UnitFlow · CRM

CRM for new-build sales

Sales pipelines, unit grid, reservations, payments and documents — with website and telephony integration.

One desk instead of scattered tools

Data in different systems

Website leads, calls, the unit grid, reservations, prices and documents live in different places. Reservations expire unnoticed, prices get mixed up, reports stay in legacy tools.

One workflow

One workspace for new-build sales — pipeline + unit grid + site leads + reservation + finance/documents, ready for local workflows and your country’s processes.

Built for the developer sales team

Owner

Sales overview, KPIs, reports, department and project control

Sales managers

Pipeline, deal card, reservation, tasks, email

Sales lead

Deal control, return-to-work approval, permissions, goals

Content / marketing

Unit grid, prices, promotions, publish to the website

Finance / back office

Payments, exchange rates, documents

Admin

Users, sites, form keys, telephony webhooks

How it works

Lead from the website

Form keys and lead sources land in the pipeline with notifications.

Pipeline & tasks

Kanban or table, deal card, activities, email and calendar.

Unit grid & reservation

Status of every unit, reservation expiry alerts, manager approval.

Deal & documents

Payments schedule, templates, signatories and archive.

Modules

Everything the sales department needs — without a horizontal “yet another CRM”.

Sales & pipelines

Kanban/table, stages, custom fields, filters, deal card, activities, tasks, payment schedule, documents, win/lose.

Unit grid & stock

Projects → grid (floors/sections), statuses, types, plans, 360°, wind rose, construction Gantt, mass/scheduled prices, promotions, price on request, PDF offers, mortgage & instalment calculators.

Website ↔ CRM

Publish unit cards to company sites, form keys, lead sources, telephony webhook into the pipeline, site-lead alerts.

Deals & reservations

Deal registry (reserved / sold / resale / cancelled), reservation expiry warnings, return-to-work approval by the lead.

Manager’s day

Tasks + calendar, Google Calendar sync, Gmail, Telegram (quiet hours), CRM notifications.

Counterparties

Contacts and companies, legal forms, deal links, files, call history.

Finance & documents

Payments registry, invoices, categories, templates, FX rates; document flow, signatories, archive.

Company & permissions

Users, departments, groups, permission matrix (own / team / all), sites and SEO coordinates.

SalesDealsTasksMailCounterpartiesProjectsUnit gridFinanceDocumentsPipelinesReservationUnitsWebsite leadsReservation expiryMortgage calculatorInstalmentsPrice on request

Why UnitFlow

Unit grid as the core

Not an add-on to generic leads — the availability map drives sales.

Full new-build cycle

Lead → reservation → deal → payment → documents in one flow.

Website & telephony inside the process

Not separate spreadsheets — leads and calls land in the pipeline.

Local context

Your language, currency, mortgage/instalment logic and country-specific rules.

Permissions for developers

Prices, units, content and deal approval are separated by role.

Custom features for your market

We adapt UnitFlow to your sales process, unit types, team roles and required integrations. Any language in the UI, and the functionality your country needs — currency, documents, reservation rules, reporting.

Connection stages

Setup and support — from audit to everyday work.

Audit

Sales process, unit stock, roles and current tools.

Setup

Pipelines, grid, permissions, site forms, telephony.

Training

Managers and leads learn the daily workflow.

Support

Ongoing help, tweaks and custom development when needed.