CRM for Villa and Plotted Development Projects: What It Must Do

Short answer: a CRM for a villa or plotted project must tie every enquiry to a specific unit, track site visits and follow-ups until a booking, show which units are available, booked or sold, pay channel partners their commission correctly, and keep the project's RERA registration number on every advertisement and document.

Why villa and plot sales are different

• Few units, high value, long decisions — a buyer may visit three times over two months.
• Most enquiries come from portals, ads and channel partners at once, so duplicates are common.
• Every unit is different: plot size, facing, corner premium.

The checklist

1. Unit-level inventory

Every plot or villa as its own record with size, price and status (available, on hold, booked, sold), so the sales team never offers a unit that has gone.

2. Lead source and duplicate control

One record per buyer, with the source kept, so you know which portal or partner produced the booking.

3. Site visit scheduling

Visits with a date, who is taking them, and a follow-up task after each one.

4. Bookings and payments

Booking amount, agreement, instalments received and GST invoices where they apply.

5. Channel partner commission

Commission per deal, linked to the partner who brought the buyer, and what has been paid.

6. RERA details

Under the RERA Act, a promoter must show the project's RERA registration number in advertisements. Keep it in the project record so it goes on every brochure and quote.

What Grovia's real estate module does

• Property and listing records with status.
• A lead-to-deal pipeline with sources, follow-ups and site visits as tasks.
• Commission tracking for brokers and partners.
• GST quotations, invoices and payment links.

What it does not do: it is not a full builder ERP — no construction-linked demand letters, no land or material accounting. Large developers with hundreds of units usually need a dedicated real estate ERP.

Grovia is one platform for service businesses — leads, quotations, GST invoicing, accounts, projects, HR and support. Start a free 14-day trial (no card needed).

Frequently Asked Questions

What should a CRM for a villa project include?

Unit-level inventory, lead sources with duplicate control, site visit scheduling, bookings and payments, channel partner commission and the project's RERA details.

Do plotted developments need RERA registration?

Plotted projects above the RERA thresholds must be registered, and the registration number must appear in advertisements. Check your state's rules.

Can a CRM track channel partner commission?

Yes. Grovia links commission to the partner and the deal and tracks what has been paid.

Is Grovia a builder ERP?

No. It handles leads, listings, commission and invoicing for brokers and small developers, not construction accounting.