Buyer selection portal & CRM

Every buyer decision, room by room, in one place.

Buying a new condo or home means hundreds of decisions: appliances, cabinets, flooring, paint, upgrades. We built a selection portal that turns those decisions into a guided experience for buyers, and a CRM backend that gives developers and construction managers every choice, price and document in one record.

Built forA residential developer
SectorResidential development
StatusLive with buyers

Build one for my business Custom AI solutions & enterprise software

A sales representative and a couple reviewing kitchen selections on a tablet, with paint swatches and finish samples on the table

The problem

Selections were made over paper sheets, sample boards and email threads, then re-typed for pricing, contracts and trades. Changes got lost, upgrade pricing was recalculated by hand, and no one had a single view of where each buyer stood.

How it works

Meet the representativeBuyers sit down with the developer's sales or design representative, who opens their unit in the portal and walks them through it.
Explore every roomRoom by room, buyers see the standard finishes and the options: appliances, cabinets, counters, flooring, fixtures and paint colours.
Choose and priceEach choice updates the running total, with standard options, priced upgrades and custom items set by the developer.
Confirm and hand offFinal selections are saved to the buyer's record and exported as a signed-off summary for contracts, ordering and the trades.

What it does

Room-by-room selections

Every room laid out with its standard finishes and upgrade options, with photos so buyers can see what they're choosing.

Appliances, finishes and paint

Appliance packages, cabinets, counters, flooring, fixtures and paint colours, configured per project by the developer.

Live upgrade pricing

Prices update as buyers choose, so there are no surprises at sign-off and no manual recalculation.

CRM for every buyer

Each buyer's contact details, unit, selections, documents and notes in one record, searchable across projects.

Built for sales teams

Representatives guide buyers on the same screens, add notes, and keep internal comments separate from what buyers see.

One admin, every project

Developers and construction managers see every project, unit and buyer, with filters by project, status or selection.

Works with

Built around the tools the team already used, not in place of them.

Secure email sign-in
PDF selection summaries
Developer website
Trades and ordering

Safeguards

Buyers only ever see their own unit, selections and documents
Internal sales notes are never shown to buyers
Developers control options, pricing and deadlines per project

Could this work for you?

We build each one around the business using it. It's a good fit if…

You sell condos, townhomes or single-family homes with buyer selections
Selections and upgrades live in spreadsheets, sample boards and email
Your team re-keys the same choices for pricing, contracts and trades
You run several projects and want one view of every buyer

Questions

Who is it for?

Developers, builders and construction managers selling single-family or multifamily homes where buyers choose their finishes.

Can buyers use it at home after the meeting?

Yes. Buyers sign in with a secure link by email and can review their selections on any phone, tablet or computer.

Can we set our own options, packages and prices?

Yes. Rooms, options, appliance packages, paint colours, pricing and deadlines are managed by your admins for each project.

Does it replace our accounting or contract software?

No. It's the selection service and buyer CRM. Selections export cleanly to the contracts, ordering and accounting tools you already use.

More we've built

Property management · Live: knowledge base and AI chat

Want one built around your business?

Tell us what slows your team down. We'll show you a working version on your own data.

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