CRM Property Booking

End-to-end booking workflow inside CRM with DP/DLD, SPA document control, commission invoicing, and printable booking reports.

CRM Property Booking adds a dedicated Booking process for property brokerages, enabling a clean lead-to-booking lifecycle and commission billing to Developers — without disrupting standard CRM/Sales behavior.

🎯 Key Features

• Lead Owner label on CRM Lead customer field (UI-only).
• Booking button on CRM Lead to create/open Booking records (Quotation button hidden in CRM UI only).
• Deal Owner & Developer partner roles with checkbox flags on Contacts.
• Booking stages with validations: EOI/Booking → DP + DLD → SPA → Done.
• Automatic calculations for DP/DLD amounts and commission amount from property unit price.
• SPA document control (upload/download) required before confirming SPA.
• Commission invoice generation to the Developer with auto line description.
• Print Booking from booking form + Print Booking Wizard (date range, developer, deal owner).
• Security group “Booking Manager” to control access to bookings and menus.

Commission Invoicing

• From the Done stage, the system creates a customer invoice where the Customer is the Developer. The invoice contains a commission service line with an auto description:
• Commission for property type {Property type} of {Property unit name} having price {Property unit price}
• Taxes remain selectable by the user as per your accounting configuration.