Aptly TerraERP + CRM for real estate developers

Every flat.
One system.

Built for Indian real estate developers and flat promoters — the ones running the whole business across spreadsheets, WhatsApp groups and a CRM that was never meant for property.

4
modules, one record
5
stages on the approvals board
6
lead sources, one intake
0
flats sold twice
The problem

Four systems that
do not agree.

The unit list lives in a spreadsheet. Holds live in a WhatsApp group. Approvals live in the liaison person’s head. Portal leads sit in an inbox nobody owns until the buyer has booked somewhere else.

Each is survivable alone. Together they mean nobody can answer the two questions the business turns on: what is genuinely available to sell today, and which approval is holding up the next launch.

Solutions

One record.
Every module.

A development is defined once in Projects; everything downstream reads from it rather than re-entering it.

Why it pays for itself

Margin does not
disappear. It leaks.

Never in one bad decision — in small ones at every handover, none of which look like a loss on the day. Terra puts a door at each handover and makes the system, not someone’s memory, decide whether it opens.

Planned marginRealised · 78%
Lead nobody called back−7%
Discount nobody approved−5%
Flat promised twice−4%
Approval that lapsed−6%

Illustrative. The point is the shape — no single line looks like a loss.

01
A lead cannot sit unanswered
Every enquiry lands in one intake and goes to the next telecaller on the rota. New leads wait under Call now, oldest first, and one nobody has rung shows up on the manager’s board within a day.
02
A discount cannot be given quietly
A rep can put a buyer’s offer on the table; only a manager can accept it. Every price conversation stays on the buyer’s record, with who asked and who signed off.
03
An approval cannot lapse unnoticed
Every application carries its checklist, its expiry and whose desk it is on. An authority objection comes back with a written reason, and a renewal is flagged before it lapses.
04
A flat cannot be sold twice
A hold is a record with an owner and an expiry. Two reps cannot commit the same unit on the same afternoon — the second is refused, not discovered later.
Access

Everyone sees their part.
Only their part.

Access is granted per module and per role. A telecaller sees their own leads and live inventory — not what the project cost.

Promoter / owner
What is sold, what is on hold, and which approvals are pending, across every project.
Sales manager
The pipeline, the rota, team performance, and every offer awaiting a decision.
Telecaller / closing
Only their own leads, their calls due today, and live inventory.
Liaison
The approvals board — what is pending, what it needs, whose desk it is on.
Security & data

Built to be run, not just shipped.

Aptly owns and hosts the platform. You own your data and can export all of it, any time, without asking us.

How we handle your data
Tenant isolation

Applied by the database client that issues the query, not a filter someone must remember to add.

Recorded transitions

Every status change writes who, what, when, and from which state to which.

Export on demand

A manifest and a CSV per table. Readable without us.

Next step

See it against your own project.

A walkthrough runs on your data — one real approval, one live tower, last week’s enquiries. Forty minutes, no slides.