Systems for real estate and construction
We implement lead and booking management for property sales, and project costing and purchasing for construction, so sales and site both work from current information.
What makes real estate and construction different
Property and construction share long sales cycles, large transactions and many parties. A developer needs to manage buyers and inventory of units; a contractor needs to control cost against budget.
Lead response
Property enquiries are expensive to generate and go cold within hours.
Unit availability
Sales teams need to know exactly which units are available, held or sold.
Project cost control
Material and labour costs drift from the budget unless tracked as they occur.
Documents and approvals
Agreements, drawings and approvals multiply and must be findable.
What we set up
These are the parts of the system that matter most in this sector.
Lead and site-visit management
Enquiries assigned instantly, with site visits scheduled and followed up.
Inventory of units
Each unit tracked by status, price and buyer, visible to the whole sales team.
Project budgets
Costs recorded against each project and compared with the budget.
Purchasing and vendors
Purchase orders, deliveries and vendor bills linked to the project.
Which platform fits
The right platform depends on the size and shape of your operation. This is how we usually see it.
Zoho
A strong fit for brokers and developers: Zoho CRM for leads and bookings, with Zoho Creator for unit inventory and approvals.
Odoo
Our usual recommendation for contractors, with project costing, purchasing, stock and accounting in one system.
Microsoft
Business Central suits larger developers and contractors that need project accounting on a Microsoft platform.
Common questions
Can the system show which units are available?
Yes. Each unit carries a status, and bookings update it for everyone immediately.
Can we track cost against budget for each project?
Yes. Purchases, labour and other costs are recorded against the project and reported against its budget.
Do channel partners need access?
They can be given limited access through a portal to register leads and see their status.
Explore further
Sales and CRM in this sector
Projects and delivery in this sector
Finance and accounting in this sector
Want sales and site working from the same facts? Talk to us.
Tell us whether your priority is selling units or controlling project cost. We will outline the right setup.