Lead Intelligence
AI-powered lead qualification & scoring
๐ฅ Hottest Leads (Top Priority)
| Lead | Score | Quality | Deals | LTV | Action |
|---|
My Tasks
Pending CRM work assigned to you.
Lead Scoring System
Our AI-powered lead scoring evaluates 6 key factors:
Repeat buyers score higher
100% payers get max points
Recent activity indicates interest
High-value deals weighted higher
Recent purchases = active
Multiple open deals high priority
Property Listings
Market Intelligence
Market Overview
Market Health
Document Management
Contract Progress
Marketing Campaigns
๐ฑ SMS Campaigns
๐ง Email Campaigns
Client Portal Access
Clients can track their transactions, view documents, and sign agreements from a secure portal.
Sales Pipeline
Track and manage your leads and their daily activities.
1. Lead (0%)
02. Nurturing (25%)
03. Interest (50%)
04. Paid (75%)
05. Closed (100%)
0Team Performance Leaderboard
| ๐ Sales Rep | Deals | Revenue | Closed | Win Rate | Commission |
|---|
Contacts
All assigned clients โ call, WhatsApp, log activity
| Client | Phone | Stage | Outstanding | Last Contacted | Actions |
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Activity Feed
All rep activity โ calls, notes, stage moves, in real time
Outstanding Payments
| Client | Assigned Rep | Outstanding | Last Contacted | Stage | Action |
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Activity Logs
Reports & Export
Sales Report
Team Report
Property Report
Service Hub: Support Desk
Active Tickets
Revenue Intelligence
Weighted Pipeline Forecast
Marketing ROI Attribution
Payment Verifications
Review and track client payment proofs and subscription KYC
| Submitted | Subscriber | Client Info | Deal / Inv | Amount | Status | Docs |
|---|---|---|---|---|---|---|
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Client & Lead Feedback
Review Net Promoter Scores (NPS) and customer satisfaction ratings
| Date | Submitter | Category | Ratings | Comments | Status | Action |
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