Sales Cloud
Reservations
A Sakneen reservation runs end to end in one flow: hold the unit, issue the offer, collect the reservation payment, and write the result back to the CRM. The unit leaves inventory the moment payment succeeds, so what the rest of the team sees is what is genuinely available.
The gap between agreement and record
The window between a client agreeing and the reservation being recorded is where inventory integrity is lost. It is measured in hours, and in that window a second salesperson can sell the same unit in good faith.
Closing the loop in one flow removes the window. The hold, the offer, the payment and the CRM write are one transaction rather than four handoffs.
States a unit moves through
- Available
- Sellable by every channel permitted to see it.
- Held
- Reserved for one client by one salesperson, with an owner and an expiry.
- Reserved
- Reservation payment received; the unit has left available inventory.
- Contracted
- Contract signed and instalment schedule active.
- Released
- Hold expired or reservation cancelled; the unit returns to inventory automatically.
Frequently asked questions
- Can a client reserve without a salesperson present?
- Yes, where you enable Sakneen Checkout. The client completes the reservation payment from a link, and the unit state changes on the same rules as an in-person reservation.
- What happens to a cancelled reservation?
- The unit returns to available inventory and the cancellation is recorded against the unit and the client, so the history is visible when the unit sells again.
Related
See it against your own inventory
Bring one project. We load its masterplan and unit list, and you see your own homes as digital records before you decide anything.