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Bitrix24 for a developer's sales office from EOI to handover

Profitbase inventory, broker leads, reservations, SPA and payment schedules in one system. Sales, marketing and finance see the same picture.

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Bitrix24 Gold Partner• 1 day from reservation to SPA sent, was a week• Dubai Silicon Oasis

mockup → real screenshot

CRM · Deals · Off-plan sales

+ DealProject: Creek Residences · all brokersKanban

EOI22

Tower B · 1204

AED 1,980,000

Broker: Ahmed R.

Tower A · 0807

AED 1,450,000

Reserved11

Tower B · 1702

AED 2,640,000

Deposit 10% ✓

SPA sent7

Villa 31

AED 5,900,000

Priya S.

Payment plan5

Tower A · 2201

AED 3,100,000

3 of 8 paid

Handover2

Tower A · 0302

AED 1,250,000

Q3 2027

Unit 1204 reserved · deposit 10% received

What we fix

Where developer sales lose money

Double bookings in Excel

Inventory lives in a spreadsheet. Two brokers reserve the same unit, and the launch day ends in refunds and arguments.

Profitbase inventory connected to Bitrix24. A unit is held the moment a reservation is created; brokers see live availability in the Profitbase agent cabinet.

Broker leads with no owner

Hundreds of EOIs from brokers and campaigns arrive before launch. Nobody knows which were called and which converted.

Every EOI gets an owner, a status and a follow-up task, whether it comes from the agent cabinet, a form or a WhatsApp group. The dashboard shows conversion by broker and channel.

SPA and payments by hand

Reservation forms, SPAs and payment schedules are typed manually. Mistakes reach the buyer and DLD.

SPA and payment plans generated from the unit card. Payment reminders go out on schedule; finance sees arrears.

Buyer journey in the CRM

From EOI to handover

What the system does on its own at each stage.

EOI

Leads from brokers, campaigns and the website; broker attached to the lead.

Auto: capture + broker tag

Qualification

Budget, unit type and payment plan collected; a WhatsApp follow-up goes out.

Auto: WhatsApp + task

Reservation

Unit held in Profitbase, reservation form and deposit invoice issued.

Auto: hold + documents

SPA

Agreement generated from the unit card and sent for signature.

Auto: document + reminder

Payment plan

Schedule tracked, reminders before each instalment.

Auto: reminders + arrears

Handover

Snagging, handover appointment and review request.

Auto: appointment + review

Profitbase inside Bitrix24

Inventory and brokers in Profitbase, deals in Bitrix24

Profitbase keeps the chessboard, prices and reservations. Bitrix24 keeps the deal, the chat and the payment plan. Brokers work in the Profitbase agent cabinet; every request lands in the CRM with the broker attached.

Profitbase inventory: towers, floors, units, status and price, opened from the deal in Bitrix24.

pb.global

Agent cabinet

Keeps brokers motivated and takes the load off the developer’s sales managers.

▦ Property showcase

Agents

Contracts

Clients

Reservations

Viewing requests

‹ Home › Agents › Ahmed Al MansooriA. Al Mansoori

Ahmed Al Mansoori

Managing agent

agent@agency.ae

Phone

+971 5X XXX XXXX

Access rights

●●○○○○

RequestsClients

Viewings10Reservations10Deals10

Search by name or phone

ClientPropertyDate John Smith

+971 5X XXX XXXX

Marina Heights · Tower 1, floor 2, apt 25710.03 Sara Khan

+971 5X XXX XXXX

Marina Heights · Tower 1, floor 2, apt 25714.03 Omar Haddad

+971 5X XXX XXXX

Marina Heights · Tower 1, floor 2, apt 25718.03

Chat with manager×

24 March 2026

Good afternoon!

Could you confirm the unit specs?

Good afternoon!

▣Unit_257_specs.pdf

The file shows the floor plan and specs the client asked for. Anything else?

Profitbase agent cabinet: brokers see live availability, fix a client and reserve a unit. The request arrives in Bitrix24.

Integrations

Connected to how a developer sells

Each integration below is scoped in the spec: included in the MVP or added as a module.

Bitrix24 Eccentrio Search employees, documents, deals… 10:42 Working day ▶ AP

Feed

Messenger3

Collabs

Calendar

Documents

CRM12

Contact Center2

Telephony

Tasks and Projects5

BI Builder

Automation

Employees

Deals Secondary sales Rentals Off-plan Create

Filter + search · Source: all portalsKanbanListActivitiesTotal: 33 deals · AED 48,215,000

New lead(14)

AED 18,440,000

2BR · Marina Gate 2 AED 2,450,000 Rahul Mehta

Property Finder2 minPS

Studio · JVC Belgravia AED 720,000 Olga Smirnova

Bayut9 minJW

Villa · Arabian Ranches 3 AED 6,900,000 Mohammed Al Ali

WhatsApp14 minEK

1BR · Sobha Hartland AED 1,280,000 Chen Wei

dubizzle31 minAR

3BR · Bluewaters AED 7,100,000 Sophie Laurent

Website1 hMN

Contacted(9)

