How does off-plan stock get into Salesforce?

From each developer’s price list and availability sheet, imported when it arrives, or from a developer feed where one exists. Each unit keeps its source file and date, and the agent confirms with the developer before booking.

Can the matching use rental yield?

Yes, as an estimate from rents you record for similar units. It is labelled an estimate, and the agent can override it.

Do buyers get a portal?

They can, but most prefer WhatsApp. Shortlists, viewing times and documents go there, and their replies come back to the record.

An agent on a terrace café over Dubai Marina with matched units on his laptop, a brochure beside it.

Real estate CRM for brokers · matching and viewings

He wants yield, a 2-bed and a handover by 2027. Which of 1,300 units fit?

A broker sells resale homes the brokerage lists and off-plan units from every developer it has an agreement with. The buyer’s brief lives in the agent’s head. We set it up as fields in Salesforce, so every listing and every developer’s stock is matched against it, and the viewings, keys and feedback are on the same record.

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Salesforce consulting partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE, India and US desks

The problem

Where a good brief turns into the wrong viewings.

01The buyer repeats his briefBudget, areas, ready or off-plan, cash or mortgage, live in or rent out, told again to every agent.

02Off-plan stock in PDFsEach developer sends price lists and availability as PDFs and broadcasts. By the time the agent sends them, units are gone.

03Viewings that don’t happenKeys with the owner, a tenant who wasn’t told, another agent’s listing. The buyer waits in the lobby.

04Feedback nobody writes downThe seller asks what buyers said and hears nothing, so the price never moves.

The process map

One buyer’s brief, from chat to Saturday’s viewings.

An investor from Mumbai, looking for rental yield in Dubai.

01Buyer’s agentWrites the brief as fieldsBudget, areas, bedrooms, ready or off-plan, handover, payment plan, cash or mortgage, purpose, Golden Visa interest.On: Salesforce opportunity
02CRMMatches every unitResale listings and developer stock scored against the brief, each off-plan price with its sheet and date.On: Salesforce opportunity
03Buyer’s agentSends the shortlistFive units on WhatsApp from a template; the buyer picks three.On: WhatsApp
04Listings adminConfirms accessOwners and tenants confirm by template; keys and access times go on the viewing.On: Salesforce viewing
05Buyer’s agentRuns the dayThe agenda, directions and one-tap feedback after each viewing.On: Salesforce mobile
06SellerHears the feedbackThe listing agent shares what buyers said the same evening.On: WhatsApp

Who does what, and on which screen. Your steps and names replace ours during setup.

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The screens

The brief, the matches and the day.

Example buyers, buildings and figures. Off-plan prices carry the developer sheet’s date.

A Salesforce opportunity at the Viewing stage: buyer preferences (budget AED 1.6M to 3.5M, investor looking for rental yield, Dubai Marina, Business Bay and Dubai Creek Harbour, 2 bedrooms, ready or off-plan, handover by Q4 2027, cash, asked about the Golden Visa) and a table of 12 matched units, 5 resale and 7 off-plan, from owner listings and three developers, with price, handover, estimated yield and match score, plus buttons to send the shortlist and book viewings.

A phone agenda for Saturday: four viewings with owner or tenant confirmation, key and access notes, a developer show apartment, Navigate and Feedback buttons, and a feedback sheet open with "Liked it" selected and a note about service charges.

Every use case

Every matching use case we set up.

Pick the ones you need. Most teams start with three or four.

01Buyer brief as fieldsBudget, areas, bedrooms, ready or off-plan, handover, plan, finance, purpose, target yield.

02Match scores on resale and off-planEvery listing and developer unit scored against every open brief.

03New listing alertsA new listing or a price drop tells the agents whose buyers it fits.

04Shortlists on WhatsAppUnits sent from a template with photos and the permit number; the buyer’s picks come back to the record.

05Golden Visa interestFlagged on the brief, with the AED 2 million threshold from u.ae and ICP for the conditions.

06Mortgage fitPre-approval amount and expiry on the brief, so off-plan and resale options fit the finance.

07Viewing schedulerSeveral units, several listing agents, one route, with owner and tenant confirmation.

08Keys and access notesWho holds the keys and when the tenant allows access.

09One-tap feedbackLiked it, price too high, wants a second visit, with a note.

10Seller feedback reportWhat every buyer said about the unit, sent to the owner weekly.

11Contract B on the opportunityThe buyer-broker contract reference stored when it is signed.

Before and after

What changes for the team.

Example
Off-plan team lead at a 45-agent brokerage
Today: Agents forward developer PDFs to buyers. Two buyers were offered the same sold unit in one week.
After: Developer stock is imported with its sheet and date, and agents send units from the match list.
Example
Secondary market agent in Dubai Hills
Today: Viewings fall through because tenants weren’t told and keys were with the owner.
After: Each viewing has access confirmed by template and the keys noted before the buyer drives over.

Examples of the work, not client stories.

Around this stage

The next stage, and what plugs in.

Licences come from Salesforce today. We help you pick the plan and work with your Salesforce account team.

FAQ

What teams ask first.

How does off-plan stock get into Salesforce?: From each developer’s price list and availability sheet, imported when it arrives, or from a developer feed where one exists. Each unit keeps its source file and date, and the agent confirms with the developer before booking.
Can the matching use rental yield?: Yes, as an estimate from rents you record for similar units. It is labelled an estimate, and the agent can override it.
Do buyers get a portal?: They can, but most prefer WhatsApp. Shortlists, viewing times and documents go there, and their replies come back to the record.

The brief · one email

Tell us how this stage runs today.

The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.