Real estate is not one operating model
Fit the workflow to
the property you sell.
A CRM should reflect the details teams discuss every day: unit or plot, project stage, buyer requirement, site visit and booking. Use Sell&Bill to map your process; confirm the exact fields, inventory controls and plan scope during a walkthrough.
01 / Apartments
Configuration, tower and availability matter.
Apartment sales conversations often turn on layout, tower, floor, price band and current availability. When these details sit away from the buyer’s requirement and visit history, teams spend time checking which information is current.
- Keep the enquiry and its source attached to the buyer record
- Review project and unit information while coordinating a visit
- Connect booking status to the follow-up journey
During a demo, ask to see your actual project structure and confirm which inventory fields and availability updates are supported in your plan.
Apartment sales · Example questions · Walk through
Can the team answer these with the same customer context?
- 01Which configuration is the buyer considering?Requirement · budget · project interest
- 02What happened at the site visit?Visit feedback · questions · next action
- 03Is the chosen unit still available?Current unit view · booking status
02 / Villas & gated communities
Keep the buyer’s priorities with the full property story.
Buyers may compare plot size, built-up area, layout, community features and travel time before deciding to visit. Sales teams need a way to remember what mattered to the buyer, not just which brochure was sent.
- Keep requirements and discussions with the lead
- Record visit outcomes and agreed follow-up
- Bring the team back to the property context at the next conversation
Use a walkthrough to confirm how your villa inventory and property attributes can be represented and updated by your team.
Villa sales · Example questions · Walk through
Carry buyer context from shortlist to visit.
- 01What type of home fits?Layout · size · budget · timing
- 02Which features did the buyer ask about?Questions · options · visit notes
- 03Who owns the next conversation?Representative · next action
03 / Open-plot ventures
Make the plot choice easier to follow.
In a plotted development, buyers may compare phase, plot reference, size, orientation and price. The team needs to know which options have been discussed and what remains open before the next call or site visit.
- Connect buyer interest with the relevant project and plot reference
- Keep source, conversation and site visit in one timeline
- Record booking progress and the next customer commitment
Ask the team to demonstrate plot-level inventory handling, plot attributes and any map or field-sales functions your operation needs; this page does not claim every control is included.
Plot sales · Example questions · Walk through
What should stay connected to the enquiry?
- 01Which phase or plot is under discussion?Project · reference · buyer interest
- 02What needs to be checked before the visit?Availability · site coordination
- 03What is the next agreed step?Owner · timing · follow-up
04 / Multi-project developers
Give each project its own view. Give leadership a shared picture.
Several projects can mean different teams, campaigns, inventories, launches and customer commitments. Leaders need consistent definitions and a way to review progress without rebuilding the picture manually every week.
- Review source, project, stage and team using configured report dimensions
- Keep launch-day booking activity in the operational view
- Compare follow-through without assuming every project sells the same way
Confirm portfolio dashboards, financial views, report filters and high-volume booking controls against your current product configuration.
Portfolio review · Example questions · Walk through
Move from activity totals to operating questions.
- 01Which sources start conversations?Campaign · project · lead volume
- 02Where does follow-through slow?Owner · first response · visit
- 03What is moving into booking?Project · stage · booking status
05 / Brokerages & channel partner networks
Make referrals easier to register and follow.
Brokers and partner teams manage buyer relationships across projects and developers. They need current property information, a clear way to register an opportunity and a practical update path as a visit or booking progresses.
- Keep buyer requirements and source/partner attribution together
- Coordinate the follow-up and site visit with the developer’s team
- Review partner portal and brokerage-status scope for your plan
Dedicated partner portal and brokerage visibility must be confirmed for the selected plan and rollout.
Partner network · Example questions · Walk through
Can both sides see the next step?
- 01Was the referral recorded?Partner · buyer · registration context
- 02Has the right project been discussed?Requirement · property · visit
- 03Where can progress be checked?Lead stage · booking · brokerage scope
Bring a project, a buyer journey and the fields your team uses.
One product walkthrough, your actual portfolio. We’ll separate what Sell&Bill supports now from anything that needs product confirmation.