Production Ready

Complete CRM Platform for Real Estate Teams

Streamline your entire sales pipeline from lead capture to deal closure. Built-in verification workflows, team management, target tracking, and powerful integrations including Meta Sheets sync and WhatsApp messaging.

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PWA Enabled
Meta Integration
WhatsApp Ready
Platform Overview

End-to-End Sales Management

Lead Management
Capture, assign, and track leads through the complete pipeline
Verification Workflows
CRM/Admin verification for prospects, meetings, visits, and closers
Target & Performance Tracking
Set monthly targets, track achievements, and monitor team performance
Meta Sheets Integration
One-click lead sync from Facebook/Meta lead forms with duplicate detection
Quick Start
  1. 1 Login with your credentials
  2. 2 Configure integrations (Meta Sheets, WhatsApp)
  3. 3 Import and assign leads to your sales team
  4. 4 Track meetings, visits, and manage closures
Need help with setup?
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CORE CAPABILITIES

Comprehensive Feature Set

Everything you need to manage your real estate sales operations in one powerful platform.

Lead Management

Centralized lead database with advanced search, filtering, and status tracking. Import from multiple sources including Meta Sheets and manual entry.

Verification System

Built-in approval workflows for prospects, meetings, site visits, and closer requests. CRM/Admin can verify with photo evidence requirements.

Prospect Pipeline

Sales executives create prospects from leads. Manager verification required before moving forward in the pipeline.

Meeting Management

Schedule meetings, mark as completed with photo proof, and track achievements. CRM verification creates counted achievements.

Site Visit Tracking

Complete site visit workflow from scheduling to completion (with photos) to CRM verification and achievement counting.

Target Setting

Set monthly targets for calls, meetings, visits, and closers. Real-time progress tracking and performance monitoring for your entire team.

Lead Assignment

Powerful assignment dashboard for unassigned leads. Bulk assign to team members with single or multiple select. Safe delete operations.

Meta Sheets Integration

Connect Facebook/Meta lead forms. One-click sync with intelligent duplicate detection and phone validation. Test before sync.

Export & Reporting

Export leads, prospects, meetings, visits, and closers to CSV. Multiple filtering options for comprehensive reporting.

WhatsApp Integration

Built-in WhatsApp chat support for customer communication. Template management and group messaging capabilities.

Progressive Web App

Install on mobile devices as native app. Offline-capable with service worker. Works on iOS and Android.

Role-Based Access

Granular permissions for Admin, CRM, Sales Head, Senior Manager, and Sales Executive roles. Secure and scalable.

Platform Modules

Integrated modules designed for real estate sales workflows.

Leads
Complete lead lifecycle management
Prospects
Verified prospect tracking
Meetings
Schedule & verify meetings
Site Visits
Visit scheduling & verification
Closers
Deal closure workflow
Verifications
Approval queue management
Exports
Data export & reporting
Integrations
Meta Sheets & WhatsApp
Lead Assignment
Assign & distribute leads
Lead Import
Bulk import & smart import
Targets
Monthly target management
Calls
Call logs & tracking

Role-Based Access Control

Granular permissions ensure the right access for every team member.

Administrator

Full Access
  • Complete system access including users, roles, and settings
  • All verification workflows (prospects, meetings, visits, closers)
  • Target management, lead imports, and assignments
  • System configuration, deployment, and integrations
  • Export and reporting capabilities

CRM Manager

Core Operations
  • User management for sales team members
  • Target setting and performance monitoring
  • Lead import (manual, CSV, smart import) and assignment
  • Meta Sheets integration and one-click sync
  • Verifications and exports

Sales Head

Team Oversight
  • Team member management and oversight
  • View targets (can set for Assistant Managers and Managers)
  • Access to team leads, prospects, meetings, and visits
  • Export and reporting for team performance
  • Verification access for team activities

Senior Manager

Field Operations
  • Verify prospects created by sales executives
  • Schedule and complete meetings (with photo proof)
  • Schedule and complete site visits (with photo proof)
  • Request closers with documentation
  • Team lead and performance visibility

Sales Executive

Front-line
  • Assigned leads and tasks management
  • Call leads and create prospects
  • Submit prospects for manager verification
  • Update lead status and requirements
  • Personal performance dashboard

Finance Manager

Financial
  • Incentive tracking dashboard
  • Performance-based incentive calculations
  • Closer and visit achievement reports
  • Financial overview and analytics

How It Works

Three distinct workflows to handle different sales scenarios.

Sales Executive → Closer

Standard pipeline workflow

1. Lead Assignment
CRM/Admin assigns leads to sales executives for calling and initial contact.
2. Prospect Creation
Sales executive calls lead, collects information, and creates prospect for manager verification.
3. Manager Verification
Manager reviews and verifies prospect. Only direct manager can approve.
4. Meeting → Visit → Closer
Manager schedules meeting, completes with photos, CRM verifies. Same for site visit. Then closer request with CRM verification for final closure.

Manager Direct Lead

Manager-owned pipeline

1. Manager Creates Lead
Manager can create leads directly without sales executive involvement.
2. Direct to Meeting
Skip prospect verification. Manager schedules meetings directly from their own leads.
3. Standard Verification Flow
Meeting/visit completion still requires CRM verification and photo proof for achievements.

Dead Lead Management

Safe archival workflow

1. Mark as Dead (Any Stage)
Manager can mark lead as dead at any point with mandatory reason field.
2. Hidden from Manager View
Dead leads automatically hidden from manager dashboards and reports.
3. Admin/CRM Trash Access
All dead leads visible in Admin/CRM trash for audit and analysis purposes.

Frequently Asked Questions

Quick answers to common questions about the platform.

How does the PWA (Progressive Web App) installation work?
The system supports PWA installation for mobile devices. On Chrome/Edge, an "Install" button appears when PWA requirements are met. On iOS, use Safari's "Share → Add to Home Screen" option. Once installed, the app works like a native mobile application.
What is Meta Sheets integration and how does it work?
Meta Sheets integration connects your Facebook/Meta lead forms to the CRM. You can configure sheet URL, map columns to CRM fields, test the connection, and sync leads with one click. The system includes intelligent duplicate detection and phone number validation (10-15 digits) to prevent invalid data.
Are delete operations safe? Can deleted leads be recovered?
The system uses soft deletes for most operations. Deleted leads can be viewed in the trash/dead leads section by Admin/CRM. Lead assignment delete operations only work on unassigned leads for safety. All delete actions include confirmation prompts.
How do verification workflows ensure quality control?
Every critical step requires verification: Prospects need manager approval, meetings and site visits require photo proof and CRM verification before counting as achievements. Closers need documentation and final CRM approval before marking deals as won.
Can I export data for external reporting?
Yes. The export module supports CSV exports for leads, prospects, meetings, site visits, closers, and dead leads. Multiple filtering options available. Accessible by Admin, CRM, Senior Manager, and Sales Head roles.
How are monthly targets and achievements tracked?
Admin/CRM/Sales Head can set monthly targets for calls, prospects, meetings, visits, and closers. The system tracks real-time progress with percentage completion. For managers, target calculation can use sum of juniors' targets or individual + team logic. Achievements update automatically when CRM verifies activities.