Sales Team App
Sales agents, managers, BDOs and order bookers work leads, bookings and collections from the phone.
View application purpose →Web & mobile appBuilders & Real Estate
Booking & Sales
Book a unit with token money and down payment, choose the installment plan, issue the allotment letter and keep the file’s full payment history.
What it is designed to manage
- Booking form with CNIC, father / husband name, nominee
- Price, discount and net price
- Token money and down payment
- Monthly, quarterly, half-yearly or yearly installments
- Possession / balloon payment
- Late fee % per month
- Allotment letter after the down payment
- Dealer and lead linked
- Cancellation with reason (unit freed automatically)
- Printable booking form
Features
Everything included in this module.
- Schedule by itselfAvailable
Confirm the booking and the full installment schedule is created — every amount and due date.
- Plan lockedAvailable
After confirmation the price and plan cannot be changed by mistake.
- Allotment only when paidAvailable
The allotment letter needs the full down payment first.
- Clean cancellationAvailable
Unpaid installments are waived, the unit becomes available and the sale is reversed in the accounts.
Related role applications.
Accounts App
Accounts reviews receipts, bills and the journal entries they create.
View application purpose →Web & mobile appEach person only sees the modules and records their role allows.
A practical view of the process
How the work moves.
01
Choose the unit and the buyer
02
Set price, discount and payment plan
03
Confirm — schedule, commission and journal are created
04
Receive the down payment
05
Issue the allotment letter
Information coming in
- Available unit
- Buyer and lead
- Payment plan
Records & handoffs coming out
- Installment schedule
- Dealer commission
- Sales journal
Connected departments
