PROPERTY
Property development CRM — sites, projects and settlements
Sites assessed fast against real numbers, projects with a go/no-go date, and off-the-plan purchasers who still want to settle in eighteen months.
SOUND FAMILIAR?
The three that actually cost you work.
- 01
“A site sat in a spreadsheet for three weeks and was sold to someone who answered on the day.”
- 02
“A project never had a kill date and consumed consultant fees for two years.”
- 03
“A purchaser's pre-approval had expired and nobody found out until settlement week.”
THE SYSTEM
The property development system, running live.
Watch it open a real form, move a job through the boards and fire the automations. Switch to Map to see the whole thing at once.
Prefer a full screen? Open the system in a new tab
WHAT IS ACTUALLY IN IT
Named boards, named forms, real automations.
Built for your trade, not relabelled. These are the names you'll see in the system.
3 boards
- Site Opportunities
- Projects — Feasibility to CCC
- Sales & Settlements
3 forms
- Tell us about the site
- Register interest in a development
- How did we do?
2 booking links
- Talk about a site (30 min)
- Development purchaser meeting (45 min)
Email & text
- 2 email journeys
- 3 email templates
- 2 text templates
7 automations, all set to run automatically
- site enquiry to card to two-hour acknowledgement
- inspection booked prompts the levels and services check
- terms follow-up
- won opens the project board with the go/no-go date as the first task
THE INSIGHT
“Pre-approvals expire well before people expect, and finding that out at settlement is the classic development failure. There is a six-weeks-before-title finance email in here whose entire job is to prevent it. **CTA** · See how a developer runs on it **Meta** · *Property Development CRM Software for NZ Developers | Penguin Pilot* — Assess sites in two hours, set a go/no-go date, and keep off-the-plan purchasers through to settlement. ---”
HOW IT GOES LIVE
Not a project. Three steps.
STEP 1
Install the system.
One click, and the boards, forms, booking links and automations all arrive configured.
STEP 2
Change the words.
Every email, task and form question is yours to edit. Most people change a handful and leave the rest.
STEP 3
Turn it on.
Automations run automatically from the start — no confirming every send.
OTHER INDUSTRIES