Find your way around Realty CRM

The menu on the left is grouped by the work you do. You only see what your role allows, and items marked with a lock are not in your plan.

• Overview: Dashboard for the numbers, My Day for today's calls, follow-ups, site visits and tasks.
• Sales: Leads, Pipeline (leads by status; drag a card to change its status), Follow-ups, Site Visits and Tasks.
• Property: Projects, Inventory (every unit with its status) and Quotations (cost sheets).
• Deals: Bookings, Payments, Documents and Approvals.
• Partners & Money: Commission, Channel Partners and Targets.
• Customers & Support: Contacts, Support Tickets and your Knowledge Base for buyer questions.
• Marketing & Comms: Marketing, Communication (templates and automatic messages) and Calls.
• Insights: Reports.
• Administration: Settings and Billing.

At the top of every page:

• The search box finds a lead by name, mobile, email or lead ID.
• The bell shows your notifications. Choose which ones you get under Settings → My profile → Notifications.
• Help & support opens these guides, the AI assistant and your support requests to Floating Infotech.