Plotted development companies · CRM
Keep one record from first enquiry to registered sale deed for every plot buyer.
A CRM for a plotted development company is one shared record of every enquirer, the plots they were shown and the next step owed to them. GullySales sets up the fields, the stages and the habits so brokers' buyers and direct buyers are all in one place.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

What CRM means
A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.
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Sales and marketing for plotted development companies, the overview.
Last updated 18 Oct 2026.
For plotted development companies
Where it usually goes wrong, and what we would do.
“Plot sales run across months, and the notes live on phones”
A family visits, goes home to think, returns with an uncle and pays a token later. If the first visit's notes sit in one executive's phone, the next executive starts again and the buyer repeats everything.
“A plot status kept in two places goes wrong”
One list in a spreadsheet and another with the brokers means two plot statuses. Booked plots remain on offer. A CRM that links each enquiry to a plot number, and each plot to one status, removes the second list.
“Broker-sourced buyers vanish when the broker leaves”
If only the broker has the buyer's number, the company has no way back. Capturing the buyer's details on the record, with the broker named as the source, keeps the relationship with the company.
“A token paid without a record causes disputes”
When a token is taken, the record should show who paid it, for which plot and under what terms of the booking form. A note in a chat is not a record a manager can open.
What we do
What we deliver for plotted development companies.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
Stage design
Stages that match how plots sell: enquiry, site visit, shortlist, token, agreement, registration.
Result: Every enquiry sits in one stage that the sales team recognises.
Plot-linked enquiry fields
Plot number, size, price quoted, source, broker and persona on each record.
Result: You can pull a list of everyone interested in one plot.
Plot status control
One owner for the plot list, with bookings entered the day they happen.
Result: The website, the brokers and the sales team see the same status.
Visit notes template
A short note filled after each site visit: who came, what they asked, what was promised.
Result: The next call begins from the last visit's note.
Pipeline view for the manager
A single screen showing open enquiries by stage and by source.
Result: The manager can see where buyers stop answering.
How the result is measured
- Enquiries logged in the CRM
- Data completeness
- Reports generated from CRM data
Recorded as a baseline before work starts, so every later report has an honest comparison.
Who it is for
This is written for these plotted development companies.
- Authority-approved residential layouts on city outskirts
- Companies converting agricultural land into plotted layouts under local rules
- Gated plotted communities with roads, parks and a clubhouse
- Joint development partners who develop a landowner's land and share the plots
- Small layouts of ten to forty plots in towns
- Commercial and industrial plots near highways
- Plots sold with a construction option on the same land
- Companies selling plots in tier-two towns to families living abroad
How it works
How the CRM work runs
The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.
- 1
Map the sales process
We record how a deal actually moves from enquiry to close in your business today.
- 2
Configure stages and fields
The CRM's pipeline and fields are built to match that process exactly, not a generic template.
- 3
Set up automations
Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.
- 4
Test with real deals
We run the configuration against actual current deals to catch gaps before the whole team relies on it.
Where this fits
Three pieces of sales work, in this order.
This work sits inside sales management. A target, a review routine and someone who owns the number.
Step 1
Sales audit
Find where deals are being lost and what to fix first.
Start here if you cannot say where orders are lost.
Step 2
Sales process design
One written way to sell, from first enquiry to repeat order.
Start here if every salesperson sells differently.
Step 3 · you are here
Sales management
A target, a review routine and someone who owns the number.
Start here if the team has targets and no routine.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Which CRM should we use?
Will brokers use it?
What about buyers' documents?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
More for plotted development companies
Everything else we would do for you.
Closest to this: leads and follow-up
Also for plotted development companies
Or start from the overview: sales and marketing for plotted development companies.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.