Sales
Every plot, every buyer, every milestone.
From reservation through legal completion to the end of the defects liability period, Ubrix tracks every stage so your sales team can focus on selling, not chasing.
One view from reservation to DLP
See every plot's status at a glance. Track reservations, exchanges, completions, handovers and defect periods across your entire portfolio without switching between systems.
The Challenge
Sales progression should not be a second job
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01
Chasing every party manually
Progression today means chasing buyers, mortgage brokers and internal teams across spreadsheets and email.
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02
Information scattered everywhere
Milestones slip because the information lives everywhere except in one place, and completions creep up on you as a result.
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03
Selling time lost to admin
The sales team ends up acting as the coordination layer for every party in the transaction, time that should be spent selling plots.
What Ubrix does for sales
Core capabilities
Reservation to completion tracking
Every plot stage, from reservation to legal completion and into the DLP, sits in one live pipeline view. Sales progression stops being a spreadsheet hunt.
Automated milestone chasing
Ubrix watches every plot's timeline and flags solicitor, mortgage and buyer milestones before they slip. Your team chases by exception, not by default.
Buyer self service visibility
Buyers see their own plot progress through the buyer app. Fewer inbound calls asking where things stand, more time spent on active progression.
Real time pipeline reporting
Live dashboards show forecast completions, at risk plots and conversion rates across sites. Leadership gets the picture without a weekly report pack.
Dig deeper
Explore the sales features
Sales Journey
The plot level timeline that drives every stage from reservation to the end of the defects liability period.
Learn moreBuyer App & Home Assist
Buyers see their own plot progress and get guided help for common household questions before they ever call in.
Learn moreSmart Forms
AI driven form builder. Spin up reservation paperwork, buyer questionnaires and milestone sign offs from a quick prompt.
Learn moreReporting & Integrations
Live pipeline and completion reporting, connected to your existing finance and CRM tools.
Learn moreWho it fits
See how Ubrix works for your team
FAQ
Common questions about Ubrix Sales
How long does Ubrix take to set up for our sales team?
Ubrix Sales is designed to be live within 7 days of sign off. The platform is configured around your existing developments, plot statuses and sales process so buyer journeys can be running straight away rather than waiting on a long configuration project.
Can we migrate from our current CRM?
Yes. Lead, reservation, buyer and plot data can be imported from your existing CRM or spreadsheets during onboarding. We map your fields, validate the import and walk the reconciliation through with you before go-live, so live buyer journeys are not disrupted.
Will my team actually use it?
Ubrix is designed for sales teams who do not have time to learn another system. The interface mirrors the steps a typical sales process already runs, from reservation through to legal completion, with no per user licence cost so usage is never rationed across the office.
Keep your completions on track
See Ubrix walked through with your operational context in mind. Designed to be live in 7 days, not months.