Dashboard
Today's pulse across leads, site visits, and deals.
New Leads
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Leads added in the last 30 days
Active Buyers
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Leads with purpose = buy, not yet closed
Active Sellers
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Leads with purpose = sell, not yet closed
Site Visits Today
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Site visits scheduled today
Deals in Progress
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Negotiation through possession stages
Deals Closed
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Closed won, all time
Revenue
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Sum of final_price on closed won deals
Upcoming Follow-ups
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Leads requiring a follow-up
Site Visit Status
Agent Performance · site visits
Deals by Stage
Recent Site Visits
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Lead History
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| Lead | Phone | Budget / BHK | Assigned Agent | Last Visit | Next Site Visit | Status | Created | Actions |
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Agents
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| Agent | Property Category | Specialization | Experience | Commission | Status | Actions |
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Property Categories
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| Property Category | Agents Count | Today's Site Visits | Status | Actions |
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Properties
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| Image | Name | Type | BHK | Price | Location | Status | Actions |
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Projects & Builders
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| Project | Builder | Location | RERA Number | Possession Date | Status | Actions |
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Inventory
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| Project | Building | Floor | Unit # | Type | Area | Price | Offer Price | Status | Held By | Actions |
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Deals
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Documents
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| File | Type | Lead | Deal | Uploaded By | Verified | Created | Actions |
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Knowledge Base
What the AI agent knows about your agency beyond agents/site_visits — policies, facilities, insurance, and uploaded documents. It's fetched automatically and used to answer leads on WhatsApp.
💡 Suggested topics — what leads usually ask before booking. Click one to add it.
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| Title | Content | Status | Actions |
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Site Visits
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| Lead | Phone | Agent | Property Category | Property | Date | Time | Source | Status | Created | Actions |
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Calendar
Site Visits by day, week or month.
Confirmed
Checked In
Completed
Cancelled
No Show
Rescheduled
Follow Ups
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| Lead | Agent | Follow Up Date | Reason | Status | Actions |
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WhatsApp Inbox
Site Visit booking, reminders and lead conversations.
Conversations
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Sent
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Received
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Leads via WA
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Select a conversation
Select a conversation to view messages
Reports
Site Visits, agents, property_categories, leads and follow-ups.
Site Visits Report
Total Site Visits
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All time
Completed
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Status = completed
Cancelled
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Status = cancelled
No Shows
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Status = no_show
Rescheduled
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Status = rescheduled
Agents Report · site_visits per agent
Property Categories Report · utilization
Leads Report
New Leads
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Last 30 days
Returning Leads
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2+ site_visits
Follow Up Leads
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Status = follow_up
Follow Up Report
Pending
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Completed
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Missed
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WhatsApp Report
Messages Sent
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Messages Received
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Settings
Manage your account preferences and company branding.
Account
Security
Change your CRM login password.
Session
Logged in as: checking...
Agency Settings
Agency Logo
Appears in your sidebar. Max 2MB. JPG, PNG, WEBP.
My Subscription
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Integrations Setup
Webhook / n8n
Your n8n automation webhook for lead capture and WhatsApp flows.
Lead Capture Form
This is YOUR unique lead-capture URL — no one else's submissions can land here. Use it for your own website form (snippet below), or paste it as the destination URL in Facebook/Instagram Lead Ads, Zapier, or any other tool that lets you send form data to a webhook.
WhatsApp Cloud API
Connect your WhatsApp Business account for automated messaging.
Once your number is registered, click below to activate it on WhatsApp's network and subscribe to incoming messages.
Paste these into Meta App → WhatsApp → Configuration → Webhook:
Message Templates
These 5 templates must be created and approved in your own Meta Business Manager before the AI can send them. Once your Business Account ID and Access Token are saved above, submit all 5 in one click (uses your business name automatically) - Meta typically takes a few minutes to a few hours to approve them.
Approval Status
AI Provider
Powers your AI chatbot and lead counselor.
💡 Gemini: get key at aistudio.google.com · OpenAI: platform.openai.com · Anthropic: console.anthropic.com
Subscription Plan
Pick the plan this agency is on — this drives which features and calling settings are active below. (Feature tiers only, not a payment gate.)
Chat Plan
✅ WhatsApp Inbox
✅ WhatsApp AI Agent
✅ Site Visit Booking
✅ Reschedule
✅ Cancel
✅ Follow-Ups
❌ AI Calling
❌ Outbound Calls
❌ Inbound Calls
✅ WhatsApp AI Agent
✅ Site Visit Booking
✅ Reschedule
✅ Cancel
✅ Follow-Ups
❌ AI Calling
❌ Outbound Calls
❌ Inbound Calls
Voice Plan
WhatsApp limited to greeting template + name capture only, then:
✅ Outbound AI Calls
❌ Inbound AI Receptionist
❌ Chat-or-call choice (always calls)
✅ Outbound AI Calls
❌ Inbound AI Receptionist
❌ Chat-or-call choice (always calls)
e.g. Facebook Lead → AI Agent Calls → Books Site Visit → WhatsApp Confirmation
Chat + Outbound Call
Everything in Chat Plan, plus:
✅ Outbound AI Calls
✅ Lead chooses chat or call
❌ Inbound AI Receptionist
✅ Outbound AI Calls
✅ Lead chooses chat or call
❌ Inbound AI Receptionist
After greeting template + name, asks: continue on chat, or get a call?
AI Calling Settings
User Management
Reception staff and agents who can log into this agency's dashboard. Set a password for them directly below — share it with them yourself, there's no email invite sent.
| Member | Phone | Role | Status | Joined | Actions |
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Roles & Permissions
Each agency only ever sees its own leads, agents, site_visits and messages — enforced at the database level, not just in this UI.
Admin — full access to all modules and settings.
Reception — Site Visits, Calendar, Leads.
Agent — own Site Visits, Calendar and assigned Leads only.