A checklist for taking your site sales office digital

03 Nov 2026 · 6 min read

List what lives on paper today

Walk-in register, booking forms, receipt books, demand letters. Knowing what exists tells you what to migrate first.

Prepare one accurate unit list with areas, floors and prices. Import it rather than retyping.

Write down your standard plans and slabs once. Every booking should pick from them.

Capture a walk-in, create a booking, record a payment. Get these right before anything else.

Start with one project, collect feedback after two weeks and expand. Adoption beats feature count.

Manage walk-ins, bookings, demands and receipts in one CRM.