CRM & sales
The pipeline before a unit is occupied — enquiry to reservation to signed contract — and the commission that follows, tracked against the same units the rest of the platform manages.
What it does
Leads and activities
Enquiries with an owner, a stage and a recorded history of contact.
Reservations
A unit held against a prospect, with the reservation fee and expiry tracked.
Sales contracts
Contracts against sale units, with discounts and cancellations requiring approval.
Commissions
Commission accrues against the salesperson on qualifying transactions and posts to the ledger.
Unit inventory
Sale units with status, so availability is one answer rather than several.
How it works
The sequence an operator actually follows, not a feature list rearranged into steps.
- 1
An enquiry becomes a lead with an owner.
- 2
A unit is reserved against the prospect.
- 3
A contract is raised; discounts above threshold need approval.
- 4
Commission accrues and posts on the qualifying event.
What the database guarantees
These hold whether or not the interface remembers to check.
- Discounts and cancellations require an approver, recorded.
- Commission is an accounting entry, not a spreadsheet note.
What it does not do yet
You will ask this in an evaluation, so here it is without being asked.
- No email or calendar integration; activity is logged in-platform.
- No marketing automation or campaign management.
Works with
These share the same database, so nothing is re-keyed between them.