Custom CRM for a property developer — unit chart, holds, contracts
A custom solution for a new-build sales team: online unit chart, automatic 3-day hold timer, equity participation contract builder in 5 minutes, mortgage integrations with 3 banks.
The task
A regional property developer with two residential complexes in active sales. The sales team worked in Excel + WhatsApp + 1C: units, holds, equity participation contracts lived in three different places. Salespeople lost holds (failed to issue the contract within 3 days), and the owner could not see the real "unit chart" — what was on sale, on hold, sold.
The starting point
- Unit catalog — in Excel, two complexes in two separate files. Prices changed weekly, and Excel always lagged.
- Holds were recorded in the sales team's WhatsApp chat. The hold lasted 3 days, but no one remembered exactly when.
- Equity participation contracts were prepared by hand in Word from a template. Each contract took a manager 1–2 hours.
- Payments and installments were rolled up in 1C by a separate accountant.
What we did
A packaged product did not fit: developer specifics require a stateful unit chart, installment calculations based on contract schemes, and integration with several banks — standard CRMs either cannot do this or require so much customization that custom comes out cheaper.
- Custom CRM on Go + React. Two-week sprints with a demo at the end of each.
- Unit chart per complex — floors × sections × units, color-coded states (available / on hold / under contract / owned). Price and area always current.
- Holds with auto-timer: a hold lasts 3 days, with a notification to the manager (and optionally to the buyer) 12 hours before expiry.
- Contract builder: 4 contract types (100%, installments, mortgage, maternity capital), PDF generation from a unit card in 1 minute.
- Integration with 3 banks over their APIs (mortgage application, approval status, property data transfer).
- Two-way 1C link: payments and installment schedules — inbound; new contracts — outbound.
The outcome
- 120 units in the online unit chart — a manager sees current availability from any device.
- Contract preparation: from 1–2 hours down to 5–10 minutes per contract. That time goes back into working leads.
- Hold visibility — no more "we forgot to issue it in 3 days" losses; auto-reminders work.
- The owner sees the real sales picture — which units sell fast, where things stall, which banks approve more often.
The developer's name is withheld under NDA. Approach and figures are real.
The client's name is withheld under NDA. Real names and details are shared at the brief.
A similar task?
Describe it briefly — within 1–2 days we'll come back with an analysis and an hourly estimate. If a packaged solution fits, we'll say so honestly.