ProjectBook: real estate CRM and builder software for developers
ProjectBook follows every unit from the first enquiry to possession: leads, bookings, demand letters, receipts, agreements and registration in one system. Builders stop reconciling Excel, Tally and WhatsApp to answer what a buyer still owes.
At a glance
What is ProjectBook?
ProjectBook is a builder operations platform for real estate developers. It connects marketing, sales, bookings, accounts and legal around each unit, so demands, receipts, interest and possession all come from one record per buyer.
- Category
- Real estate builder software
- Industry
- Real estate
- Made for
- Residential tower developers, row house and plotted developments, developer groups with project companies
How does ProjectBook simplify a builder's sales and accounts?
Sales, accounts and legal teams at most developers keep their own sheets for the same buyer. ProjectBook is built the way builders already work, with the unit at the centre of every screen.
Today
- The same buyer recorded twice by sales and by accounts
- Two salespeople promising the same flat
- Demand letters and interest calculated by hand in Excel
- Agreement, registration and possession tracked in separate files
With ProjectBook
- One record per person, from the first call to possession
- A unit can be booked only once, with approval before it is final
- Demands raised from construction status updates, interest calculated automatically
- Agreements, registration and possession tracked against the unit
Key features
ProjectBook real estate CRM: key features
The 9 parts of ProjectBook that do the daily work, all sharing the same records.
- Inventory and unit workspace
- Towers, floors, row houses or plots on an availability grid, with everything about a unit in one view.
- Marketing and calling lists
- Contacts from Meta, Google, the website and imports, with calling lists for telecallers.
- Sales pipeline
- Leads, opportunities, follow-ups, scheduled site visits and unit holds, with contact numbers masked on lists.
- Bookings with approval
- Draft, pending approval and approved, with KYC, co-applicants and the payment plan locked in.
- Demands, receipts and ledger
- Demand letters, receipts, outstanding, ledger, interest and refunds from one source.
- Legal and possession
- Agreements from the builder's own draft, SRO registration, documents and possession.
- Channel partners and visits
- Channel partner records, commission tracking against bookings, and partner visits logged with meeting notes, photos and GPS.
- Teams and organisation
- A reporting tree for each project with a designation for every person, roles such as sourcing executive, and a departing manager's people moving up to the next manager.
- Reports and Tally mapping
- Financial, sales and marketing dashboards, reports, and Tally XML or Excel export.
How it works
How does ProjectBook work?
- 1
Set up the project
Buildings, floors and units, pricing and the RERA payment plan.
- 2
Sell the unit
Telecallers qualify contacts into leads; site visits lead to a hold or a booking.
- 3
Book and approve
KYC and a token receipt; once approved, the agreement value is locked.
- 4
Raise demands
Approved construction updates trigger demand letters; receipts update the ledger.
- 5
Hand over
Agreement and stamp duty, registration, then possession and handover.
Who it is for
Who uses ProjectBook?
ProjectBook is built for these businesses:
- Residential tower developers
- Row house and plotted developments
- Developer groups with project companies
- Sales, accounts and legal teams
Local rules built in
Local tax, payments and language, built in
Lakhs and crores
Amounts shown in lakhs and crores, with an April to March financial year.
RERA payment plans
Demands follow the approved payment schedule, triggered by construction progress.
Runs on the builder's server
A dedicated instance per developer group, with its own database and URL.
WhatsApp, SMS and email
A Message Center logs every WhatsApp, SMS and email sent to a buyer.
Tax, currency, payments and language can be adapted to each market. Ask how ProjectBook fits a country's rules.
Frequently asked questions
ProjectBook questions, answered
ProjectBook is builder software and a real estate CRM made by EZ Solutions for real estate developers. It tracks every unit from enquiry, booking and demands to registration and possession.
Yes. Each booking carries the approved payment plan, and demand letters are raised when a construction status update is approved.
No. A unit can be held or booked by only one person at a time, and every booking needs approval before the unit is marked booked.
Yes. A sourcing executive can log each visit to a channel partner with meeting notes, photos and GPS, and managers can filter partners whose next visit is due or overdue.
Yes. Accounts can map ProjectBook entries to Tally ledgers and export them as Tally XML or Excel.
Each developer group gets a dedicated ProjectBook instance on its own server, with its own database and web address.
Official sources
- MahaRERAMaharashtra Real Estate Regulatory Authority, for project registration and buyer protection.
- Ministry of Housing and Urban AffairsThe ministry responsible for the Real Estate (Regulation and Development) Act, 2016.
- TallyThe accounting software ProjectBook exports entries to.
From the blog
Guides related to ProjectBook
Real Estate CRM Software: Features Developers Actually Use
Which features real estate CRM software needs, from leads and site visits to unit inventory, bookings and payment ledgers.
Read the article
Demand Letters and Collections for Property Developers
How property developers raise payment demands from construction progress, record receipts, chase outstanding amounts and keep one ledger per buyer.
Read the article
Managing Real Estate Leads: From Enquiry to Booking
How a developer's sales team turns enquiries into bookings: one list of leads, calling routines, site visits, unit holds and approved bookings.
Read the articleAreas we serve
Where is ProjectBook available?
ProjectBook runs online, so it is available wherever a business has internet. These city pages explain how it fits each city's local businesses.
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Tell the team about the business, and they will show how ProjectBook fits the way it already works.