Sell faster. Collect smarter. Delight every buyer.
The real estate CRM for selling plots, houses and apartments in Kenya
The sales and customer platform for property developers and sellers in East Africa. Plots, houses and apartments: from the first enquiry to the last instalment.
- Leads pipeline
- Site visits
- Property inventory
- Instalment plans
- M‑PESA
- Automatic reminders
- SMS, WhatsApp, email
- Buyer portal
- Support tickets
- 8 ready-made reports
The problem: why teams switch
Property sells on trust. Spreadsheets and phone calls put it at risk.
When leads live in notebooks, units in a shared spreadsheet and payments in M‑PESA messages, your team spends its day chasing, checking and re-typing, and buyers notice.
Lost leads
Enquiries from Facebook, walk-ins and site visits are never followed up.
See how NewGen CRM fixes itDouble-selling
Two reps promise the same plot, house or flat because the list is out of date.
See how NewGen CRM fixes itManual follow-ups
Someone phones every buyer before each instalment is due.
See how NewGen CRM fixes itReconciliation pain
M‑PESA and bank payments are matched to buyers by hand.
See how NewGen CRM fixes itStatement calls
Buyers call the office for balances, receipts and statements.
See how NewGen CRM fixes itThere is a better way. NewGen CRM puts your leads, properties, payments and buyers in one place, so your team sells more and chases less.
The solution: one system, one journey
One system from first enquiry to happy buyer.
NewGen CRM follows every buyer along the whole journey, so sales, finance and customer care work from the same live record.
-
Lead
- Captured from web, Facebook and WhatsApp
- Routed to the right rep
- Site visit booked
-
Sale
- Plot, house or flat reserved
- Deposit verified
- Payment plan agreed
-
Payment
- M‑PESA and bank payments
- Received, verified, posted
- Receipt sent at once
-
Happy buyer
- Own portal: balance, statements, questions
- Reminders by SMS, WhatsApp or email
- Refers friends, buys again
Every team gets its own view
Owners and directors
Sales value, collections, cash expected over the next 90 days and stock by project, on one screen.
Sales directors and reps
A day plan for every rep, a pipeline for every manager, and live availability of every unit for everyone.
Finance and accounts
A receive, verify and post workflow with M‑PESA matching, numbered receipts and a full audit trail.
Customer care
Support tickets with response targets, every buyer’s properties, payments and messages in one profile, and a portal that answers routine questions.
Made for instalment sales
Deposits, monthly plans, penalties, refunds and transfers for plots, houses and flats are built in, not bolted on.
Made for Kenya
KES amounts, M‑PESA Paybill and payment prompts, KRA PIN and ID records, Kiswahili templates.
Works on any device
In the browser on laptops and phones, with offline lead capture for field teams at expos and on site.
Sell smarter: leads pipeline
Every lead and every stage in one list. No prospect slips through the cracks.
Reps always know who to call next; managers see exactly where each deal is waiting.
- Enquiries from Facebook, your website, WhatsApp and walk-ins land in one list, routed to the right rep.
- Stage, source and next follow-up on every row; overdue follow-ups turn red.
- Filter by rep, project or source, save your views, or switch to a drag-and-drop board.
Sell smarter: calendar
Site visits, follow-ups and payment dates in one calendar.
Reps plan the week around what closes deals, and nothing that is due gets forgotten.
- Group site visits with seats, pickup points and QR check-in, plus private and virtual tours.
- Every follow-up call and office meeting from every lead, with reminders.
- Instalment due dates on the same view, synced to the calendar on your phone.
See everything: dashboards
A dashboard for every role, from the newest rep to the managing director.
Each person opens NewGen CRM to exactly what needs their attention today, and finance and directors see the money: in, waiting and still to come.
- My day: follow-ups due, site visits this week, holds about to lapse and commission earned.
- Team: open leads, wins, win rate and activity for each rep, plus approvals waiting.
- Finance: collections, receipts to verify and post, arrears by age and commission payable.
- Directors: sales value, collected and outstanding this year, and cash due in the next 90 days.
Know your numbers: reports
Eight ready-made reports. One click to Excel or PDF, or straight to your inbox.
Every report filters by dates, sales rep and project, and each person only sees the records they are allowed to see.
- Scheduled reports: daily, weekly or monthly, emailed as Excel or PDF to anyone you choose.
- Power BI and Excel data feed for your own analysis, protected by a key and without buyers’ phone or ID numbers.
Collections
Every posted receipt in the period: receipt and invoice number, client, project, unit, M‑PESA or bank, reference and amount.
Outstanding by age
Unpaid balances per buyer, split into not yet due, 1–30, 31–60, 61–90 and over 90 days.
