Leads · today214 new · 3 possible duplicates merged
WhoCame fromWhere they areLooking afterNext action
RSRohit SharmaMeta · Nilaya Heights launchSerious buyerMeeraNext: Call now
PNPriya NairMagicBricksTalked to themVikramNext: Send cost sheet
AKArjun KulkarniWebsite formVisit plannedFarahNext: Confirm Sat 11 am
SISana IyerChannel partner · Sunrise RealtyNewMeeraNext: First call
Every source
Portals, ads, website, WhatsApp, walk-ins.
99acres, MagicBricks, Housing.com and CommonFloor, Meta and Google lead forms, portal and broker email, missed calls and channel partners all land in one list, with where each lead came from kept.
Duplicate merge
One buyer is one lead.
The same person from three sources is matched on phone and email. Possible duplicates go to a review task, and a merge can be undone for 72 hours.
Routing, with the reason
“Why is this mine?”
Round robin, load, skills, best performer, idle time or an NRI pool, with a fallback ladder. Every assignment carries a plain reason the rep can read.
Speed-to-lead timers
Working-hours clocks on every lead.
A breach creates work for a manager. It never messages the buyer on its own.
Webforms and landing pages
Launch a project page in an afternoon.
Hosted forms with an OTP check, a walk-in mode and slot booking, embedded on project microsites.
Import and API
No migration to start.
CSV import with field mapping, batches and one-click revert, or push leads from any system through the public API.
Qualify
A score that shows its working.
proprev reads 75+ signals on every lead, then rates its interest with every factor’s points on screen, so your floor calls the right buyer first and knows why.
Rohit SharmaCame from Meta · Nilaya Heights launch
Where they are
Serious buyer
Interest
Very interested 92
Looking after
Meera (Tele-caller)
Why this score
Budget fits Tower B price band+30
Opened the cost sheet twice+20
6 km from site+15
Replied within an hour+15
Move-in within 12 months+12
Before you call
Asked about 3 BHK on floor 11, wants a Saturday visit.
Still to ask
Home loan or own funds · possession timeline
75+ signals
Read for you, on every lead.
Budget against the price band, distance to site, whether the BHK is still open, move-in time, employer and what the buyer has opened and replied to.
Why this score
Every point visible.
Interest is rules arithmetic with each factor’s points shown, so a sales head can read it and argue with it. Nothing is hidden in a black box.
Interest, in plain words
Very interested · Some interest · Gone quiet.
The same three words on Home, on the lead and in every list, so the whole floor reads a lead the same way.
Answers from replies
Budget, BHK and timeline, pulled out.
What the buyer wrote fills the lead, and “Still to ask” tells the rep what is missing before they call.
Reply intent
Interested, busy, wrong number, call me.
Every reply is tagged, and a hard “no” can never become bookable.
Ask proprev
Questions in plain words.
Ask which tower is slowest or who visited but did not book, and get a table back, scoped to what your role may see.
Engage
Follow-up that never forgets.
Outreach runs on WhatsApp, email and SMS through one consent gate. Your team gets the lead once intent is qualified, and buyers book and move their own visits.
Copilot by default, Auto per campaign when you are ready
Approved templates with DLT ids, consent checked on every send
Copilot draft · waiting for MeeraDone. Saturday 11 am, Tower B. I’ve kept a slot for you.
SendEditHand to me
Replies are read and the lead moves on its own · Negotiation and “call me” go to a person
Visits · SaturdaySlots cannot be overbooked
Sat 11:00
Rohit Sharma
3 BHK · Tower B
Confirmed
Sat 11:00
Priya Nair
2 BHK · Tower A
Confirmed
Sat 12:00
Open slot
1 of 2 left
Sat 16:00
Arjun Kulkarni
3 BHK · Tower B
Moved by buyer
ConfirmMark visitedMove this visitCall off this visit
Outreach on autopilot
Follows up until intent is real.
Copilot by default: a person approves each reply. Switch a campaign to Auto and replies go out inside the 24-hour window after the buyer writes.
WhatsApp, email and SMS
One conversation, one consent gate.
Approved templates with DLT ids, per-channel consent, the WhatsApp 24-hour window, quiet hours, frequency caps and STOP, all checked before anything is sent.
Cadences
A few touches over a few days.
Follow-up ladders that stop the moment the buyer books a visit, so nobody is chased after they said yes.
Workflows
When this happens, do that.
Trigger, condition and action automations with versions and rollback, and a kill switch per workspace.
Site visits
Slots that cannot be overbooked.
Confirm, mark visited, move or call off. The buyer can move or cancel their own visit from a link, in English or Hindi.
