Sales & CRM guide

Switch to the Sales suite

Sales tools live in their own suite, separate from Construction. Use the icon rail on the left edge of the screen to switch to Sales — the sidebar changes to show Dashboard, Projects, All Customers, and All Deals.

The Sales dashboard gives you a quick pulse of your pipeline: open deals, follow-ups due, amount booked this month, and available units, plus a recent-deals list and a pipeline-by-stage breakdown.

Tip: Pick a project from the project switcher first if you want project-scoped lists — Overview, Inventory, Customers, Follow-ups, and Payments for that one development. Org-wide All Customers / All Deals show everything across every project you have access to.

Finding and adding customers

• All Customers (org-wide) lists every customer across your projects, with search and filters by project, status, and type. Switch between table and card view.
• A project's own Customers page shows just the customers linked to that project.
• Open any row to see the customer's profile — contact details, budget range, and their linked deals.

There's no standalone "add customer" button on the customers list. Customers are created from the deal-creation flow — when you go to start a deal and the buyer you need doesn't exist yet, an Add a customer prompt takes you to a customer form. Once saved, you're returned to the deal form with that customer preselected as the buyer.

Note: Whether you can see or manage customers depends on your role's permissions. If your account only has deal access without customer access, the buyer field on new deals will be unavailable until an admin grants it — see Roles & permissions.

Creating a deal (booking a unit)

A deal always starts from an available unit, not from a blank form:

1. From the Sales dashboard or a project's Inventory page, click Book a unit.
2. In the picker, filter by phase, building, or bedroom count, and search by unit number. Only units marked Available are listed.
3. Click Book next to the unit you want. This opens the Create Deal form for that unit.
4. On the form, select the buyer (an existing customer, or add one inline if needed), set the final price, and set the deal's starting stage (new deals start at Enquiry by default). As soon as you enter a price, a live tax estimate appears showing stamp duty and GST for that buyer and unit.
5. Save to create the deal. You're taken to the deal's detail page.

Note: A unit that already has a completed deal is locked — you can't start a second deal on it until the existing one is cancelled.

Working a deal

Each deal has its own page with five tabs: Overview, Activity, Follow-ups, Payments, and History.

• Overview — while a deal is still open (Enquiry, Negotiation, On hold), this shows your next follow-up and days since last contact. Once a deal is booked, it switches to showing the payment summary instead.
• Activity — a timeline of notes, calls, and status changes logged against the deal.
• Follow-ups — tasks and reminders tied to the deal, with due dates.
• Payments and History — the deal's payment schedule and receipt/audit history (see below).

Moving a deal through its stages

A deal moves through a fixed sequence of stages, and Construvex only allows the next logical move — you can't skip ahead:

Enquiry → Negotiation → Booked → Agreement signed → Agreement registered → Sale deed pending → Sale deed registered → Possessed → Completed

From most stages before Booked, a deal can also be sent to On hold, Lost, or Cancelled. Once cancelled or lost, a deal is closed — it won't move again. On hold deals can come back to Enquiry, Negotiation, or Booked.

The stages after Booked track the legal paperwork for the sale — agreement, registration, sale deed, and possession — and give you a running record of where each buyer stands in that process.

Warning: Cancelling or marking a deal Lost is final in the app's workflow; the deal's status can't move forward again afterward. Existing payment receipts stay visible for reference, but no new payments or triggers are allowed on a cancelled or lost deal.

Follow-ups

Follow-ups are the reminders that keep a lead from going cold. From a deal's Follow-ups tab, or the project-wide Follow-ups page, you can see tasks due today, this week, or overdue, filter between your own follow-ups and your whole team's, and mark them complete.

From booking to payment plan

Once a deal reaches Booked, its Payments tab is where collections happen:

• If no payment schedule exists yet, you'll see a prompt to generate a schedule from one of your organization's payment-plan templates.
• The generated schedule breaks the total price into milestones — for example, a booking amount plus installments tied to construction progress. Each milestone shows its amount, due status, and whether it's been paid.
• As payments come in, they're recorded as receipts against specific milestones, and the deal's payment status and progress bar update automatically.
• The History tab keeps the full record of receipts and payment-related activity for audit purposes.

Because schedules are driven by construction milestones, due amounts become payable as construction actually progresses on the ground — not on a fixed calendar. For the full picture of payment plans, milestone triggers, and recording receipts, see the Payments & collections guide.