SigzenESTATE is a specialized real estate ERP solution designed specifically for the real estate industry, built on the robust ERPNext and the flexible Frappe framework. It streamlines various business operations, such as lead management, financial tracking, and property management, all within a single, cloud-based platform. Whether managing large property development projects or multiple properties, it helps improve efficiency and growth. With features like integrated lead management from property portals, automated financial operations, and secure customer portals, SigzenESTATE simplifies complex real estate transactions, making it easier for teams to manage operations and drive success with powerful real estate software.
SigzenESTATE
Tailored ERPNext Software Solution for the Real Estate Industry
Key Features
1. Integrated Lead Management
Efficiently manage and track leads from various sources with SigzenESTATE’s Integrated Lead Management feature. Real estate businesses deal with multiple channels of lead generation, and SigzenESTATE centralizes all lead sources, automating the allocation and tracking process within the real estate CRM.
Integrated Lead Sources
Import leads from popular Indian property portals like 99Acres and Housing, or social media platforms such as Facebook and Instagram.
Lead via API
Capture leads directly via API integration from property portals for instant lead registration into the ERP system.
Manual Import
Import leads manually via Excel files from offline sources, making it easy to ensure no opportunity is missed by your sales team.
Automatic Lead Allocation
Automatically assign leads to your sales team based on predefined rules, ensuring faster response times and improved conversion rates.
2. Automate Real Estate Financial Operations
With Automated Financial Operations, managing the financial side of real estate becomes seamless. SigzenESTATE simplifies payment scheduling, allocation, and reconciliation at the unit level, making financial management a hassle-free process within the ERP.
Payment Scheduling
Create customizable payment schedules for clients, ensuring timely payments that align with project milestones and sending automated reminders.
Payment Allocation and Reconciliation
Track payments in real-time and allocate them to respective units. Easily re-allocate payments when necessary, ensuring transparency and accuracy in accounting.
Unit-Level Reconciliation
SigzenESTATE offers detailed unit-wise financial tracking, allowing businesses to reconcile payments for each unit across projects, ensuring no revenue is missed and improving cash flow visibility.
3. Property and Unit Management
Real estate businesses often deal with multiple projects and units. SigzenESTATE’s Property and Unit Management tools allow you to efficiently manage properties across different locations with ease using our real estate software.
Estate Property Creation
Create detailed property setups, including towers, floors, amenities, sectors, and more. Manage multiple properties simultaneously, whether for residential or commercial real estate developments.
Unit Details Management
Keep track of unit-specific information such as size, type, location, direction, and dimensions. Detailed unit data, including floor plans and brochures, can be attached to provide complete transparency to potential buyers within the property ERP.
Property Brochures and Attachments
Upload images, documents, and brochures for each property and unit to ensure all necessary information is available in one place for sales and marketing.
4. Sales and Allocation
SigzenESTATE’s Sales and Allocation features streamline the sales process and make it easy to manage unit availability, allocation, and customer engagement from booking to handover.
Unit Allocation
Track unit availability with detailed infographic reports. Place units on hold, allocate or reallocate them to clients, and manage cancellations easily within the real estate ERP.
Automated Demand Letters
Automatically generate demand letters based on payment milestones and track payment statuses via the customer portal. Keep customers informed and ensure transparency throughout the sales process.
Real-Time Sales Tracking
Track every stage of the sales cycle, ensuring that no opportunity is lost and every unit is accounted for with real-time sales dashboards.
5. Enhanced Customer Engagement
Enhancing customer satisfaction is crucial in real estate. SigzenESTATE includes features designed to engage customers and keep them informed at every stage of their purchase journey.
Customer Portal
Offer a self-service portal where customers can view their unit details, payment schedules, download documents, and transaction history.
Payment Alerts & Notifications
Keep customers informed with automated payment alerts and confirmations. This feature improves communication and reduces delays in payments.
Social Media Campaign Integration
Connect SigzenESTATE with social media platforms like Facebook, Instagram, and leading Indian property portals like 99Acres and MagicBricks for seamless lead generation from marketing campaigns. Automatically assign new leads to sales executives for prompt follow-up using defined rules.
Integration
SigzenESTATE integrates seamlessly with other ERPNext modules, enhancing the overall functionality and scalability of your real estate business operations:
Case Studies
1. Streamlining Operations for a Real Estate Developer
Challenge
A real estate developer managing multiple residential projects in Ahmedabad faced difficulties handling leads from various portals, managing payments, and tracking unit sales.
