01
Leads funnel
New enquiries, source, campaign, plot of interest, urgency, budget, notes, follow-up tasks and salesperson ownership.
Estate CRM
A private app built for selling plots, not managing generic contacts.
Estate Stack CRM connects buyers, plots, salespeople, emails, viewings, reservations, documents and reporting in one place. Every module is designed around the reality of development sales: live stock, multiple buyers, staged deposits, paperwork and handover.
Core modules
The full CRM story needs to be visible on the website.
This page now shows the depth of what the platform actually includes — not just “CRM” as a vague feature.
02
Deals funnel
Qualified buyers converted into deals linked to a plot, value, reservation stage, deposit status and paperwork.
03
Live inventory
Every plot with status, size, price, imagery and value tracking for available, reserved, pending and sold stock.
04
Buyer journey
One view of each buyer's progress, risk level, documents outstanding, next action and linked deal.
05
Email centre
Send, receive and reply inside the app so conversations remain attached to the buyer, deal and plot.
06
Documents
Offer, reservation, FICA/KYC, proof of funds, legal documents and approvals tracked per deal.
07
Viewing calendar
Appointments booked from leads, assigned to agents, invited properly and tracked for attendance and no-shows.
08
Reservations & deposits
Hold stock, track reservation dates, deposit due dates, expiry pressure and administrative risk.
09
Analytics & intelligence
Source-to-sale reporting, speed-to-lead, stage velocity, plot demand, agent activity and sales conversion.
10
Targeted communication
Build audiences from buyer stage, budget, plot interest and readiness, then send the right message at the right time.
Why this is different
Everything is attached to the plot and the sale.
A normal CRM stores contacts and activities. Estate Stack CRM stores the commercial truth of the development: which buyer wants which plot, what stage the sale is in, what documents are missing, what stock is at risk and which marketing source created the opportunity.
CRM data model
Buyerlead, source, budget, readiness
Plotstatus, price, village, media
Dealstage, value, reservation, deposit
Recordemail, document, task, handover
Anywhere
The full estate travels with the team.
The private app can be installed on phone or desktop. Salespeople can check stock, open a buyer, view tasks, update stage movement and record follow-ups while they are on the estate with the buyer.
- Mobile-first viewing and follow-up workflow.
- Live map and inventory links for on-site conversations.
- Team-wide visibility without relying on personal notebooks or inboxes.
- Developer-owned record that stays with the project.