Guides
How to use Realty CRM
Short, step-by-step guides for builders, sales teams and accounts: from your first project to bookings, payments and channel partners.
Getting started
Set up your workspace and team in the first hour
- Set up your workspace in 30 minutesThe first steps after you sign up: company details, your team, a project and your lead sources.Read the guide
- Find your way around Realty CRMWhat each part of the menu is for, and where to find search, notifications and help.Read the guide
- Get help from Floating InfotechHow to raise a support request, what to include, and how fast we reply on your plan.Read the guide
Leads & follow-ups
Capture, assign and follow up every enquiry
- Add leads and import them from ExcelCreate a lead by hand, or bring in your existing list from an Excel sheet.Read the guide
- Capture leads from your website, Facebook and GoogleConnect your website enquiry form, Facebook and Instagram lead ads and Google Ads lead forms so every enquiry lands in Leads.Read the guide
- Assign leads automaticallyUse assignment rules so every new lead reaches the right salesperson in seconds.Read the guide
- Follow-ups, site visits and My DayPlan the next step for every lead and see what is due today.Read the guide
- Lead statuses and the pipelineWhat each lead status means and how to move leads through the pipeline.Read the guide
Projects & inventory
Projects, towers, units, prices and project pages
Quotations & bookings
Cost sheets, bookings, payment schedules and receipts
Channel partners
Brokers, registrations and commission
WhatsApp, SMS & calls
Templates, automations and telephony
Customer care
Contacts, tickets and your knowledge base
Team & settings
Users, roles, permissions and company settings
Plan & billing
Your plan, invoices and payments
Android app
The sales app for site visits and calls
AI assistant
Drafts, summaries and lead insights