All case studies

Real Estate

A residential developer connects sales, payments and handover across five projects

Leads arrived from portals, agents and the website, payment plans lived in spreadsheets, and handover snag lists were on paper. We give the developer one buyer journey from enquiry to keys.

A modern residential tower under final construction at golden hour

Outcomes

lead response time
< 5 min
overdue instalments
−40%
project sales-to-collections view
1 week → live
buyer queries to the call center
−55%

The situation

Sales, finance and project delivery each had their own view of the same buyer. Payment-plan reminders went out late, brokers chased commissions by phone and buyers repeated themselves at every stage.

Leadership could not see the true sales-to-collections position for a project without a week of manual work.

Where the work was leaking

  • Portal leads forwarded by email and assigned by hand
  • Reservations recorded in CRM but contracts generated in Word
  • Instalment schedules held in finance spreadsheets
  • Snag lists photographed and re-typed for contractors

What we do in this situation

  1. Phase 1 · Blueprint

    We follow a sample of buyers from enquiry to handover and log every place the record was copied, delayed or lost.

  2. Phase 2 · Build & Link

    Leads route automatically by project and language. Reservations generate contracts and payment plans in one step, and a buyer portal shows instalments, documents and handover status.

  3. Phase 3 · Operate

    We run the buyer and broker portals and keep CRM, ERP and collections in step as each new project launches.

Buyers do not care which department owns which system. They notice whether the company remembers them.

Client names and identifying details are withheld. Figures describe the scale of change typical of an engagement like this, not a guarantee.

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