Plot One - The Homebuilder CRM
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Administration (6)

  • How do I add new members of staff as users?
  • How does the team area work?
  • How does Plot One support GDPR?
  • Marketing Source Codes
  • SMS stop texts
  • How to create a list for my Campaign Monitor campaign?
View all 6 articles

General Sales Usage (12)

  • How do I add a second buyer when making a reservation?
  • Why can't I add another contact with the same email address?
  • I've forgotten my password, how do I reset it?
  • How do I manage the Price List?
  • New contacts from our website or Rightmove
  • My email from CRM didn't arrive with the customer
View all 12 articles

Portal (10)

  • How do I create a customer in the portal?
  • Choices and Extras Notifications
  • How do I add choice/extras in the portal?
  • How can I set up incentives?
  • Can I run a report of choices and extras per plot?
  • Can I provide a report for construction or site managers?
View all 10 articles

Setup (10)

  • How to I add my company details to the CRM?
  • How do we add contractors for the portal?
  • How do I create a plot?
  • How do I create a development?
  • Our recommended setup process
  • How can we integrate with RightMove?
View all 10 articles

Contractual services (3)

  • Is our data backed up?
  • Does Plot One work if I've not on the internet?
  • Does Plot One take payments?
View all 3 articles

Sections

  • Administration
  • General Sales Usage
  • Portal
  • Setup
  • Contractual services
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About us

Plot One was created to answer a problem property developers face everyday. Sharing information across multiple teams and disciplines is tricky, but crucial in order to ensure your processes are slick and your customers are happy.

Get in touch

tel: 01243 389713
email: support@plotone.co.uk

12A North Street
Emsworth
Hampshire
PO10 7DQ

© 2021 Plot One - The Homebuilder CRM.

  • Intro
  • What is Plot One?
  • Features
  • Pricing
  • Contact
  • Demo
  • Blog
  • Knowledge Base