What Post Sales Tools in PropFlo Streamline Property Handovers and Payments
What Post Sales Tools in PropFlo Streamline Property Handovers and Payments
Blog Article
PropFlo Real Estate CRM offers a comprehensive suite of post-sales tools designed to streamline property handovers and payment processes efficiently.
Key features include:
Bookings Management: Provides a 360° view of customer bookings, including registration details, cost sheets, bank details, and proof of payments, enabling seamless task alignment and communication with customers during the post-sales phase
Automated Payment Tracking: Supports management and acceptance of both online and offline payments, with instant access to customer ledgers. It schedules automated payment reminders, including overdue notices with interest calculations, helping maintain cash flow visibility and smooth business operations
Collection and Milestone Management: Tracks project milestones and collections across inventory units and project phases. Automated follow-ups remind customers of upcoming payments, ensuring financial goals stay on track
Demand Note Automation: Automatically generates and sends demand notes based on customized payment plans and cost sheets. Bulk sending and tracking of delivery, open rates, and customer interactions minimize manual work and accelerate payment collections
Document Automation for Handover: Automates creation of key legal documents like Agreement of Sale (AOS) and Sale Deeds by auto-filling templates with buyer and property data from the CRM. This reduces errors, saves time, and ensures legal compliance
Handover Management with Checklists: Implements customized checklists for property inspection, approvals, and handover processes, ensuring smooth and transparent property transfer to clients
Omnichannel Communication Automation: Routes all post-sales communications through email and built-in WhatsApp with two-way integration, automating payment reminders, overdue notices, and follow-ups to enhance customer engagement and satisfaction
Together, these tools optimize the entire post-sales workflow—from payment collection and document handling to property handover, reducing manual effort, improving transparency, and enhancing the customer experience in real estate transactions.