01 / CAPABILITY
One shared inbox
No inquiry lives in one person’s phone. The team works from the same record.
SOLUTION / REAL ESTATE CRM
Keep property inquiries, buyer preferences, agent ownership, site visits and sales follow-ups connected in one real estate CRM workflow.
Illustrative workflow
LEAD CAPTURE
Website forms, campaigns and WhatsApp conversations feed a single pipeline — with the source attached to each inquiry.
01 / CAPABILITY
No inquiry lives in one person’s phone. The team works from the same record.
02 / CAPABILITY
Know which campaign, page or referral brought each buyer — without asking twice.
03 / CAPABILITY
The same buyer reaching out twice becomes one record, not two agents calling one person.
PIPELINE & ATTRIBUTION
Stages match how property actually sells: inquiry, contact, qualification, site visit, negotiation, booking.
01 / CAPABILITY
Each lead sits in a defined stage. Movement is deliberate — and visible.
02 / CAPABILITY
Which channels produce viewings, and which produce bookings. Spend follows evidence.
03 / CAPABILITY
When a deal stalls, the reason is recorded — so patterns become decisions, not guesses.
ASSIGNMENT & OWNERSHIP
Ownership rules are configured for your team — then enforced by the system, not by memory.
01 / CAPABILITY
Every lead has exactly one responsible agent at any time.
02 / CAPABILITY
Round-robin, territory or manual allocation — set per team, applied consistently.
03 / CAPABILITY
When ownership transfers, the full history transfers with it. Nothing restarts from zero.
BUYER PREFERENCES
Budget, locations, unit types — recorded once, used every time a matching property appears.
01 / CAPABILITY
Budget range, preferred areas and unit types live on the buyer record.
02 / CAPABILITY
Match new or available inventory against what buyers actually asked for.
03 / CAPABILITY
What they wanted, what was offered, what they said — kept in one thread.
SITE VISITS
Scheduling, attendance and outcomes live against the buyer and the property — not in chat threads.
01 / CAPABILITY
Date, time, agent and property — confirmed and visible to the team.
02 / CAPABILITY
Showed up, interested, needs follow-up: the outcome decides the next action.
03 / CAPABILITY
Missed visits trigger the next step automatically instead of fading away.
FOLLOW-UP TASKS
Each agent opens their day to a queue of what is due: calls, messages, meetings. Managers see what is slipping.
01 / CAPABILITY
Calls, WhatsApps and meetings due today — per agent, prioritized.
02 / CAPABILITY
What slipped, who owns it, and for how long — visible before it costs a deal.
03 / CAPABILITY
Every attempt logged with its result, so the next follow-up starts informed.
MANAGER DASHBOARD
Activity, pipeline health and expected bookings — read from live records, not weekly status calls.
01 / CAPABILITY
Calls, visits and follow-ups per agent — effort made visible.
02 / CAPABILITY
Stage conversion and aging leads, so bottlenecks show early.
03 / CAPABILITY
What is likely to close, based on your stages and history — not on optimism.
INTEGRATIONS
Integrations are scoped per project during technical discovery — defined and tested before launch, with third-party costs disclosed separately.
01 / CAPABILITY
Forms feed the CRM directly, with source and campaign context intact.
02 / CAPABILITY
Chats link to the buyer record, so context survives across agents.
03 / CAPABILITY
Booked units sync with project inventory — sales and operations read the same truth.
04 / CAPABILITY
Your data stays structured and exportable. It is your data.
NEXT STEP
Tell us how your sales team works today: team size, lead sources and where follow-ups break down. We’ll map a CRM workflow built around it.