PLATFORM & CRM
Every lead, lot and dollar — one panel
The admin panel behind every Plotex map is a full real-estate CRM: pipeline, finance, campaigns, documents and automations — with AI where it actually helps. Included with every community.
NEW LEADS · 7D
23
+8 vs last week
RESERVATIONS · MTD
7
+2 this week
ON-SCHEDULE
84%
3 overdue
K. Alvarez
Lot 12 · Google Ads
S. Kim
Lot 21 · Tour logged
Automation: reservation → schedule seeded → team notified
01 · SALES & INVENTORY
The map and the pipeline, one record
Interactive 3D lot map — public + admin
One map, two faces: buyers see live availability; your team sees buyer names, notes and history on the same lots. Statuses coded by color and shape.
Lots module
Per-lot record: dimensions, area, list and sale price, buyer contact, notes — with the full lifecycle logged: every status, price and buyer change, timestamped, with who made it.
Custom status taxonomy
Add, rename or recolor statuses — Available, Reserved, Under Contract, Sold, Model, Coming Soon — and every map, table and filter updates everywhere.
Contacts — one deduped directory
Every person from inquiries, imports and ad platforms, deduped by phone. A contact becomes a buyer the moment they reserve a lot.
Lead pipeline
New → contacted → interested → converted → closed. Source attribution, salesperson assignment, activity timeline, notes, follow-up dates and model-home tour tracking.
Lead capture, everywhere
Map inquiries, public forms, trackable share links and QR codes — plus inbound webhooks from ad platforms and portals.
Brokers & channel partners
A registry with commission percentages and per-broker lead attribution. Removing a broker unlinks their leads — never orphans them.
- DIMENSIONS
- 82 × 160 ft
- AREA
- 0.31 ac · 13,504 sq ft
- LIST PRICE
- On request
- INTERESTED LEADS
- 4 active
LIFECYCLE HISTORY — EVERY CHANGE LOGGED
- Price updated · list → on request 07/22/2026 · A.S.
- Status → Available (release Phase 2) 07/10/2026 · A.S.
- Interested lead attached · K. Alvarez 07/08/2026 · auto
- Lot created from plat import 06/30/2026 · system
02 · 360° VIEWS
Buyers, lots and campaigns — the whole story
Customer 360°
Every call, message, note, status change, tour and payment on one card — kanban and card views, investor flagging, one-click export.
Lot 360°
The lot’s whole story: status lifecycle, price and buyer changes, interested leads, finance position, post-sale handover and documents.
Campaigns 360°
Real campaign objects with the full funnel — leads → qualified → tours → reservations — cost per stage, ROAS, net ROI after commissions, budget pacing, offline channels and an attribution toggle.
ROI dashboard
Spend ↔ leads ↔ reservations ↔ revenue by channel: trend charts, conversion funnel, channel ranking, period deltas, CSV export.
Marketing spend
Manual entry plus auto-import from Google Ads, Meta and billing feeds.
- CPL $38
- Cost / tour $294
- Cost / reservation $1,013
- Net ROI +212% after commissions
03 · FINANCE
From earnest money to final payment
Finance dashboard
Collections, outstanding and revenue summary for the whole community at a glance.
Payment plans
Per-buyer schedules with demand tracking, part-payments, percent collected and next-due — earnest money through final payment.
Buyer ledgers
Debits, credits, receipts, running balance and overdue interest, per buyer.
Receipts
Record a payment and the matching schedule item marks itself paid — ledger and lot stay in sync.
Commissions
Auto-derived on converted broker deals, with mark-paid tracking and warnings when a deal is missing a price or percentage.
Cancellations & transfers
Refund math with forfeiture rules; the lot auto-reverts to Available, the plan closes, the commission reverses.
Expenses
Vendors, bills and payment status for the development side.
| DUE | ITEM | AMOUNT | STATUS |
|---|---|---|---|
| 03/01/2026 | Earnest money | $5,000 | Paid |
| 05/01/2026 | Installment 1 | $12,500 | Paid |
| 08/01/2026 | Installment 2 | $12,500 | Due |
| 11/01/2026 | Installment 3 | $12,500 | Scheduled |
Receipt recorded → installment marked paid → ledger updated
Sample data — US dollars, MM/DD/YYYY.
