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Success Story

New Plan: Five Projects, One ERP

New Plan Developments now runs sales, contracts, collections, accounting and handover on a governed customer and unit record across five projects.

Real Estate New Cairo, New Administrative Capital, Port Said, Egypt
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New Plan Developments connecting five real estate projects through one Odoo operating environment.

About New Plan Developments

New Plan Developments is an Egyptian real estate developer with residential and mixed-use projects in locations including New Cairo, the New Administrative Capital, and Port Said. Its commercial and customer lifecycle spans lead and broker management, unit availability, reservations, contracts, installment schedules, collections, accounting, after-sales requests, approvals, handover, and management reporting. As operations expanded across five projects, spreadsheet-driven coordination made it harder to maintain one reliable view of customers, units, contracts, payments, and financial data. Archer Solutions implemented Odoo 17 to bring these connected real estate processes into one controlled environment for 100 users.

Business Challenges

  • Sales, contracts, after-sales, accounting, and reporting lacked one consistent operational view.
  • Teams relied heavily on Excel to bridge departmental gaps and prepare management reports.
  • Customer, unit, reservation, contract, payment, and financial records required one reliable source of truth.
  • Five real estate projects needed consistent processes with portfolio-level reporting and project-level visibility.
  • The company needed an ERP design based on real estate development workflows rather than generic sales and accounting logic.
New Plan Developments customer lifecycle from lead and contract through collection, service, and handover.

ERP Solution Delivered

Archer Solutions implemented Odoo 17 as a real estate operating environment for New Plan Developments, connecting CRM, brokers, unit availability, reservations, contracts, installment schedules, collections, accounting, after-sales, handover, approvals, and management reporting. The design created one controlled data path from the first customer interaction through contract execution, payment follow-up, service requests, and final handover. Data preparation and migration consolidated customer, unit, contract, schedule, and balance information that had previously depended on spreadsheets. Department-based rollout helped 100 users across five projects validate their workflows while management gained a more consistent operational and reporting foundation. The shared record also supports unit-availability checks and customer account follow-up after the sale.

Modules Used
Archer Real Estate CRM & Brokers Management Sales, Contracts & Collections Accounting & Invoicing Archer After Sales Handover & Reporting

Implementation Approach

Archer began with workshops across commercial, finance, management and supporting departments, linking the five-project operating scope to the records, responsibilities and controls needed in Odoo. Delivery combined configuration, user acceptance, historical-data migration and training, followed by department-based go-live and stabilization.

01 Analysed sales, customer-service and financial handoffs across the portfolio to define the required workflows, reporting and department responsibilities.
02 Configured Odoo 17 around the customer and unit lifecycle, aligning user access, approvals and cross-department controls with company policy.
03 Worked through the configured workflows with participating departments during user acceptance testing, checking that operational activity and financial records aligned.
04 Prepared and migrated customer, unit, contract, payment-schedule and balance data so live work could continue from the approved starting records.
05 Trained participating users in their daily workflows and the handoffs between commercial and financial teams.
06 Introduced live use by department, supporting the transition from previous tools to the connected operating environment.
07 Provided go-live support and stabilization to help users resolve early operating issues and adopt the agreed processes.

Results and Business Impact

Reduced dependence on Excel for core real estate operations and management reporting.
Established one source of truth for customers, units, contracts, payment workflows, and financial records.
Connected the customer lifecycle from lead and broker activity through after-sales and handover.
Improved consistent reporting and operational visibility across five real estate projects.
Created a scalable Odoo 17 foundation supporting 100 users and future portfolio growth.

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