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Driving Sales Discipline & Financial Control in Real Estate Development

The real estate industry demands precision in lead management, property allocation, installment billing, and cashflow visibility. As property portfolios expand and installment-based sales increase, fragmented systems can quickly create operational risk and financial blind spots.

Client Profile

A growing property development and sales company managing land and residential property sales, offering flexible installment payment plans across multiple projects.

With increasing transaction volumes, the company required structured sales processes and stronger financial oversight to scale confidently.

Business Challenges

Rapid growth exposed operational inefficiencies:

  • Disconnected lead sources and inconsistent manual follow-ups
  • Poor visibility into property availability and allocation
  • Spreadsheet-based installment tracking prone to errors
  • Limited reporting on sales performance and cashflow
  • Inadequate receivables monitoring

These gaps restricted scalability and exposed the business to revenue leakage and reporting delays.

Our Strategic Approach

JMDL Consulting conducted a comprehensive mapping of the end-to-end sales and finance lifecycle — from lead acquisition to installment reconciliation.

Our phased execution strategy included:

  • CRM pipeline restructuring aligned to property sales stages
  • Structured installment billing configuration
  • Deployment on Odoo.sh for performance and scalability
  • Data consolidation and reporting framework setup

The focus was to unify sales discipline with financial control.

Solution & Odoo Modules Implemented

A fully integrated Odoo ecosystem was deployed:

  • CRM – Centralized lead tracking and conversion management
  • Sales – Property-based sales documentation and contracts
  • Accounting – Automated installment billing and receivables tracking
  • Website – Structured lead capture and project promotion
  • Email Automation – Follow-up sequences and payment reminders
  • Dashboards – Real-time project and cashflow analytics

The system provided a single source of truth across sales and finance operations.

Key Customizations & Innovations

To address industry-specific needs, we implemented:

  • Property-based sales records linked to specific projects and units
  • Automated installment invoicing and scheduled payment reminders
  • Real-time dashboards tracking receivables, revenue, and project performance
  • Sales reporting segmented by development project

This ensured accurate allocation, structured billing, and transparent financial oversight.

Measurable Results & Business Impact

The transformation delivered immediate operational and financial improvements:

  • Improved lead conversion rates through structured pipeline management
  • Complete elimination of property allocation conflicts
  • Clear visibility into receivables and projected revenue
  • Faster, more reliable sales and cashflow reporting
  • Enhanced executive decision-making supported by real-time dashboards

The company now operates with integrated sales governance and financial transparency — positioning it for sustainable expansion.