Internal — Owner & Notes (never shared with clients)
Photos & Videos
Add Society
Add Agreement
Deal Structure
Close Deal
Deal Stage
Party Details
Financials
Brokerage / Commission
Documents
—
Notes
Add Employee
Payouts
Record a payment
Add User
Add
Media
Share property
“Open in WhatsApp” sends the text only. On a phone, “Share with photos” attaches the property photos directly. “Download client PDF” makes a brochure (photos included, no owner contact) you can attach anywhere.
This lead isn’t linked to a property. Pick the property the deal is for — the deal form then opens pre-filled with the lead’s details.
Add lead
Import leads
Paste leads from a portal dashboard or spreadsheet — or click CSV template below for the exact format. Duplicates (same phone & source, or same portal ID) are skipped.
Header row, columns in any order: name, phone, email, source, listing, budget, locality, notes, id. source: 99acres / magicbricks / walk-in / referral / website / other. listing: rent or sale. budget: number (e.g. 40000 or 12000000).
Import employees
Paste rows from a spreadsheet — or click CSV template for the exact format. Duplicates (same phone, or same name & email) are skipped.
Header row, columns in any order: name, role, phone, email, notes. Only name is required.