Use case · Off-plan CRM
Every lead in one configurable pipeline, matched to live units. An agent surfaces the buyers who went quiet but haven’t gone cold. Reserve a unit and it hands off to the deal — no double-booking, no leads lost in a spreadsheet.
The problem
A follow-up slips through the cracks while you’re digging through emails. Buyers go quiet but haven’t actually gone cold — they just moved on without telling you. And the generic CRM built for some other sales team becomes a glorified spreadsheet your agents ignore, so they revert to spreadsheets. The best CRM is the one you use.
Rigid workflow built for a generic sales team, no link to your inventory. Agents find it clunky, abandon it, and the real pipeline lives in three different files.
One pipeline grounded in your live units. Quiet leads surfaced before they go cold, reserve straight into a deal — one place worth actually using.
How it works
One inbox, one pipeline. Configurable stages you define yourself — every enquiry lands somewhere, nothing left in an email thread.
Each lead matched to the units actually available. An agent surfaces the buyers going quiet — before they go cold — so the follow-up never slips.
Reserve the unit and it becomes a URF. The unit’s status flips in the core — no double-booking — and the deal takes over the paperwork.
Proof
Works with
FAQ
Honest answer: the lead → deal (booking) loop is live now — capture a lead, reserve a unit, and it hands off to the deal. The full configurable pipeline, lead scoring and the waiting list are rolling out, not all shipped yet. We'd rather show you the working loop than claim the whole CRM is done.
Yes. Stages are operator-defined — you name them and order them (Lead, Site Visit, Offer, EOI, whatever fits how you sell). Adding or renaming a stage is data, not code, so it never needs a deployment.
Yes. A lead doesn't hold a unit — reserving one flips that unit's status in the governed core, so the same unit can't be held for two buyers. Status is the single source of truth; there's no second copy to drift.
When a lead is ready to commit, you reserve the unit and it becomes a URF — the formal reservation that opens the deal. From there the Deal module owns the contract, payment plan and handover. CRM stays lightweight; the deal does the paperwork.
See a lead run all the way to a reserved deal on your inventory.