Demand
Budget, project preference, unit type and decision timing
Supply
Shortlist a current unit and schedule the next buyer commitment.Project, phase, unit, price, status and hold expiry
CRM for property builders
Sell from live unit availability, not spreadsheets
Connect project and unit inventory to buyer demand, visits, quotations, bookings, payments and post-booking commitments in one configurable workspace.
Developer sales differs from agency CRM: the core match is a buyer to a controlled project-and-unit inventory with price, hold and payment consequences.
- Buyer qualification uses actual projects and unit types
- Reservations and quotations stay tied to the selected unit
- Payment recovery and post-booking promises remain visible after the booking
Make every buyer conversation answerable against current unit inventory
The application separates the buyer need from saleable inventory, then creates an explicit match and commercial commitment.
Demand
Site-visit feedback and decision participants
Supply
Advance, compare, revisit or release the unit hold.Unit layout, availability and current commercial status
Demand
Discount request and payment capacity
Supply
Approve the commercial path or return it for evidence.Quoted price, approval status and payment plan
Demand
Handover expectations and open commitments
Supply
Protect the promises made after booking.Milestones, payment status, inspection and closeout records
Keep availability, buyer intent and money in distinct source records
This prevents an inventory list, sales pipeline and payment tracker from drifting apart.
Project and unit inventory
Project, phase, unit type, list price, sale status and hold expiry.
Connects toBuyer inquiries, quotations, bookings and handover.Buyer inquiry
Demand, budget, source, project interest, stage, owner and next action.
Connects toVisits, selected unit, booking and payment records.Site visit
Appointment, host, unit, feedback and the next buyer decision.
Connects toThe buyer and project that created the visit.Quotation and booking
Quoted price, discount decision, reservation, documents and stage.
Connects toBuyer inquiry, specific unit and payment schedule.Payment milestone
Amount due, due date, status, receipt and recovery owner.
Connects toBooking, project, unit and buyer.Surface the commercial exceptions before inventory and cash forecasts drift
Every exception should have a record, owner and deadline.
Is the buyer still committed and has the reservation evidence arrived?
Renew deliberately or release the unit to saleable inventory.
Are price, margin rationale and approver visible?
Route the evidence and preserve the approved commercial basis.
Which milestone, amount and buyer commitment is blocked?
Assign recovery and update the booking risk.
Who owns the promised document, update, inspection or handover action?
Escalate before the client discovers the missed commitment.
Measure demand quality, inventory movement and cash commitments together
Portfolio numbers become more useful when they open the buyer and unit records behind them.
Qualified demand by project
Buyers with budget, timing and unit criteria by project.
Adjust campaign, inventory release or sales coverage.Hold-to-booking conversion
Unit holds that progress to a recorded booking before expiry.
Improve commitment criteria and reservation follow-up.Discount exposure
Quoted value under review or approved below the current price rule.
Protect margin and explain forecast changes.Payment milestone health
Amounts upcoming, due, part-paid, overdue or disputed by project.
Prioritize recovery and protect handover planning.Adapt a project-specific sales process without cloning the whole application
Trained administrators can add fields, views, rules and dashboards when a new project or payment structure requires them.
Project-specific changes often enter an IT or vendor implementation queue.
A focused project field, unit choice, approval route or dashboard can often be configured and tested in hours.
- Add a project-specific unit attribute and buyer filter
- Create a new payment milestone and recovery view
- Change discount approval by threshold
- Publish a handover-readiness dashboard for one project
What developer and home-builder teams should verify
Is property builder CRM the same as agent CRM?
No. Builder CRM must connect buyer demand to controlled project and unit inventory, price, reservations, payment milestones and post-booking commitments. Agent CRM is usually centered on people, listings, viewings and transactions across many owners.
Can Jodoo replace an ERP or property sales accounting system?
Not necessarily. Use Jodoo for configurable buyer, unit, approval, recovery and commitment workflows; keep accounting, inventory valuation and legal transaction systems as the source of truth where their specialist controls are required.
How should unit availability be managed?
Use one unit record as the source of truth, with explicit status, hold expiry, responsible owner and links to the current inquiry, quotation or booking. Avoid separate team spreadsheets that can sell the same unit twice.
See the workflow in Jodoo
Use the property sales CRMTest a buyer against live project and unit records
Open the builder sales app to follow demand from inquiry and site visit through quotation, booking, payment and handover commitments.