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1. Sales Module
Sales Module — Manage your entire sales pipeline from lead creation to deal closure. Covers lead management, assignment, states, actions, uploads, settings, and performance reports.
Sales Settings
New Leads
This guide covers managing leads, including creating New Leads, managing Lead Stock, handling Duplicated Leads, adding New Leads, and Uploading Leads. If you notice discrepancies between this guide and the product, please report them to ensure corrections.
My Leads
The My Leads module is a centralized hub where you can manage all your leads. After creating a lead and assigning it to a specific individual, it is sorted into one of several tabs based on its state. If no state is selected during lead creation, the lead is a...
Dashboard / My Calender
New Leads
Overview The New Leads section shows all leads that have recently entered the CRM and have not yet been assigned to a salesman. Leads arrive here from multiple sources automatically. How Leads Enter the System Leads can come into the New Leads section through:...
2. Marketing
Marketing Module — Plan and track your marketing efforts across all channels. Manage sources, campaigns, and lead IDs to trace every lead back to its origin. Send bulk SMS and email campaigns, integrate with Facebook Ads, and monitor performance through detail...
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 existing lead, or a support ticket routed to the customer service team.
Customer Service
Track and resolve client issues through tickets assigned to the right team — finance, legal, or operations — and log updates on deliveries, units, and client information.
7. Financial Management
Track every unit from first client showing through to final delivery. Manage the full payment lifecycle — installments, collections, delays, penalties, refunds, payment plans, offers, and financial settings — all in one place.
5. Brokerage
Brokerage Module — Manage broker companies and their agents, track broker leads, requests, and CILs, log broker activities, handle broker contracts, and monitor broker performance reports.
6. Inventory
Manage your real estate inventory — projects, buildings, segments, and units. Control unit visibility, track the full sales pipeline from show to delivery, and bulk upload or reprice units via Excel.
8. EOI
Track client intent before units are ready — from EOI registration and serial-based priority, through collection and reservation, to refunds.
9. NPV Module
Build and validate custom payment plans with clients in real time — enforcing pre-delivery, down payment, and present value rules before a unit enters the sales pipeline.
Leads Stock
Overview Lead Stock contains leads that have been withdrawn from a salesman — either manually, automatically, or because they were unassigned. Think of it as a holding area for leads waiting to be redistributed. How Leads End Up in Lead Stock A lead moves to L...
Duplicated Leads
Overview The Duplicated Leads screen shows leads that someone attempted to add more than once. Instead of creating a duplicate record, the system flags it here for review. Duplication is detected based on mobile number. The Duplication Warning When a user trie...
Add / Upload New Lead
Overview Use this to add a single lead manually into the CRM. How to Add a New Lead Go to Sales Module → New Leads → Add New Lead. Fill in the lead details: Name — Full name of the lead. (Required) Mobile — Must include the country code. Example: 201017601513...
My Leads
Overview My Leads is your personal workspace in the CRM. It shows all leads currently assigned to you, organized into tabs based on their state. If you are a manager, you can also see leads assigned to your team members based on the hierarchy tree. Lead Tabs T...