Core Module

CRM

Manage leads, opportunities, and pipeline with customer communication and activity tracking.

What's Included

Automatic Lead Scoring

Leads are scored and prioritized based on intent signals — contact completeness, stated budget, purchase timeframe/urgency, and source quality — not manually assigned.

Pipeline & Opportunity Management

Forecast categories — Pipeline, Best Case, Commit, Closed — so you always know what's actually going to land.

Team-Tiered Access Control

A sales rep sees only their own assigned leads and their team's pipeline. A team lead sees their whole team's. Full-access roles see everything.

8-Report Analytics Suite

Sales Pipeline, Win/Loss Trends, Lead Source ROI, Lead-to-Customer Conversion Funnel, Sales Velocity, Team Performance, Account Revenue, and Activity Report.

Multi-Channel Lead Capture

Leads flow in automatically from Property Finder, Bayut, Calendly, Meta (Facebook/Instagram) lead ads, Google Sheets/Forms, and bulk CSV/Excel import — all deduplicated and routed automatically.

Account / Contact / Opportunity Model

A relational structure with named contact roles per deal, like decision maker or champion.

Limited Onboarding Slots Available

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