Post-sale CRM for real estate teams

Every payment, document and follow-up — automated from booking to handover.

TaskKo replaces spreadsheets and manual follow-ups with one system that generates allotment letters, demand drafts and bank NOCs, sends stage-wise payment reminders, and keeps every client's project status current — automatically.

Built for developers managing 100–5,000+ units Zero manual reconciliation
Skyline Meridian — Tower B, Unit 1204UNIT/B-1204 · BOOKED 14 FEB 2026
LIVE
Booking amount10% of agreement value
₹12,00,000
Agreement to saleDue on execution
₹18,00,000
Slab 4 — casting completeStage-linked demand
₹9,60,000
Pending
Bank NOC — Slab 4Auto-generated on receipt
Queued
Collected of projected
₹30.0L / ₹96.0L
3–5

Spreadsheets a single project team keeps in sync by hand across booking, finance and CRM.

12+ days

Average delay between a stage being due and a reminder actually reaching the client.

18%

Typical gap between projected and actual revenue when pending balances are tracked by hand.

1 by 1

Allotment letters, demand drafts and NOCs typed out unit by unit, project after project.

What TaskKo automates

One system, from the first booking to the final handover.

TaskKo sits on top of your sales data and runs the operational work your finance and CRM teams currently do by hand.

📄

Document generation

Allotment letters, demand drafts and bank NOCs generated instantly from unit and payment data — no retyping, no version mismatches.

Stage-wise reminders

Payment reminders fire automatically against each construction stage, with escalation if a client doesn't respond — right through to receipt.

📊

Progress & revenue visibility

Projected revenue, pending balances and stage-wise collection status, always current — no end-of-month reconstruction from spreadsheets.

👥

Client progress updates

Clients get construction and payment status automatically, so your team follows up on exceptions instead of fielding status calls.

How it works

Follows the same sequence your projects already run on.

01

Booking

Unit, client and payment plan are captured once. TaskKo generates the booking confirmation and allotment letter automatically.

02

Agreement

Agreement-linked demand is raised, tracked and reconciled — with reminders scheduled against your actual due dates.

03

Construction stages

Each slab or milestone triggers its own demand draft, reminder cycle and bank NOC — matched to real progress on site.

04

Handover

Final dues, NOCs and closing documents are ready before possession — with a full paid-vs-pending history on record.

The view your finance team gets

Projected revenue and pending balance, in one place — not reconstructed monthly.

Revenue — projected vs collected

Projected Collected

Units needing follow-up

B-1204 · Slab 4 demandDue in 2 days
B-0812 · NOC pendingAwaiting bank
A-1502 · Final installmentReminder sent
C-0304 · Agreement stageOn track

See TaskKo running on your project data.

A 30-minute walkthrough — bring one live project and we'll show you exactly what gets automated.

Book a demo today