Total Flats
36
↗ View all flats
Enquiries
18
↗ Open Enquiry DB
Follow-ups Due
4
↗ View & action
In Pipeline
15
↗ Enquiry DB
Fully Sold
10
↗ Locations & Flats
Available
11
↗ New Enquiry
Revenue tracker
↗ View all receipts
Total confirmed value — all locations
₹12.40 Cr
Received: ₹8.97 Cr
72% collected · Balance: ₹3.43 Cr
Follow-ups overdue / due today
↗ All follow-ups
| Customer | Flat | Due | Status |
|---|---|---|---|
| Vijay Menon | B-305 | 05 May ⚠ | Overdue |
| Ramesh Iyer | A-401 | 10 May | Due Today |
| Lakshmi Iyer | C-102 | 12 May | Upcoming |
Pending approvals
↗ View all approvals
3 Sale Agreements awaiting review → Go to Approvals
2 Sale Deeds pending sign-off → Go to Approvals
5 Agreements approved this month
Recent activity
↗ Full activity log
| Date & Time | Event | Customer | Location | Flat | Amount | Status |
|---|---|---|---|---|---|---|
| 09 May, 11:30 | Enquiry created | Ramesh Iyer (NRI) | Velachery | A-401 | — | Site Visit |
| 08 May, 16:00 | Receipt recorded | Ravi Kumar | Velachery | A-304 | ₹4,50,000 | Balance ₹0 ✓ |
| 08 May, 15:30 | Deed submitted | Ravi Kumar | Velachery | A-304 | — | Pending Approval |
| 07 May, 10:00 | Agreement rejected | Vijay Menon | Velachery | B-305 | — | Rejected |
| 06 May, 14:00 | Receipt recorded | Priya Sharma | Tambaram | B-201 | ₹2,00,000 | Balance: ₹3.2L |
Enquiry database — all locations & flats
| # | Date | Customer | Occ. | Location | Flat | Flat Status | Interest | Neg. Rate | Next Follow-up | Followed? | Discussed |
|---|
Available flats with open enquiries — live from Enquiry DB
| Location | Flat | Area | Enquiries | Customers Enquired | Best Interest | Next Follow-up |
|---|
Step 1 — Select location
All flats — location-wise
| Location | Site | Flat | Area | Conf. Amt | Status | Customer | Enquiries |
|---|
1Enquiry
2Confirm
3Agreement
4Receipts
5Deed
6Sold
Step 0 — Customer Lookup (search before creating new)
Always search first — if the customer has visited before, add a new visit log to their existing record instead of creating a duplicate.
Not found in system?
All customer interactions — multi-visit log
| Date | Customer | Mobile | Flat | Visit # | Type | Interest | Neg. Rate | Discussed | Next Follow-up |
|---|
1Enquiry
2Booking
3Agreement
4Receipts
5Deed
6Sold
PAN No. + PAN document + Aadhaar No. + Aadhaar document are ALL mandatory. Confirm button unlocks only when all 4 are complete.
Booking Confirmation — Stage 2
Customer (pre-filled)
KYC — PAN *
Upload PAN document
PDF / JPG · max 5 MB
KYC — Aadhaar *
Upload Aadhaar document
PDF / JPG · max 5 MB
Booking financials
⚠ Rate locked after confirmation
Area1,000 sq ft
Rate per sq ft₹5,000
Confirmed Amount₹50,00,000
KYC checklist
- PAN number entered
- PAN document uploaded
- Aadhaar number entered
- Aadhaar document uploaded
- Advance amount entered
Complete all 5 items above to unlock confirmation.
1Enquiry
2Confirmed
3Agreement
4Receipts
5Deed
6Sold
Sale Agreement can only be submitted after at least one advance receipt exists.
