Books
1. Sales Module
Sales Module — Manage your entire sales pipeline from lead creation to deal closure. Covers lead management, assignment, states...
2. Marketing
Marketing Module — Plan and track your marketing efforts across all channels. Manage sources, campaigns, and lead IDs to trace ...
3. Call Center
Call Center Module — Handle incoming calls and log them into the CRM. Categorize each call as a new lead, a recall for an exist...
4. Client
Client Module — View and manage client profiles, track unit sales from show to delivery, handle client requests, and access ful...
5. Brokerage
Brokerage Module — Manage broker companies and their agents, track broker leads, requests, and CILs, log broker activities, han...
6. Inventory
Manage your real estate inventory — projects, buildings, segments, and units. Control unit visibility, track the full sales pip...
7. Financial Management
Track every unit from first client showing through to final delivery. Manage the full payment lifecycle — installments, collect...
8. EOI
Track client intent before units are ready — from EOI registration and serial-based priority, through collection and reservatio...
9. NPV Module
Build and validate custom payment plans with clients in real time — enforcing pre-delivery, down payment, and present value rul...
Broker CRM
Manage developer relationships, property owners, and resale listings — send leads to developers, browse primary units, and run ...
Contracting
Build reservation forms, unit contracts, and broker contracts using dynamic placeholder codes that auto-fill with client, unit,...
Customer Service
Track and resolve client issues through tickets assigned to the right team — finance, legal, or operations — and log updates on...
Onboarding Process
A step-by-step guide for implementation and training — from Sales handoff and kickoff through server setup, data migration, QA,...
Roles & Users
Control who can access what across the entire CRM — build roles with granular permissions, place users in a hierarchy tree, and...