SOLUTION FOR DIRECT SALES
Turn a buyer brief into a buyer-ready selection — then keep the deal moving.
A Developer Sales OS workflow for property developers running internal sales teams.
Give internal sellers current inventory, buyer-fit comparisons and a shareable web selection. When the buyer moves forward, open the same context in Reservations & Bookings for registration, hold and booking.
4 apartments in 2 projects
Built from the current authorised view — price, availability and terms as they stand right now.
- 1M1 5.781-bedroom apartment · 69.5 m² · Ocean$225,000$3,237 / m²
- 2M1 5.761-bedroom apartment · 58.3 m² · Ocean$219,000$3,756 / m²
- 3M1 4.572-bedroom apartment · 199.7 m² · Ocean$430,000$2,153 / m²
Shared with the buyer, then opened in Reservations & Bookings when they move forward.
THE BUYING SITUATION
A direct-sales enquiry should not become a spreadsheet reconciliation task.
A buyer asks what is available within a budget, which units have the right view and which payment plan applies. The lead may already sit in the CRM, but the salesperson still needs the current property and commercial answer.
When inventory, selections and transaction state live in separate tools, the seller spends the active conversation checking versions instead of working the buyer brief. The selected unit can change before registration begins, and the deal team has to reconstruct what the buyer already saw.
Developer Sales OS keeps the live property context connected from the first inventory answer to the controlled deal record.
THE CONNECTED DIRECT-SALES WORKFLOW
Answer, compare and select in one workspace. Start the transaction in another — without losing context.
- 01
Work from current inventory
Live Inventory gives the seller the authorised view of current units, availability, prices, payment plans, promotions and supported property attributes.
- 02
Match the buyer brief
In Sales Workspace, the salesperson filters assigned inventory, compares suitable units and chooses what to present.
- 03
Share a web selection
The shortlisted units become a buyer-facing web selection with the presented price state and supported validity terms attached to the selection record. A selection does not reserve a unit.
- 04
Open the selection in Reservations & Bookings
When the buyer moves forward, the salesperson opens the same selection in Reservations & Bookings. Registration begins there — not in Sales Workspace.
- 05
Progress the controlled deal record
Reservations & Bookings keeps the buyer, source, selected unit, attribution, commercial terms and transaction state connected through registration, offer, hold, deposit status and booking.
- Buyer brief
- Search current units
- Compare options
- Build and share a selection
- Open in Reservations & Bookings
- Registration
- Offer
- Hold
- Deposit status
- Booking
ONE BUYER JOURNEY, CLEAR PRODUCT OWNERSHIP
Give each system a clear job.
- CRM
- Lead ownership, contact history and follow-up can remain in the CRM the team already uses.
- Live Inventory
- The current operating record for units, availability, prices, payment plans, promotions, permissions and sales rules.
- Sales Workspace
- The internal seller experience for answering, searching, comparing, selecting, sharing and handing the buyer forward.
- Reservations & Bookings
- The shared record for registration, attribution and transaction progression through booking.
- Performance
- The operating view of current inventory, direct-sales activity and buyer progression by project and channel.
KEEP THE COMMERCIAL VIEW ROLE-SPECIFIC
Show sellers what they are authorised to sell — and buyers only what they should see.
Role-based access scopes projects, inventory and commercial data for the internal team. Buyer-facing selections exclude internal commissions and notes.
When Reservations & Bookings confirms a hold or booking, the resulting state returns to Live Inventory so connected sales surfaces can use the current availability.
START WITH ONE PROJECT AND ONE WORKING SALES PATH
Keep the CRM. Connect the property workflow around it.
Begin with one live project and the direct-sales team that works it. Import and map the inventory, configure roles and commercial access, then validate the path from buyer brief to selection and from registration to booking.
Once the workflow is working for the team, roll the same structure out to additional projects and sales channels.
Bring a buyer brief. See how the sales desk moves it from question to booking.
We'll run the request through current inventory, a buyer-facing selection and the handoff into the controlled deal workflow in Developer Sales OS.