
Real estate CRM · buyer portal
Your buyer is in London. He emails every week to ask how the tower is going.
Off-plan buyers wait two or three years for their keys, often from abroad. They want their statement, their documents and proof the building is rising. We set up a buyer portal on Salesforce with all three, plus requests that reach the right team.
Salesforce consulting partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE, India and US desks
The problem
What fills customer care’s inbox.
The process map
A buyer’s month, in the portal.
A buyer of B-1204 logging in from abroad.
- 01BuyerLogs inWith email and a one-time code, or UAE Pass where you offer it.On: Buyer portal
- 02BuyerDownloads the statementPaid, due and overdue, from the ERP, with every receipt.On: Statement
- 03Project teamPosts the updatePhotos and the stage reached, posted once for every buyer in the tower.On: Salesforce project
- 04BuyerAsks for a changeA kitchen upgrade request with the options and the price.On: Request form
- 05Customer careAnswersThe request arrives as a case with the unit and the buyer, and the answer shows in the portal.On: Service Cloud
The screens
The statement, the update and the request.
Drawn by us with invented buyers and amounts.
Illustration, sample data
Buyer portal · My unitB-1204 · Tower B
- Booked
- SPA
- Oqood
- Building
- Handover
- Paid
- AED 588,000
- Next due
- AED 588,000 at handover
- Oqood
- Certificate issued
- Documents
- SPA, Oqood, 3 receipts
Buyer
Status, balance and documents in one place, in the buyer’s language where you offer it.
Illustration, sample data
Buyer portal · UpdatesTower B · October update
- Done: Structure complete to level 28
- Done: Facade on levels 1 to 12
- Open: MEP rough-in, levels 1 to 20
- Open: Interior fit-out starts
Buyer
One update for every buyer in the tower, with the photos the project team posts.
Every use case
Every portal use case we set up.
Pick the ones you need. Most teams start with three or four.
Before and after
What changes for the team.
Example
Customer care manager at a developer selling to overseas buyers
Today: Half the inbox is “send my statement” and “how is the building going”.
After: Buyers find both in the portal. The inbox is left with real requests, each with an owner.
Example
Project director at a Dubai developer
Today: Progress photos go out by email to a list that is always out of date.
After: One update posted per tower reaches every buyer’s portal and an email notice.
FAQ
What teams ask first.
- What is the portal built on?
- Salesforce Experience Cloud, on the same records your team uses, so the buyer sees what your team sees about their unit.
- Can buyers log in with UAE Pass?
- It can be added for UAE residents. We explain where it fits and where it does not in our UAE Pass guide.
- Can the portal be in Arabic?
- Yes. Experience Cloud supports Arabic right to left. We translate the screens your buyers use.
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.