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
Of brokerage on deals they handle, counted when the money is received.
Shown once after saving so you can pass it on. They should change it after signing in.
Payouts
Record a payment
Add User
These go on the new employee record — everything is editable later under Employees.
User Types
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.
Import properties
Paste rows from a spreadsheet or pick a CSV file — or click CSV template below for the exact format. Press Preview to check every row against what you already have; nothing is saved until you press Import.