CRM & Leads

Understand the pipeline

Visualize the progress of your opportunities.

Overview

The pipeline organizes your leads by stage, from first contact to conversion.

Steps

1. Open the CRM section.
2. Review the pipeline stages.
3. Move a lead from one stage to another.

Keep the pipeline updated for reliable forecasts.

Manage contacts

Centralize your prospects' information.

Overview

Contacts store the information and history of your prospects and clients.

Steps

1. Open the contacts list.
2. Add or edit a contact.
3. Add notes and history.

Log every important exchange to keep context.

Track inquiries

Never miss an incoming inquiry.

Overview

Inquiries come from your contact forms and property pages.

Steps

1. Review new inquiries.
2. Assign them to a member.
3. Respond and update the status.

A fast response increases your chances of conversion.

Convert a lead

Turn a prospect into a client.

Overview

Conversion marks the point where a lead becomes a concrete opportunity or a client.

Steps

1. Open the relevant lead.
2. Update its stage to "converted".
3. Add the transaction details.

Track your conversion rates to improve your approach.

Lead notifications

Get alerted as soon as a lead arrives.

Overview

Notifications inform you in real time about new inquiries.

Steps

1. Open your notification preferences.
2. Enable lead alerts.
3. Choose your preferred channels.

Enable notifications so you never miss an opportunity.