In the fast-paced world of residential development, financial clarity is key. For housebuilders, tracking plot payments and forecasting revenue accurately can be the difference between a smooth operation and a costly oversight. That’s where Housebuilder Pro comes in—a powerful CRM and management platform designed specifically for the new homes sector.
Real-time plot payment tracking
Housebuilder Pro offers a comprehensive overview of each plot’s financial journey—from reservation to legal completion. Each plot is assigned a series of activity stages, which act as sales progression checkpoints. These stages are updated in real-time by team members both on and off site, ensuring finance teams always have the latest payment status at their fingertips
Integrated sales and financial reporting
The platform’s sales and financial reports module provides detailed insights into the financial health of each development. Finance teams can access:
- Sales status reports: Track the current status of plots across developments.
- Sales forecast reports: Project future revenue based on individual plot progress.
- Finance reports: View total financial data for entire developments, enabling high-level revenue tracking and strategic planning.
360-degree visibility across developments
With Housebuilder Pro, users benefit from a 360-degree view of build and sales statuses. This visibility allows finance teams to monitor how close each plot is to sale or build completion, helping them align cash flow expectations with operational milestones
The integrated Customer Portal enhances transparency by allowing buyers to view their latest documents, including reservation forms and handover certificates. This reduces the administrative burden on sales teams and ensures that payment-related documents are always accessible to both internal teams and customers.
Empowered decision-making with business intelligence
Housebuilder Pro’s suite of reports equips finance professionals with the data they need to make informed decisions. Whether it’s identifying revenue bottlenecks or forecasting income from upcoming completions, the platform turns complex data into actionable insights.
For finance teams in the housebuilding industry, Housebuilder Pro is more than just a CRM—it’s a strategic tool for tracking plot payments and forecasting revenue with precision. By combining real-time updates, robust reporting, and customer-facing transparency, it empowers teams to stay ahead of the curve and drive financial success.
