01
Lead Management
Capture and manage prospective buyers with lead sources, statuses and assignment tracking.
CATA TECHNOLOGY / REAL ESTATE CRM
Real Estate
Manage leads, follow-ups, properties, bookings, payments and customer relationships from one connected business system.
REAL ESTATE OPERATIONS
From lead to booking.
Keep your sales pipeline, property inventory, customer activity and financial processes connected in one system.
02
Follow-Ups
Track conversations, follow-up activity and the next action required for every lead.
03
Property Management
Organize projects, towers, floors, units and property information from one place.
04
Customer Management
Keep customer information connected with leads, bookings and property records.
05
Booking Management
Manage bookings, agreed amounts, additional charges, GST and customer booking information.
06
Payments
Track payment schedules, installments, payment modes and transaction records.
07
Loan Management
Manage loan cases, documents, disbursements and repayment information.
08
Business Dashboard
Bring important sales, customer, property and financial information into one operational view.
09
Team Access
Organize users and access across the different parts of your real estate operation.
SALES PIPELINE
Know what is
happening next.
Keep leads, follow-ups and customer activity visible so your sales team can move prospects through the process.
PROPERTY & BOOKING
Keep the deal
connected.
Move from customer and property selection into booking, payment planning and financial tracking without losing context.
FINANCIAL WORKFLOW
Track the numbers behind every booking.
Keep booking amounts, GST, payment schedules, installments and loan information connected with the customer record.
01
Payment Plans
Structure payment schedules around the booking and agreed financial terms.
02
Installments
Track individual installments and outstanding payment information.
03
GST & Charges
Handle GST and additional booking charges within the booking workflow.
04
Loan Tracking
Keep loan cases, documents and disbursement information together.
REAL ESTATE CRM
See what the system can do.
Talk to us about your real estate sales, property and customer management workflow.
Get a Quote →