Pre-Construction module

CRM & Sales in Mango ERP

Every enquiry, unit and booking in one place — from first site visit to handover.

CRM & Sales

What it is

What does the CRM & Sales module do?

CRM & Sales records every customer and enquiry, shows unit availability on the project layout, generates quotations with the right price and offers, and follows each booking through agreement, payments and handover. Reminders for signing dates and installments keep the sales team on schedule, and management sees sales status project by project.

The problem it solves

Enquiries lost between calls

Leads sit in phones and diaries, so follow-ups are missed and nobody knows which source is working.

Availability out of date

The sales desk, the site office and head office each keep their own list of sold and blocked units.

Collections chased by hand

Installment and agreement dates are tracked in spreadsheets, so reminders go out late or not at all.

Key features

Customer & enquiry records

Contact details, visit history and status for every prospect, with the lead source recorded.

Live unit availability

See the project layout and floor plans with each unit's sales status, and open any unit for its details.

Quotations in minutes

Calculate the price with offers and discounts and generate the quotation on the spot.

Bookings to handover

Record the booking, agreement, down payment, payments and transfer in one sequence.

Reminders that go out on time

Alerts for agreement signing, handover and installment dates.

Sales team & referrals

Track bookings by salesperson, referrals and commission.

How it works

1
Capture the enquiry

Record the prospect and the lead source.
2
Show and quote

Check live availability and send the quotation.
3
Book the unit

Booking, agreement and payment schedule.
4
Collect and hand over

Installment reminders through to handover.

Desktop & mobile

Desktop

CRM & Sales

Reports you get

Sales status by project and unit
Enquiries and bookings by lead source
Bookings and collections by salesperson
Installments due and overdue
Unsold inventory by project

Questions about CRM & Sales

Yes. The project layout and floor plans show each unit's sales status, and clicking a unit opens its details, so sales, site and head office work from the same availability.

Yes. The price is calculated with the promotions and discounts that apply to the unit, and the quotation can be generated straight away.

Yes. Reminders can be set for agreement signing, handover and installment due dates, so follow-ups go out on time.

It is built for developers selling units, but any project business that tracks enquiries and quotations can use the customer and pipeline features.

See CRM & Sales in a demo

Leave three details and the Synobiz team will call to set up a walkthrough on a project like yours.

Pre-Construction modules

All 14 modules

Connected modules

CRM & Sales works with these modules.

Accounts Receivable Client invoices and collections.

Project Management Schedules, progress and project-wise status.

Dashboards & Reports Real-time project and company-level reports.

Free demo · No obligation

See CRM & Sales in a demo.

A Synobiz consultant walks you through CRM & Sales — and how it connects to the rest of Mango ERP — on a sample project like yours.

See This Module in a Demo

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