Dashboard
Booking funnel
Where every lead currently sits in the pipeline.
Leads over time, by source
Fresh leads, project-wise
Needs attention
Leads by source
Pipeline
Leads
| Date ▼ | Name ▼ | Phone | Message | Source ▼ | Campaign | Status ▼ | Quality ▼ | Assigned to ▼ | Feedback / Callback |
|---|
Customers
| Date | Name | Phone | Project | Status | Site Visit | Assigned to | Deal Value |
|---|
Projects
Inventory
Available
Blocked
Booked
Incentives & Commission
All payout records
| Date | Recipient | Lead | Project | Basis | Amount | Status | Actions |
|---|
Sales Team performance
Broker performance
Site visits
Group by
Tasks
Reports
Report logs
| Sent | Status | Leads | Recipients | Error |
|---|
Every WhatsApp conversation the CRM has any part in — these never appear in anyone's phone WhatsApp app, since Cloud API messages only exist through this inbox. No auto-replies here; every reply below is sent by a person on your team.
Select a conversation to view messages.
Settings
Daily report email
Follow-up & site-visit calendar
Subscribe to this URL in Google Calendar (Other calendars → From URL), Outlook, or Apple Calendar to see every open follow-up task and upcoming site visit as reminders — no Google login or approval needed on either side, since it's a plain link the calendar app checks periodically (roughly every 12–24 hours, not instant).
WhatsApp (Meta Cloud API)
Automated site-visit/booking/follow-up messages, a WhatsApp ping to your team on every new lead, and a per-lead chat history — once these are filled in. The business phone number itself can be added later; everything else can be set up now.
Meta lead forms → project
This Facebook Page can run ads for more than one project (e.g. Eterna and KGP GreenWood share it). Assign each Instant Form to a project here so its leads land in the right place automatically — without an assignment, a new lead from that form is left unassigned rather than guessed at.
| Form | Status | Project |
|---|
Add a form manually
Only needed if a form doesn't show up in the list above (e.g. permission gaps) — paste its Form ID from Meta Ads Manager.
Change password