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BuilderSoft

P-01Construction Management Software

Live product

Run construction projects like a system, not a spreadsheet.

One platform for builders and developers to manage projects, unit inventory, bookings, customers, payments, documents, and reporting — from ground-breaking to final handover.

P-01.0The problem

The spreadsheet era ends here.

Most builders run multi-million-dollar projects across disconnected sheets, chat threads, and accounting files. The result is predictable: double-sold units, missed installments, and reports assembled the night before every lender meeting.

  • 01Two agents book the same unit from two different spreadsheets
  • 02Receivables tracked in accounting, bookings tracked in sales — reconciled by hand monthly
  • 03Nobody can answer “what's our collection rate on Tower B?” without a two-day exercise
  • 04Customer files, agreements, and payment receipts scattered across email and drives
  • 05Management dashboards are slide decks, rebuilt every month, already stale

0

double-sold units on live inventory

80%

less time assembling management reports

faster follow-up on overdue installments

1

system replacing sheets, chats & registers

P-01.MModule catalog · 9 modules

Every module a construction business actually needs.

Not a toolkit you assemble — a complete operating system. Each module is included on every plan and connected to all the others.

M-01Module 01 / 09

Project & Phase Management

Model every development the way you actually build it — projects, towers, phases, blocks, and floors — with timelines and status visible to the whole team.

  • Unlimited projects with phases, blocks, towers, and floors
  • Project timelines with milestone and stage tracking
  • Per-project configuration: pricing rules, payment plans, taxes
  • Project status dashboard: planned, active, sold out, handover
  • Cross-project portfolio view for management

M-02Module 02 / 09

Unit Inventory Management

A single live source of truth for every unit: specification, price, and availability that updates the instant anything changes.

  • Unit master data: type, area, floor, facing, features, parking
  • Live availability states: available, on hold, booked, sold, blocked
  • Hold timers with automatic release on expiry
  • Price lists with revisions, premiums, and floor-rise rules
  • Bulk import/export of inventory via spreadsheet
  • Interactive availability grid filtered by project, phase, and type

M-03Module 03 / 09

Leads & Sales CRM

Capture every inquiry, assign it, and walk it through your pipeline — so no lead dies in a chat thread.

  • Lead capture from walk-ins, calls, portals, and campaigns
  • Pipeline stages from inquiry to site visit to negotiation to booking
  • Agent assignment, follow-up reminders, and activity logs
  • Lead source tracking to see which channels actually convert
  • Duplicate detection so two agents never chase one customer blind

M-04Module 04 / 09

Booking Management

Turn a negotiation into a booking in minutes — with the unit locked, the payment schedule generated, and the paperwork attached.

  • One-click booking against live inventory (no double-selling, ever)
  • Auto-generated payment schedules from configurable plan templates
  • Cost sheets with premiums, charges, discounts, and taxes itemized
  • Booking amendments: transfers, upgrades, and cancellations with audit trail
  • Cancellation workflow with refund calculation and unit release
  • Co-applicant and nominee records per booking

M-05Module 05 / 09

Payments & Receivables

Every installment, receipt, and outstanding amount — current to the minute, auditable to the penny.

  • Installment tracking against each booking's schedule
  • Receipt generation with numbered, printable records
  • Outstanding and overdue dashboards by project, unit, and customer
  • Demand letters and payment reminders on schedule triggers
  • Part payments, adjustments, and refunds with full history
  • Collection performance: expected vs. collected by period

M-06Module 06 / 09

Customer Portal & Communication

Give buyers a clean view of their unit, schedule, and payment history — and cut the “what's my balance?” calls to zero.

  • Customer login with unit details, schedule, and receipts
  • Statement of account on demand
  • Announcement broadcasts per project or phase
  • Email/SMS notification hooks for receipts and due dates

M-07Module 07 / 09

Documents & Agreements

Every agreement, KYC document, and letter attached to the booking it belongs to — searchable, versioned, and never lost in email.

  • Document vault per customer and per booking
  • Templates for allotment letters, agreements, and NOCs
  • Version history and upload audit trail
  • Expiry tracking for KYC and compliance documents

M-08Module 08 / 09

Reports & Management Dashboard

The numbers leadership asks for — sales, collections, inventory aging — live, filterable, and export-ready for lenders and partners.

  • Executive dashboard: sales velocity, collections, inventory position
  • Sales reports by project, agent, source, and period
  • Collection reports: due vs. received, aging buckets, defaulters
  • Inventory reports: availability mix, aging, price realization
  • One-click exports (Excel/PDF) for lender and board packs
  • Scheduled report delivery to management inboxes

M-09Module 09 / 09

Roles, Teams & Audit

Sales sees the pipeline, accounts sees the money, management sees everything — and every action is logged.

  • Role-based access: admin, management, sales, accounts, custom roles
  • Per-project team assignment and visibility scoping
  • Field-level permissions on pricing and discounts
  • Complete audit log of who changed what, when
  • Approval workflows for discounts and cancellations

P-01.WEnd-to-end workflow

From inquiry to handover, one connected flow

Every module hands off to the next automatically. Data is entered once and flows through the entire lifecycle — no re-typing, no reconciliation.

  1. 01

    Set up the project

    Define the project, phases, and unit inventory with pricing rules and payment plan templates. Import existing inventory from spreadsheets in minutes.

  2. 02

    Capture and work leads

    Inquiries land in the CRM, get assigned to agents, and move through your pipeline with follow-ups and site visits logged against each lead.

