The CRM that speaks real estate
A full CRM with a deep real estate module on top: developments and units, a live sales board, reservations that lock the unit, proposals validated against your commercial policy, contracts with e-signature, credit analysis with SLA, mortgage transfer tracking, inspections, rescissions with commission reversal and industry ERP integration. It feels like software built just for property sales, because it is.
Live sales board
Every unit of every development by status (available, reserved, under proposal, sold, blocked, swapped), filterable by layout. One source of truth for the whole team.
Reservations that lock
A reservation locks the unit with an expiration date and renewal. No double-selling, no shadow spreadsheet, no awkward calls to buyers.
Commercial policy that holds
The simulator enforces max discount, minimum down payment and present-value floor. Violations block the deal or escalate for approval. Your price table actually means something.
The full journey to the keys
Lead, visit, proposal, contract, credit, transfer, construction, inspection and key handover: every step recorded, every handoff clean.
Everything inside
Real product modules, ready on day one. No empty promise: every item below exists and operates today.
Developments, units and the board
Your property inventory, structured from high-rise to land lots.
- Development types: incorporation, condominium, land subdivision, urbanization, commercial, residential, mixed use
- Development lifecycle: planning, pre-launch, launch, selling, construction, delivered
- Units and lots with price table and controlled status
- Bulk unit import
- Sales board with status and bedroom filters
Reservations, proposals and simulator
From intent to accepted proposal, with policy as the guardrail.
- Reservation locks the unit with expiration, renewal and cancellation
- Payment simulator: down payment, monthly installments, balloons, handover and financing
- Present value and discount vs. list price computed instantly
- Policy violations (discount above allowed, below minimum down payment, below margin floor) block or require approval authority
- Proposal flow: draft, sent, accepted, rejected, converted
- Reservation converts to proposal and proposal to contract, no retyping
Contracts and signature
The contract is born from the proposal and tracked to full signature.
- Generated from the proposal with templates and variables
- Signers by role: buyer, spouse, seller, witness, guarantor
- PDF download and regeneration
- Send for signature and reconcile each signer’s status
- Full lifecycle: draft, sent, signed, declined, cancelled
Credit and mortgage transfer
Credit analysis and bank transfer stop being a black box.
- Credit analysis with income, requested amount and SLA breach alerts
- Document checklist: proof of income, ID, proof of address, tax return
- Approve, conditional or reject decisions with an event trail
- Mortgage transfer per financial institution with protocol and financed amount
- Transfer status through disbursement: requested, in analysis, approved, disbursed
Construction, inspections and handover
Post-sale for developers, visible to the team and to the buyer.
- Construction updates with milestone, percent complete and description
- Selective publishing of updates to the buyer portal
- Inspections with item checklist, pass and issue flags
- Passed inspection unlocks handover: key delivery gets recorded
- Buyer portal with authorized access you can activate and revoke by link
Brokers, sales stands and visits
Field sales operations organized end to end.
- Brokers with license, status and links to partner agencies or in-house
- Broker portal with its own access
- Sales stands with shift roster and who is on duty right now
- Visit schedule with outcomes: interested, proposal, reserved, undecided
- Visit metrics: completed, no-show and conversion rate
- Broker ranking by conversion
Sales, commissions and rescissions
The sale recorded with the right split, and the unwind without the headache.
- Sale registration with price and commission split: broker, agency, house and referrer
- Commission statement per participant
- Sale cancellation reverses commissions with a compensating entry
- Rescission, assignment and contract amendment with approval flow
- Penalty, retention and refund computed with a preview before settling
- Settling the rescission reverses commissions automatically
Marketing, analytics and ERP
Every media dollar traced to a sale, and the ERP kept in sync.
- Lead sources with dedupe by document, phone or email
- Automatic lead distribution: round robin or least load
- Campaigns with cost, UTM and computed cost per lead
- Real estate funnel: lead to proposal, proposal to sale, lead to sale, sell-through and no-show
- Revenue, sold units and per-stage conversion KPIs
- Industry ERP integration (Sienge, Mega and generic) for development, unit and price table
Governance built in
Industry rules enforced in the engine, not in a slide deck.
A unit is never sold twice
Unit status is system-controlled: a reservation locks it, proposals and sales update the board instantly, for everyone.
Commercial policy as a gate
Max discount, minimum down payment and present-value floor are enforced in the simulator and the proposal. Exceptions go through approval authority, never through improvisation.
Auditable reversals
Cancelled a sale or settled a rescission? Commissions are reversed with compensating entries and a full trail. Nothing gets erased.
Portals with controlled access
Buyers and brokers only see what is theirs, with authorized access you can activate and revoke at any time.
Plus the whole SellioCRM
The vertical adds to the complete platform, in the same system and with no extra subscriptions.
SellioCRM Health
Capture, schedule, authorize, engage and retain patients. Without turning into a clunky EHR.
Learn more →SellioCRM Financial Services
Parties, KYC, screening and households, with a decision trail that survives an audit.
Learn more →SellioCRM Legal
Matters, deny-by-default ethical walls, conflict checking, jurisdiction-aware deadlines, fees, time, invoices and trust accounting.
Learn more →Put your sales board to work today
SellioCRM is free. It stays free as long as infrastructure usage always stays below US$20 a month; once you go over, you pay the month's consumption. No user limits, no catch.
Create free account