Real Estate CRM
Buyer timelines, site visits, bookings and instalments on one record.
- Modules
- 6
- Journey steps
- 4
- Integrations
- 4
- Indicative build
- 7–12 weeks
How to read this page: Concept specification: this page documents a system TECH360 can build. It is not a delivered client project, a verified case study, a working demonstration or a measured outcome.
B · Problem & target users
What this system is designed to replace
- Buyer interest, site visits and instalments are tracked in different places.
- Booking confirmations depend on a single agent's availability.
- Instalment status is reconciled manually against bank records.
Target users
- Sales agents
- Site teams
- Finance staff
- Buyers
C · Objectives & intended benefits
Design intent, not measured outcomes
- Keep one buyer record covering interest, visits, booking and instalments.
- Record each site visit and its outcome against the property.
- Track instalment schedules with verified payment references.
These are goals the build is designed to serve. No efficiency, revenue or conversion result is claimed.
D · Product overview
What the system is, and where it runs
A property sales CRM: enquiry capture per project, agent assignment, site-visit scheduling, booking and instalment tracking, plus management reporting.
Agent workspace
Pipeline, buyer timeline and follow-ups.
Finance view
Instalment schedules and verification queue.
Buyer portal
Own booking, schedule and receipts.
Platforms listed describe the intended build. A specific engagement may narrow or extend them after scope approval.
E · Module inventory
Modules in the specification
- Project and unit inventory
- Lead capture and agent assignment
- Site-visit scheduling
- Booking and instalment ledger
- Document vault for agreements
- Agent performance reporting
Capabilities the system is designed to provide
- Tie every buyer interaction to one client timeline
- Track unit availability without spreadsheet reconciliation
- Schedule visits and log outcomes
- Reconcile instalments against issued invoices
F · Screen gallery
No verified product screenshots for this concept
This project has not been built, so there are no application screenshots to show. The image on this page is a generated concept visual, not a capture of working software. Presenting it as a product screenshot would misrepresent the system, so this section says so explicitly.
G · User journey
The intended path through the system
Step 1
Enquire
Interest is captured against a specific unit and source.
Step 2
Visit
A site visit is scheduled and its outcome recorded.
Step 3
Book
A booking creates a payment schedule and reserves the unit.
Step 4
Collect
Instalment payments are verified and receipts issued.
H · Roles & permissions
Who can do what
| Role | Access boundary |
|---|---|
| Agent | Own leads, visits and bookings. |
| Finance | Schedules, verification and receipts. |
| Buyer | Own unit, schedule and receipts. |
I · Architecture & API
Service boundary and HTTP surface
| Endpoint | Purpose |
|---|---|
| POST /api/bookings | Reserve a unit and generate a schedule. |
| POST /api/instalments/:id/verify | Record verified payment with a reference. |
| GET /api/buyer/schedule | Own schedule and receipt list. |
Endpoints are the intended contract. Authorisation is enforced server-side per role, never only in the interface.
J · Data entities
Core entities and relationships
| Entity | Relationship |
|---|---|
| Property | Has many units; a unit has one current booking. |
| Buyer | Has many interactions and one active booking. |
| SiteVisit | Belongs to a buyer and a property. |
| Instalment | Belongs to a booking; carries verification state. |
K · External integrations
Provider-dependent integration points
- Website property forms
- WhatsApp follow-up
- Accounting export
- Payment verification feed
- SMS or messaging
- Document storage
Each integration is configured and accepted against the specific provider account before go-live.
L · AI & automation
Opportunities and their human gate
Rank enquiries by stated budget and timeline fit.
Human gate: Agent decides contact order; rankings are advisory.
Draft instalment reminders.
Human gate: Finance approves the batch before sending.
M · Security, privacy & accessibility
Controls the build is specified to enforce
- Buyers see only their own unit and schedule.
- Payment verification requires a finance role and an evidence reference.
- Unit reservations are transactional to prevent double booking.
Accessibility is treated as an acceptance criterion for keyboard, focus and contrast on every screen. No certification or audit result is implied.
N · Testing & quality assurance
What would have to be proven before handover
- Concurrency test for unit reservation.
- Schedule arithmetic tested against partial payments.
- Cross-buyer access tests.
O · Deployment & hosting
Where and how it would run
- Containerised application
- Managed database
- Scheduled reconciliation reports
P · Maintenance & scalability
Keeping it maintainable
- Project and unit structures are configuration
- Verification queue scales independently
- Audit export for finance
Q · Optional advanced features
Out of the initial scope, available later
- Document e-signature
- Construction-milestone linking
- Agent commission calculation
R · Related
Related solutions and next step
Sector blueprint: Real Estate solutions
What this page does not claim: No sales-performance or spreadsheet-reduction result is claimed. Listing data feeds depend on the portal or partner API available.
Claims policy: this page is checked against a forbidden-claim list (6 patterns, including invented percentage results, “case study” and guarantee language) by the repository test suite.