Webbit
Give every project enquiry a clear next step.
Property development sales involve high-intent buyers, multiple campaign sources and project details that must stay accurate. We automate project enquiry capture, buyer qualification, approved information, availability enquiries, site-visit coordination and sales follow-up. Availability answers come from an approved source and are routed for confirmation when no current inventory feed exists. This is project-sales support, not a replacement for the general estate-agency process.
Who it is for: Residential and mixed-use developers, project sales teams and marketing-led development businesses managing off-plan or new-build enquiries.
Problems we see
- Campaign leads arrive in different places: Project forms, events, portals and direct messages create leads with different levels of detail.
- Project information is inconsistent: Buyers receive outdated brochures or unofficial answers because approved project details are spread across teams.
- Site visits are hard to coordinate: Agents and sales staff exchange messages to arrange access, availability and buyer requirements.
- Sales reporting is assembled manually: Enquiry source, project interest and next steps aren't consistently recorded for the weekly sales discussion.
Example workflows
Project enquiry qualification
Starts when: A buyer enquires through a campaign, project website, event or portal.
- Identify the project and the buyer’s preferred unit type or configuration.
- Ask approved questions about timing, buying position and contact preference.
- Create or update the opportunity in the project CRM.
- Assign the correct project sales owner and next action.
A person decides: Pricing, incentives, contract terms and buyer financial circumstances remain with authorised sales staff.
Result: Project leads arrive in one consistent format with the context needed for a useful follow-up.
Approved project information and nurture
Starts when: A qualified buyer asks for more information or goes quiet after an enquiry.
- Send only the approved brochure, plan or project update.
- Answer approved questions about location, amenities and process.
- Create a scheduled follow-up based on the buyer’s timing.
- Flag questions that need a sales or technical answer.
A person decides: Sales staff handle availability, specification changes, incentives and any statement that could create a contractual expectation.
Result: Buyers receive consistent project information without the team rewriting the same messages.
Site-visit coordination and sales reporting
Starts when: A buyer requests a site visit, or the reporting period closes.
- Collect preferred times, attendee count and access requirements.
- Propose permitted slots or route the request to the site team.
- Send confirmation and reminder details.
- Compile agreed enquiry, visit and follow-up figures for the sales review.
A person decides: The site team confirms access, health-and-safety requirements and any accompanied visit arrangement.
Result: Site visits are coordinated with fewer messages, and sales reporting starts from a cleaner record.
What changes
- A faster, more consistent response to project enquiries.
- Better visibility of which project and buyer segment each lead belongs to.
- Less manual message relay around site visits.
- Cleaner inputs for weekly sales and marketing reviews.
Works with
- Developer CRM and sales suites with approved API access
- Marketing forms and campaign landing pages
- Calendars and site-visit scheduling tools
- Email, SMS and WhatsApp Business
- Approved project documents and brochure storage
- Inventory or price sources only when a current integration exists
Honest limits
- Unit availability and pricing require an approved current source; they aren't inferred or invented.
- Contracts, reservations, legal advice and buyer financial qualification remain with authorised people and advisers.
- Site access and health-and-safety requirements must be confirmed by the site team.
Questions
How is this different from the Real Estate industry page?
The Real Estate page focuses on agency and lettings workflows, such as buyer and tenant enquiries, viewings and applicant documents. This page focuses on developer project sales: campaign enquiries, approved project information, site visits, buyer segments and project sales follow-up.
Can the assistant show live unit availability?
Only when a current inventory source is connected and approved for customer use. Otherwise it should record the buyer’s requirements and route them to the sales team for confirmation.
Can it send brochures and floor plans?
Yes, if the documents are approved and stored in a source the workflow can access. We also define which version is current and how outdated material is withdrawn.
Will it book site visits automatically?
It can offer permitted slots or collect a request. Final confirmation depends on site access rules and the scheduling system your team uses.
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