Leads, follow-ups, reports and team performance for PrimePropertys.
Overview of your leads, follow-ups and team performance.
Open →Every lead in the CRM, with owner, status and score.
Open →Fresh enquiries not yet contacted.
Open →Leads already contacted by an agent.
Open →Leads showing interest in a property.
Open →Leads with a site visit booked or done.
Open →Leads under price or terms negotiation.
Open →Successfully converted leads.
Open →Leads lost or not interested.
Open →Reactivated leads — first batch, re-engaged by email and WhatsApp.
Open →Reactivated leads — second batch, re-engaged by call and site-visit offers.
Open →Full profile, timeline, score and properties for Rahul Sharma.
Open →Chronological activity for all leads.
Open →Assign new and unassigned leads to agents.
Open →Transfer a lead from one agent to another, with a reason.
Open →Scores based on profile, budget match, engagement and activity.
Open →Where leads come from and how each source performs.
Open →Tags used to segment leads: BHK, budget, location and intent.
Open →Response-time SLAs: first contact within 1 hour, follow-up within 24 hours.
Open →Leads escalated when SLA is breached or a lead goes cold.
Open →Internal notes on leads, visible only to the team.
Open →Documents shared by or for leads: ID proof, brochures, agreements.
Open →Follow-ups due, scheduled and completed.
Open →Follow-ups on a monthly calendar view.
Open →Outbound and inbound calls with leads.
Open →Meetings held with leads, owners and builders.
Open →Track and analyse lead conversion across all stages.
Open →Leads grouped by the property they enquired about.
Open →Leads grouped by source, with conversion.
Open →Downloadable and scheduled CRM reports.
Open →Export leads, reports and activity as CSV or Excel.
Open →Individual agent performance: leads, closures, conversion.
Open →Team-level performance and targets.
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