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COxCRM
CRM · REAL ESTATE · BILLING

One system for
every property sale.

From the first enquiry to the final payment, everything stays in one place — take the enquiry, sell the unit or the plot, bill the owner, and see exactly which channel brought the sale. Built for developers selling condominiums, houses, townhomes, mixed-use, commercial space — and land.

Request a demo See how it works

Use all three parts, or only the one you need — Sales, Real Estate and Billing switch on separately.

Sales and finance colleagues work with customer profiles, property inventory and invoices in one system
SALES · REAL ESTATE · BILLING

One login.
One set of information.

LEAD → ASSIGN → PLOT → BILL

How it works.
Just easy 4 step.

The person who walked into the sales gallery is the same file your team is assigned to follow up, that signs for the unit or the plot, pays the third installment, and answers the owner survey — nothing typed in twice, nothing to match up between systems.

Four connected CRM steps: 1. Lead — capture an enquiry; 2. Assign — assign a sales representative; 3. Plot — sell a unit or land plot; 4. Bill — invoice the owner and track payments
01

Lead

Capture the enquiry

Web form, walk-in, agent or referral — keep the lead source and customer details in one record.

02

Assign

Give the lead an owner

Assign a sales representative to follow up, manage the opportunity, and keep every conversation attached to the customer.

03

Plot

Sell the unit or plot

Connect the customer to a property through an opportunity, booking, or direct sale.

04

Bill

Bill the owner

Keep installment schedules, invoices, receipts, and the audit trail connected to the sale.

01 / LEAD MANAGEMENT

Every lead.
One clear next step.

Bring website enquiries, walk-ins, referrals and campaigns into one workspace. See where every lead came from, who owns it, and what needs to happen next.

13 leads in view6 lead stages1 connected pipeline
CoxCRM dashboard showing lead totals, pipeline value, lead status distribution, UTM sources and sales pipeline
02 / LEAD ASSIGNMENT

The right lead,
with the right sales rep.

Give every enquiry a clear owner as soon as it arrives. Managers can balance the team’s workload, keep follow-ups visible, and reassign a lead without losing its history.

Assign by person, project, and current workload.

Choose the sales representative best placed to handle the enquiry. CoxCRM keeps the customer, source, project interest, conversations, and next action together, so the new owner can continue immediately and managers can see which leads still need attention.

ASSIGN LEAD TO

Sales Rep

Capacity available for a new web enquiry

  • 1 follow-up due today
  • Strong website conversion
  • Works on Garden Residence
Assigned projects
Garden Residence
Illustrative team data. Lead ownership and project access follow your workspace settings.
Clear lead ownerBalanced workloadProject-aware assignment
Lead source retained Full conversation history Follow-up visibility Easy reassignment
03 / REAL ESTATE OPERATIONS

Built units and bare land,
in one inventory.

A tower of condominiums and a subdivision of land plots are the same job: a numbered list of things to sell, each with its own status, price and buyer. A unit is measured by its built-up area and a plot by its size in square wah — and from there both follow exactly the same steps, from the deal to the quotation to the payments.

The plan on screen shows what is still available at a glance, and something is marked sold whichever way it happens: closing a deal, completing a booking, or a direct sale.

Built units & land plotsTrack built-up area in square metres and land area in square wah.
A sales flow for each projectWork with bookings or direct sales, according to your project's setup.
Beyond the first ownerKeep ownership changes and customer relationships connected.
CondominiumsHousesTownhomesMixed-useCommercialLandFreehold & leaseholdBulk import
Portfolio overviewINTERACTIVE EXAMPLE

Garden Residence

Villa collection · 12 properties

GR
SELECTED PROPERTYVilla A-04240 sq. m · Available
฿10.4M

Select a property to explore · Illustrative data

Billing workspaceILLUSTRATIVE DATA

GARDEN RESIDENCE · A-04

Installments & receipts.