Home for every rep
“Work down the list. We pick what’s next.”
One card, one Next action, one button, then “What happened?” Two taps to log a call and set the next one.
Convert
Built around the tower, not a pipeline.
The hold, the cost sheet, the booking, the demand letter, the receipt and the brokerage all sit on the same flat. Nobody reconciles four systems on a Friday.
Holds expire on their own, so no flat is promised twice
Match flats to a buyer · Hold for 30 min · Blocks need a manager
Booking · B-1104Rohit Sharma · Nilaya Heights
Basic price · 1,640 sq ft₹1,78,22,000
Floor rise · floor 11₹3,28,000
Car park₹4,00,000
Discount · over cap−₹50,000
Agreement value₹1.85 Cr
Waiting on AnitaDiscount over cap sent to the approval chain
Cost sheet frozen when issued · Demand letters follow the milestones
Inventory by tower and floor
Open, held, booked, live.
Projects, towers, flat types and every unit, with construction stage per floor and flats matched to what a buyer wants.
Holds that expire on their own
No flat promised twice.
A hold lasts 30 minutes by default with capped extensions; managers can block. Nothing lives in a notebook.
Bookings and cost sheets
Priced against the flat.
GST per line, schemes and versioned payment schedules. An issued cost sheet is frozen, and a quote link can go to the buyer before booking.
Discount approvals
Over the cap goes up the chain.
A discount above the cap is sent to the approval chain or refused, and arrives on the approver’s Home as “Waiting on you”.
Demand letters and collections
By construction milestone.
Milestones raise demands from the cost sheet, with interest on late payment. Receipts are gapless and cannot be edited, only corrected, and ageing shows who owes what.
Brokerage with TDS and GST
Worked out on the booking.
Approve, accrue and claw back. Channel partners see their own leads and “Paid to me / Owed to me”.
Learn
Every booking makes the next campaign better.
Qualified, site visit and booked go back to Meta and Google as conversion events, so the ads optimise towards the people who actually buy. Up to 5× more qualified leads from the same spend.
Ad sync: outcomes sent back to Meta and Google, consent-checked
Ad analysis: spend against enquiries and bookings, per ₹1
Sent back to Meta and Google: qualified · site visit · booked
TeamWho is behind, and what to do about it
PersonOpenLateDue soon
Meera
Tele-caller
1804NudgeHand over to
Vikram
Sales Executive
2353NudgeHand over to
Farah
Sales Executive
1516NudgeHand over to
Approvals arrive as work on Home: “Waiting on you”
Ad sync with Meta and Google
Bookings go back to the ads.
Qualified, site visit and booked are sent back as conversion events, consent-checked, so the platforms find more buyers like the ones who booked.
13 ready-made reports
Named the way you ask.
Sources, trend, calls, visits, bookings, collections ageing, campaign return, campaign sources, team, funnel, velocity, cohort and My numbers, with drill-down.
Ad analysis
What the ad money bought.
Spend against enquiries and bookings for every campaign, per enquiry and per ₹1.
Where buyers stop answering
The funnel, stage by stage.
See the step where leads go quiet, by project and by source.
Team board
Who is behind, and what to do about it.
Open, late and due soon per person, with Nudge and Hand over to, and targets.
Dashboards and exports
Your board, your numbers.
Boards of widgets with a default per role, and scheduled exports that ask for your password again.
The platform underneath
Safe enough for finance. Simple enough for the floor.
Every role sees what it needs and nothing more. Every workspace is kept apart by the database. Every change leaves a trail.
8 roles, scoped access
Admin, Sales Manager, Sales Executive, Tele-caller, CRM Executive, Marketing, Finance and Channel Partner, each limited to their own, team, project or all.
Many projects, one workspace
Every project in one place, with people limited to the projects they work on.
Isolation in the database
Every workspace’s data is kept apart by the database itself, not by application code.
An audit log
Who did what and when, including settings, exports and security events.
DPDP data requests
Access, correction and erasure, with a legal hold that keeps statutory finance records.
Consent per channel
WhatsApp, SMS, email and calls each carry their own consent, checked before every send.
Everything shares one database and one permission model. Turn on Intelligence or Leads and nothing needs migrating.
proprev CRM
Free for every user
The system of record: leads, Home, visits, projects, inventory, holds, bookings, cost sheets, demand letters, receipts, collections and channel partners.
proprev Intelligence
Per project
Interest and Why this score, Ask proprev, the 13 reports, ad analysis and the funnel. The answers behind every review.
proprev Leads
Per project
Demand for a launch: webforms and landing pages, Outreach on autopilot, cadences, audiences and ad sync with Meta and Google.