Property Lead CRM Pro

Welcome back

Total Leads

0

Needs Follow-up

0

Converted (Closed)

0

In Progress

0 Docs, loan, SPA & viewing

Upcoming Follow-ups

Your prospects, overdue first.

Followed Today

Done today, with the next follow-up date.

0

Pipeline

Where your leads stand now.

Lead sources

Prospect / Owner Name * Lead Category * Phone Number (WhatsApp) * Email Preferred Location / Area Ethnicity / Background Lead Source Current Status (Result) Priority Last Follow-up (Date & Time)

Next Follow-up (Date & Time)

📑 Document Collection Tracker Tick items already received:

Notes & Prospect Requirements

📥

Tap to choose CSV file or drag & drop here · TikTok Leads Center export (.csv)

Columns are detected automatically (name, phone, email, city…). Adding leads by hand in Excel?

1. Column matching

Auto-detected from your CSV. Change it if something is wrong.

2. Extra info to save in Notes

Answers from your TikTok form questions (budget, project, etc.) go into each lead's notes.

3. Settings for all imported leads

Applied to every lead in this file. You can still edit each lead later.

Category Lead Source Status Priority Next Follow-up Date Location (if blank in CSV)

Skip duplicates (phone number already in CRM or repeated in file)

4. Preview

#	Name	Phone	Location	Result

Sort by Source Priority Sharing

Find Prospect

Intro Message

Fields marked 💾 are saved automatically and stay until you delete them.

✓ Saved

Pick a prospect from the list to start.

Salutation

💾 Your Name Source (from lead) 💾 Project / House 💾 Project Location

💾 Extra Line (optional)

Message preview (tap to edit)

Record as follow-up now (date & time)

Send on WhatsApp

Team Management

Manage agent approvals and role permissions.

Name	Email	Role	Status	Registered Date	Action

Property CRM

Account Pending Approval

Dashboard

Welcome back

Upcoming Follow-ups

Followed Today

Pipeline

🕘 Update History

1. Column matching

2. Extra info to save in Notes

3. Settings for all imported leads

4. Preview

Find Prospect

Intro Message

By Agent

Shared Leads

Share a Lead

Leads Shared With You

Team Management

Mark as followed

Change status?

Share lead