Inventory
Sell from live state. Not from yesterday's sheet.
Compass tracks every unit through its full lifecycle. Available, held, reserved, booked, sold, blocked, all in one record, with the pricing history attached. Reps quote from what is actually in stock. Managers see the funnel collapse the moment a tower fills up.
Unit lifecycle
Every state a unit can be in, and every move between them.
A unit goes through more states than a deal does. Compass models them all and enforces the transitions. You cannot quote a sold unit. You cannot block a unit that is already reserved by a different rep. The model holds, so the reports hold.
Available
On the floor, anyone can quote.
Held
Pinned to a lead, time-bound.
Reserved
Token paid, lead committed.
Booked
Agreement signed, in pipeline.
Sold
Registered, off the funnel.
Blocked
Out of sale, e.g. demo unit.
Pricing history
Every price the unit has ever carried, in one line of sight.
Real-estate pricing moves. Festival offers, launch pricing, inventory-clear discounts, broker-only quotes. Compass stores every version with its effective dates, its approver, and the quote that locked it in.
When a buyer comes back six months later and asks why the price has changed, the answer is on the unit, not on an approval email chain.
- v6₹1.84 Cr2026-04-12Anika · approvedLive
- v5₹1.78 Cr2026-02-01Auto · festive offer
- v4₹1.82 Cr2025-11-04Karthik · launch +
- v3₹1.75 Cr2025-08-22Karthik · launch
- v2₹1.68 Cr2025-06-10Anika · pre-launch
- v1₹1.55 Cr2025-03-01Vendor admin · base
Allocations & holds
Reserve a unit for a meeting. Release it if the meeting fades.
Holds are first-class. A rep can put a unit on hold for two hours while a buyer travels to the site. If the buyer no shows, the hold releases on its own. If the buyer commits, the hold converts to a reservation, which converts to a booking, which converts to a sale, with no copy-paste between systems.
Holds are visible to the team. No more two reps quoting the same unit to two buyers fifteen minutes apart.
Hold
Reserve while the buyer travels.
Two-hour default, configurable. Auto-releases on no-show. Visible to the team.
Reservation
Token paid, lead committed.
Hold converts to a reservation with one click. Pricing locks at the live version.
Allocation
Set aside for a campaign or partner.
A whole tier or floor can sit outside the open pool. Conflict guards prevent double-quoting.
Conflict guard
No two reps on the same unit.
Compass refuses to quote a held or reserved unit to a different lead. The model enforces itself.
Quotes & approvals
Discounts that need approval, get approval. The rest just go.
Reps quote within their authority. Anything outside it triggers an approval, with the right person notified, the audit captured, and the buyer not waiting on a WhatsApp forward.
In policy
Quote and send, no approval.
Reps quote within their published discount band. Quote PDFs render in seconds.
Out of policy
Approval routed automatically.
Anything past the band notifies the right approver. The buyer never sees the queue.
Approved
Lock and version the price.
The approved quote becomes the next pricing version, with the approver and reason attached.
Reporting
Inventory health, mapped to lead intent.
The most useful report we build is not a chart. It is a list: which units are draining fast, which are stuck, and which profiles in your lead pool are looking for the stuck ones. One screen, every Monday morning, before standup.
- Inventory by state, by project, by team
- Velocity: units leaving available per week
- Stuck inventory: held over 30 days with no movement
- Profile match: extracted lead profiles vs live availability
- Pricing drift: actual quotes vs current price version
Keep reading
Inventory connects everything Compass does.
- Lead intelligenceMatch profile to live units, in one query.The engine extracts the profile. Inventory tells you what fits, today, with the right price.Read
- Automation engineRoute on inventory pressure too.When a project is filling up, raise its priority in the routing rules automatically.Read
- PricingInventory lifecycle ships on Pro.Available on the Pro plan, along with pricing version history and field-level permissions.Read
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