Real estate CRM: from the first lead to the last instalment

01What does the real estate CRM do?

Leads

• A list and a kanban board, filtered by source, salesperson, broker, overdue follow-up or date
• One door for every lead: the same phone number cannot enter twice, and a returning client is recorded on the lead they already have
• Facebook, Instagram, Google Ads, TikTok and Snapchat forms deliver the lead the moment it is submitted
• Automatic round-robin distribution, and a first-contact timer that pulls the lead back or escalates it when nobody acts
• Call feedback and reminders, with a full activity log per lead
• Rules per status, so a stage cannot be skipped and a lost lead has to say why
• Import from Excel, and merging of duplicate leads

Units and sales

• Projects, phases, unit types and live availability, with temporary hold and reservation
• Payment plans, a quote sent to the client as a link, and an AI price suggestion
• Expression of interest and reservation receipts
• The sale contract and its signature, with the instalment schedule generated from the contract and PDF contract templates
• A collection centre for down payments, reservations and due instalments
• Cheques recorded and printed on each bank's template
• Sales and manager commissions calculated from the contract
• VAT decided per project, and per contract as inclusive or exclusive

Brokers and portals

• A portal and app for the broker: available units, reservations, their own sales and commissions
• Broker commission per project: statements, payments and clawback
• A register of every unit's listing on dubizzle, Property Finder, OpenSooq and Aqar Map, showing which unit has no live listing

02Does it work on mobile?

Yes. There is an Android and iOS app for the sales team: leads, calls and feedback, units, viewings and notifications. Employees use the same app for attendance and requests.

03Is it in Arabic?

Every screen exists in Arabic and in English, and each user picks their own language. Contracts, quotes and reports print in the language you choose, and the system keeps the client's own language so messages go out in it.

04Who can see which leads?

Visibility follows the role: a salesperson sees their own leads, a team leader sees their team's, operations and managers see everything, and the administrator sees all of it. Every view, every change and every phone reveal is logged with the name and time.