Contacts and deals aren't units, holds, payment plans, and handovers. CloseAxis is the sales operating system built for how developers and their sales teams actually sell — inventory, bookings, agents, and buyers on one source of truth.
A generic CRM tracks contacts and deals — it has no model of a unit, a hold, a payment plan, or a handover. So the building lives in spreadsheets, and the two systems never talk. CloseAxis replaces both.
A generic CRM does the pipeline. CloseAxis does the pipeline — and the building, the bookings, the money, and the buyer.
Developers, sales managers, agents, and buyers each get a workspace built for them — all reading and writing the same live data.
Master config and control for the whole portfolio.
Pipeline, team KPIs, and revenue for sales managers.
An autonomous workspace for agents and brokers.
A branded post-sale home for every buyer.
Discovery, sales, and post-sale on one source of truth — a price or status change shows up everywhere on the next reactive update.
Polygon-mapped buildings, floors, and units on an interactive masterplan, tied to live availability and price.
Timed reservation holds and a Kanban deal pipeline, with a full cancellation and audit log.
Upfront, installment, or stage payments tied to construction milestones, with schedules and invoices.
Base rates plus threshold rules, per project and per role — calculated and tracked automatically.
Personal offer-by-link for a single client, with selected units, pricing, and open-tracking analytics.
AI lead scoring and reply drafts, plus multi-channel sequences across email, SMS, WhatsApp, and AI voice.
Payments, invoices, documents, and a dated construction timeline that keeps remote buyers calm.
A funnel from enquiry to deposit, agent leaderboards, and sell-through across the whole portfolio.
Pick the units, set the pricing, and share one link. The client opens a branded, interactive offer — and you see exactly when they viewed it.
Place a deposit hold on a unit and a countdown starts. Expired holds release automatically, so inventory is never double-sold and the pipeline stays honest.
Build reusable plans — upfront, installment, or stage-based — that trigger on construction milestones, then generate each buyer's schedule and invoices automatically.
Illustrative targets — not guarantees. Real results depend on your team, market, and how you roll CloseAxis out.
Start with a single launch and grow into automation, buyer portals, and a full developer hub.
Launch one development with live interactive inventory and a working sales pipeline.
For active sales teams running automation and post-sale buyer portals.
Portfolio-scale developers needing white-label and advanced controls.
Plus a one-time $800 setup fee. Indicative pricing — final plans are tailored per developer — talk to us.
Load your inventory, buildings, floors, and units, and lay out the interactive masterplan.
Set stages, hold windows, payment plans, commission rules, and team roles.
Publish live interactive inventory and the buyer portal, and connect your channels.
Turn on AI qualification and sequences, and track sell-through across projects.
Access is gated in the data layer — hiding a nav link is never the gate.
Enterprise sign-in via WorkOS AuthKit, connected to your own identity provider.
Admin, manager, agent, marketing, finance, and viewer roles — enforced in the backend, not just hidden in the UI.
Each project's inventory, leads, and deals are partitioned and access-checked on every request.
Built on Convex, with data encrypted in transit and live, consistent reads across the team.
CloseAxis is purpose-built for property sales, so most teams retire their generic CRM and spreadsheets. You can run it alongside existing tools during rollout.
Yes. Buyers explore live inventory and place a timed reservation hold that opens a deal in your pipeline automatically.
Create reusable plans — upfront, installment, or stage-based — that trigger on construction milestones. CloseAxis generates each buyer's schedule and invoices, visible in their portal.
Yes. The Agent Cabinet gives agents live availability, offer links, client import, and their own commission view — without exposing your full back office.
Email, SMS, WhatsApp, AI voice calls, and in-app — built as drag-node sequences with AI-drafted messages your team approves before sending.
Yes. Records are partitioned by project and every read and write is access-checked by role in the backend.
Most teams follow a four-phase rollout — import, configure, launch, automate. Timelines depend on portfolio size and how many channels you switch on.
White-label buyer portals are available on the Developer+ plan.
See your inventory, pipeline, and automations come to life in one place. Share a few details and our team will reach out to schedule a walkthrough.