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Sales Module — Manage your entire sales pipeline from lead creation to deal closure. Covers lead management, assignment, states, actions, uploads, settings, and performance reports.

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...

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.

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.

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.

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.

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.

Track client intent before units are ready — from EOI registration and serial-based priority, through collection and reservation, to refunds.

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.

Client Module — View and manage client profiles, track unit sales from show to delivery, handle client requests, and access full payment and interaction history.

Build reservation forms, unit contracts, and broker contracts using dynamic placeholder codes that auto-fill with client, unit, and project data at download time.

Control who can access what across the entire CRM — build roles with granular permissions, place users in a hierarchy tree, and manage visibility from a single module.

A step-by-step guide for implementation and training — from Sales handoff and kickoff through server setup, data migration, QA, and client go-live.

Manage developer relationships, property owners, and resale listings — send leads to developers, browse primary units, and run the full selling pipeline from show to contract.