See a buyer through
the whole sale.
From the first enquiry to the final closing step, your team knows what happened—and what needs doing next.
New enquiryKavya · Interested in a residential plotAssigned to Meera
01 / At the start
Give the enquiry a place to land.
A connected Facebook form brings the buyer’s details and source into the CRM. Assign someone to follow up, with the enquiry still attached.
See the WhatsApp workflowIllustrative buyer and conversation. Connections and messaging need setup.
When the buyer is readyA plot changes hands.
A plot changes hands.
The details stay together.
Carry the agreed offer into booking, record the token and work through the closing checklist.
Explore bookings and closing- 01
Hold the plot
Give the hold an expiry. Everyone sees the current status.
- 02
Record the booking
Use the active hold and approved offer. Record the token received.
- 03
Finish the checklist
Track the closing steps. Mark the sale complete when they are ready.
- 04
Keep in touch
A post-sale review task stays with the buyer’s owner.