Sales register
Every sale made in the period, with its price and the money received on it so far.
Agent performance and commission
Leads, won, lost, win rate, sales, sales value, money collected and commission earned per rep.
Leads by source and stage
Which adverts, websites and walk-ins bring enquiries, and where each source’s leads stall.
Site visits and conversion
Booked, attended, no-shows, reservations after the visit and visit-to-reservation rate.
First response to leads
How fast new leads are contacted: on time, median minutes to first contact, overdue and escalated.
Expenses
Spending in the period, which feeds cost per lead and cost per sale on the directors’ dashboard.
Control your inventory: plots, houses and apartments
Live availability for every plot, house and flat. Zero double-selling.
Land, houses or apartment blocks: everyone sells from the same live grid, so a reserved or sold unit cannot be promised twice.
- A colour-coded grid for every project or block shows what is available, held, reserved, sold or withdrawn.
- Holds and reservations expire on the dates you set, and the unit goes back on sale by itself.
- A sale only completes on a reserved unit with a verified deposit, and every change is logged.
How NewGen CRM stops double-selling
Any rep can offer it.
Kept for one client while they decide (48 hours by default).
Locked to one buyer until the agreed date; the deposit is taken here.
Only after finance verifies the deposit. Nobody else can sell it.
Collect with confidence: payments and receipts
Instalment plans that track themselves. Receipts that write themselves.
Every shilling is matched to the right instalment, and the buyer gets a receipt straight away.
- Deposit and monthly plans built in seconds, with balances always up to date.
- Numbered PDF receipts and statements, sent by SMS, WhatsApp or email.
- Ask for M‑PESA payment straight to the buyer’s phone.
Receive, verify, post: controlled finance with a full audit trail
Receive
A rep records the payment with its M‑PESA or bank reference, or M‑PESA sends it in automatically.
Sales or M‑PESAVerify
A finance officer confirms the money against the statement, or rejects it with a reason.
Finance officerPost
The receipt is numbered, instalments are updated and the buyer is notified.
Finance manager
Whoever records a payment cannot verify or post it, and every step is stamped with who did it and when.
Reminders that run themselves
Nobody has to remember to chase. NewGen CRM does it for you.
Instalment reminders, overdue notices and receipts go out on their own by SMS, WhatsApp or email, in each buyer’s language. Your staff are reminded too.
- English and Kiswahili wording for every message; each buyer gets their own language.
- Filled in for you: name, amount, plot or unit, due date, balance and link.
- Every message is logged, retried automatically if a network fails, and never sent twice.
- 7 days beforeFriendly reminder
Amount, due date and the Paybill account to use.
- 1 day beforeDue tomorrow
A second nudge, so the money is ready.
- On paymentReceipt at once
Receipt number, new balance and a PDF link.
- 3 days lateOverdue notice
Polite notice with the amount now owed.
- 14 days lateSecond notice
The agent also sees it on their dashboard.
- 30 days lateFinal notice
Optional late-payment penalty added to the plan.
The default schedule. You choose the days (up to 60 before and 365 after the due date) and the channels.
Connected everywhere: WhatsApp, SMS, email and M‑PESA
Reach buyers on their favourite channel. Let M‑PESA reconcile itself.
Messages go out on the channel each buyer prefers, and Paybill payments find their own way to the right account.
- Receipts, reminders and updates go out by WhatsApp, SMS or email from ready-made English and Kiswahili templates.
- Paybill payments are matched to the buyer’s account number and wait in the verify queue on their own.
- Send an M‑PESA payment prompt to a buyer’s phone; anything unmatched waits on one reconciliation page.
The buyer portal: a selling point, not just a feature
Give every buyer their own portal. Win the sale on trust.
Buyers paying for a plot, house or flat over months want to see their money is safe. With NewGen CRM they check it on their phone, day or night, without calling anyone.
- No password to forget: the phone number they bought with and a code by SMS.
- Price, paid, balance, next payment and the full payment plan for every property they own.
- Every receipt and an up-to-date statement to download, and payment by M‑PESA in seconds.
- Read and sign the sale agreement from the phone, and follow title and handover step by step.
For your buyers
Their balance and receipts, any time, without a phone call. Payment by M‑PESA in seconds. Questions answered in writing, with a record.
For your office
Fewer statement and balance calls. Every question has an owner and a deadline. Staff can switch a buyer’s access on or off.
For your sales team
Interest in new projects goes straight to the agent. Referrals arrive as leads with consent. Happy buyers buy again.
“After you buy, you can see your balance, download your statement and pay by M‑PESA from your phone, any time. No need to call us.”