Solution
By implementing SigzenESTATE, the developer was able to integrate leads from social media and property portals, automate payment schedules, demand letters, and efficiently manage unit allocations across all projects.
Results
The developer saw a 30% increase in lead conversion rates, a 20% reduction in manual accounting errors, and improved customer satisfaction through the use of automated payment alerts and the dedicated customer portals.
2. Improved Lead Management for a Commercial Property Developer
Challenge
A commercial property developer struggled with disjointed lead sources and manual tracking in spreadsheets, resulting in lost opportunities and slow follow-up.
Solution
SigzenESTATE integrated all lead sources into a single platform and automated lead allocation to the sales team based on project and territory rules.
Results
Lead response times improved by 40%, and overall sales pipeline value increased by 25%, thanks to enhanced tracking and efficient sales allocation provided by the real estate ERP.
Tutorials & Guides
To help you maximize the potential of SigzenESTATE, we provide the following resources:
Frequently Asked Questions
How does SigzenESTATE handle multiple lead sources?
SigzenESTATE integrates with popular Indian property portals like 99Acres.com, MagicBricks.com, Housing.com, plus social media platforms like Facebook.com and Instagram.com to automatically capture leads and assign them to the sales team for efficient follow-up using predefined rules.
Can I manage multiple properties with SigzenESTATE?
Yes, SigzenESTATE allows for detailed multi-property management, enabling you to handle multiple projects, towers, buildings, plots, and units seamlessly within one centralized real estate ERP database.
How does the payment scheduling feature work?
You can create custom payment schedules for each customer based on project milestones, construction progress, or specific dates, and automate reminders and demand letters to ensure timely payments.
Can SigzenESTATE integrate with my existing CRM or VOIP system?
Yes, SigzenESTATE integrates natively with ERPNext CRM systems, WhatsApp Business API, and VOIP services, enhancing communication, lead nurturing, and overall sales management efficiency.
What reports can I generate in SigzenESTATE?
SigzenESTATE provides a variety of real-time reports, including lead tracking reports, unit availability and booking status reports, payment status reports, commission calculations, and financial reconciliations per project or unit.
Does SigzenESTATE include features for managing real estate brokers and calculating their commissions?
Yes, SigzenESTATE includes real estate broker management capabilities. You can register channel partners/brokers, map them to specific leads or bookings, and configure flexible broker commission rules (e.g., slab-based, percentage-based). The system facilitates automated commission calculation based on payment receipts against sales, streamlining payouts and providing clear performance tracking for your sales channels.
Can SigzenESTATE manage various complex payment schedules like construction-linked plans (CLP)?
Absolutely. SigzenESTATE is designed to handle diverse and complex payment schedules common in real estate. You can easily set up construction-linked plans (CLP) tied to specific project milestones, time-based schedules, or custom agreements. The system automates the generation of demand letters based on these triggers, ensuring accurate and timely billing for milestone-based payments.
How specifically does SigzenESTATE help real estate developers maintain RERA compliance in India?
SigzenESTATE aids RERA compliance by providing tools to meticulously track project progress against declared timelines, manage construction-linked payment plans accurately, and generate automated demand letters and receipts as per regulations. The system helps maintain organized documentation required for RERA reporting and enhances transparency with buyers through the customer portal, supporting key aspects of real estate regulatory compliance in India.
How does SigzenESTATE support post-sales customer management and the property handover process?
SigzenESTATE facilitates post-sales customer management through integrated communication tracking (via CRM/WhatsApp integration) and robust document management for agreements, NOCs, and other essential paperwork. The system can track the property handover process stages. While specific snag list features might require customization, related service requests or communications can often be managed through the integrated customer portal or CRM module for efficient real estate customer service.
Get a Customized Real Estate ERP Quote Today
Discover how SigzenESTATE can revolutionize your real estate business. Contact us today (based in Ahmedabad, serving India & globally) for a free demo and see how our ERP solution can streamline your property management, enhance customer engagement, and boost sales.
Trust Elements
”SigzenESTATE has transformed the way we manage leads and customer interactions. We’ve improved our conversion rates significantly.
Sunil AgrawalSpace Factor
”The payment scheduling and customer portal have made our operations more efficient, and our customers love the transparency.
Harshad BhaiNest Realty
Rating: 4.8 / 5 (28 votes)
