Post-sale CRM for real estate teams

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

Propzel 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.

Traditional post-sales vs. Propzel

The same journey. A completely different amount of manual work.

Without Propzel

Allotment letters and demand drafts typed out one unit at a time
Payment reminders sent whenever someone remembers to
Projected vs. collected revenue reconstructed from spreadsheets
Clients call in to ask what stage their unit is at
Handover delayed while dues and NOCs are chased down manually

With Propzel

Documents generated instantly from unit and payment data
Reminders fire automatically against each construction stage
Projected vs. collected revenue visible live, always current
Clients get status updates automatically as milestones complete
Final dues, NOCs and closing documents ready before possession
What Propzel automates

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

Propzel 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.

AI Intelligence — what's live today

AI Understands → Identifies → Propzel Automates.

Four capabilities running in the product now. Each one grounded in your own booking, payment and construction data — not a generic model guessing at your business.

LIVE

Document Generation

Problem
Allotment letters, demand drafts and bank NOCs typed out by hand, unit by unit.
Understands
Unit, customer and payment data already on the booking record.
Automates
Generated instantly — no retyping, no version mismatches.
LIVE

Stage-Wise Reminders & Escalation

Problem
Reminders forgotten or sent late once a construction stage is hit.
Identifies
The moment a stage is due, and whether the client has responded.
Automates
Fires automatically, escalates internally if there's no response.
LIVE

Progress & Revenue Visibility

Problem
Projected vs. collected revenue rebuilt from spreadsheets at month-end.
Understands
Every payment, stage and pending balance, across every project.
Automates
No manual reconciliation required to trust the number.
LIVE

Exception Surfacing

Problem
No way to tell which accounts need attention without checking every file.
Identifies
Due demands, pending NOCs, unanswered reminders — by unit, by client.
Automates
Your team acts on the list instead of fielding status calls.
ROADMAP · NOT YET LIVE

What we're building next

These are in development and not part of the live product today. We'd rather tell you what's coming than claim it's here.

  • Predictive payment-risk scoring, ahead of a due date
  • Natural-language questions against your own CRM data
  • Customer sentiment and intent detection from communication
  • AI-recommended next-best-action beyond today's exception list
How it works

Follows the same sequence your projects already run on.

01

Booking

Unit, client and payment plan are captured once. Propzel 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
One customer, one record

Everything about a client, in a single place.

No reconciling Excel, email and WhatsApp to answer a simple question: where does this account stand?

Ananya Rao
Unit B-1204 · Skyline Meridian, Tower B
BookingPayment SchedulePaymentsOutstanding DocumentsInvoicesCommunicationMilestonesHandover Status

Property and unit, payment schedule, every payment received, outstanding balance, submitted documents, generated invoices, communication history, milestone progress and handover status — attached to the same record from booking to keys.

Business impact

What changes when post-sales runs on one system instead of five.

MeasureManual ProcessPropzel
Document turnaroundTyped unit by unit, project after projectGenerated instantly from booking data
Payment remindersSent whenever someone remembersFire automatically against each stage, with escalation
Revenue visibilityReconstructed from spreadsheets, monthlyProjected vs. collected, live and current
Client status updatesFielded one phone call at a timeSent automatically as milestones complete
Handover readinessDues and NOCs chased down at the last minuteReady before possession, on record

Illustrative comparison based on typical manual post-sales workflows — figures will vary by team and portfolio size.

See Propzel 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