FAQ
Our Bitrix24 CRM rollout failed. Where do we start to fix it?
Start with a short audit. List what works, what breaks daily, and what the team avoids. Then define 3–5 must-have outcomes, like faster lead response or clean listings. Fix only those first, not everything at once.
How do we get my off-plan sales team to actually use the CRM?
Remove friction. Cut fields and steps they do not need. Make 1–2 simple sales paths for off-plan deals. Add quick actions: log a call in a few clicks, update unit status fast. Train on real deals, not theory.
Our data is a mess. How do we clean leads and listings?
Freeze new custom fields. Export data, group duplicates, and define one clean format for names, phones, and property IDs. Clean in batches: first active leads, then active listings, then archive. Set simple rules to keep it clean.
How should RealEstate OS be set up for Dubai off-plan sales?
Use one pipeline per main business line, for example off-plan and secondary. Add stages that match your real steps: lead, qualification, viewing, reservation, SPA, transfer. Link units, developers, and payment plans to each deal.
Can we track portals, WhatsApp, and calls in one place?
Yes, if you connect each channel to the CRM. Set rules: every inquiry creates or updates a lead. Use one lead source list for portals, WhatsApp, calls, and walk-ins. This lets you see which channels bring booked units.
How do we handle landlords and inventory in the CRM?
Create separate records for landlords and properties. Link each property to its landlord and to deals. Track key fields: status, price, availability, and contract dates. This lets you see which units are free and who owns them.
What reports should I watch as Head of Off-plan Sales?
Focus on a few: new leads per source, speed to first contact, viewings booked, reservations made, and deals closed by agent. Review them weekly. Use them to adjust lead routing, follow-up rules, and agent coaching.
How do we avoid another failed CRM project?
Keep scope small. Start with 1–2 teams and 1–2 key processes, like lead-to-reservation. Involve top agents in design. Document simple rules. Train in short sessions. Adjust based on feedback before rolling out to everyone.