SOLUTION / REAL ESTATE CRM

EVERY LEAD. EVERY AGENT. EVERY NEXT ACTION.

Keep property inquiries, buyer preferences, agent ownership, site visits and sales follow-ups connected in one real estate CRM workflow.

MAPLELOGICS / REAL ESTATE CRM01—04
INQUIRY01
AGENT02
VISIT03
FOLLOW-UP04
CONNECTED WORKFLOW

Illustrative workflow

LEAD CAPTURE

Every inquiry lands in one place.

Website forms, campaigns and WhatsApp conversations feed a single pipeline — with the source attached to each inquiry.

01 / CAPABILITY

One shared inbox

No inquiry lives in one person’s phone. The team works from the same record.

02 / CAPABILITY

Source on every lead

Know which campaign, page or referral brought each buyer — without asking twice.

03 / CAPABILITY

Duplicate control

The same buyer reaching out twice becomes one record, not two agents calling one person.

PIPELINE & ATTRIBUTION

See where every deal stands.

Stages match how property actually sells: inquiry, contact, qualification, site visit, negotiation, booking.

01 / CAPABILITY

Stage-based pipeline

Each lead sits in a defined stage. Movement is deliberate — and visible.

02 / CAPABILITY

Source attribution

Which channels produce viewings, and which produce bookings. Spend follows evidence.

03 / CAPABILITY

Lost-deal reasons

When a deal stalls, the reason is recorded — so patterns become decisions, not guesses.

ASSIGNMENT & OWNERSHIP

One lead. One owner. No confusion.

Ownership rules are configured for your team — then enforced by the system, not by memory.

01 / CAPABILITY

Clear ownership

Every lead has exactly one responsible agent at any time.

02 / CAPABILITY

Assignment rules

Round-robin, territory or manual allocation — set per team, applied consistently.

03 / CAPABILITY

Clean reassignment

When ownership transfers, the full history transfers with it. Nothing restarts from zero.

BUYER PREFERENCES

Remember what each buyer wants.

Budget, locations, unit types — recorded once, used every time a matching property appears.

01 / CAPABILITY

Buyer profiles

Budget range, preferred areas and unit types live on the buyer record.

02 / CAPABILITY

Property matching

Match new or available inventory against what buyers actually asked for.

03 / CAPABILITY

Preference history

What they wanted, what was offered, what they said — kept in one thread.

SITE VISITS

Visits are commitments. Track them like it.

Scheduling, attendance and outcomes live against the buyer and the property — not in chat threads.

01 / CAPABILITY

Scheduled visits

Date, time, agent and property — confirmed and visible to the team.

02 / CAPABILITY

Visit outcomes

Showed up, interested, needs follow-up: the outcome decides the next action.

03 / CAPABILITY

No-show recovery

Missed visits trigger the next step automatically instead of fading away.

FOLLOW-UP TASKS

Follow-up stops depending on memory.

Each agent opens their day to a queue of what is due: calls, messages, meetings. Managers see what is slipping.

01 / CAPABILITY

Daily task queue

Calls, WhatsApps and meetings due today — per agent, prioritized.

02 / CAPABILITY

Overdue visibility

What slipped, who owns it, and for how long — visible before it costs a deal.

03 / CAPABILITY

Outcome logging

Every attempt logged with its result, so the next follow-up starts informed.

MANAGER DASHBOARD

Run the team on facts, not check-ins.

Activity, pipeline health and expected bookings — read from live records, not weekly status calls.

01 / CAPABILITY

Team activity

Calls, visits and follow-ups per agent — effort made visible.

02 / CAPABILITY

Pipeline health

Stage conversion and aging leads, so bottlenecks show early.

03 / CAPABILITY

Expected bookings

What is likely to close, based on your stages and history — not on optimism.

INTEGRATIONS

Fits into the stack you already run.

Integrations are scoped per project during technical discovery — defined and tested before launch, with third-party costs disclosed separately.

01 / CAPABILITY

Website and landing pages

Forms feed the CRM directly, with source and campaign context intact.

02 / CAPABILITY

WhatsApp conversations

Chats link to the buyer record, so context survives across agents.

03 / CAPABILITY

Developer ERP handoff

Booked units sync with project inventory — sales and operations read the same truth.

04 / CAPABILITY

Exports and APIs

Your data stays structured and exportable. It is your data.

NEXT STEP

Give every lead an owner — and every owner a next action.

Tell us how your sales team works today: team size, lead sources and where follow-ups break down. We’ll map a CRM workflow built around it.

Real-estate focusedWe diagnose before we recommend
Book Discovery