Does Salesforce replace our ERP?

No. The ledger, VAT and escrow accounting stay in your ERP. Salesforce holds the plan and the buyer; the two stay in sync.

Which ERPs do you connect?

NetSuite, SAP, Oracle, Microsoft Dynamics and local ERPs with an API. We use MuleSoft or a lighter connector, depending on volume.

Can buyers pay online?

Yes, through a payment link from your payment provider, paid into the right account and matched to the instalment.

A developer’s finance team reviews payment schedules on two large monitors, a printer with receipts and a wall calendar, a half-built tower outside.

Real estate CRM · payments and ERP

Sales says the buyer paid. Finance says the ERP disagrees.

Payment plans tie to construction milestones and run for years after handover. Sales sees one number, finance another. We set up the plan on the booking in Salesforce, send reminders before each instalment, and keep invoices and receipts in step with NetSuite or your ERP, so both teams read the same balance.

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Salesforce consulting partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE, India and US desks

The problem

Where collections slip.

The process map

One instalment, from reminder to receipt.

The 20% on-completion-of-structure instalment for B-1204.

01Project teamConfirms the milestoneThe structure milestone is marked complete. Linked instalments become due.On: Salesforce project
02CRMSends the noticeThe invoice is raised in the ERP and the buyer gets a reminder with the amount and bank details.On: ERP and WhatsApp
03BuyerPaysBy transfer or payment link into the escrow account.On: Bank
04FinanceMatches the receiptThe receipt is matched in the ERP and the balance flows back to the booking.On: NetSuite or your ERP
05BuyerSees the statementThe portal shows paid, due and overdue, with every receipt.On: Buyer portal

Who does what, and on which screen. Your steps and names replace ours during setup.

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The screens

The plan, the ledger and the match.

Drawn by us with invented amounts. NetSuite, SAP, Oracle, Dynamics or your local ERP.

Illustration, sample data
Salesforce · Payment plan
Record
B-1204 · 60/40 plan
Instalment Due Amount Status
Booking 10% On booking AED 196,000 Paid
Structure 20% Milestone AED 392,000 Due
Handover 30% Milestone AED 588,000 Not due
Post-handover 40% 24 months AED 784,000 Not due
Sales and customer care
Instalments tied to milestones or dates. When a milestone moves, the due dates move with it.
Illustration, sample data
ERP · Customer ledger
Customer: Rania K. and Sami K.
Synced from Salesforce booking B-1204
Document Date Debit Credit
INV-0412 booking 12 Oct 196,000
RCT-0981 transfer 13 Oct 196,000
INV-0533 structure 02 Feb 392,000
Finance
The ledger stays in the ERP. Customers, invoices and receipts sync both ways.
Illustration, sample data
Slack · #collections
#collections
- CollectionsApp09:00
  14 instalments overdue more than 7 days in Tower B. 3 are post-handover owners.
  Open listAssign
- Nadia F.09:12
  Taking the post-handover three.
Collections team
A morning list of what is overdue, assigned in the channel.

Instalment	Due	Amount	Status
Booking 10%	On booking	AED 196,000	Paid
Structure 20%	Milestone	AED 392,000	Due
Handover 30%	Milestone	AED 588,000	Not due
Post-handover 40%	24 months	AED 784,000	Not due

Document	Date	Debit	Credit
INV-0412 booking	12 Oct	196,000
RCT-0981 transfer	13 Oct		196,000
INV-0533 structure	02 Feb	392,000

Every use case

Every payment and ERP use case we set up.

Pick the ones you need. Most teams start with three or four.

01Payment plan templatesConstruction-linked, date-based and post-handover plans, picked at booking.

02Milestone-linked due datesInstalments become due when the project team confirms a milestone.

03Reminders before and after dueEmail or WhatsApp templates on a schedule you set.

04Payment linksCard payments into the right account, with the receipt matched.

05ERP or NetSuite syncCustomers, units, invoices, receipts and credit notes kept in step.

06Escrow matchingReceipts checked against the project’s escrow account.

07Statements on demandIn the buyer portal, or sent from the record.

08Late payment feesCalculated by the SPA rule, approved before they are charged.

09Mortgage disbursementsBank payments expected and matched to the plan.

10Resale and assignmentNOC requests, the balance due, and the plan moved to the new buyer.

11RefundsCancellation refunds calculated, approved and paid from the ERP.

12Collections dashboardDue, overdue and collected by project and month.

Before and after

What changes for the team.

Example
CFO at a Dubai developer with three towers under construction
Today: Month end means exporting the CRM and the ERP and matching receipts in Excel.
After: Receipts flow from the ERP to each booking. The collections view is the same number finance reports.
Example
Customer care lead with 400 post-handover plans
Today: Owners on post-handover plans get no reminders once sales has moved to the next launch.
After: Reminders run from the plan, and overdue owners appear in the morning list in Slack.

Examples of the work, not client stories.

Around this stage

The next stage, and what plugs in.

Licences come from Salesforce today. We help you pick the plan and work with your Salesforce account team.

FAQ

What teams ask first.

Does Salesforce replace our ERP?: No. The ledger, VAT and escrow accounting stay in your ERP. Salesforce holds the plan and the buyer; the two stay in sync.
Which ERPs do you connect?: NetSuite, SAP, Oracle, Microsoft Dynamics and local ERPs with an API. We use MuleSoft or a lighter connector, depending on volume.
Can buyers pay online?: Yes, through a payment link from your payment provider, paid into the right account and matched to the instalment.

The brief · one email

Tell us how this stage runs today.

The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.