Propai CRM
Advanced CRM solution designed specifically for real estate teams with role-based security, inventory-focused workflows, and real-time analytics that drive results.
Why Propai CRM is Different
Role-Based Experience
Secure data access and clear visibility with precise roles for every team member.
Inventory-Focused
Manage properties, projects, developers, and zones with streamlined, interactive tools.
Real-Time KPIs
Instant insights on leads and team performance through advanced dashboards.
Secure Access Control
Propai's role-based system ensures every team member has exactly the right level of access and visibility
Admin
Team oversight- Lead assignment
- Performance analytics
- Inventory management
Sales Admin
- Secure payment processing
- Multi-branch support
- Staff performance tracking
- Offline functionality
Team Leader
- Team member data
- Lead distribution
- Meeting coordination
- Team reports
Sales Rep
- Assigned leads only
- Personal meetings
- Client interactions
- Individual reports
Comprehensive Feature Set
Every feature designed specifically for real estate teams and optimized for maximum efficiency
Leads Management
Complete lead lifecycle with modal details, stage progress tracking, and intelligent duplicate prevention system.
Features:
- Lead scoring &qualification
- Automated stage progression
- Duplicate detection algorithms
Inventory Management
Comprehensive property, project, and developer management with interactive map zones and detailed specifications.
Features:
- Property catalog with images
- Project timeline tracking
- Developer relationship management
Meetings & Contracts
Streamlined scheduling system with contract management, key field tracking, and automated follow-ups.
Features:
- Calendar integration
- Contract template library
- Digital signature support
Interaction Logs
Detailed per-lead history tracking for all calls, visits, and communications with timestamp accuracy.
Features:
- Call recording integration
- Visit scheduling
- Communication timeline
Payment Plan Automation
Intelligent payment schedule management with auto-inheritance and customizable plan structures.
Features:
- Flexible payment terms
- Automated calculations
- Payment reminders
Client Report Generation
Professional PDF reports with property details, client information, payment schedules, images, and custom notes.
Features:
- Branded report templates
- Custom field inclusion
- Image galleries
Real-time Analytics Dashboard
Monitor key metrics and KPIs with interactive visualizations that update in real-time
Key Features
Dashboard Tutorial
Learn how to use the analytics dashboard effectively
Mark James
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