Leads, Bookings and Commissions on One System

The Challenge

A pipeline split across three tools

Leads sat in a CRM, bookings in a separate tracker, and broker commissions were worked out in spreadsheets at the end of each month. Agents disputed payouts, finance spent days reconciling, and nobody could see which source or agent actually drove revenue.

• Leads and bookings lived in separate systems.
• Commissions were calculated by hand and often disputed.
• Payouts were slow because reconciliation was manual.
• No clear view of revenue by source or agent.

The Solution

One ERPNext pipeline from lead to payout

We set up ERPNext so a lead flows to a site visit, a booking and an invoice on one record, with commission rules applied automatically from the booking. Payouts now build from the same data, not a separate spreadsheet.

• Leads, visits and bookings on one pipeline.
• Commission rules applied from each booking.
• Payouts reconciled against bookings automatically.
• Revenue by source and agent in one report.

How We Delivered

Built the commission rules around real deals

We mapped the brokerage's commission structures, including slabs and splits, and built them into the booking flow so a payout is calculated the moment a deal closes. We trained agents on mobile lead capture and finance on the payout run.

Go-live took nine weeks.

The Outcome

Faster payouts and far fewer disputes

Commissions are now calculated from the booking, so payouts are faster and disputes have nearly gone. Finance no longer spends days reconciling, and the brokerage can finally see which sources and agents drive the most revenue.