🎯
Lead Management
Full lifecycle tracking from first contact to booking. Assign leads to agents, track budget, notes, property interest, campaign attribution, and full follow-up history in one place.
7 Pipeline Stages
CSV Import & Export
Auto Assignment
Round-Robin
🏢
Property Inventory
Manage your entire property inventory with rich attributes — tower, building, wing, floor, unit number, type, geo coordinates, amenities, images, and current booking status.
Rich Attributes
Auto Status Updates
CSV Export
🗂️
Project Tracking
Group properties under projects. Monitor portfolio-level pipeline, available units, auto lead assignment pools, and booking progress per development or launch.
Portfolio View
Unit Grouping
Project Reports
🗓️
Site Visits
Schedule, track, and record outcomes for site visits. Associate a project, property, and agent per visit. Auto lead-status transitions on schedule and completion events.
Scheduled / Done
No-Show Tracking
Auto Status Flow
🤝
Bookings & Collections
End-to-end booking workflow — create bookings with token amounts, manage installment schedules, mark payments, auto-generate receipts, and track due/overdue collections.
Installment Plans
Auto Receipts
Overdue Alerts
🏦
Brokers & Channel Partners
Manage your broker and channel partner network. Link brokers to bookings for accurate salesperson and broker attribution across all your deals.
Broker CRUD
Booking Attribution
Performance View
📣
Campaigns & Marketing Spend
Track every campaign with source attribution and active window dates. Log marketing spends per campaign and feed into CPL, CPSV, CPB, and ROI analytics automatically.
Spend Tracking
ROI Analytics
Lead Attribution
📞
Call Log Tracking
Log every call against a lead — record outcome, duration, and detailed notes to build a complete communication history. Callback scheduling included.
Call Outcomes
Duration Tracking
Callbacks
✅
Task Management
Create and assign tasks to agents with priority levels, due dates, and lead linkage. Four statuses — Pending, In Progress, Completed, Cancelled. Overdue tasks surface automatically.
4 Status Stages
Overdue Alerts
Lead Linkage
📊
Analytics Dashboard
Real-time insights into your pipeline — KPI cards for leads, properties, tasks, and conversions. Lead source breakdown charts, agent performance blocks, and upcoming task lists.
Pipeline Charts
Source Analysis
Agent KPIs
👥
Agent Management
Add, invite, and manage your sales team with seat-limit governance. Configure territory, project mapping, and round-robin eligibility per agent. Invite-link onboarding with token expiry.
Seat Governance
Invite Onboarding
Round-Robin Config
🔄
Stale Lead Auto-Rotation
Automated background job reassigns stale leads based on your configured reassignment window. Project-specific round-robin pooling with eligibility checks — no manual follow-up needed.
Cron-Driven
Round-Robin
Configurable Window