Getting started with Sales in CRM

Welcome to the Sales module in iamproperty CRM! This guide will help you get started with managing property sales, from adding instructions to progressing sales through to completion.

Whether you're new to the CRM or refreshing your knowledge, this article walks you through the key steps to successfully manage your sales pipeline.

1. Add a Property Instruction

To start using the Sales module, add your first property:

1. Navigate to the Properties section.
2. Click Add Property and select the Sales category.
3. Enter property details such as address, valuation, vendor contact, and marketing preferences.

4. Upload any supporting documents (EPCs, photos, floorplans, etc.).

   🔗 Related guide: Adding a Property Appraisal in iamproperty CRM

2. Manage Viewings

Once your property is listed:

• Use the Viewings tab to schedule appointments.
• Log applicant feedback and status updates.
• Track interest and follow-up actions from a single location.

3. Log and Track Offers

Received an offer? Here's how to record it:

• Go to the property and open the Offers tab.
• Click Add Offer, then enter buyer details, amount, and conditions.

• Update the status to accepted, rejected, or under review as needed.

  🔗 See also: Adding a Sales Applicant Record in CRM

4. Generate the Memorandum of Sale

Once an offer is accepted:

• Click Create Memorandum of Sale from the Sales tab.
• Details from the property, vendor, and buyer will pre-fill automatically.
• Send the document directly to solicitors or clients from within the CRM.

5. Progress the Sale

Use the Sales Progression tools to manage each stage:

• Update milestones (e.g. contracts sent, searches received, exchange, completion).
• Assign reminders or tasks to colleagues.
• Track the full sale journey via the Timeline View.

6. Manage the Sales Chain

For linked transactions:

• Use the Chain View to connect sales and see their individual progress.
• Easily track dependencies and reduce surprises at exchange.

7. Monitor Performance with Reporting

Access CRM reporting tools to:

• View your live sales pipeline.
• Track key KPIs like average time to complete, fall-through rates, and accepted offers.
• Filter by negotiator, office, or time period.

Quick Tips for Success

• Keep your Sales tab updated — accurate records help avoid delays.
• Log key dates as they happen to support your team’s communication.
• Use the Chain View for full visibility over related transactions.

Need Help?

If you’re unsure at any stage:

Browse the Sales FAQs. You can use the live chat feature, raise a ticket in the Help Centre, or call the Software Support team on 01865 860 870.