Lead Intelligence

AI-powered lead qualification & scoring

Hot Leads
0
Ready to convert
Warm Leads
0
Promising
Cold Leads
0
Long-term
Total Pipeline
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All leads

๐Ÿ”ฅ 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:

1. Purchase History (0-25 pts)

Repeat buyers score higher

2. Payment Reliability (0-20 pts)

100% payers get max points

3. Engagement (0-20 pts)

Recent activity indicates interest

4. Deal Size (0-20 pts)

High-value deals weighted higher

5. Recency (0-15 pts)

Recent purchases = active

6. Open Deals (0-20 pts)

Multiple open deals high priority

Score Interpretation
80-100: ๐Ÿ”ฅ HOT (Ready to convert), 60-79: โ˜€๏ธ WARM (Promising), 40-59: โ„๏ธ COOL (Needs nurturing), 0-39: โ„๏ธ COLD (Long-term)

Property Listings

Market Intelligence

Market Overview

Average Price
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Median: โ‚ฆ0

Market Health

80%
Selling Rate
28
Avg Days Listed

Document Management

Contract Progress

Marketing Campaigns

๐Ÿ“ฑ SMS Campaigns

๐Ÿ“ง Email Campaigns

Client Portal Access

Clients can track their transactions, view documents, and sign agreements from a secure portal.

Shared Portal Instances

Sales Pipeline

Track and manage your leads and their daily activities.

Drag & Drop Locked

1. Lead (0%)

0

2. Nurturing (25%)

0

3. Interest (50%)

0

4. Paid (75%)

0

5. Closed (100%)

0

Team Performance Leaderboard

๐Ÿ† 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

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Reports & Export

๐Ÿ“Š

Sales Report

๐Ÿ‘ฅ

Team Report

๐Ÿ 

Property Report

Service Hub: Support Desk

Open Tickets
0
Pending
0
Resolved
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High Priority
0

Active Tickets

Revenue Intelligence

Weighted Pipeline Forecast

Forecasted Value
โ‚ฆ0.0M
Gross Pipeline
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Probabilities: Paid(100%), Partial(60%), Unpaid(10%)

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

Net Promoter Score
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Promoters - Detractors
Overall Experience
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Out of 5.0 stars
Communication
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Out of 5.0 stars
Total Feedback
-
Submissions count
Date Submitter Category Ratings Comments Status Action
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