Features
Features Built for Real Estate Sales Operations
From first inquiry to follow-up, assignment, re-sale inventory, and reporting — keep your sales team organized and accountable.
Lead Management
Organize Every Real Estate Lead in One Place
- Capture client name, phone, job title, project, developer, source, and notes
- Search and filter leads quickly
- Track status and history
- View complete lead details
- Keep every lead connected to its source and owner
Assignment & Team Control
Assign Faster and Keep Ownership Clear
- Assign leads to sales users
- Reassign when needed
- Bulk assign leads
- Track who owns every opportunity
- Help managers control workload
Follow-Up & Reminders
Never Miss the Next Follow-Up
- Add feedback after every contact
- Set reminders
- Clear reminders when done
- View feedback trail
- Track status movement
Re-Sale Inventory Management
Manage Re-Sale Units Without Excel Chaos
- Add seller details
- Track unit type and developer
- Manage status and source
- Assign units to sales users
- Add feedback and reminders
- Track unit history
Dashboards & Reporting
See Sales Performance Clearly
- Lead conversion rate
- Source performance
- Project distribution
- Status distribution
- Top sales performance
- Re-sale inventory freshness
- Assignment rate
Notifications
Keep Teams Updated
- Review notifications
- Filter unread notifications
- Mark notifications as read
- Jump to related lead or unit
Excel Import & Export
Move Faster With Excel Import and Export
- Import leads from XLSX and CSV
- Import re-sale inventory
- Export selected records
- Support operational teams with bulk actions
Role-Based Access
Give Every User the Right Level of Access
- Super admin
- Admin
- Marketer
- Leader
- Sales
- Restricted actions by role
Server & Data Control
Keep CRM Data Inside Your Company Environment
- Deployment on the client's own server
- Internal control over lead and sales data
- Access limited to authorized company employees
- A stronger setup for privacy-focused brokerages and leadership teams
Book Demo
See Every Feature in a Live Walkthrough
Book a demo and we'll match the features to your team's workflow.