Features · Sales & CRM
Every customer, every unit, every rupee due.
A sales module built for builders: the contact timeline any salesperson can pick up, unit sales with payment schedules, collections and the handover checklist.
Customers
The whole story of a customer — whoever picks it up next.
Add a prospect with just a name and a phone number. Every call, visit, WhatsApp and meeting goes on the timeline with the reason, what was discussed, what was promised and the next follow-up — filterable by reason. A customer can have several salespeople with roles; reassigning keeps who, when and why.
- Prospect, Buyer, Lost (with the reason) or Inactive
- Duplicate phone numbers warned about, not blocked
- Co-applicants, budget and units of interest
- Sales executives see their own customers; managers see all
Pipeline & unit sales
From token to handover, unit by unit.
The pipeline shows every unit by stage — available, interested, token paid, agreement, payments, ready, handed over. A unit sale holds the agreed price, the token and agreement dates, the salespeople and the payment schedule: instalments with a date, a milestone in words, or a link to a plan task so they fall due when the work is done.
- Receipts with numbers, against an instalment or oldest first
- Instalments: pending, partly paid, paid, overdue
- Customer statement as a PDF
- Collections list: overdue amount, days late, last contact
Handover & special requests
Keys, papers and changes — all accounted for.
When a unit is nearly ready, its handover checklist starts: keys, possession letter, sale deed, parking… each pending, ready or handed over with a date and a photo of the acknowledgement. Marking the sale handed over starts maintenance billing and adds the buyer as the flat’s owner. Optional special requests record a buyer’s change with customer and company approval and its cost — and never move the plan.
See it on your own project.
A walkthrough with your blocks, your schedule and your team’s roles — straight from the founder of Konkat, no sales desk in between.