CRM App - Customer

Real Estate CRM – Manage Leads, Customers, Projects, Site Visits, Teams & Bookings

A powerful CRM platform designed for real estate developers, builders, sales teams, channel partners, and associates to efficiently manage customers, projects, site visits, bookings, payments, and team performance from a single platform.

The application streamlines the complete customer lifecycle—from lead generation to project booking—while providing visibility, collaboration, approvals, notifications, and performance tracking for teams.

Key Features
Customer Management
Manage leads and customers in one place
Assign customers to associates and team members
Track customer interactions and activities
Customer portal with personalized access
Project Management
Create and manage real estate projects
Upload and manage brochures, layouts, and master plans
Project galleries and media management
Control project visibility for customers and associates
Approval workflows for newly submitted projects
Site Visit Management
Schedule and manage customer site visits
Track site visit status:
Scheduled
Started
In Progress
Completed
View upcoming and completed visits
Automated email notifications and updates
Booking & Payment Tracking
Create and manage customer bookings
Track payments and transaction history
View booking status and associated project details
Customer access to booking and payment information
Team & Associate Management
Manage teams and sub-teams
Create associate accounts and user access
Assign customers and projects
Monitor team activities and performance
Performance & Rewards
Points-based performance tracking
Reward activities such as:
Customer calls
Meetings
Site visits
Project creation
Bookings
Leaderboards and activity monitoring
Customer Feedback & Reviews
Collect customer feedback and ratings
Review approval workflow
Showcase approved customer reviews
Track customer satisfaction metrics
Notifications & Communication
Real-time notifications and alerts
Email communication for important activities
Site visit reminders and updates
Project sharing notifications
Customer engagement tracking
Dashboard & Reporting
Interactive dashboards
Site visit reports
Booking reports
Team performance reports
Customer engagement analytics
Activity and audit tracking
Secure Access
Role-based access control
Separate portals for:
Admins
Associates
Customers
Controlled visibility and permission