Sales Team App
Sales agents, managers, BDOs and order bookers work leads, bookings and collections from the phone.
View application purpose →Web & mobile appBuilders & Real Estate
Property Leads & CRM
A sales pipeline built for property: drag-and-drop stages, sales scripts that plan the next call by themselves, lead scoring, call / SMS / email from the lead and quotations in two clicks.
What it is designed to manage
- Pipeline board: new, contacted, site visit, negotiation, booked, lost
- Drag and drop between stages
- Lead score 0–100 and priority stars
- Sales scripts: first call → site visit → quotation → follow-up
- Activities with overdue / today / planned colours
- Call, SMS and email from the lead — saved in its history
- Email templates with name and project filled in
- Duplicate check on phone number
- Assignment rules: leads shared between agents in turn
- Website enquiry form and campaign (UTM) tracking
- Lost reasons
- Forecast by expected closing month
- Analysis by agent, source and lost reason
Features
Everything included in this module.
- Never miss a follow-upAvailable
Mark an activity done and the next step of the sales script is planned with the right date.
- Talk from the leadAvailable
Call and SMS open your phone; email goes from your own mail server; everything lands in the lead history.
- Know your hot leadsAvailable
The score rises with site visits, contact and a budget that fits — and falls when nobody calls.
- Quotation in two clicksAvailable
Turn a lead into a property offer with a payment plan, or a sales quotation, and share it as a presentation.
- Fair assignmentAvailable
New leads go to the agent with the fewest open leads, by project or source.
- See what worksAvailable
Which source brings bookings, which agent converts, and why deals are lost.
Related role applications.
Company Super Admin App
Owners and managers see every project, approve and set the rules.
View application purpose →Web & mobile appEach person only sees the modules and records their role allows.
A practical view of the process
How the work moves.
01
A lead arrives from the website, a call, a walk-in or a dealer
02
It is assigned and the sales script plans the first call
03
Calls, visits and messages are logged as activities
04
The offer is sent and followed up
05
The lead becomes a booking — or is lost with a reason
Information coming in
- Website and campaign enquiries
- Calls, walk-ins and dealers
Records & handoffs coming out
- Bookings
- Sales forecast
- CRM analysis
Connected departments
