Help Center & Frequently Asked Questions

Setting up your workspace takes less than 2 minutes:

• 1
  Choose a PlanSelect any plan to start your 7-Day Free Trial instantly.
• 2
  Workspace ProvisioningYour isolated database and tenant subdomain are automatically generated.
• 3
  Add Team MembersGo to User Management → Add Agent / Manager to grant roles with custom permissions.

Yes! The entire CRM is 100% mobile-responsive and built with PWA (Progressive Web App) support. Sales agents on the field can update lead statuses, log site visits, and view brochures directly from their smartphones without requiring heavy app store downloads.

Under Settings → Lead Allocation Rules, administrators can choose between Round-Robin Auto Assignment (equal distribution among active agents), Project-Specific Allocation, or Unassigned Pool where managers manually allocate leads based on agent performance.

Inside any lead detail drawer, click "Schedule Site Visit" or "Add Follow-Up". Set the date, time, and notes. The calendar overview highlights upcoming visits and sends automated reminders so your agents never miss a buyer meeting.

Navigate to Leads & Properties → Properties and click "Add Property". You can enter:

• Property Name, Developer/Owner details, and Location/City.
• Listing Category: Sale, Rent, Builder Project, Developer Project, or Pre-Launch.
• Price, Area (sq. ft.), BHK count, and Amenities.
• High-resolution property images, floor plans, and brochures.

Once a property is set to "Active" status, it immediately syncs across your public marketplace page (/p_public) and becomes searchable by the Property AI Chatbot widget for all incoming visitors.

Channel Partners can register via your dedicated partner registration portal. Once submitted, administrators receive an approval request under Manage Users → Partner Approval where RERA numbers and identity documents can be verified before activating their partner portal access.

The Payouts Management module tracks agreed percentage or flat brokerage fees for each successful booking. Once a sale agreement is marked closed, the commission ledger automatically generates a payout record for administrative approval and tracking.

After 7 days, your selected monthly or yearly billing cycle begins. All your captured leads, listings, and configurations remain 100% intact and untouched.

Yes! Switch to Yearly billing anytime from your billing dashboard to take advantage of up to 20% discount savings across all tiers.

The AI Chatbot acts as your virtual real estate consultant. When prospective buyers visit your portal, it:

• Answers questions regarding project pricing, locations, and BHK configurations.
• Shows instant live property cards with pricing and "View" links.
• Captures verified customer mobile numbers and names via the quick callback modal.
• Pushes hot leads directly into your CRM dashboard in real-time.

Through our WhatsApp Business API integration (Twilio / Meta), the system can dispatch automated welcome greetings, site visit appointment confirmations, and follow-up reminders directly to buyers' WhatsApp numbers.

The platform provides strict role-based access control (RBAC):

• Super Admin: Manages overall system health, tenant plans, and subscription billing.
• Tenant Admin (Company Owner): Full control over company settings, billing, users, and financials.
• Manager: Team oversight, assigning unassigned leads, and monitoring conversion analytics.
• Sales Agent: Dedicated access only to leads and properties assigned directly to them.
• Channel Partner: External portal to submit client inquiries and track commission payouts.

Yes. Every tenant operates with dedicated database isolation and encrypted communication channels. Other companies or agents cannot see or access your lead phone numbers, client portfolios, or proprietary financials.