CRM software for housebuilders to manage sales, customers and sites

Xpedeon CRM streamlines the entire sales lifecycle, from lead capture and marketing to sales progression and key handover. It provides real-time tracking, automation, and workflow management to improve efficiency and customer engagement. 

Yes, it provides detailed analytics on lead sources, conversion rates, and campaign effectiveness, helping you optimise your marketing efforts.

Xpedeon automates follow-ups, schedules tasks, tracks interactions, and provides engagement insights to help sales teams effectively nurture leads toward conversion. 

Yes, the CRM includes built-in emailing and SMS functionalities for automated follow-ups, alerts, and promotional campaigns. 

Yes, the system generates invoices based on agreed milestones and tracks staged payments to ensure accurate financial management. 

Cancellations can be processed with automated refund calculations, ensuring compliance with financial policies and transparency with customers. 

Yes. Xpedeon has powerful reporting and dashboard capabilities. Xpedeon CRM provides real-time reporting on sales pipelines, lead sources, conversions, and team performance. It offers insights into marketing campaign effectiveness, customer engagement, and financial metrics like invoicing and staged payments. Customisable dashboards and detailed analytics help optimise sales strategies and improve decision-making. 

Yes, Xpedeon CRM allows you to either manually enter leads and contacts or capture them automatically through your corporate or product websites, for efficient lead qualification and lead scoring.