All Features

Lead pipeline

Structured lead stages from NEW to WON/LOST with full history.

Lead temperature

Hot, warm, or cold — helps your team prioritise follow-ups.

Bulk assignment

Assign or reassign leads to agents in one action.

Client profiles

Convert leads to clients and maintain a full relationship timeline.

Activity timeline

Every note, message, task, and deal linked to the record.

Duplicate detection

Phone and email uniqueness checks prevent data pollution.

Property inventory

Track residential, commercial, and off-plan units with full details.

Owner management

Manage property owners and their portfolios in one place.

Status tracking

Available, under offer, sold, rented — with history.

Media uploads

Attach photos and documents directly to property records.

Area & type taxonomy

Customisable areas and property types per company.

Deal pipeline

Kanban and list views of your sales pipeline by stage.

Commission management

Track commission rules, estimates, and approvals per deal.

Deal notes

Add deal-specific notes and track progression with stage history.

Financial visibility control

Financials only visible to roles with the viewFinancials permission.

Multi-link deals

Link each deal to a lead, client, and property simultaneously.

Task management

Create, assign, and track tasks with due dates and priorities.

Calendar view

Team calendar showing upcoming tasks and follow-ups.

Follow-up reminders

Link tasks to leads, clients, and deals for context.

Task comments

Threaded comments on tasks for team collaboration.

Communication log

Record calls, emails, meetings, and viewings against any record.

WhatsApp sending

Send WhatsApp messages directly from the CRM with delivery tracking.

SMS sending

Send SMS to leads and clients via Twilio with opt-out compliance.

Message templates

Create reusable WhatsApp/SMS templates for common scenarios.

Consent management

Do-not-contact and channel-specific opt-out flags enforced server-side.

Property descriptions

Generate professional property descriptions in English or Arabic.

Lead summaries

AI-generated summary of lead activity and next steps.

Deal insights

Contextual deal summary and follow-up suggestions.

Message drafts

Draft WhatsApp/SMS/email messages for human review before sending.

Translation

Translate CRM text between English and Arabic.

Privacy-safe

AI never sees data outside your company. Human approval always required.

Lead reports

Lead volume, conversion rates, source performance, and agent activity.

Deal reports

Pipeline value, stage distribution, and closed deal analysis.

Agent performance

Per-agent lead count, conversion, and deal value.

Property reports

Inventory by status, type, and area.

Export

Export any report to CSV with permission control.

Role-based access control

9 system roles with 50+ granular permissions.

Audit logs

Immutable log of every action: who, what, when, from where.

User management

Invite users, set roles, deactivate leavers.

Team management

Organise agents into teams with scoped data visibility.

Data scope control

Agents can see all company data, team data, or only assigned records.

Automation rules

Trigger notifications, tasks, and status changes on CRM events.