Sale Agreement — Upload & Submit
Flat & customer
Agreement details
Upload agreement *
Click to upload Sale Agreement
PDF preferred · Signed copy · Max 10 MB
Approver
Agreement approval log
| Flat | Customer | Submitted | Approver | Status | Remarks |
|---|---|---|---|---|---|
| A-101 | Anand Nair | 10 Apr 2025 | R. Balaji | Approved | — |
| C-405 | Deepa Menon | 05 May 2025 | R. Balaji | Pending | — |
| B-305 | Vijay Menon | 08 May 2025 | R. Balaji | Rejected | Missing co-applicant signature |
1Enquiry
2Confirmed
3Agreement
4Full Payment
5Sale Deed
6Sold
Balance = ₹0 confirmed for A-304. Sale Deed is unlocked.
Site photograph + all co-owner KYC docs are mandatory.
Sale Deed — Upload & Submit
Flat
Upload — Deed document *
Upload Sale Deed document
PDF · Registered/draft deed · Max 20 MB
Upload — Site photograph *
Upload site photograph
JPG/PNG · Clear front view · Max 10 MB
Co-owner details & KYC
Co-Owner 1
Upload PAN
Upload Aadhaar
Approver
Record New Receipt
Live Balance — Select a customer
Select a customer to see live balance
All receipts ledger
| Receipt # | Date | Customer | Location | Flat | Amount | Mode | Balance After |
|---|---|---|---|---|---|---|---|
| RCP-0041 | 08 May | Ravi Kumar | Velachery | A-304 | ₹4,50,000 | RTGS | ₹0 ✓ |
| RCP-0040 | 06 May | Priya Sharma | Tambaram | B-201 | ₹2,00,000 | NEFT | ₹3,20,000 |
| RCP-0039 | 02 May | Anand Nair | Velachery | A-101 | ₹5,00,000 | Cheque | ₹13,20,000 |
| RCP-0038 | 28 Apr | Deepa Menon | Velachery | C-405 | ₹1,50,000 | UPI | ₹6,50,000 |
| RCP-0036 | 10 Apr | Anand Nair | Velachery | A-101 | ₹10,00,000 | RTGS | ₹18,20,000 |
| RCP-0033 | 20 Apr | Priya Sharma | Tambaram | B-201 | ₹20,00,000 | RTGS | ₹34,40,000 |
Other Documents — Upload & Attach
Flat reference
Document type & upload
Click or drag & drop files here
PDF / JPG / PNG · Multiple files allowed · Max 10 MB each
Documents gallery — Flat A-101 (Anand Nair)
| Type | File | Date | By | Actions |
|---|---|---|---|---|
| KYC | PAN_Card_AnandNair.pdf | 22 Jan 2025 | Sales Exec | |
| KYC | Aadhaar_AnandNair.pdf | 22 Jan 2025 | Sales Exec | |
| Agreement | Sale_Agreement_A101.pdf | 10 Feb 2025 | Sales Exec | |
| Receipt | RCP-0039_02May.pdf | 02 May 2025 | Accounts |
Agreements — approval log
| Flat | Customer | Location | Submitted | Approver | Status | Remarks | Action |
|---|---|---|---|---|---|---|---|
| A-101 | Anand Nair | Velachery | 10 Apr 2025 | R. Balaji | Approved | — | — |
| C-405 | Deepa Menon | Velachery | 05 May 2025 | R. Balaji | Pending | — | |
| B-305 | Vijay Menon | Velachery | 08 May 2025 | R. Balaji | Rejected | Missing co-applicant signature | Awaiting resubmit |
Sale deeds — approval log
| Flat | Customer | Location | Initiated | Approver | Status | Action |
|---|---|---|---|---|---|---|
| A-201 | Suresh Pillai | Velachery | 10 Jan 2025 | R. Balaji | Executed | — |
| A-304 | Ravi Kumar | Velachery | 09 May 2025 | R. Balaji | Pending |
Total Confirmed Value
₹12.40 Cr
All locations
Total Received
₹8.97 Cr
72% collected
Total Outstanding
₹3.43 Cr
Balance pending
Fully Cleared
10
Balance = ₹0
Partial Payment
5
Balance pending