Scoping
Capture landowner, site details, planning status, constraints and initial evidence.
Negotiating
Track buyer interest, deal type, offers, fee expectation and next actions.
Under Offer
Record agreed terms, solicitors, exclusivity, deadlines and file notes.
Exchanged
Complete the record with agreed heads, exchange information and fee tracking.
Backend CRM included
The public website is designed to capture good quality enquiries. The backend CRM then controls the live site record, buyer details, deal type, potential fee, file notes and heads of terms.
- Active Sites Pipeline with Scoping, Negotiating, Under Offer and Exchanged stages.
- Site record fields for landowner, site, deal type, buyer and potential fee.
- File notes section to add and view the full history of notes.
- Heads of Terms generator for each site record.