Bookings & Customer Management
A single record per customer from booking onward.
The problem teams live with
The day a unit is booked, the customer disappears from the CRM into a tangle of spreadsheets, WhatsApp groups and a separate post-sales team. Co-applicants, nominee changes, agreement status and payment history live in different files — so when a buyer calls, nobody can answer with one screen.
How Sell.Do solves it
Sell.Do collapses everything into a single customer record that starts at booking and runs all the way to possession. Every co-applicant, agreement, demand, receipt, document and conversation hangs off one timeline — so sales, CRM and finance all see the same truth. Status moves through a configurable booking lifecycle (booked → agreement → registration → possession), and nothing falls through the gap between teams.
Bookings & Customer Management, step by step
- 1Unified customer record
- 2Booking lifecycle
- 3Co-applicant handling
- 4Status tracking
One customer record from booking to possession — co-applicants, agreements, ledger and documents on a single timeline.
Built for the real workflow
- Unified customer record
- Booking lifecycle
- Co-applicant handling
- Status tracking
Jarvis spots bookings at risk
Jarvis watches each booking and nudges you when one stalls — “Agreement pending 21 days for Flat B-1204, registration window closing, follow up?” — so deals don't quietly die after the sale.
More in Post-Sales & Collections
All Post-Sales & CollectionsDemand Letters
Auto-generate construction-linked demand letters.
Learn moreLedger, Payments & Receipts
A real-estate finance ledger, not a notes field — receipts with approval, interest, and online collection via Razorpay.
Learn morePayment Schedules & Milestones
Configurable construction-linked payment schedules that drive demands, interest and collections automatically.
Learn moreCredit Notes & Adjustments
Issue credit notes, adjustments and refunds with a maker-checker approval trail — clean books for finance and RERA.
Learn moreTaxes, TDS & GST
Tax, TDS and GST handled natively on bookings, brokerage and receipts — no spreadsheet reconciliation.
Learn moreRecovery & Ageing Reports
Age-analysis, recovery and risk reports show exactly what's overdue and which collections are at risk.
Learn moreFrequently asked questions
The unit locks, the cost sheet freezes, the payment schedule attaches, and the customer record becomes the single source of truth that post-sales, finance and customer experience all read.
See Bookings & Customer Management on your own pipeline
Book a 30-minute walkthrough tailored to your projects, team and process.