Real Estate CRM & ERP in Riyadh

Real Estate CRM & ERP in Riyadh from Symake puts your sales desk and your accounts team on RealMake, so a reservation in Al Narjis becomes a booking, a payment plan, a ZATCA-ready invoice and a ledger entry without anyone typing it twice.

Where Real Estate CRM & ERP in Riyadh pays off first
200+ Real Estate Teams

What you get

  • Reservation, booking and plan on one buyer file
  • Escrow account linked to each Wafi project
  • Same balance on the sales and finance screens

Where Real Estate CRM & ERP in Riyadh pays off first

Riyadh developers often sell villas in Al Malqa and Al Narjis while towers rise near King Abdullah Financial District, and each launch creates a long chain of handoffs. A reservation fee is taken in the sales gallery, the booking form goes to finance, and the first installment depends on a Wafi escrow account opened for that project. When sales and accounts use different tools, that chain breaks at every step. RealMake keeps the buyer, the unit, the payment plan and every receipt on one file, so the collector in finance and the sales executive look at the same balance. For off-plan launches the escrow account sits on the project record, and each receipt shows which account it went into.

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Handoffs RealMake removes in Riyadh

Each step passes data forward instead of asking for it again

Lead to buyer

Lead to buyer

When a lead pays a reservation fee, the same record turns into a buyer file with national ID, contact details and the chosen unit.

Reservation to booking

Reservation to booking

The unit is held for an agreed number of days; a signed booking fixes the price, and an expired hold returns the unit to sale.

Plan to demand

Plan to demand

Installment dates in the payment plan raise demand letters on time, each tied to a construction milestone or a calendar date.

Demand to invoice

Demand to invoice

Each demand produces a tax invoice with the Arabic fields ZATCA requires, a QR code and the VAT treatment your advisor chose.

Receipt to ledger

Receipt to ledger

Transfers and cheques are posted to the ledger against buyer, unit and project once the bank confirms them.

Escrow tracking

Escrow tracking

Collections for off-plan projects are matched to the Wafi escrow account, so the project team knows what has reached it.

Commission to payable

Commission to payable

A broker's commission becomes a payable only when the agreed condition is met, such as a set share of the price being received.

Forecast view

Forecast view

Finance reads expected cash from open bookings and late-stage leads, rather than waiting for sales to send a spreadsheet.

Handover file

Handover file

At handover the unit, its final balance and the buyer's documents pass to the after-sales team in one step.

Sales and finance together on one Riyadh launch
Sales and finance together on one Riyadh launch screenshot

Sales and finance together on one Riyadh launch

Picture a busy launch weekend for a villa community in Al Malqa. Every reservation fee taken on the gallery floor is visible to accounts the same evening, with the unit, the buyer and the payment method. On Sunday morning finance confirms the receipts, sales converts the holds into bookings, and the first demand letters go out from the same records. No one exports a list, and no one retypes a buyer name into an accounting package.

  • Reservation fees visible to accounts on the day
  • Holds turned into bookings from the same record
  • First demand letters raised without exports
  • Buyer names typed once, at first contact
See the launch flow →

How a Riyadh rollout runs

Six stages, led from Bengaluru with workshops at your Riyadh office

Map handoffs

We list every point where sales passes something to finance today and note what gets retyped.

Chart of accounts

Your accountants agree the ledger structure by project and phase before any buyer data moves.

Data move

Leads, bookings, plans and receipts come over from your spreadsheets or current systems, checked line by line.

ZATCA setup

Invoice templates with Arabic fields, QR codes and the FATOORA connection are tested before go-live.

Training

Consultants fly in to train sales, collections and accounts staff in English, side by side.

Go-live

Both teams switch on the same day, and remote support from Bengaluru watches the first demand cycle.

From booking to books in Riyadh

Riyadh sales run under the Real Estate General Authority (REGA), and brokers who market your units must hold a FAL licence. RealMake keeps the FAL number on each broker profile, so a commission cannot become payable to an unlicensed party. Off-plan projects fall under the Wafi programme, and their collections are tracked against the escrow account. VAT is 15% and is applied per unit type as your tax advisor sets it. Businesses in FATOORA wave 25, with VAT-subject revenue above SAR 187,500 in any year from 2022 to 2025, must integrate by 1 February 2027. The 5% Real Estate Transaction Tax on disposals is recorded on the sale file.

FAL licence number checked before commission is payable
Wafi escrow collections tracked per project
FATOORA wave 25 integration due 1 February 2027
Transaction Tax recorded on each sale file

Why Riyadh developers pick one system

A separate sales tool and accounting package each hold half of the buyer story. RealMake holds all of it, so the audit trail for a unit starts at the first enquiry and ends with the handover receipt, and nobody reconciles two lists at month end.

✓ One audit trail per unit
✓ No re-keying between teams
✓ Escrow receipts by project
✓ Commission tied to conditions
✓ Cash forecast from the pipeline
✓ Arabic invoice fields for ZATCA
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Why Riyadh developers pick one system
Built for Real Estate

Join up sales and accounts in Riyadh

Tell us how bookings reach your finance team today and we will show the same flow inside RealMake.

Frequently Asked Questions

How does RealMake handle Wafi escrow collections for a Riyadh off-plan project?

Each Wafi project carries its escrow account details. Receipts for that project are posted against it, and the project team can list what reached the account, what is pending and which buyers are behind.

Can brokers in Riyadh be paid commission before the buyer has paid?

You decide the condition. A common setup holds commission until a set share of the price is received and the booking is signed. Until then it shows as accrued, not payable, and the broker's FAL licence number must be on file.

Will our installment invoices meet FATOORA phase 2 rules in Riyadh?

Invoices carry the Arabic fields ZATCA requires, a QR code and a cryptographic stamp, and B2B invoices are cleared in real time. Simplified invoices are reported within 24 hours. We test the connection with you before go-live.

Can our sales executives see what a buyer still owes?

Yes. The buyer file shows the payment plan, paid installments, overdue demands and cheques waiting to clear. A sales executive can answer a buyer's question without calling accounts.

How does finance use the sales pipeline for cash planning?

Open bookings and late-stage leads carry expected amounts and dates. Finance can view them next to confirmed receipts to plan cash for construction payments in the months ahead.

We use spreadsheets and an accounting package today. What moves across?

Leads, buyers, units, bookings, payment plans, receipts and open balances. We map your columns, load a test set, and your team checks totals against the old records before the final move.

Where are workshops held for Riyadh clients?

Symake has no office in Saudi Arabia. Consultants fly in from Bengaluru for workshops, training and go-live at your Riyadh premises, and support continues remotely during your working week.

What happens to the buyer file at handover in RealMake?

The handover step passes the unit, its final balance, warranty dates and documents to the after-sales team. Any remaining amount stays visible, so the keys and the last payment are tracked together.

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