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