Real Estate Development / Contractor CRM
When which unit is on option and which is sold lives in each salesperson's own list, the same unit gets pitched to two different customers; and the buyer whose instalment is overdue only surfaces in the end-of-month statement.
Whether a unit is available, on option or sold is a field on the unit's own record — as is who holds the option and since when. Down payment and instalments sit line by line under the sale record.
- Keep projects, blocks and units on one screen together with their available, on option and sold statuses
- Segment prospective buyers by budget, location and unit type preference
- Keep down payment and instalment lines with their due dates; let overdue ones drop onto a list, and tie the late-payment reminder to that list as a rule
- Watch which salesperson ran how many tours and closed how many sales from a live dashboard
- Let your whole sales team answer customers over a single WhatsApp number
| Project and Unit Management | A unit is a record, tied to a block and the block to a project; available/on option/sold is a field, and stock is read from the list of that field. |
|---|---|
| Unit Type Preference Matching | A prospective buyer's budget, preferred floor and unit type are fields on the prospect record; when a unit whose option has lapsed goes back on sale, prospects matching those fields are filtered and a contact task falls to their consultant. |
| Payment Plan Tracking | Down payment and instalments sit line by line under the sale record; a line past its due date drops onto a list, and the notification task is tied to that. |
| Sales Team Performance | Tour and sale records carry a representative field; who ran how many tours and closed how many sales is read from the dashboard of that field. |
| Key Handover Report | The handover of a unit is a report tied to the sale record; the handover date, the snag list the buyer dictates and the person handing over the keys sit in fields, and the person taking delivery signs on the signature screen in the mobile app. |
What sets the pace of sales on a project is not stock, it is the option period. A unit sits on option for a few days, the buyer does not decide, but it still shows as reserved on the list; meanwhile a second buyer with the down payment ready goes to another project.
In Rapitek CRM the unit record and the buyer record sit side by side, so who holds the option and since when is information the whole team can see. The payment plan is tied to that unit too; an overdue instalment line drops onto a list, and the salesperson concerned learns of it from that list without looking at a separate spreadsheet.
Frequently asked questions
Can the same unit be put on option for two buyers at once?
A unit is a record, and its available/on option/sold status is a field on that record; who was given the option and on what date sits on the same record. Because the whole team looks at the same list, the status is seen before a second option is given.
Which prospective buyers can I offer a unit to when its option lapses?
A prospective buyer's budget, preferred floor and unit type are fields on the prospect record. When the unit goes back on sale, prospects matching those fields are filtered and a contact task falls to their consultant.
How do we see a buyer whose instalment is late without waiting for the end of the month?
Down payment and instalments sit line by line under the sale record; each line's due date and paid status are in its fields. Lines past their due date drop onto a list according to those fields, and the call task is opened from that list. How many days late a buyer has to be, and through which channel the reminder goes, is set as a rule during setup.
How long does setup take for Real Estate Development / Contractor?
After the discovery call we give you a date, not a range — how many fields, how many stages and how many reports your real estate development process needs becomes clear in that call. We migrate your data; the scope of the migration and its cost, if any, are worked out in the same call and shared in writing.
Does it integrate with my existing systems for Real Estate Development / Contractor?
If you use Logo, Netsis, Mikro or SAP, your CRM talks to it — we build the connection. There is no out-of-the-box module: because access and field structure on the ERP side differ from one installation to the next, a single button does not work the same way everywhere. The connection is built specifically for the project over our REST API covering 183 business objects, OAuth2, webhooks and import/export. We work out the scope and the cost in the discovery call and share them in writing.
Can more than one person use the same WhatsApp number for Real Estate Development / Contractor?
Yes. We connect your own Meta WhatsApp Business account to the CRM; your team replies from a single business number and all messages appear in the team inbox. Conversations are assigned according to the rule you define. Managers can monitor conversations and response times. Even if staff change, the message history stays in the CRM. Meta invoices you directly — we do not sell message bundles or credits.