Client support: every channel, one desk
Buyers reach you their way. Every question gets an owner and a deadline.
Whether a buyer writes in the portal, phones the office or messages on WhatsApp, the question lands in one support desk with the buyer’s properties and payments right beside it.
- Buyers ask about a payment, title, documents or site access in the portal and follow the answer.
- Staff log a phone call or walk-in as a ticket in seconds, with a priority.
- Reply once: it goes by email or SMS and appears in the portal; buyer replies reopen a resolved ticket.
| Priority | First reply | Resolved within |
|---|---|---|
| Urgent | 2 hours | 1 day |
| High | 8 hours | 3 days |
| Normal | 1 day | 7 days |
| Low | 3 days | 14 days |
And support for your team from us: onboarding, training and help after go-live by phone, WhatsApp (+254 723 734494) and email.
Why NewGen CRM: built for property sales in Kenya
Everything a property business needs, in one system.
Spreadsheets cannot remind a buyer, and generic CRMs were not built for instalment sales. NewGen CRM was.
| Spreadsheets | Generic CRMs | NewGen CRM | |
|---|---|---|---|
| Instalment plans, balances and receipts | Manual formulas | Custom build | Built in |
| Live availability of plots, houses and flats | Easy to overwrite | Not made for units | Built in |
| M‑PESA Paybill matching and payment prompts | By hand | Paid integration | Built in |
| Receive, verify, post with an audit trail | None | Partial | Built in |
| Automatic reminders by SMS, WhatsApp and email, in English and Kiswahili | By hand | Often extra | Built in |
| Buyer self-service portal | None | Rarely | Built in |
| Support tickets with response targets | None | Separate tool | Built in |
| Ready-made and scheduled sales and collections reports | Built by hand | Generic | Built in |
| Site-visit booking and QR check-in | None | Partial | Built in |
General comparison of typical set-ups, not of any named product.
Built to be trusted with your buyers’ money
Secure sign-in
Two-step sign-in for staff, and roles that decide who sees and does what, down to each rep’s own records.
Second-person approval
Discounts, special terms, cancellations and bulk campaigns need a second person to approve.
Full audit trail
Every payment, status change and edit is stamped with who did it and when.
Your data, always
Export any report to Excel or PDF, or connect Power BI to a live data feed.
Questions
Frequently asked questions about NewGen CRM
What is NewGen CRM?
NewGen CRM is a sales and customer platform for property developers and sellers in Kenya and East Africa. It manages leads, site visits, plots, houses and apartments, instalment plans, M‑PESA payments, receipts, reminders, reports and a self-service portal for buyers, in one system.
Is it only for land and plots?
No. NewGen CRM handles plots, houses and apartments, with size, price, block, floor and title details for every unit, and a live availability grid for each project or block.
How does NewGen CRM work with M‑PESA?
Paybill payments are matched to the buyer’s account number and wait in the finance verify queue. You can also send an M‑PESA payment prompt to a buyer’s phone, and payments with a wrong account number wait on one reconciliation page instead of getting lost.
Can buyers check their balance themselves?
Yes. Every buyer gets their own portal. They sign in with the phone number they bought with and a code by SMS, then see balances, upcoming instalments, receipts and statements, and can pay by M‑PESA.
Does it send payment reminders automatically?
Yes. Reminders before and after each due date, receipts and overdue notices go out by SMS, WhatsApp or email, in English or Kiswahili. You choose the days and the channels.
Can we bring our existing data?
Yes. We import your projects, plots, houses, flats, buyers and payment history from spreadsheets or your current system.
Does it work on phones?
Yes. NewGen CRM runs in the browser on laptops and phones, and field teams can capture leads offline at expos and on site.
How are our buyers’ payments protected?
Whoever records a payment cannot verify or post it. Discounts, special terms and cancellations need a second person to approve, staff sign in with two-step verification, and every change is stamped with who did it and when.
How do I see a demo?
Open the demo straight away with the form on this page, ask for a guided demo by phone, online or at your office, or call or WhatsApp us on +254 723 734494.
Get started
Book your free demo today.
See NewGen CRM with projects, properties and payment plans like yours, and ask us anything.
Open the demo now
Leave your details and get the demo login straight away. We email it to you too.
Book a guided demo
Pick a time that suits you. We will call or WhatsApp you to confirm.
Ask us anything
Questions about NewGen CRM, moving your data or going live? We will get back to you.
Three steps to go live
Book a demo
A walkthrough of leads, properties, payments, reminders and the portal, on a call or at your office.
Bring your data
We import your projects, plots, houses, flats, buyers and payment history from spreadsheets or your current system.
Go live
Your team is trained, M‑PESA and WhatsApp are connected, and you start selling.