🏢 Back Office — Deal Pipeline

Modules 1–9: Listing → Lead → Visit → Offer → Booking → Contract → Payment → Transfer → Commission

DEAL-2026-00125 · John Smith 🇬🇧Marina Golden Bay · Unit A-1208 · ฿8,700,000Inventory: AvailableProbability 52% · Forecast ฿4,524,000

Lead

Appointment

Site Visit

Opportunity

Offer

Unit Lock

Booking

Contract

Payment

Transfer

Handover

Commission

Opportunity OP-2026-0332

Kanban: New → Qualified → Negotiation → Offer → Booking → Won

Stage: Negotiation
Expected Value: ฿8,700,000
Probability → Forecast: 52% → ฿4,524,000
Financial: Loan SCB · Down 10% · Pre-approved ✓
Quotation: QT-0332 PDF · valid 7 days · QR

Discount Approval Matrix

≤ ฿50,000Sales Manager

฿50,001 – 200,000Project Director

> ฿200,000CEO

This deal: −฿200,000 → Project Director approved ✓

Offer Versions + Unit Lock

Rule: price frozen after approve — new version required

V1฿8,900,000 − 0Rejected by customer

V2฿8,900,000 − ฿100,000Countered

V3฿8,900,000 − ฿200,000Waiting decision

Unit Lock — A-1208

Available — lock possible only on Available units, realtime on website + dashboard

💡 Demo simulates one deal through Modules 1–9 with the spec's workflows, checklists, approval matrices and business rules. Production: each tab becomes a full sub-module on the same schema (Property/Lead/Opportunity/Booking/Contract/Invoice/Transfer/Commission tables). · CRM Kanban · Agency · Admin