Track every step of the buyer journey with real time reporting
Turn your sales pipeline and customer experience into a measurable, manageable, and optimisable process. Housebuilder Pro gives you full visibility from first enquiry to handover, helping sales teams, directors, and customer care stay aligned and make confident, data driven decisions.
No more spreadsheets. No more guesswork. Just clear insights that power better sales, better communication, and better customer experiences.
The problem
Tracking the customer journey becomes incredibly difficult when leads are scattered across portals, inboxes, and manual spreadsheets. Sales teams have little visibility into buyer progress or where prospects are dropping off, making it almost impossible to identify bottlenecks or improve conversion rates.
Without centralised reporting on reservations, exchanges, or completions, teams end up chasing paperwork instead of selling, while directors are left without the data they need to forecast accurately or measure performance across developments. The result is a fragmented, inefficient sales process with limited insight and missed opportunities.
The solution
Housebuilder Pro brings clarity and insight to the entire customer journey with centralised, real‑time reporting across every stage of the sales process. All leads flow into one place, giving teams complete visibility from first enquiry through to reservation, exchange, and completion. Sales managers can instantly spot drop‑off points, track buyer progress, and monitor team performance without relying on manual trackers or disconnected systems.
Directors gain accurate forecasting and a clear, data‑driven view of sales pipelines across all developments. With automated reporting and a single source of truth, HBP turns the customer journey into a transparent, measurable, and optimised process that drives better performance at every step.
Lead & enquiry reports
- Track enquiries from portals, websites, walk ins, and campaigns
- Measure lead quality and conversion rates
- Spot trends by development, house type, or marketing source
- Identify where buyers drop off and where to improve
Sales pipeline dashboards
- Early Bird → Full Reservation → Exchange → Completion
- See where buyers are stuck and who needs follow up
- Understand sales velocity per plot and development
- Forecast revenue and cash flow confidently
Reservation & completion reports
- Live visibility of reserved, exchanged, and completed plots
- Identify deals at risk of delay
- Track solicitor details, documentation status, and key dates
- Support director level decision making with accurate forecasting
Customer Portal activity reports
Monitor how engaged your buyers are and where they need support:
- See when buyers log in, view documents, or track progress
- Identify inactive buyers who may require follow-up
- Track usage of choices, extras, and aftercare tools
- Improve customer service by understanding buyer behaviour
- A transparent journey builds trust and reduces inbound queries
Gain complete oversight of the customer journey
Housebuilder Pro gives housebuilders complete visibility of the customer journey by centralising every lead, interaction, and sales milestone in one place. Instead of relying on scattered portals, inboxes, and manual trackers, teams can see exactly where each buyer is in the process, from first enquiry through to reservation, exchange, and completion.
Real‑time reporting highlights drop‑off points, reveals performance trends, and removes the need for paperwork‑heavy workflows, allowing sales teams to focus on selling rather than admin. Directors gain accurate forecasting and a clear understanding of pipeline health, enabling smarter decision‑making and more predictable sales outcomes across every development
Measure what matters across the buyer journey
HBP reporting is designed to provide insight across operational areas (including snags, contacts and financial information), helping teams understand performance over time.
Exportable reporting for internal and external stakeholders
HBP reports can be exported and are designed to turn complex project data into clear outputs for sharing and decision‑making.
Turn every customer interaction into clear, insightful reporting
Understanding the customer journey is difficult when touchpoints are scattered across teams, systems, and manual notes. Housebuilder Pro solves this by capturing every stage, from first enquiry to reservation, choices, handover, and aftercare, and turning it into structured, accessible reports. These reports give teams visibility of bottlenecks, communication gaps, and customer behaviours, helping them improve service levels and streamline processes.
With real‑time data and full traceability, HBP ensures organisations can measure performance, identify trends, and deliver a more consistent and responsive customer experience across every development.
"One of the real bonuses of using Housebuilder Pro software is being able to clearly see sales progress and record exactly where we are. We were originally looking for a sales database and found that Housebuilder Pro did not only that, but a whole lot more.
We are impressed that the team at Housebuilder Pro are able to listen to our needs and act on them, with continuous development of the system"
"We love how user-friendly Housebuilder Pro is. Housebuilder Pro simplifies the CRM process and information is readily available for a multitude of job roles across the business.
As we grow, we know that Housebuilder Pro will be able to grow with us, making our business even more efficient across all areas of the business."
"Housebuilder Pro is an excellent tool to help ensure we are working as efficiently as possible, enabling us to enhance our sales process to customers and be able to provide them with an online 'one stop shop' for all documentation and guarantees associated with their property for 10 years after the sale."
"Signing up for Housebuilder Pro has been a great pleasure. There is something about the team that gives me confidence for a healthy long term relationship.
Housebuilder Pro itself impressed us from the outset; we are always looking for ways to improve our internal systems and were impressed to find out that it not only does this, but also adds value to the customer experience that we provide."
"We want a system that covers all bases for the client right from the beginning.
That way, over time, the users can grow into the software instead of the software having to grow into the users".
"The team at Tantallon Homes have been using Housebuilder Pro for about six months now, and we can honestly say that it has been an excellent addition to our business. The system is easy to use, the screens are clear and concise, and it operates in a common sense way.
The level of customer service from the team is second-to-none; they are always open to suggestions and feedback, and they have shown infinite patience whilst we got used to the way everything works. We highly recommend Housebuilder Pro."
"The system is very easy to use and there are some really simple and effective ways of tracking the progress of every enquiry, reservation and sale and managing follow up enquiries.
The contact and help we have received so far from the Housebuilder Pro team has been excellent and they are doing all they can to ensure the data held in our previous system is captured and transferred across to Housebuilder Pro without any loss of data."
The ongoing support from HBP is second to none. I find they are happy to listen to customer comments and suggestions, with some functions being implemented in a very quick manner. This creates an all-encompassing software that ticks a lot of boxes related to our needs.
"We couldn't live without this system! It has totally streamlined our sales process and made our buyers' lives easier. We use it every day and it has had a positive impact on our business processes.
Housebuilder Pro has allowed us to further improve our customer service, as snags and other data can be entered in a few clicks. Our buyers can see every stage of their build without needing to chase for updates. We recommend to all developers!"
"Housebuilder Pro is an excellent addition to our business. The system is easy to use, clear, concise and operates in a common sense way. Their customer service is second-to-none. The team is always open to suggestions and feedback"
Book a demo to explore customer journey reports
See how HBP turns every customer interaction into clear, actionable insights that help you improve performance and strengthen your entire sales and aftercare experience.
Book a demo to explore customer journey reports
See how HBP turns every customer interaction into clear, actionable insights that help you improve performance and strengthen your entire sales and aftercare experience.
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