Post Sales CRM for Construction Company


With more than 25 years of experience in the field of construction, client has been making contributions in setting up concrete foundations in Mumbai. The group has undertaken prestigious real estate projects spanning across various suburbs in Mumbai. Client has developed large parts of residential and commercial sectors across the suburbs and townships of Central Mumbai and Western Mumbai. Given the group’s reach and its ongoing innovative construction efforts, it aims to achieve newer milestones that will increase its presence in the metropolis.


Client’s main challenge was track the entire Post Sales process from Flat registration to Construction linked payment plans. They also wanted to track the entire payment process from advances to final slab wise payments. During the due process the system also generates multiple Print formats which are needed to communicate with their tenants.


AscenWork Technologies have built a Post Sales – Web Based CRM application on SharePoint where users can login and update the Project Information, Architect details and details of the tenant to whom the flat has been sold. System captures various details of the Post sales process like , entire information of the tenant , Agreement Value, Payment Structure agreed upon for the apartment, Payment Collection and Balance Payments along with Interest Calculation.

Key Features of SharePoint CRM Application

Masters Management

  • Company Master
  • Architect Master
  • Broker Master
  • Flat and Unit Types Master
  • Tax Master
  • Project Slabs
  • Bank Master
Sales Process Management

  • Project Creation
  • Define Project – Floors / Flats
  • Define Project Details – Type of Flats (e.g. 1 BHK / 2 BHK)
  • Define Payment Slabs

Advantages to the client

  • Track Multiple Projects
  • Project Wise Tenant Details
  • Manage Tenant Details
  • Track Payment Schedules
  • Calculate Interest Rates
  • Generate Demand Letters / Possession Letters etc.
  • Track Payments.
  • Reports and MIS


SharePoint CRM Application for Client has enabled entire organization to be on a single platform to track onboarding to payment scheduling. This has helped to minimize manual intervention and automate processes. The developed application gives the top management clarity on the business management part.


What they wanted to do-

  • Integrate entire business process
  • Improved security
  • Add more value to the business through IT
  • Promote teamwork
  • Find a cost-effective solution

What they did –

  • Standardized on SharePoint based Customized Application Development
  • Used end to end application development by AscenWork Technologies
  • Collaborated on various processes through the application.

What they accomplished –

  • Up to 50% reduction in costs over manual systems
  • Improved compliance
  • Automated Production Planning
  • Faster tracking of inventory items and better grip on entire disbursal process
  • Email Alerts and Notifications
  • A greener footprint