04 · LEGAL & DOCUMENTS
Paper trail, handled
Document vault
Secure, private storage with a full audit trail of every view and change.
Due-diligence records
Buyer verification records with retention tracking, so compliance holds up under review.
Expiry reminders
Documents bucketed at 90 / 60 / 30 / 7 days and overdue — nothing lapses quietly.
Secure upload requests
One-time expiring links bound to a lead and a lot, gated by human verification — buyers upload documents without email attachments.
Expiry reminders — document buckets
- 90 days 12
- 60 days 7
- 30 days 4
- 7 days 2
- Overdue 1
Secure upload request
Sample data
05 · AUTOMATIONS
The connective layer that never forgets
Automations control panel
Every cross-module rule toggles on or off, with a live activity log of what fired and why.
Reservation auto-flow
Convert a lead and the chain runs: lot flips to Reserved → buyer and price copy to the record → payment schedule seeds → handover checklist opens → document request goes out.
Reverse flow
Mark a lot reserved on the grid and it links — or creates — the buyer’s lead.
Payment consistency
A receipt marks the installment paid and keeps the ledger in sync; full payment advances the handover.
CRM auto-advance
Logging a model-home tour moves an early lead to Interested — the pipeline keeps itself honest.
Notifications & reminders
New-lead, reservation, receipt and assignment alerts by SMS or email; scheduled follow-up and payment-due reminders.
LIVE ACTIVITY LOG
10:42 · lead converted → Lot 07 reserved → plan seeded
10:42 · SMS + email sent to sales team
09:15 · tour logged → S. Kim moved to Interested
06 · MARKETING & ATTRIBUTION
Know which dollar sold the lot
First-party analytics
Sessions, sources, visitor journeys and lot-click heatmaps — no third-party cookies.
UTM & QR attribution
Trackable share links per client or referral, click-to-inquiry funnels, QR codes for signs and the sales center.
Lead-source hub
Google Ads, Meta, LinkedIn, listing portals, telephony and email parsing feed the pipeline.
Ad-platform signals
Conversion signals back to Meta (CAPI) and GA4, plus instant re-crawl pings for SEO.
Leads by source — last 30 days
First-party analytics — sessions, journeys and lot-click heatmaps, no third-party cookies. Sample data.
07 · PLATFORM & SECURITY
Run every community from one login
Role-based access
Granular per-module permissions, custom roles and API keys — sales sees the pipeline, brokers see their leads, finance sees the money.
Team & content
Employee directory, attendance check-in, media library and a knowledge base for your sales playbook.
Multi-community
Namespaced data with a clone-per-community template — run every project from one login.
Mobile-first admin
Drawer navigation and touch controls — flip a lot’s status from the truck.
SEO built in
Per-lot pages with structured data, sitemaps and instant re-crawl — your inventory is indexable, not trapped in a widget.
Audit everything
Activity logging across leads, lots, documents and automations.
Cloud-native
Serverless infrastructure — nothing for your IT team to install or maintain.
| MODULE | ADMIN | SALES | BROKER |
|---|---|---|---|
| Lots & map | FULL | EDIT | VIEW |
| Leads & pipeline | FULL | FULL | OWN ONLY |
| Finance | FULL | VIEW | — |
| Documents | FULL | EDIT | — |
| Automations | FULL | — | — |
Custom roles, API keys and audit trails on every module. Serverless — nothing for IT to maintain.
✦ AI INSIDE
AI where it pays. Humans where it matters.
No AI theater — three places where it does real work. The 3D map itself is always built and checked by a person.
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Plat reading AI
Drop a plat PDF and AI reads the layout in seconds — lots, roads, counts — so your quote and first draft start immediately. A person builds and checks every map.
LIVE AT INTAKE
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Call intelligence
Calls record, transcribe and summarize automatically — the outcome and next step land on the lead, not in someone’s memory.
ON THE LEAD RECORD
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Buyer-facing AI assistant
An assistant on your map and site answers lot questions — size, status, exposure — and hands warm buyers to your team.
ON YOUR MAP
“Buyer asked about Lot 21's walkout grade and school district; wants a Saturday tour. Outcome: schedule tour, send lot detail link.” — attached to R. Patel · Lot 21 [sample]
The map sells. The CRM closes.
Both ship together, with every community. Send your plat — first draft in 3 business days.