{"id":2133,"date":"2026-08-19T19:02:00","date_gmt":"2026-08-19T12:02:00","guid":{"rendered":"https:\/\/webportfolio.macroglobal.tech\/cases\/macrosales-a-crm-for-property-developers-and-real-estate-agencies\/"},"modified":"2026-08-19T19:02:00","modified_gmt":"2026-08-19T12:02:00","slug":"macrosales","status":"publish","type":"isotope","link":"https:\/\/proptechservice.kz\/en\/cases\/macrosales\/","title":{"rendered":"MACROSALES \u2014 a CRM for property developers and real estate agencies"},"content":{"rendered":"
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About the project:<\/h2>\n\n\t<\/div>\n\n\n\n
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MACROSALES is a CRM for property developers and real estate agencies. It runs the sale of a unit from lead to handover of keys. Built entirely by our team.<\/p>\n\n\n\n

At the centre of the system is the building with its units, not the deal pipeline. The environment is multi-tenant: several companies work in it, each with its own buildings, staff, reference data and rules.<\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n<\/div>\n\n\n

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\"Building
Unit grid: the whole building, cell colour is the status. The data in the example is fictional.<\/figcaption><\/figure>\n\n\t<\/div>\n\n<\/div>\n\n\n\n
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Unit grid:<\/h2>\n\n\t<\/div>\n\n\n\n
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The main sales screen: all the building’s units in a grid, by entrance and floor.<\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n<\/div>\n\n\n

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  • Cell colour is the status: available, reserved, deal in progress, sold.<\/li>\n\n\n\n
  • In the cell: number, number of rooms, area, price and price per metre.<\/li>\n\n\n\n
  • Apartments, storage rooms, parking spaces and commercial units \u2014 in one grid.<\/li>\n\n\n\n
  • Filters by number of rooms and area, tile and list modes, floor plans and unit floor plans in the unit card.<\/li>\n\n\n\n
  • A buyer queue for a unit: if a reservation is cancelled, the next candidate is kept.<\/li>\n<\/ul>\n\n\t<\/div>\n\n\n\n
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    \"Unit
    Unit card: status, price, buyer and moving into the deal.<\/figcaption><\/figure>\n\n\t<\/div>\n\n<\/div>\n\n\n\n
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    Leads:<\/h2>\n\n\t<\/div>\n\n\n\n
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    Leads arrive with no manual entry: from the company’s sites, from messengers, from ads, from chatbots. The source and ad campaign are saved in the card.<\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n<\/div>\n\n\n

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    • A stage board: unsorted, qualification, confirmed interest, reservation, deal. The company configures the set of columns to fit its own process.<\/li>\n\n\n\n
    • In the card: the client’s request \u2014 number of rooms, budget, building of interest, specific unit.<\/li>\n\n\n\n
    • Preliminary qualification by a bot: a «hot» or «cold» tag and the attached conversation history.<\/li>\n\n\n\n
    • Finding and merging duplicates across enquiries from different channels.<\/li>\n<\/ul>\n\n\t\t<\/div>\n\t<\/div>\n\n<\/div>\n\n\n
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      \"Lead
      Leads on the board: stages are configurable, the source is visible at once. Names and phone numbers are fictional.<\/figcaption><\/figure>\n\n\t<\/div>\n\n<\/div>\n\n\n\n
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      Deals:<\/h2>\n\n\t<\/div>\n\n\n\n
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      A deal is run step by step \u2014 from reservation to handover of keys.<\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n<\/div>\n\n\n

