Property CRM and unit reservations for developers and agencies
A spreadsheet of stock is stale after the first call. A property CRM shows which units are free, reserved and sold, who owns the client and which contract stage you are in — without three truths in three files.
On an 80-unit scheme, a “this flat is still free” mistake costs more than the system. A CRM for developers and agencies holds the unit card, the client card, a time-boxed reservation and the contract stage. Sales, the office and accounts look at the same thing. The client portal shows their units and documents, not a tenth email with an annex.
Where spreadsheet sales break
- Two offices reserve the same unit an hour apart.
- The website stock is stale — calls go up, trust goes down.
- Nobody knows who “owns” a portal lead.
- Reservation, deposit, deed, handover — status in one person’s head.
- After completion nobody has a clean list for the association and aftercare.
What we build
- A unit file: area, floor, aspect, price, status, change history.
- A reservation with an expiry, a deposit and an automatic return to stock.
- Leads: source (site, portal, referral), stage, sales tasks.
- Contracts and a checklist: reservation, developer, transfer, handover.
- A client portal: their units, instalments, documents to download.
- A scheme site with an “available” filter fed from the CRM, not a handmade CMS page.
If you fear a double reservation or the site lies about stock — describe unit count, how many people sell and whether a CRM already exists. A quote from stock truth, not from “property industry system”.
Frequently asked questions
- Will this replace listing portals?
- No. Portals stay as a lead source. The CRM tracks what happened to the lead and whether the unit is still for sale.
- Can a client reserve a flat on the website?
- They can place a preliminary reservation or a hold for X hours. The contract and payment follow the path you set with your lawyer.
- What about several schemes?
- The same engine, separate sites, a shared client base. Filters and permissions per scheme.
- What about GDPR and buyer data?
- Consents, retention, role limits. Detail in GDPR in applications.
Describe your project