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EstateBuild CRM: Real Estate Developers

Projects, units, buyers, payments and construction in one place.

A CRM for companies that build estates and apartments and sell the units. Track every project and unit, follow each buyer from first call to signed contract, collect deposits and instalments, and watch construction milestones and contractors. Directors see sales, collections and overdue payments on one dashboard.

EstateBuild CRM: Real Estate Developers
EstateBuild CRM: Real Estate Developers
Video tour

See it in one minute

A short, narrated tour of the real screens, so you know what you are getting before you try the demo.

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Screens

What it looks like

Executive dashboard: units, sales value, collections and overdue payments

Executive dashboard: units, sales value, collections and overdue payments

Features

What it does

Projects & units

Every development with its units, prices and status: available, reserved, sold or handed over.

Buyers & leads

Lead source, interest level and the full history of every buyer.

Sales pipeline

Reservations, contracts and approvals from first viewing to signed sale.

Payments & instalments

Deposits and instalments with due dates, receipts and overdue alerts.

Construction milestones

Foundation to handover, with progress per project.

Contractors & suppliers

Architects, builders and suppliers with their contacts and work.

Tasks & follow-ups

Calls, viewings and payment follow-ups assigned to the right person.

Executive reports

Sales, collections, overdue payments and unit availability in printable reports.

Roles & permissions

Director, sales manager, agent, project manager and finance each see what they need.

Secure & private

Hashed passwords, protected forms and an activity log of every change.

Your own server

Installed on your hosting with your company name, logo and currency.

Works on the phone

Sales agents check units and log calls from site visits.

From plot to handover

Set up a project, add its units with type, size and price, and see at a glance which are available, reserved or sold. Every buyer has a profile with their calls, viewings, contract and payment plan.

Money you are owed, on time

Each sale has its reservation fee, deposit and instalments. Finance sees what is due, what is paid and what is overdue, and the dashboard shows the outstanding balance across all sales.

The site, not just the sales

Project managers track construction milestones, contractors and tasks, so directors can see progress next to sales in the same system.

Live demo

Try it as your staff would

Pick a role and you're in. There's nothing to sign up for, and the sample data is wiped every night.

Prefer the real sign-in screen? Use the username and password under each role. Open the sign-in page ↗

Get started

Get a price for your business

Tell us how many projects and units you sell and how big your sales team is, and we'll send you a price, normally within a working day.

  • Installation and setup included
  • We add your projects, units and price lists
  • Training for your staff
  • Support on WhatsApp

We only use your details to answer you. Privacy

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