Premium broker workspace

Realty Assistant CRM

Client CRM

Complete client command center for buyers, owners, tenants, and investors.

A polished static view of enquiry capture, lead quality, assigned relationship managers, and next actions for the client walkthrough.

248

Active clients

42 high-intent buyers

36

Calls due

12 scheduled before 2 PM

19

Visits booked

Across 8 premium projects

₹7.8Cr

Hot pipeline

Likely closure in 21 days

New enquiry

32
Aditi Rao - 3 BHK Worli
Nikhil Bafna - office lease
Karan Gill - villa investment

Qualified

84
Priya Mehta - Bandra West
Rohan Shah - Lower Parel
Aarav Infra - bulk mandate

Visit planned

27
Sneha Kapoor - Powai rental
Dev Malhotra - Thane resale
Mira Jain - Juhu duplex

Negotiation

11
Mehta family - Aurum Bay
Jain Holdings - MetroEdge
Kapoor Realty - owner deal
Directory

Client master

ClientRequirementBudgetRMStatus
Priya & Rohan Mehta3 BHK, Bandra sea-facing₹5.2CrOmkarHot
Nikhil ShahCommercial office, Andheri₹1.8CrNehaVisit
Sneha KapoorFurnished rental, Powai₹1.4L/moRahulFollow-up
Aarav DevelopersChannel partner mandate₹12CrAdminNegotiation
Activity

Today's movement

09:45 AM

Lead qualified

Priya Mehta moved to hot pipeline after budget confirmation.

11:20 AM

Call completed

Nikhil Shah requested MetroEdge revised floor plan.

01:10 PM

Visit assigned

Sneha Kapoor assigned to Rahul for Lakeside Grandeur.

Avg response time

08 min

Across fresh web enquiries

Conversion rate

18.6%

Qualified to site visit

Pending KYC

14

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