From first enquiry to the keys in hand
Real Estate
Connect property sales to delivery with lead routing, site visits, unit inventory, construction tracking, inspections, payment milestones, and buyer communication.
Built for: Developers, brokerages, and channel partner teams
Enquiries, available units, visit schedules, and payment updates live in separate spreadsheets and message threads.
Your team follows each buyer from enquiry through booking and handover, with the property, conversation, and next action together.
See the journey, step by step
A clear view of how work moves forward, with the right context available at every handover.
A connected customer journey
An example workflow. Your team can tailor stages to its process.
Everything inside the Real Estate module
Everything your team needs to keep this workflow organised, connected, and moving forward.
Capture & convert
- Capture enquiries from your website, listing portals, and channel partners
- Assign leads by project, location, budget, and team workload
- Track calls, follow-ups, quotes, and discount approvals
- Let buyers book site visits and keep visit outcomes with the lead
Inventory & bookings
- See availability across projects, towers, and units
- Manage reservations, waitlists, bookings, and cancellations
- Track payment milestones and home-loan funding progress
Buyers, partners & handover
- Give buyers access to payment updates, receipts, and support
- Keep channel partners connected to their leads and available stock
- Track commissions, settlements, registration, and handover
- Manage post-handover issues and maintenance collections
Construction & delivery
- Track construction work packages, material requests, and site issues
- Coordinate requests for information with the responsible team
- Schedule quality and pre-handover inspections with checklist outcomes
- Track reinspection follow-ups and publish progress updates to buyers
Campaigns & buyer care
- Organise property campaigns and buyer segments
- Record campaign attribution events alongside sales activity
- Publish construction, document, payment, and possession updates
- Assign and resolve service requests raised through buyer portals
Explore other modules
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