Products
Real-estate development CRM
Manages projects, units, reservations, sales contracts and payment schedules for property developers.
A CRM for property developers linking projects and units to reservations, sales contracts and payment schedules, so you see the status of every unit and every instalment in one place instead of scattered files and spreadsheets.
Features
- Projects, units and availability
- Reservations and sales contracts
- Payment schedules and collection
- Customer and broker follow-up
Outcomes
- An up-to-date status for every unit — available, reserved or sold — instead of spreadsheets that disagree between sales and management
- Reservations and contracts documented against each unit instead of scattered agreements that are hard to trace
- Instalments tracked per contract before they fall due instead of finding out about late payments afterwards
How we work
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01Start
Sales-cycle analysis
Documenting a unit’s path from availability to reservation, contract and collection as it works today.
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02
Projects and units setup
Setting up projects, units, their statuses and payment schedules around how you sell.
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03
Data migration
Moving existing units, reservations, contracts and customer data from files or the previous system.
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04
Training and go-live
Training the sales and collection teams and a pilot run before full adoption.
Deliverables
- A system configured around your projects, units and sales approach
- Unit, contract and customer data migrated from previous sources
- Sales and collection reports per project
- Documented training for sales and collection teams
FAQ
- Can the system handle more than one project at a time?
- Yes — projects and their units are managed in one system, with reports for each project separately.
- Can we track brokers in the system?
- Yes, the broker is recorded against each customer and deal, so you know who brought the customer in and where the deal stands.
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