Everything a developer’s sales and finance teams share

• Units follow a guarded status flow, so a plot cannot jump from available to booked without the steps in between.
• Upload your layout as an SVG, draw each plot on it and publish the map after a review.
• Soft and hard holds expire on their own; caps per person stop one executive from parking half a project.
• List price changes carry a reason, keep their history and go to approval when they exceed your limits.
• Import units from a CSV with a dry run that shows every error before anything is created.
• Choose exactly which fields partners and the public map may see; nothing is shown unless you tick it.

Limits today: Map vertex editing and undo are not built yet.

• Phone numbers are normalised to one format, so the same buyer from two portals becomes one review, not two leads.
• Duplicate review and merge keeps every source touch and the full history.
• Assignment rules pick the next owner by round robin; scores show their factors and never assign on their own.
• An activity timeline, tasks and follow-ups that remind once and escalate to a manager when overdue.
• CSV import with a dry run, and reports where every number drills down to its leads.

Limits today: Bulk reassignment and booking KPIs in lead reports are not built yet.

• A host cannot have two live visits at the same time unless a manager overrides with a reason.
• Reschedules keep the old slot in the history; cancellations and no-shows leave a follow-up.
• Check-in records a location only when the buyer has consented to it.
• Each team member can subscribe to their own visit calendar feed.

• Location charges and other project charges come from versioned charge settings.
• A discount above the executive’s limit goes to an approver who is not the author.
• Each quotation freezes its lines, so a later price change never rewrites a quote already given.

Limits today: Quote expiry and sending quotes to buyers are not built yet.

• A booking request is confirmed by someone other than the requester, once token money is received.
• Confirmation writes the payment schedule and allocates the token money in the same step.
• Cancellations are authorised by another person; settlement keeps forfeiture and deductions, and refunds can be paid in tranches.
• Milestones (agreement issued and signed, registration, handover) move booking and unit together after their checklist.

• Plan templates publish only when their shares make 100%, and every schedule sums exactly to the contract value.
• Money is allocated to arrears first; reallocations are exact reversals with a reason.
• Receipts are numbered per fiscal year without gaps; cheques clear or bounce after deposit.
• Late fees follow versioned rules; waivers are decided by someone other than the requester.
• A collections view with ageing, a forecast and a follow-up queue that respects each buyer’s consent.

• Credits are matched automatically on reference, amount and a three-day window.
• Split credits and anything unmatched are handled by hand, with the decision recorded.

• Payment orders through Razorpay; signed webhooks are stored once and captures confirmed before money is recorded.

Limits today: Razorpay is the only gateway today; there is no checkout widget or refunds through the gateway yet.

• Partners are onboarded with a KYC step, assigned to projects and can be suspended instantly.
• Referrals use your versioned attribution rules; conflicts open a dispute for a person to decide.
• Booking requests from partners carry no price; your team quotes and confirms.
• Commissions follow the winning rule, frozen at booking, and are earned on collection or milestones.
• Payouts apply your own TDS and GST settings; each batch is built, approved and paid by different people.

Limits today: Partner PAN and bank details are not captured yet.

• Templates move through draft, review and approval before they can be used.
• Issued documents are numbered per template and fiscal year and never change after issue.
• Share links expire, cap their downloads and log every access.

Limits today: Booking letters are the first document type; template wording needs your legal review.

• Expenses are drafted, decided by another person and then marked paid; only drafts can change.