Sales, collections & e-signature in one system · 2023

CRM Inmobiliario GH Master Broker

Tailored CRM for a real-estate developer: quoter with promos, digital files, e-signed promise agreements, statements, automatic collections, invoicing and reports. The whole sales cycle, no Excel or paper.

• Django
• Vue
• MySQL
• AWS

Use cases

• ✓Smart quoter: promos, per-m2 discounts, financing plans, down payment, reservation and balance on delivery, with a public link for the client.
• ✓Automatic lot lock and release: 48 h on verbal reservations, auto-release if the application stalls. No lot is ever sold twice.
• ✓Digital file: local and foreign individuals or companies; ID, address, tax data, beneficiaries and proofs.
• ✓Approval flow: applications and quotes reviewed by coordinators, with email notifications.
• ✓Promise agreement with e-signature (Cincel) and automatic signature-status tracking.
• ✓Automatic statements: installments, annual payments and down payments generated alone, with a client portal.
• ✓Payment recording and reconciliation: cash, transfer and bank statements.
• ✓Automatic collections: email on due date, SMS one day before and five days after, plus WhatsApp.
• ✓CFDI 4.0 electronic invoicing.
• ✓One-click reports: overdue portfolio, installment forecast, signed promises and dashboard.
• ✓Historical data migration from Excel with zero loss.
• ✓Role-based permissions with audit trail on every change.