Sales & CRM
Residential Development CRM
From first enquiry to final instalment, one system for the whole sale.
Lead to handover
Every stage of the sale in one pipeline
M-Pesa and bank
Collections reconciled to the right instalment
Commissions
Earned, payable, paid and clawed back, tracked per deal
Portals
Buyers, agents and executives each see their own view
Overview
A sale starts on WhatsApp, moves to a spreadsheet, and ends up in three places at once. The agent has one version of the pipeline, finance has another, and nobody can say what a buyer has actually paid without opening a bank statement.
The CRM runs the whole sale in one place. Leads come in from Facebook, Instagram, WhatsApp, web forms, referrals and walk-ins with the source attached, get assigned and worked through your own pipeline stages, and become a deal against a specific unit. Reserve a unit and it leaves available inventory instantly for everyone, with reservations expiring automatically if they are not converted.
Money is the part most systems get wrong. Payment plans are set per unit, M-Pesa and bank payments reconcile against the right instalment, interest and penalties apply by your own rules, and receipts and statements are generated in the system. Commissions run through the same discipline: earned, marked payable, reconciled against owner funds, paid, and clawed back if a deal falls through.
Capabilities
- Lead capture, qualification, and pipeline management
- Unit and off-plan inventory tracking
- Reservations, instalments, and payment schedules
- Automated buyer communications and document handling
- Live sales dashboards and project performance
Core Capabilities
Everything the platform brings together
Lead Management
Omnichannel capture with source attribution, deduplication on phone, email and ID, scoring, assignment rules and a full activity log on every lead.
Pipeline and Documents
Configurable stages with role-scoped access, offer letters and agreements from templates, versioned documents, and mandates sent for e-signature.
Inventory Control
Live unit availability across projects, reservations that expire, management holds, waitlists, and per-unit payment progress that reconciles to finance.
Finance and Collections
Payment plans and milestones, M-Pesa STK push and paybill matching, bank statement reconciliation with an exceptions queue, interest, penalties, receipts and buyer statements.
Commissions
Rates per deal, splits across lead agent, co-agent, referrer and house, the pending to payable to reconciled to paid workflow, payouts and clawback on cancellation.
Portals and Dashboards
Buyer, agent, sales manager, finance and executive views, each scoped to what that role should see, with export to Excel and PDF.
CRM In Action
See it run a live sales book
A residential scheme selling across two phases, from first enquiry to the buyer's final instalment. Every screen below is the live system, not a mock-up.
01
The selling picture
Pipeline by stage, inventory status, agent leaderboard and sales value on one screen. Filter by project and drill from any number to the underlying deals.
02
Every lead, with its source
Capture from WhatsApp, Instagram, Facebook, web forms and referrals, deduplicated on phone and ID, scored and assigned automatically.
03
The money picture
Collections with arrears first, aging by bucket, commission payable and paid. Upload an M-Pesa or bank statement and the system proposes the matches.
04
What the buyer sees
Purchase progress, the full instalment schedule, receipts, documents and the next amount due, with payment initiated from the portal.
05
The buyer portal
Purchase progress, the full instalment schedule, receipts, documents and the next amount due, with payment initiated from the portal.
What's included
Why choose Residential Development CRM
Built for how property actually sells in Kenya: M-Pesa and local bank rails, WhatsApp capture, KRA PINs and multi-currency where you need it
Sales and finance work from one record, so the pipeline, the collections position and the commission liability always agree
Commissions are controlled, not negotiated: manager approval, reconciliation against owner funds, and automatic clawback when a deal falls through
Multi-tenant and branded, so one company can sell on behalf of several developers without the data ever mixing
Buyers self-serve their statements, receipts and next payment, which removes most of the follow-up calls
Full audit trail and DPA-compliant controls on every sensitive action
See Residential Development CRM in your context
Book a session and we'll walk you through it with your own numbers and workflows.
Request a demo