In the the new homes industry financial clarity is not just a luxury—it’s a necessity. For housebuilders, the ability to track plot payments and forecast revenue with precision can mean the difference between a streamlined operation and costly delays. That’s where Housebuilder Pro steps in: a comprehensive CRM and management platform purpose-built for the new homes sector.
Real-time plot payment tracking
At the heart of Housebuilder Pro lies its ability to provide a real-time financial overview of each plot, from reservation through to legal completion. Each plot is assigned a series of activity stages, acting as checkpoints in the sales progression journey. These are updated live by both on-site and off-site team members, ensuring finance teams always have the most up-to-date payment status at their fingertips.
Integrated sales and financial reporting
Housebuilder Pro’s Reports module offers a suite of tools designed to give finance professionals a clear picture of their financial landscape. Key reports include:
- 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 strategic planning.
- Cash flow reports – Monitor incoming payments with filters for development, phase, and legal completion dates.
This integration allows for accurate forecasting and data-driven decision-making, reducing reliance on manual spreadsheets and improving financial agility.
Reservation and sales activity: the foundation of forecasting
The Reservation & Sales Activity module plays a pivotal role in revenue forecasting. By digitising the reservation process—including Early Bird and Full Reservation forms—Housebuilder Pro ensures that all data is securely stored and instantly accessible. Sales teams and directors can view real-time reservation data via the dashboard, enabling quick and accurate forecasting for both current and future sales.
Customer choices and extras: enhancing revenue streams
Beyond base plot sales, Housebuilder Pro also supports buyer customisation through its Choices & Extras module. Buyers can select upgrades and optional extras, with all selections automatically priced and added to the plot’s financial profile. This not only enhances the customer experience but also provides developers with additional revenue opportunities that are fully trackable and reportable.
360° development and plot management
The Developments & Plot Management module offers a bird’s-eye view of each plot’s journey—from foundations to build completion and from unsold to legally completed. Each plot’s status is updated in real-time, providing finance teams with the visibility needed to align cash flow expectations with operational milestones.
Empowering finance teams with business intelligence
With all modules feeding into a centralised reporting system, Housebuilder Pro transforms complex data into actionable insights. Whether identifying revenue bottlenecks or forecasting income from upcoming completions, finance teams are empowered to make informed decisions that drive profitability.
Housebuilder Pro is more than just a CRM—it’s a strategic financial tool. By combining real-time updates, robust reporting, and customer-facing transparency, it enables housebuilders to track plot payments and forecast revenue with confidence and clarity.
