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Unit Sales CRM

Streamline lead-to-owner sales management

Easily manage and track all the business processes and tasks related to the sale of units. Intuitive workflows begin with capturing leads and creating prospect records, reserving units, converting prospects to owners, collecting billed charges and transferring unit ownership.

Automated Workflows

Track the progress of a unit sale from the first contact with a prospect to the completed sale and handover. Create sales lead records and add detailed history and property information as the sale progresses to ensure a faster more efficient lead-to-sale lifecycle.

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Flexible System

Easily configure Unit Sales CRM to specific employee roles, sales agents, and sales owner stages with role specific options. Allow each user to view the most relevant information that is most important to their function within the unit sales cycle.

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Analytic Reporting

Analytics and reporting with drill-down give you comprehensive insight with reporting for sales events, contacts, leads, unit owners, and billing activity.

View single records or review calculations based on data from multiple records.

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