Requirements checklist
What to ask for when choosing software for plotted development companies.
A checklist built from how plotted development companies work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Layout and plot inventory
- Enquiries and site visits
- Bookings and payment schedules
- Brokers and commission
- Buyer documents
- Layout works and contractor bills
- Venture dashboard
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners and directors
- For sales heads
- For salespeople
- For CRM and accounts executives
Reports to ask for
Ask to see each one with your own sample data.
- Enquiries by source and project, and how many reached a site visit
- Site visits by week, with visits that got no follow-up
- Inventory by project: available, on hold, booked and sold
- Bookings by salesperson and channel partner
- Instalments due, received and overdue
- Channel partner commission due and paid
Systems it may need to connect to
Note which ones you already run.
- SMS
- Property portal lead feeds
- Google Calendar
- Accounting package
Questions for any vendor
Put these to every supplier you are comparing.
- Will it fit how our projects sell?
- Is it a CRM for builders or for agents?
- Does it work as a site visit app on a phone?
- How does it settle two partners claiming the same buyer?
- Does it make us RERA compliant?
- Can it be connected to our accounting package?
- Can existing leads and bookings be brought across?
- Who owns the data?
- What does it cost?
- Why not use a large CRM such as Salesforce?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Two salespeople promise the same plot
- Instalments slip past their due dates
- Broker claims overlap
- Layout works and plot sales are never compared
- Buyer papers go missing
Prefer to talk it through? See the plotted development companies page.