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IF-RE-POSTBookings · Collections · Customer Service

Real Estate Post-sales CRM

A real estate post-sales CRM for buyer onboarding, booking records, payment schedules, demand communication, documents, service requests and possession coordination.

The Problem

Post-sales complexity grows after the booking is signed

Customer, unit, payment, document and communication records often live in separate sheets and inboxes. That makes collections, approvals and customer responses difficult to track.

The Solution

A connected post-booking workspace

Maintain the buyer and unit record, configure payment milestones, coordinate documents and communication, and give authorised teams a consistent view of pending actions.

What's Included — Features

Everything you get in one platform

Coordinate the customer journey after booking with controlled records and communication.

Customer & Booking3 modules
Buyer and co-applicant recordsMaintain contact, identity and relationship details.
Unit and booking profileConnect the customer to project, unit and booking information.
Document repositoryOrganise agreements, receipts and supporting documents.
Collections & Service3 modules
Payment schedulesTrack configurable milestones, due amounts and receipts.
Demand communicationPrepare and record approved customer communication workflows.
Service requestsAssign, track and close customer issues with history.
Why IF-RE-POST

Why teams choose IF-RE-POST

Single Customer Record

Keep booking, payment, document and interaction context together.

Controlled Actions

Track approvals, pending items and completion evidence.

Management Visibility

Review collection and service status without manual consolidation.

Scoped to your business

See it live before you decide

Every implementation is scoped around your users, workflow, data, integrations and support needs. Book a demonstration or request a tailored quotation.

Booking to possessionWorkflow
Customer, unit, payment and documentsRecords
Department and role controlsAccess
Project-specific milestonesConfiguration
  • Role-based access
  • Configurable workflows
  • Implementation support

Commercial terms, deployment and support are confirmed in your written proposal

Who It's For

Built for teams like yours

Real estate developersPost-sales and CRM teamsAccounts and collections teamsCustomer service teams
FAQ

Questions, answered

Yes. Payment schedules and milestones can be configured to the approved commercial and project workflow. Legal and tax rules remain subject to client validation.

Document templates and generation workflows can be included in scope, with client-approved wording, calculation rules and authorisation steps.

A customer portal can be scoped for approved documents, payment status, requests and updates, with access controls defined during implementation.

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Fast turnaround
Get in TouchWe typically respond within 24 hours
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