Track real estate deals from first inquiry to closing
In the Dubai Internet City Offices, Dubai, the Head of Sales Team can see every lead, property, and deal stage in one CRM to keep the pipeline under control.
Leads from portals, calls, and ads are easy to lose without one place to track every step from first contact to signed contract.
FAQ
How can I track a deal from first inquiry to closing?
Each new inquiry becomes a deal in the CRM pipeline. You move it through stages like New Lead, Viewing, Offer, Under Contract, and Closed, so you always see where it stands.
Can I see all client interactions in one place?
Yes. Calls, emails, messages, meetings, and notes are stored on the client and deal record. You see the full history before you call or meet the client again.
How are leads captured and added to the pipeline?
Leads can come from web forms, portals, ads, calls, or manual entry. The system creates a contact and a deal, then places it in the first stage of your sales pipeline.
Can I link deals to specific properties and landlords?
Yes. Each deal can be linked to one or more properties and to the landlord or owner. You see property details, terms, and owner info directly inside the deal.
How do I manage offers, negotiations, and status changes?
You log offers, counteroffers, and agreed terms in the deal. When status changes, you move the deal to the next stage and add notes or tasks for the team.
Can the system remind agents about follow-ups and tasks?
Yes. You can set automatic tasks and reminders when a deal enters a stage. For example, schedule a viewing, send a follow-up message, or prepare documents.
How are contracts and documents handled in each deal?
You can generate contracts and forms from templates using deal data. All files are stored on the deal record, so your team works from the latest version.
What reports can I see on deals and agent performance?
You can view dashboards with estimates of deals by stage, expected revenue, conversion rates, and agent activity. This helps you spot bottlenecks and coach the team.