CRM & Buyers
Buyer details, documents and conversations attached to the unit.
Every later step needs the buyer identified the same way, so the module keeps one buyer file and the contract, the escrow deposit and the title transfer all draw their party details from it:
Every enquiry becomes a buyer record that carries its source, is routed to the sales team and is followed up.
Identity documents and signed papers sit on the same record as the unit.
Calls, notes and follow-ups stay attached to the buyer file and its unit.
The buyer file travels with the unit, from enquiry to handover.
All modulesIllustrative product data.