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Pipeline Overview
Recent Activity
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Follow-up email sent to John Doe 2 mins ago
| Name | Status | Source | Score | Age | Action |
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Automation Rules
Set up logic to automate your real estate workflow.
Instant Welcome Email
When a new lead arrives from Any Source, automatically send the "Welcome Kit" email.
Smart Follow-up
If lead status stays New for 2 days, automatically schedule a follow-up call task.
Auto-Assign Rep
When source is Website, automatically assign lead to Sales Team A.
High Value Alert
When budget is > ₹50 Lakhs, send instant WhatsApp alert to Manager.
Cold Lead Cleanup
If no activity for 30 Days, automatically move status to Lost or On Hold.
WhatsApp Updates
When status changes to Qualified, send WhatsApp message with property brochure.