  3. 03

    Book against live inventory

    Convert a lead into a booking: the unit locks instantly, the cost sheet is generated, and the payment schedule is created from your plan template.

  4. 04

    Collect and track payments

    Record installments as they arrive. Receipts generate automatically, outstanding balances update live, and reminders fire before due dates.

  5. 05

    Report without assembling

    Sales, collection, and inventory dashboards are always current. Export lender-ready packs in one click instead of one weekend.

  6. 06

    Handover with a clean file

    At possession, every agreement, receipt, and communication is already attached to the booking — a complete, auditable customer file.

P-01.TBuilt for every seat

One platform, every role covered.

Roles, their pain points, and outcomes with BuilderSoft CMS
RoleWithout BuilderSoft CMSWith BuilderSoft CMS
Owner / Managing DirectorFlies blind between monthly report decks; discovers problems weeks late.Live portfolio dashboard: sales velocity, collections, and inventory position across every project, every morning.
Sales HeadPipeline lives in agents' phones; inventory conflicts kill deals and credibility.One pipeline, one availability grid. Agents book against live inventory and conflicts become impossible.
Accounts / FinanceReconciles bookings against collections by hand; chases sales for missing paperwork.Schedules, receipts, and outstanding balances generated from the same booking record. Month-end closes in hours.
Sales AgentLoses follow-ups in chat threads; waits on head office to confirm availability.A working queue of leads with reminders, and real-time availability to close on the spot.
CustomerCalls the office for every balance, receipt, and status update.Self-serve portal with their unit, schedule, statements, and receipts.

P-01.IConnected stack

Plays well with the systems you already run.

BuilderSoft CMS is the operational core — and it connects outward to the tools around it, so nothing gets re-typed twice.

Accounting

  • Tally
  • QuickBooks
  • Xero
  • Zoho Books

Communication

  • Email (SMTP)
  • SMS gateways
  • WhatsApp Business API

Payments

  • Bank reconciliation import
  • Payment gateway hooks
  • Cheque & wire logging

Data

  • Excel/CSV import-export
  • REST API
  • Scheduled report delivery

P-01.SSecurity, control & compliance

Enterprise controls, whatever your size.

Role-based access control
Granular permissions by role, project, and field — pricing and discount authority stay exactly where you put them.
Complete audit trail
Every booking, price change, payment entry, and cancellation is logged with user, timestamp, and before/after values.
Encrypted in transit & at rest
TLS on every connection; encrypted storage for customer records, documents, and financial data.
Backups & recovery
Automated backups with tested restore procedures, so a hardware failure never becomes a data loss.
Data ownership & export
Your data is yours. Full exports available at any time — inventory, bookings, payments, and documents.
Approval workflows
Discounts, cancellations, and refunds route through configurable approvals before they touch the books.

P-01.OImplementation plan

Live in weeks, not quarters.

  1. W1Week 1

    Structure & import

    We model your projects, phases, and payment plans, then import your existing inventory and open bookings from spreadsheets.

  2. W2Week 2

    Teams & permissions

    Roles are configured for sales, accounts, and management; agents are trained on the pipeline and booking flow in one working session.

  3. W3Week 3

    Go live in parallel

    New bookings and payments run in BuilderSoft CMS alongside your old process. We verify the numbers match before you cut over.

  4. W4+Week 4 onward

    Cut over & optimize

    Spreadsheets retire. We review reports with management, tune dashboards, and set scheduled exports for lenders and partners.

We stopped double-selling units the day we switched. The availability grid alone paid for the year's subscription in one avoided dispute.
R. Sharma · Director, mid-size residential developer
Month-end used to take my accounts team four days of reconciliation. Now the collection report is just there. Current. Correct.
M. Fernandes · Head of Finance, multi-project builder
I open one dashboard every morning instead of calling three managers. Sales velocity, overdue installments, inventory aging — done.
K. Wong · Managing Partner, development group

P-01.QQuestions

BuilderSoft CMS FAQ

Something not covered here? Email our team — a human answers within one business day.

What is BuilderSoft CMS?

BuilderSoft CMS is a cloud-based construction management platform that combines project and phase planning, live unit inventory, a sales CRM, booking management, payment collection and receivables, document management, and management reporting in one system for builders and real-estate developers.

Who is BuilderSoft CMS built for?

Builders, real-estate developers, and construction sales teams that manage one or many projects with unit inventories and need bookings, payments, customers, and reporting in one place instead of scattered spreadsheets.

Can BuilderSoft CMS prevent double-booking of units?

Yes — that is the core design. All bookings are made against a single live inventory. When a unit is held or booked, it is locked for everyone instantly, and hold timers release expired holds automatically.

Does BuilderSoft CMS handle payment schedules and receivables?

Yes. Each booking generates a payment schedule from your plan templates. Installments, receipts, part payments, and refunds are tracked against it, with live outstanding/overdue dashboards and automated reminders.

Can I import my existing inventory and bookings?

Yes. Onboarding includes bulk import of unit inventory, price lists, and open bookings from Excel/CSV, so you go live with your real data — typically within three to four weeks.

Does it support multiple projects and teams?

Yes. You can run unlimited projects, assign teams per project, and scope what each role sees. Management gets a cross-project portfolio view.

Is my data secure and exportable?

Data is encrypted in transit and at rest, protected by role-based access and full audit logs, and backed up automatically. You can export your complete data at any time.

See your projects running in BuilderSoft CMS this week.

A 30-minute demo with your own project structure — no slideware.