Premium broker workspace

Realty Assistant CRM

Workspace settings

Configure brokerage profile, modules, lead routing, notification rules, and document defaults.

A static settings center that helps the client see how the product will adapt to their real business after backend setup.

13

Enabled modules

CRM, docs, accounts, reports

04

Branches

Mumbai teams and territories

28

Rules active

Lead routing and reminders

16

Alerts

Notification templates ready

Configuration

Workspace controls

SettingModuleValueOwnerStatus
Lead assignment ruleCRMRound robin by branchAdminActive
Booking form prefixDocumentsBF-2026OperationsActive
Brokerage tax rateAccounts18% GSTFinanceReview
Reminder escalationOperationsAfter 4 hoursManagerActive
Activity

Today's movement

10:35 AM

Routing rule edited

Fresh paid leads assigned by project and branch.

02:45 PM

Template updated

Booking form footer changed to match company brand.

06:10 PM

Notification enabled

Token payment reminder switched on for all sales users.

Brand theme

Navy Gold

Premium broker workspace

Data backup

Daily

Planned backend setting

Audit mode

On

Track admin-level changes