Real-estate sales & collections. End to end.
VARDHMAN CRM
From project plan to sold, paid-for, and legally documented — unit inventory, holds, KYC onboarding, bookings, milestone demands, collections, and BBA documents in one system.
From Plan to Sold to Documented
Vardhman CRM moves a real-estate unit from project plan to sold, paid-for, and legally documented — end to end, module by module. Setup and masters, the sales pipeline, customer onboarding, bookings, payment plans and demands, collections, documents, and visibility.
Built for sales, CRM, accounts, and legal teams — with a centralized approval engine so every booking, payment, BBA submission, and cancellation flows through one My Tasks queue.
1-Flow
Plan → Documented
8
CRM Modules
9
Built-In Reports
100%
KYC Gates
The Modules, Phase by Phase
One connected flow — from project setup to the final report. No silos, no double entry.
Setup & Masters
The project, unit, and charge records everything downstream hangs off — set up once per project.
Projects
- Top-level project container — Commercial or Residential — with floor-by-floor configuration
- Live unit counts (Units / Available / Sold / Hold) computed fresh on every load
Unit Master
- One row per sellable unit — shop, office, flat — with areas, pricing, and KVA load
- Bulk-add units with per-row validation, field-by-field edit history, and edit-locks on booked units
Other Charges Master
- Reusable project-scoped charges — club membership, legal fees, power backup, PLC premiums
- General, PLC (view / corner / floor), and per-KVA utility charges attach to any booking
Sales Pipeline
The day-to-day is-this-unit-free screen — where units come off the market and hand off into a booking.
Inventory & Holds
- Every unit with its live status — Available, Hold, Sold — and one-click Hold / Release / Allot
- Internal holds for management blocks, customer holds with token payment and a 96-hour expiry cap
Allotment
- Convert an active hold straight into a booking with project, unit, and customer pre-filled
- Blocked until token payment is verified and customer KYC is complete
Customer Onboarding
Individual and company buyers, onboarded with complete KYC before a single rupee moves.
Customers
- Two entity types — Individual and Entity / Organization — each with its own required fields and documents
- PAN, Aadhaar, GSTIN, and IFSC validated client-side before submit
KYC Status
- KYC-complete computed the same way everywhere: PAN + Aadhaar + documents for individuals, entity PAN + document for organizations
- The same check gates the Allot button on a customer hold
Booking
The actual sale — locking a unit to a customer against a payment plan, with pricing, funding, and partners.
Bookings
- Pricing with GST on base (12%), line-level GST on extra charges, live total incl. GST
- Channel partners / brokers, funding type with loan details, co-applicants, application uploads
Cancellation & Credit Notes
- Two-step approval chain — CRM Head, then Payment Approver — before a live sale is cancelled
- Ends in a numbered credit note (CN-YYMM-NNNN) with a bank refund or on-account credit choice
Payment Plan & Demands
Define how a booking price splits across milestones, then raise the actual pay-by-date asks.
Payment Plans & Milestones
- Named milestone sets scoped to project, floors, or specific units — percentages must total exactly 100%
- Shared Milestone Master reused across plans and projects
Generate Demand
- Raise one demand across every plan that includes the milestone and every active booking on it
- Skipped safely, never duplicated — with collection-potential summary and create/skip counts
Demands Tracker
- Every demand and its collection status, computed live on a single FIFO pool of approved payments
- Pending / Partially Paid / Paid / Overdue — only approved payments count
Collections
Money actually collected — recorded, approved, reconciled, and reconciled again if a cheque bounces.
Payments
- Cash, cheque, UPI, bank transfer, card, online — each with its own validation rules
- On-account credit redemption from an earlier cancellation credit note
Approve / Reject / Bounce
- Approval recomputes paid amount as a fresh sum — re-approving can never double-count
- Bouncing an approved payment reopens the demand it covered automatically
Documents
Templates and the Builder-Buyer Agreement — versioned, generated, signed, and submitted.
Document Templates
- Word-like rich-text editor with full tables, page breaks, and {{placeholder}} booking data
- Server-side sanitized on every save — safe for BBA generation and PDF rendering
BBA Documents
- Draft → Finalized → Submitted → Approved lifecycle, versioned from v1 upward
- Generate from a confirmed booking, upload the signed scan, submit for approval
Visibility
Dashboards, nine reports, and a module-wide activity feed — everything at a glance.
Dashboard
- Per-module tiles with live counters plus a per-project collection-efficiency mini-report
- To-Do widget with auto birthday/anniversary reminders and a 30-day upcoming events list
Reports
- Nine reports — aging/defaulter, inventory & booking status, collection efficiency, sales trend, BBA status, payment plan usage, collections, bookings, and GST summary
- All built on the same FIFO computation, so numbers always agree
Chatter
- Module-wide activity feed — booking history, workflow events, payments, demands, BBA documents
- Likes, comments, and @mentions that notify colleagues
Built for Sales, CRM & Accounts
Every rule real-estate selling actually needs — from holds and KYC gates to credit notes — handled in one place.
Unit-Level Inventory
Every unit's live status — Available, Hold, Sold — with internal and customer holds, token payments, and one-click allotment to booking.
KYC-Complete Onboarding
PAN, Aadhaar, and document validation for individuals and organizations — the same KYC check gates the Allot button.
Milestone Demands
Raise a demand once and it fans out across every plan and booking that includes it — tracked FIFO-style on approved payments.
BBA & Credit Notes
Versioned Builder-Buyer Agreements with approvals, and cancellations that end in numbered credit notes — bank refund or on-account credit.
Centralized Approvals
Bookings, payments, BBA submissions, and cancellations route through one My Tasks queue — approvers see everything in one place.
9 Reports & GST
Aging/defaulter, inventory status, collection efficiency, sales trends, and a GST summary broken down by month and project.
From Plan to Legally Documented — One Flow
Every step tracked. Every step approved. Nothing falls through.
Set Up Project
Floors, unit master, and other charges configured once.
Hold & Allot
Reserve a unit, take a token payment, allot into a booking.
Onboard Customer
KYC-complete profile — individuals or organizations.
Book the Unit
Pricing, GST, payment plan, co-applicants, channel partner.
Demand & Collect
Raise milestone demands, record and approve payments.
Document & Close
Generate BBA, upload signed copy, submit and approve.
Who Uses Vardhman CRM?
Role-based access for every sales and collections workflow.
Admin
Full post-CRM access — masters, sales, collections, documents, and reports
CRM Head
First-step approver on booking cancellation requests
Payment Approver
Approves payments and the final step of booking cancellation
Reports Viewer
Reports-only access to all nine reports, no sales screens
Frequently Asked Questions
Sell Smarter. Collect Faster. Document Everything.
Tell us about your real-estate business — we'll show you how Vardhman CRM moves units from plan to sold, paid-for, and legally documented.