Short answer: Running apartment sales in Excel works while volumes are small. As the complex grows, so does the risk of double selling, outdated prices, lost payments and buyers who leave with the salesperson. Moving to MemorCRM takes 5 steps: a demo, a demo database, migrating data from Excel, connecting integrations and training the team. The Deep Vision team that built MemorCRM does this work.
Many developers start selling from one Excel file: the availability chart on one sheet, payments on another, buyers on a third. For the first block that is enough. Once a second and third block, several salespeople and hundreds of instalment contracts appear, the file becomes a source of errors. This article looks at where Excel breaks down and how the move to MemorCRM works.
What is risky about running sales in Excel?
Spreadsheet errors are well studied. In his review of the research, University of Hawaii professor Raymond Panko writes that audits since 1997 found errors in at least 86% of the spreadsheets they examined (Panko, Spreadsheet Errors). Spreadsheets are not bad; they were simply not built as a sales system several people use at once.
For a developer that leads to these problems:
- Double selling. Two salespeople see the same apartment as "free" in different copies of the file.
- Outdated prices. The price changed, but the old one remains in the file on a salesperson's computer.
- Payment calculation errors. Each buyer's schedule is built by hand, and one formula error breaks the whole debt calculation.
- No history. You cannot see who changed a price or status, when or why.
- Buyers leave with the salesperson. Messages and calls stay on a personal phone.
Before and after: what does MemorCRM change?
The comparison from the MemorCRM site:
- Contracts: before, an hour of typing and still errors; now generated automatically from passport data in about 5 minutes.
- Payment calculation: before, days spent counting money; now ready as soon as data is entered.
- Payment schedules: before, built by hand for each buyer; now you pick the term and the system calculates the rest.
- Salesperson control: before, it was unclear who worked how much; now each salesperson's result is visible in real time.
- Buyer communication: before, messages were scattered and some were forgotten; now everything is in one place.
How does the move to MemorCRM work?
Step 1. A 30-minute demo
The head of sales and the owner see the system live: availability chart, booking, contract, payment schedule and reports. The demo is free.
Step 2. A demo database for your company
The MemorCRM site has a demo database form: you enter the company name, residential complex name, city, and number of buildings and apartments, and the system prepares a database with your logo and name, sized to your projects and filled with sample data. Salespeople practise on it before moving to live work.
Step 3. Migrating data from Excel
The Deep Vision team migrates existing data from Excel or another system: apartments and their statuses, buyers, active contracts and payment schedules. That way outstanding debt is fully visible from day one.
Step 4. Connecting integrations
Telegram, Instagram/Facebook ads, Eskiz.uz SMS, OnlinePBX telephony, Google Sheets, Click and Payme are connected. More: MemorCRM integrations.
Step 5. Training the team
Salespeople, cashiers and management are trained for their roles. Skipping this step is risky: Prosci found that 88% of projects with excellent change management met their objectives, against 13% with poor change management (Prosci).
How long does it take?
According to the MemorCRM site, installing the system takes about 2 hours. Data migration and training time depends on the number of complexes and the state of the Excel files, and the exact timeline is agreed during the demo.
What to prepare before switching
- the apartment list: block, floor, rooms, area, price, status;
- active contracts and payment schedules;
- buyers and their contacts;
- the contract template;
- the list of salespeople and their roles.
The files do not have to be perfect: the Deep Vision team helps clean them up.
Why Deep Vision?
MemorCRM is Deep Vision's own product. Deep Vision is an official Odoo Gold Partner in Tashkent with 7 certified Odoo experts and 89% customer retention (Odoo partner page). According to Deep Vision, MemorCRM is installed in Uzbekistan, Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan and Afghanistan, runs in more than 40 complexes, and over 12,000 apartments have been sold through it. More: MemorCRM in Central Asia.
Frequently asked questions
Will sales stop during the switch?
No. Salespeople usually practise in the demo database, and work moves to the new system once data has been migrated.
Do I have to give up Excel completely?
Day-to-day sales run in MemorCRM. Reports can be exported to Excel and PDF.
Is old payment history migrated?
Yes, active contracts and payments are migrated, so debt is visible from day one.
Sources
- Panko: Spreadsheet Errors: What We Know
- Prosci: change management and project success
- Deep Vision on odoo.com
- MemorCRM
Move from Excel to MemorCRM: send a request or call +998 77 093 00 07.