Inventory management with a live plot map and cost sheets your team can trust
Projects, units, plot holds and bookings update one inventory, so everyone quotes from the same availability.
The problem with inventory and deals
A drawing on the wall says a plot is free, a spreadsheet says it is on hold and a salesperson has already promised it. Pricing changes reach some people and not others.
Everything it covers
Select a feature to see it in action. All data shown is illustrative.
- Hold placed with end date
- Plot shown as held
- Team sees the hold
- Released or booked
- Pick a project
- Set the new rate
- Only unbooked units change
- All units updated together
- Base price
- Charges added
- Payment plan applied
- Total on the booking
Unit status, from available to possession
Illustrative sample dataUnit status, from available to possession
Sample data only. This shows how the work moves, not real figures.
How teams use it day to day
Walk-in buyer
A salesperson filters corner plots by price and facing and shows live availability.
Price revision
Management revises prices for a phase and every unbooked unit updates together.
Hold expiry
Sales sees which holds end this week before quoting a plot to someone else.
Why Propto CRM for inventory and deals?
Your brand on inventory and deals
Propto CRM runs under your name, so buyers, partners and staff see your identity and not ours.
Workflows matched to inventory and deals
Pipelines, forms, roles, rules and templates are configured around how you already work, instead of bending your process to someone else’s menu.
No per-user pricing
Add the people who need access without a per-seat conversation. A one-time investment option exists. Hosting, AI usage, telephony and messaging are separate, and terms are set out in a written proposal.
Connected with the rest of the business
Inventory and deals share one record with Sales & Pre-Sales Management, Post-Sales & Collections and Channel Partners & Commissions, so nothing is retyped between tools.
AI for routine work
AI Copilot and AI SDR agents assist with lookups and follow-up once an AI provider is configured. Changes wait for approval, and people stay in control.
- White-label under your brand
- Customised to your workflow
- No per-user pricing
- One-time investment option
Hosting, maintenance, AI usage, telephony, WhatsApp and other third-party services are separate. Scope and terms are confirmed in a written proposal.
Bring your existing data with you
We help move inventory and deals from spreadsheets or another CRM, without promising miracles.
Look at what you have and what is worth moving.
Map fields and flag cleanup.
Import a sample and check it with your team.
Plan the cut-over, training and a pilot.
What does waiting cost you?
Tick what sounds like your week. There is no score, only a conversation starter.
Questions we hear
Does the plot map update by itself?
Status updates live from the CRM as plots are held, booked and sold.
Can AI read our layout?
There is a control to read an uploaded layout and outline plots. It needs an AI provider and is confirmed for your deployment in a demo.
Where do cost sheets come from?
The booking record has a cost-sheet generator, so pricing is produced from the booking, not retyped.
Book a personalised demo
Tell us about your business. We will contact you to understand your workflow.
Thank you. We have your request.
A Propto CRM team member will contact you. Nothing is booked until we confirm a time with you.
Related reading
A Lead-to-Booking Workflow for Plotted Developments
Design a lead-to-booking workflow for a plotted development: stages, ownership, follow-up rules, site visits, holds and token handling, with practical examples.
Site Visit Management: From Enquiry to a Recorded Outcome
A practical guide to site visit management for real estate teams: scheduling, confirmations, no-shows, outcomes, follow-ups and what to measure.
Real Estate Lead Generation: Channels Worth Tracking
Real estate lead generation channels worth tracking: Meta ads, website forms, WhatsApp, referrals, walk-ins and channel partners.