Lead Management Module

Lead Management Module is designed to handle all new enquiries received by your sales & marketing team, Lead module provides various CRM facilities such as activity trackers, comments, emails & automated workflows on top of the below mentioned core functionalities

• Manage sales team and individual KPIs
• Sales pipeline view with extensive reporting
• Templated quotes and services
• Rich Text Editor for custom quotes & contracts
• Quote approval workflows
• Multiple unit types and amenities
• Unit availability & reservation.
• Visual representation of occupancy status of various facilities, blocks etc.
• Manage multiple contract versions, revisions, updates & terminations.
• Contract approval workflow
• Privileged contract for restricting access to financial info in original contract
• Receive email & mobile notifications when specific watched triggers occur in the application
• Allocate finalised units to clients
• Automatic notifications to property managers for new client on-boarding
• Self-service portal for client in the application