Design a modern web-based CRM dashboard for a Real Estate Management System called **Navratna Real Estate CRM (NREMS)**. The interface should be clean, professional, and suitable for enterprise SaaS software used by real estate developers, sales teams, and management. Use a **left sidebar navigation layout**, **top header bar**, and **responsive dashboard widgets**. The UI should be modern with cards, tables, charts, and data management screens. Use a light theme with professional real-estate style colors (white, light gray, dark text, accent color for actions). Main navigation in the sidebar should include: Dashboard Inquiries (Leads CRM) Site Visits Projects & Unit Inventory Bookings Customers Documents Payments Legal & Agreements Construction Updates Possession Management Brokers Resale / Transfer Cancellation Maintenance Reports & Analytics Settings / User Roles --- Dashboard Page: Create overview cards showing: Total Inquiries Total Site Visits Total Bookings Revenue Generated Pending Payments Available Units Booked Units Sold Units Add analytics charts: Monthly Sales Chart Project-wise Revenue Chart Sales by Executive Chart Inquiry Source Distribution Chart Include Quick Action buttons: Add Inquiry Schedule Site Visit Create Booking Upload Document Generate Receipt --- Inquiry Management Page (Lead CRM): Design a lead management table with filters and search. Fields: Customer Name Mobile Number Email City Inquiry Date Project Interested Budget Range Property Type (Plot, Villa, Apartment, Commercial, Retail) Lead Source (Website, Broker, Referral, Walk-in, Social Media) Assigned Sales Executive Inquiry Status (New, Contacted, Follow-up, Not Interested, Converted) Include: Add Lead button Follow-up reminder indicator WhatsApp contact button --- Site Visit Management Page: Create a scheduling interface with calendar and table view. Fields: Site Visit Date Project Name Unit Interested Accompanied By (Salesperson / Broker) Customer Feedback Next Follow-up Date Status tags: Interested Negotiation Hold Drop --- Projects & Unit Inventory Page: Design a project management and unit listing system. Project fields: Project Name Location Total Units Unit table: Unit Number Size (sq.ft) Facing Floor Price Property Type Unit Status (Available, Blocked, Booked, Sold) Include visual unit availability indicators. --- Booking Management Page: Create a booking workflow interface. Fields: Booking Date Project Name Unit Number Property Type Agreement Value Booking Amount Salesperson Name Broker Name Discount Given Payment Mode (Cash, Bank Transfer, Cheque, Online) Include buttons: Generate Booking Form Generate Booking Receipt --- Customer Profile Page: Design a customer master profile layout with tabs. Tabs: Basic Details Co-Applicant Details Properties Owned Documents Payments Basic fields: Customer Name PAN Number Aadhaar Number Address Email Mobile Occupation Company Name Reference --- Document Management System: Design a secure document vault interface. Documents: PAN Card Aadhaar Card Passport Photo Address Proof Booking Form Agreement Copy Payment Receipts Stamp Duty Receipt Registration Document Loan Documents Possession Letter Include: Upload button Preview file Upload date Version history --- Payment Management Page: Design an installment payment tracker. Fields: Unit Number Total Property Value Installment Number Due Date Amount Due Amount Paid Payment Date Payment Mode Outstanding Amount Include: Payment status indicator Overdue alerts Generate payment receipt button --- Agreement & Legal Page: Fields: Agreement Date Stamp Duty Paid Registration Date Registrar Office Include document upload for agreement files. --- Construction Update Page: Fields: Construction Stage Demand Letter Payment Demand Payment Status Show project progress timeline. --- Possession Management Page: Fields: Possession Date Final Payment Status Maintenance Charges Include possession letter upload and handover document management. --- Broker Management Page: Fields: Broker Name Agency Name Mobile Number Commission Percentage Deals Done Commission Payment Status Include broker performance dashboard. --- Resale / Transfer Module: Workflow UI showing: Owner → Transfer Request → Approval → New Buyer → Charges → Ownership Update Fields: Project Name Unit Number Unit Size Original Booking Date Old Owner Details New Owner Details Transfer Charges: Transfer Charges Documentation Charges GST Total Transfer Cost Include ownership history timeline. --- Cancellation Module: Interface for cancelled bookings. Features: Refund calculation Unit returned to inventory Generate cancellation letter --- Maintenance Management Page: Fields: AMC Charges Payment Status Maintenance Receipts Include payment history. --- Reports & Analytics: Create visual dashboards for: Project-wise Sales Sales by Executive Monthly Revenue Pending Payments Inquiry Conversion Rate Broker Performance Inventory Status Use charts, graphs, and KPI cards. --- User Roles & Permissions: Design role management UI for: Admin – full access Sales Team – inquiries, visits, booking Accounts – payments and receipts Management – reports and analytics --- Design Style: Modern SaaS CRM interface Clean cards and tables Rounded UI components Soft shadows Professional typography Responsive desktop layout Include reusable components for buttons, tables, tags, modals, forms, and charts.
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No user flows yet.
The User Flow Agent will generate per-persona navigation diagrams after SRD updates.
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