Can the board handle a few hundred people booking at once?

Yes. Salesforce locks a unit when one consultant holds it, so a second table sees it held. We rehearse the day with your team on a copy of the inventory first.

Do EOI payments go through Salesforce?

The payment goes through your payment provider or bank. The token, the receipt and the refund status are kept on the buyer record.

Can brokers see the inventory?

Yes, through the partner portal, with only the units and prices you choose to show them.

Launch day in a Dubai event hall: buyers queue with paper tokens, consultants work at long tables with laptops, a wall screen shows an abstract grid of coloured squares beside a tower model.

Real estate CRM · launch day

Two consultants sold the same unit at 10:14. The board was a spreadsheet.

On launch day the inventory changes every minute. EOI holders wait with tokens, brokers call for their buyers and discounts get agreed at the table. We set up one live inventory in Salesforce with holds that expire, a queue that follows the EOI order and approvals that happen in Slack.

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

The problem

What goes wrong on the day.

The process map

From the EOI token to the booked unit.

A buyer who paid an EOI token two weeks before launch.

01BuyerPays the EOI tokenRefundable token by card or transfer. The receipt and priority number go on the record.On: Payment link
02Sales adminSets the queueEOI holders are called in token order, with their preferred unit types.On: Salesforce EOI list
03ConsultantHolds the unitPicks B-1204 on the live board. The hold runs for 30 minutes, then the unit frees itself.On: Inventory board
04Sales directorApproves the discountA 2% request arrives in Slack with the unit, the price list and the margin floor.On: Slack
05BuyerPays the booking amountThe hold becomes a booking. The EOI token is applied or refunded.On: Salesforce booking

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

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The screens

The board, the queue and the approval.

Drawn by us with invented units to show the setup.

Illustration, sample data
Salesforce · Inventory
Record
Tower B · floors 11 to 12
Price list v3, live
Units
B-1101Sold
B-1102Sold
B-1103Held
B-1104Free
B-1105EOI
B-1106Free
B-1201Sold
B-1202Held
B-1203Free
B-1204Held
B-1205Blocked
B-1206Free
Every table on launch day
One live board. A hold has an owner and a timer, and a blocked unit says who blocked it.
Illustration, sample data
Salesforce · EOI queue
Record
Launch queue · 10:20
Token Buyer Wants Status
E-031 Rania K. 2-bed At table 4
E-032 J. Mehta 1-bed Called
E-033 Al Noor Trading LLC 3 x 1-bed Waiting
Sales admin
EOI holders are called in order. A corporate buyer taking three units is one line.
Illustration, sample data
Slack · #launch-approvals
#launch-approvals
- ApprovalsApp10:16
  Discount request: B-1204, 2-bed, price list v3. 2% asked by Omar S. Inside the floor for this tower.
  ApproveRejectAsk why
- Layla A.10:17
  Approved. Hold extended 15 min.
Sales director
The request carries the unit, the price list and the floor. The answer is written to the booking.

Token	Buyer	Wants	Status
E-031	Rania K.	2-bed	At table 4
E-032	J. Mehta	1-bed	Called
E-033	Al Noor Trading LLC	3 x 1-bed	Waiting

Every use case

Every launch use case we set up.

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

01EOI form and token paymentA short form and a payment link; the token, receipt and preference on the record.

02Priority numbersToken order, or a rule you set for VIP and repeat buyers, written down before the day.

03Broker EOIsBrokers register EOIs for their buyers through the partner portal, so the buyer is protected for them.

04Live inventory by tower, floor and viewFree, held, EOI, booked, sold and blocked, refreshed for every table.

05Unit holds with a timerA hold ends by itself unless a manager extends it.

06Price list versionsEach booking keeps the price list it was sold on.

07Discount and payment plan approvalsRequests in Slack with the floor, approved or rejected in one click.

08Launch queue screenThe hall screen shows whose turn it is, by token, never by name.

09Booking form at the tableBuyer, unit, plan and booking amount on a tablet, signed there.

10EOI refundsTokens that did not convert are listed for refund with the bank details checked.

11Launch reportEOIs, bookings, holds expired and discounts given, by hour and by consultant.

Before and after

What changes for the team.

Example
Sales operations head at a Dubai off-plan developer
Today: The launch inventory is an Excel file on a shared drive. At 10:14 two tables book the same unit.
After: Every table works the same live board. A unit can be held by one consultant, and the hold ends after 30 minutes.
Example
Sales director at a Riyadh developer
Today: Discounts are agreed by phone and turn up at contract time.
After: Each request reaches Slack with the floor price, and the answer is on the booking before the buyer leaves the table.

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.

Can the board handle a few hundred people booking at once?: Yes. Salesforce locks a unit when one consultant holds it, so a second table sees it held. We rehearse the day with your team on a copy of the inventory first.
Do EOI payments go through Salesforce?: The payment goes through your payment provider or bank. The token, the receipt and the refund status are kept on the buyer record.
Can brokers see the inventory?: Yes, through the partner portal, with only the units and prices you choose to show them.

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.