CRM & Pipeline
Every lead becomes a clean deal record from the first conversation.
The CRM captures leads from forms, phone enquiries, portals, WhatsApp and manual entry. Each lead gets a contact profile, source, preferred location, budget, property interest, owner or buyer status, assigned agent and next action.
Once a lead moves forward, the same record becomes the working pipeline card. Agents can drag it through stages like New Lead, Qualified, Viewing, Offer, Contract and Closing while the full message history and task list moves with it.
- Unified client timeline with calls, WhatsApp, email, notes and property interests.
- Multiple pipelines for rentals, sales, off-plan, owner acquisition or internal operations.
- Automatic reminders when a lead has no follow-up, no viewing booked or no next step.