AED 12,150,000

1BR · Business Bay AED 1,350,000 Arjun Nair

dubizzletodayPS

3BR · Downtown Opera AED 4,100,000 Fatima Hassan

Property FindertodayAR

2BR · Damac Hills AED 1,900,000 Igor Petrov

BayutyesterdayJW

TH · Town Square AED 1,650,000 Aisha Rahman

WhatsAppyesterdayEK

Viewing(6)

AED 11,600,000

2BR · Palm Jumeirah AED 5,200,000 Daniel Becker

BayutThu 11:00EK

TH · Dubai Hills AED 3,800,000 Ritu Kapoor

Property FinderFri 16:00JW

1BR · Creek Beach AED 1,450,000 Omar Haddad

WhatsAppSat 10:00PS

Offer(4)

AED 7,920,000

2BR · Creek Harbour AED 2,050,000 Lena Fischer

WhatsAppForm BAR

Villa · Tilal Al Ghaf AED 5,870,000 Hassan Al Mazrouei

Property FinderForm BMN

Form F signed(2)

AED 3,180,000

1BR · DIFC Index AED 1,600,000 James Carter

BayutForm FPS

2BR · Al Furjan AED 1,580,000 Nadia Karim

dubizzleForm FJW

INV

Profitbase inventory

Towers, floors, units, prices and status synced with the deal.

BRK

Broker channel

Profitbase agent cabinet, forms or a broker portal in Bitrix24. Conversion by agency either way.

WhatsApp Business API

Shared number, templates, chat in the deal.

Licensed telephony

e&/du number over SIP, legal call recording.

PAY

Payment schedules

Instalments, reminders and arrears visible to finance.

ERP

ERP and accounting

Deals and payments synced with your finance system.

Developer package

Developer / Enterprise

For 50–250+ users

8+ weeks to MVP

✓Profitbase inventory and reservations
✓Broker channel and EOI pipeline
✓SPA and payment schedule documents
✓WhatsApp API and SIP telephony
✓Marketing dashboard by channel and broker
✓ERP integration, On-Premise option
✓Support with SLA

Price and deadline are set in the spec. Then monthly care. See what's included ↓

Start with an audit

Case · off-plan developer, sales office of 60

From reservation to SPA in one day instead of a week

1 day

to SPA, was a week

double bookings since launch

weeks to MVP

Task: inventory, EOIs and payment plans lived in spreadsheets across three teams. What we did: Bitrix24 Enterprise, Profitbase integration, agent cabinet, SPA templates, payment reminders, finance dashboard.

Ask for the full case in WhatsApp →

After launch

MVP is the start. Then we work on the numbers.

We are not a setup shop. After launch we look at response time, lost leads and conversion by stage, then change the CRM so the numbers move. A named consultant who knows your setup does it every month.

Monthly fee, cancel any month.

Ask about the care plan

Named consultant

One person who knows your portal, answers in WhatsApp within your SLA.

Changes included

A monthly budget of hours for new stages, fields, automations and templates.

Onboarding new staff

Access, roles and a training session for every new hire.

Metrics and conversion

Response time, lost leads and conversion by stage every month, with the changes we propose.

Updates and integrations

Bitrix24 releases, WhatsApp API and portal connector changes handled for you.

Licence management

Renewals, plan changes and seat counts tracked so nothing lapses.

With AI

Owner's dashboard and call QA for the sales office

Leads, reservations and revenue by project, broker and channel on one screen. Every sales call scored against your script in Arabic, English or Russian.

About CRM + AI →

FAQ for developers

Before you decide

Through Profitbase, connected to Bitrix24. Towers, floors and units with price and status live there; a reservation in the CRM holds the unit at once. For small projects inventory can be set up inside Bitrix24 itself.

Depends on how you work with them: the Profitbase agent cabinet, a form, a broker portal in Bitrix24 or a WhatsApp group. The broker is attached to the lead either way, so conversion and commission are tracked per agency.

Yes, through REST API on Vibe+ plans. Deals and payments sync both ways.

If so, we deploy Bitrix24 On-Premise on UAE servers. Otherwise the cloud is hosted in the EU.

An MVP in 8 weeks or more, depending on inventory size and integrations. The deadline is written into the spec after the pre-project.

The MVP is the start. On a monthly care plan a named consultant tracks response time and conversion, fixes what leaks and builds the next stage. Cancel any month.

Bitrix24 for a developer's sales office from EOI to handover

Where developer sales lose money

Double bookings in Excel

Broker leads with no owner

SPA and payments by hand

From EOI to handover

EOI

Qualification

Reservation

SPA

Payment plan

Handover

Inventory and brokers in Profitbase, deals in Bitrix24

Connected to how a developer sells

Profitbase inventory

Broker channel

WhatsApp Business API

Licensed telephony

Payment schedules

ERP and accounting

Developer / Enterprise

From reservation to SPA in one day instead of a week

MVP is the start. Then we work on the numbers.

Named consultant

Changes included

Onboarding new staff

Metrics and conversion

Updates and integrations

Licence management

Owner's dashboard and call QA for the sales office

Before you decide

How is unit inventory handled?

How do brokers submit leads?

Can you integrate our ERP or accounting?

Does our data have to stay in the UAE?

How long does a developer project take?

What happens after the MVP?

Map your sales office in 20 minutes