Progress & roadmap
COBI’S 22 REQUIREMENTS
The roadmap is paused at the balance.
Stage 1 is built and live. Beyond finishing the current amendments, no further items on the 22-point roadmap begin until the balance is settled — either $4,500 in full today, or the instalment plan underway. Not a standoff; just the point where a paid engagement resumes as a paid engagement.
Stage 1 · FoundationLive
Website · SEO · content · lead capture live — CRM items await your choice
Stage 2 · Inbound leadsNot started
Ads funnel, landing pages, lead magnets — separate scope
Stage 3 · OptimiseNot started
Google Ads, sales/ops dashboards, SOPs
Stage 4–5 · ScaleFuture
Multi-user, client portal, market intelligence
The 22, tracked
3 LIVE · 1 PARTIAL · 8 AWAIT CRM · 10 LATER
Tier 1 · Stage 1 — cannot open doors without these
01Website — live at cmrcapital.com.au (Next.js / Vercel)Live
02CRM + pipeline — Zoho or the custom build (see below)Your choice
03Booking system — activates with your CRM choiceAwaiting CRM
04Email / SMS automation — follow-ups & remindersAwaiting CRM
05Call recording + AI notesAwaiting CRM
06Deal analyser — buyer numbers & comparisonCustom / later
07Strategy doc + brand collateral — brand, logo & strategy deliveredLive
08Settlement onboarding automationAwaiting CRM
Tier 2 · Stage 2 — consistent inbound leads (separate scope)
09Meta ads funnel (FB + IG)Stage 2
10Ad creative (static + video)Stage 2
11Landing pages (×3)Stage 2
12Lead magnets — reports + calculator — capture wiring part-builtPartial
13SEO + Google Business Profile — SEO live; GBP needs your accountSEO live
14Lead dashboardAwaiting CRM
Tier 3 · Stage 3 — optimise, track, hold accountable
15Google Ads (search)Stage 3
16Sales dashboardAwaiting CRM
17Operations dashboardAwaiting CRM
18SOPs + process documentationStage 3
Tier 4 · Stages 4–5 — scale beyond one person
19Multi-user CRM + lead routingFuture
20Client portal (portfolio dashboard)Future
21Market intelligence toolsFuture
22Community & sponsorship focusOngoing
Your CRM decision — two paths
ITEM #2
Path A
Zoho
$69 / user / month
Ongoing subscription — yours, forever.
- → You subscribe to Zoho CRM Plus; you grant me access and I configure the pipeline, bookings, email/SMS automation, call notes, settlement workflows and dashboards on top of it.
- → Fast to switch on, familiar ecosystem.
- → You rent it every month; your data lives in Zoho; the bill climbs with users and add-ons (Twilio SMS, Campaigns).
- → Activates items 2, 3, 4, 5, 8, 14, 16 & 17 once the subscription and access are in place.
Recommended
Path B
Custom dashboard
$4,000 one-time · no ongoing fees
$1,000 to start, then 6 × $500. Then $0 — forever.
- ✓ Built into your own site & database — you own the data, no per-user rent, no vendor lock-in.
- ✓ Buyer’s-agent pipeline, lead detail + notes + source/UTM, bookings, automations, settlement milestones and dashboards — purpose-built for how you work.
- ✓ No monthly bill, ever. You’ll pay more than this to Zoho in subscriptions over time — this is paid once.
- ✓ Becomes the seed of the product below — not just a tool, an asset.
| Cost over time | Custom dashboard | Zoho CRM Plus (1 user) |
|---|
| Upfront build | $4,000 | $0 |
| Year 1 subscription | $0 | ~$828 + SMS / add-ons |
| Year 2 | $0 | ~$828+ |
| Year 3 | $0 | ~$828+ |
| 3-year total | $4,000 | ~$2,500–4,000+ |
Illustrative, single user. Add a second seat or the SMS / automation add-ons in your brief and Zoho passes $4,000 well inside the window — then keeps charging every year, while the custom build stays at $0.
Beyond Core Capital — the product
SAAS OPPORTUNITY
An out-of-this-world buyer’s-agent CRM
The CRM built by a buyer’s agent,
for buyer’s agents.
Every buyer’s agent in the country is bending a generic CRM (Zoho, HubSpot) to fit, then bolting spreadsheets on top for deal analysis and due diligence. Nothing is built around their workflow. We build that — with Core Capital as customer zero and design partner — then sell it as a monthly SaaS to buyer’s agents across Australia. Your custom dashboard is step one; this is where it goes.
Buyer pipeline
Enquiry → discovery → strategy → search → offer → settled, built for buyer’s-agent stages.
Deal analyser
Run numbers, comparables and yield on a property in seconds — no spreadsheet.
Due-diligence checklists
Repeatable pre-purchase checks so nothing is missed before a client signs.
Settlement milestones
Every deal from offer to keys, with broker introductions and tasks.
Client portal
Buyers watch their own journey — searches, shortlists, progress.
Market intelligence
Suburb & comparable data (CoreLogic / Domain) surfaced inside the deal.
Automation
Follow-ups, reminders and SMS that fire off pipeline events automatically.
Dashboards
Lead source, conversion, sales and operations — the accountability layer.
40%
Infront Creative — build & ownership
30%
Core Capital — domain partner & customer zero
The model. Product owned and built by Infront Creative; the split above is the indicative profit allocation to discuss. Sold as a monthly SaaS to Australian buyer’s agents with done-for-you onboarding. Core Capital gets its CRM built at the custom price above and a stake in the upside — you help shape the product and, if you want, help sell it. First step is the custom dashboard; the product grows out of it.