Developers selling several projects at once often track unit availability in spreadsheets that are always a day behind. The CRM, project websites and broker channels sync in real time, so double-holds are blocked, expiring holds auto-release and everyone sees one truth.
Typical results
0
Double-booked units once live
180
Units on one live inventory
48 hrs
Hold auto-release timer
-85%
Broker status calls
Figures reflect typical results for this kind of automation.
The challenge
With a hundred and eighty unsold units across three projects, availability lived in the sales team's spreadsheet, the websites, and each broker's memory — all slightly different. Two families put deposits on the same apartment twice in one year, holds sat forever because nobody released them, and brokers called forty times a week just to ask what was still available.
Before and after
Double-booked units
−100%Availability data lag
−100%Broker status calls
−85%The automation
We made the CRM the single source of truth and wired everything else to it. Any status change — hold, reservation, contract, release — pushes within seconds to the project websites and every broker channel. A second hold attempt on a taken unit is blocked automatically, with nearby alternatives suggested instead. Every hold carries a forty-eight-hour timer: as it nears expiry the broker gets a reminder, and unconfirmed holds release back to open inventory on their own.
How it works
- 01
One status change
A hold, reservation, or sale is logged once in the CRM — the only place anyone touches.
- 02
Everywhere in seconds
Project websites and every broker channel update automatically within seconds.
- 03
Double-holds blocked
A second hold on a taken unit is rejected instantly, with nearby alternatives suggested.
- 04
Every hold on a timer
Holds carry a 48-hour expiry, with a reminder to the broker as it approaches.
- 05
Auto-release
Unconfirmed holds return to open inventory on their own — no chasing, no frozen units.
Starts from
- Sales CRM unit status
- Broker channel updates
Delivers
- Live project websites
- Hold expiry alerts
- Double-holds blocked
The impact
Double-booked units disappear, where several embarrassing incidents a year are common with spreadsheets. Broker status calls typically fall from forty a week to a handful, stale holds no longer freeze sellable apartments, and the sales team can trust the availability board enough to run pricing decisions from it.
Questions about this automation
Which systems stay in sync with the CRM?
The sales CRM is the single source of truth. Any change to a unit's status, such as hold, reservation, contract or release, pushes within seconds to each project website and to every broker channel the developer works with, whether that is a shared portal, a listing feed or a broker-facing availability sheet.
What happens if two brokers try to hold the same unit?
The first hold wins and the unit shows as held everywhere. A second hold attempt on that unit is rejected immediately, and the broker receives a short list of similar available units by floor, size or orientation, so the conversation with the buyer can continue without a call to the sales office.
How do the 48-hour hold timers work?
Every hold is stamped with an expiry time. As it approaches, the broker gets a reminder to confirm with a deposit or release the unit. If nothing is confirmed in time, the unit returns to open inventory on every channel automatically. This is a multi-step build, usually rolled out in stages, starting with the CRM-to-website sync.