, including a comprehensive
depreciation chart.
Simplify Real Estate Sales Today!
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ERP Software and get more efficient
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Benefits

Improved Financial Management
Finance tools for discipline, compliance,
and cash flow optimization.

Optimized Resource Allocation
With tools for project planning, resource
allocation, enhance project profitability.

Better Decision-Making
Make informed decisions with detailed
reports, analytics, driving growth.

Prompt Support
Prompt support offered through
Phone, Emails and Remote sessions.
Dynamic Reporting
Dynamic report and analysis of
projects, sales, materials, progress.



FAQs
Overdues and outstanding amounts are tracked in real-time with our comprehensive financial module. Automatic reminders and alerts are sent to ensure timely follow-ups and efficient management of receivables.
Demand can be raised easily through our automated system, which allows users to generate and send demand letters or invoices. Customizable templates and scheduling ensure that demands are raised accurately and on time.
All documents are stored and managed in a centralized digital repository. Our system provides version control, audit trails, and secure access, ensuring that all documents are easily trackable and retrievable.
Loan tracking is integrated into our financial module, allowing you to monitor loan statuses, repayment schedules, and interest calculations. Automated alerts keep you informed of upcoming payments and any discrepancies.
Project revenue is tracked through our real-time financial dashboards, providing detailed insights into revenue streams, milestones, and financial performance. Customizable reports help you analyze and forecast project profitability.

