Leadi5

Contact Management

• Client Management
  Centralized module to store details for buyers, sellers, and tenants, including communication history.
• Interaction Tracking
  Maintains a detailed record of calls, WhatsApp chats, emails, and site visits for every contact.
• Customer History
  360-degree view of all past interactions, property preferences, and transaction records.
• Centralized Database
  A single 'source of truth' for all contacts, project inventory, and financial transactions.

Lead Management

• Lead Scoring
  AI-powered scorecard identifies high-intent prospects most likely to convert into closed deals.
• Lead Distribution
  Uses AI for automated lead routing based on round-robin or predefined rules like geography.
• Lead Nurturing
  Automates personalized outreach via WhatsApp, email, and SMS to move leads through the funnel.
• Lead Qualification
  Filters leads through AI bots and survey forms to ensure agents focus on qualified prospects.
• Lead Capture
  Automatically pulls leads from web forms, WhatsApp, property portals, and social media.
• Lead Segmentation
  Categorizes leads by interest, location, and budget using automated tags and folders.

Property Management

• Commission Management
  Tracks percentages and commissions between internal agents and outside brokers/channel partners.
• Payment Tracking
  Complete tracking of customer installments, loan processing status, and automated payment receipts.
• Transaction Tracking
  End-to-end tracking from lead capture to site visit, booking, and successful possession.
• Property Listing Management
  Unified view to manage unit inventory, stock details, and amenities across all projects.
• Property Matching
  Automatically links lead requirements with available inventory to suggest the best fits.

Marketing Automation

• Campaign Management
  Monitors sales and marketing efforts across multiple platforms and channels from a single dashboard.
• Email Campaigns
  Send personalized bulk email offers and marketing newsletters directly from the CRM.
• SMS Campaigns
  Integrated SMS blasting tool for sending alerts, offers, and feedback requests.
• Landing Page Builder
  Supports integration with custom-built professional websites and lead capture pages.

Task and Workflow Automation

• Alerts & Notifications
  Instant pop-up and sound alerts for new leads, plus WhatsApp/SMS notifications for task reminders.
• Task Scheduling
  Built-in tools to plan site visits, follow-up calls, and registration meetings with automated reminders.
• Automated Workflows
  Streamlines pre-sales and post-sales processes with triggers for tasks and communications.
• Automated Follow-Ups
  Set-and-forget' sequences that ensure no lead goes cold due to lack of response.
• Auto Lead Distribution
  Intelligent routing ensures leads are assigned to the most relevant agent immediately.

Analytics and Reporting

• Commission Tracking
  Real-time visibility into earned commissions for sales teams and external channel partners.
• AI Insights
  Features AI call summaries, auto-status updates, and predictive conversion analysis.
• Real-Time Updates
  Instant synchronization across web and mobile apps for live lead status and project updates.
• Performance Dashboards
  Visual analytics for tracking agent productivity, campaign ROI, and sales targets.
• Conversion Rate Tracking
  Analytics to monitor the percentage of leads moving from inquiry to site visit to booking.
• Comparative Market Analysis (CMA)
  Generate market reports to help agents price properties competitively.

Integrations

• Payment Gateway Integration
  Integrates with finance workflows to facilitate and track customer payments and loan files.
• API Integration
  Offers RESTful APIs to connect the CRM with external apps, property portals, and websites.
• Calendar Integration
  Syncs with Gmail/Outlook calendars to manage follow-up meetings and site visit schedules.
• E-Signature Integration
  Facilitates automated agreement options and document signing for a paperless process.
• Third Party Integrations
  Connects with 500+ apps, including property portals, social media ads, and finance tools.
• Multiple Listing Services (MLS) Integration
  Syncs with regional property portals and listing services via API connectors.
• IVR Integration
  Built-in cloud IVR (R Phone) to handle incoming inquiries and route them to agents.

Collaboration and Communication

• Document Management
  Stores property floor plans, brochures, and quotes; automates demand letter and receipt generation.
• Internal Communication
  Collaborative shared dashboards for team tasks, data sharing, and synchronized insights.
• Bulk Email and SMS
  Native tools for high-volume marketing broadcasts across multiple messaging channels.
• Call Tracking and Recording
  Built-in cloud telephony and IVR with automatic call logging and conversation analysis.

Security & Compliance

• Audit Logs
  Provides advanced security logs to track system events, user actions, and data changes.
• API Access
  Developer-friendly access to sync lead data and listing information with third-party systems.
• Data Encryption
  Enterprise-grade security with bank-level end-to-end encryption for data in transit and at rest.
• IP Whitelisting
  Advanced security feature to restrict platform access to specific trusted network addresses.
• Role-Based Access Control (RBAC)
  Secure authorization levels to manage data visibility for agents, managers, and partners.
• Audit Trails
  Comprehensive history of data modifications to ensure transparency and regulatory compliance.
• GDPR and CCPA Compliance
  Built with global data protection standards, including user control over personal data.
• Backup & Disaster Recovery
  Cloud-native architecture with secure infrastructure to prevent data loss.

Others

• Free Trial Available