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      • The parties to the deal and ownership shares.<\/li>\n\n\n\n
      • List price and contract price with discounts.<\/li>\n\n\n\n
      • Purchase programme: mortgage, instalments or full payment, and a payment schedule.<\/li>\n\n\n\n
      • Approval of terms against the company’s limits: minimum down payment, maximum term, maximum discount. A deal within the limits is approved automatically, one that exceeds them \u2014 by a manager.<\/li>\n\n\n\n
      • Contract and supplementary agreements from a template: the template is chosen by building, unit type, purchase programme and number of buyers, and filled in with the card’s data.<\/li>\n\n\n\n
      • Registration and handover of keys \u2014 steps on the same route.<\/li>\n<\/ul>\n\n\t\t<\/div>\n\t<\/div>\n\n<\/div>\n\n\n
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        \"Deal
        Deal: parties, price, timelines and steps \u2014 from data check to contract.<\/figcaption><\/figure>\n\n\t<\/div>\n\n<\/div>\n\n\n\n
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        Automations:<\/h2>\n\n\t<\/div>\n\n\n\n
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        Rules are assembled in the interface, without programmers involved: an event in the system triggers the next action.<\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n<\/div>\n\n\n

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        • An unanswered lead \u2014 a task for the manager and a notification.<\/li>\n\n\n\n
        • A status change \u2014 a message to the client.<\/li>\n\n\n\n
        • A change of assignee \u2014 a notification to all participants.<\/li>\n\n\n\n
        • Bulk operations: recalculating prices across a building, merging duplicates, sending clients birthday greetings.<\/li>\n<\/ul>\n\n\t\t<\/div>\n\t<\/div>\n\n<\/div>\n\n\n\n
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          Reports:<\/h2>\n\n\t<\/div>\n\n\n\n
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          Reporting on sales, money and work through agencies.<\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n<\/div>\n\n\n

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          • A sales panel for a period: leads, reservations and deals, transitions between stages and a breakdown by source.<\/li>\n\n\n\n
          • Accounts receivable line by line: debtor, unit, amount, payment date and number of days overdue.<\/li>\n\n\n\n
          • Agency sales: units opened to brokers, deals they brought in and the size of the commission.<\/li>\n<\/ul>\n\n\t\t<\/div>\n\t<\/div>\n\n<\/div>\n\n\n
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            \"Sales
            Sales panel: transitions of leads between stages.<\/figcaption><\/figure>\n\n\t<\/div>\n\n\n\n
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            \"Report
            Report catalogue: pipeline, inventory, accounts receivable, lead sources.<\/figcaption><\/figure>\n\n\t<\/div>\n\n<\/div>\n\n\n\n
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            Company settings:<\/h2>\n\n\t<\/div>\n\n\n\n
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            The environment’s parameters are set on the company’s side, without any follow-up work.<\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n<\/div>\n\n\n

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            • Several currencies at once, one of them the primary one.<\/li>\n\n\n\n
            • Area units: square metres or square feet.<\/li>\n\n\n\n
            • Cities and countries of operation.<\/li>\n\n\n\n
            • The set of enabled sections: sales, finance, telephony.<\/li>\n\n\n\n
            • A start page per role: sales agent, finance officer, project manager.<\/li>\n\n\n\n
            • Reference data: lead sources, rejection reasons, discount types, purchase programmes, finish options, call topics.<\/li>\n<\/ul>\n\n\t\t<\/div>\n\t<\/div>\n\n<\/div>\n","protected":false},"excerpt":{"rendered":"

              An industry CRM for property developers and real estate agencies: a unit grid of apartments, leads from every channel, a deal from reservation to handover of keys, payment schedules and money reports. Runs in several countries.<\/p>\n","protected":false},"featured_media":1777,"template":"","class_list":["post-2133","isotope","type-isotope","status-publish","has-post-thumbnail","hentry","isotope_category-software-for-property-developers"],"acf":[],"_links":{"self":[{"href":"https:\/\/proptechservice.kz\/?rest_route=\/wp\/v2\/isotope\/2133","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/proptechservice.kz\/?rest_route=\/wp\/v2\/isotope"}],"about":[{"href":"https:\/\/proptechservice.kz\/?rest_route=\/wp\/v2\/types\/isotope"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/proptechservice.kz\/?rest_route=\/wp\/v2\/media\/1777"}],"wp:attachment":[{"href":"https:\/\/proptechservice.kz\/?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2133"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}