Verified payments฿500,000THB
Booking deposit received · Next installment in review
Booking deposit12 Aug 2026
฿500,000Paid
First installment12 Sep 2026
฿2,000,000In review
Second installment12 Oct 2026
฿2,000,000Scheduled
Connected to the customer, property, and deal.
04 / BILLING & PAYMENTS

The money side, and
every number behind it.

Every booking gets its own installment plan. Payments are matched against the invoices they pay, and a mistake is put right by reversing it — nothing is ever quietly deleted. Receipts go out as soon as a payment is approved, and the system keeps checking its own totals in the background.

Quotations with contextPrepare proposals, track revisions, and give customers a link to respond.
Schedules your team can followConnect installments and invoices to the booking they belong to.
From payment slip to receiptReview submitted payments and keep the supporting documents with the record.
Installment schedulesCorrections, never deletionsPrivate receipt linksEvery change recorded
05 / REPORTS & INSIGHTS

Numbers you can defend
in the meeting.

Put two projects, or any number of salespeople, side by side. Open up a channel to see exactly where its enquiries came from, then follow it through to the revenue it earned. Year-to-date totals stay put when you change the date range — a figure you measure against should not move.

Compare with context.

Look across projects and salespeople to understand where performance differs.

Follow the source.

Explore lead channels and campaign attribution alongside your sales results.

Compare side by sideChannel by projectTrack your ad campaignsReports that open instantly
THE BIGGER PICTURE

A year-to-date view keeps your longer-term progress in sight while you explore a specific date range.

Performance overviewILLUSTRATIVE DATA
REVENUE BY LEAD SOURCE

Revenue by lead source.

Won revenue฿24.8M
Inquiries received142
Website฿9.6M
Referral agents฿7.8M
Walk-ins฿4.8M
Events฿2.6M
Won revenueSample period · Jan–Aug 2026
FREQUENTLY ASKED

Questions, answered.

Get to know the workspace
before making it your own.

Back to lead management
What exactly is CoxCRM?

One system covering three parts of the business — Sales, Real Estate and Billing — all sharing the same information. An enquiry becomes a deal, the deal sells a unit, and the buyer is billed as an owner, without the record ever being copied into another system.

Do I have to use all three modules?

No. Sales, Real Estate and Billing switch on separately. Start with your deals, and add units and billing when you are ready — nothing has to be moved across when you do.

Does it handle land, or only built units?

Both. A project can be a condominium, house, townhome, mixed-use or commercial development, or a land development — and one project can hold finished units and bare plots side by side. A unit records its built-up area; a plot records its size in square wah, which carries straight through to the quotation. Everything after that — the deal, the booking, the installments, the ownership history — works the same either way.

What does the billing side do?

Every booking gets its own installment plan, and an invoice for each installment. Payments are matched against those invoices, a mistake is put right by reversing it rather than deleting it, and receipts go out once a payment is approved. In the background the system keeps re-checking its own totals — which is the part a spreadsheet can never do.

Can I control who sees which projects?

Yes. There are six roles, and each person is also given the projects they work on. A rep sees only their own customers, a sales manager sees their team’s deals, project and resident managers see only the projects they are given, and an admin sees everything. Every list, dropdown and report follows the same rule automatically.

Is my data secure?

Every request is checked against the person’s role on the server, not merely hidden on screen — so someone cannot reach data simply because a button was out of sight. Sensitive actions, such as deleting a record or changing a connection to another system, are limited to the person who owns the record or an admin.

How long does it take to get started?

Most teams are up and running the same week: bring in your contacts and enquiries, load a project’s units, invite your people and give each one a role, then connect your website form. There is no long setup project to sit through first.

How are quotations and payments connected?

Quotations belong to opportunities. For supported booking workflows, an accepted quotation can become a booking. Invoices, payment schedules, submitted slips, and receipts then stay linked to the relevant sale.

Which account security controls are available?

The system includes two-factor authentication, per-device sessions, session revocation, and account disabling.

REQUEST A DEMO

See CoxCRM
on your own portfolio.

Bring a project or two and we will walk through the whole thing — deals, units, billing, and the reports your board actually asks for.