Real estate case study
Unit sales, collections and project cost on one Odoo system
A residential developer sold from spreadsheets and chased payments by phone. Odoo now holds every unit and milestone across four projects.
- 35%Faster collectionsNot stated in source · Delivery report
- ZeroDouble bookingsNot stated in source · Delivery report
- 4Projects on one systemNot stated in source · Delivery report
- 12 wkFrom kickoff to liveProject duration · Delivery report
The challenge
Sales on spreadsheets, payments chased by phone
Each project tracked unit availability in its own spreadsheet, so the same unit was sometimes offered to two buyers.Milestone payments were chased by hand, project cost lived in another file, and leadership never saw a current picture across projects.
- Unit availability differed project to project, causing double offers.
- Milestone demands were raised and chased manually.
- Project cost sat apart from sales and collections.
- No live view of sales, cash or cost across the portfolio.
The solution
One Odoo system from booking to collection
We set up Odoo with a live unit inventory, a booking flow, milestone-based payment plans and project costing across all four projects.A booking now blocks the unit, raises its demands and feeds the project budget.
- Live unit inventory that blocks double booking.
- Milestone demands with reminders and online payment.
- Broker commissions applied from the booking.
- Project budget against actual cost in one view.
How we delivered
Piloted one project, then rolled out
We set up one project first, moved its unit and buyer data across, and proved the booking-to-collection flow.Once it ran clean, we rolled the template to the other three and trained sales, projects and accounts teams on their part.
Go-live took twelve weeks across the four projects.
The outcome
Cash on time and no double bookings
Collections lag fell by a third because demands and reminders are now automatic.Double bookings stopped with one live inventory, broker payouts reconcile from the booking, and leadership sees sales, cash and cost across all four projects in real time.
We sold from spreadsheets and chased payments by phone. Now every unit and every milestone is in one system, and the cash comes in on time without anyone having to chase it. Director, Residential Developer
Related service
OdooRelated
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