CRM & Property Management System Walkthrough
Welcome to the CRM and Property Management System
In this system, we have four user roles:
- Telecaller
- Accountant
- Sales Manager
- Company Admin
Each role has specific permissions and
Let's start with the Telecaller
Telecaller Role
When a Telecaller logs into the system, the default landing page is the CRM
The pipeline displays all leads assigned to that specific
These leads are organized into different stages, including
- New Lead
- Contacted
- Site Visit Scheduled
- Site Visit Completed
Users can easily move leads between stages using drag-and-drop
For example, when a new lead has been contacted, the Telecaller can move it to the Contacted stage and continue progressing it through the sales
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By clicking on any lead, the Telecaller can view detailed information about that
From the detail screen, users can:
- Update the lead status
- Mark the lead as Won or Lost
- Add notes and comments
- Review activity history
The system maintains a complete record of all interactions associated with the
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The Telecaller can also perform activities directly from the lead record, including:
- Sending emails
- Making phone calls
- Scheduling meetings
This ensures all customer communication remains centralized within th he
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The system also supports duplicate lead
If multiple leads are created using the same phone number, those records are displayed as Similar
This helps users identify duplicate entries while still allowing those records to remain in the
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Each lead is associated with company
For example, if the user belongs to Skyrise Builder, only contacts associated with Skyrise Builder will be
The Telecaller primarily has access to:
- CRM Leads
- Company Contacts
In addition, users can update their profile, change their password, and manage security settings such as two-factor
Accountant Role
Now let's move to the Accountant
When an Accountant logs into the system, the default landing page is the Payment History section within Property
The Accountant is responsible for managing and tracking property-related
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The Accountant can view payment records for all projects belonging to the
For each payment, the system displays:
- Property Name
- Flat or Floor Number
- Property Type
- Payment Method
- Payment Amount
- Payment Status
Payment statuses include:
- Paid
- Partially Paid
- Pending
This provides complete visibility into the company's payment collection
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Advanced filtering options are
Users can:
- Apply custom filters
- Save frequently used filters
- Reuse saved views in the future
The system also supports
For example, payments can be grouped by:
- Company
- Payment Method
- Project
Grouped records display both the total number of transactions and the total collected
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The Accountant can also access:
- Projects
- Floors and Units
- Individual Payment Records
When adding a new payment, the system automatically populates related information such as:
- Property Details
- Floor Number
- Associated Project
The Accountant only needs to enter:
- Payment Date
- Payment Type
- Payment Method
- Amount
- Reference Number
- Notes
After saving, the payment record is immediately available in the
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The Accountant can also generate and print payment
Each receipt includes:
- Company Branding and Logo
- Customer Information
- Payment Details
- Payment Method
- Transaction Summary
The primary responsibility of the Accountant is payment management and financial tracking across all company
Sales Manager Role
Next, let's review the Sales Manager
The default landing page for a Sales Manager is the CRM
Sales Managers can view:
- Their own assigned leads
- Leads assigned to other users within the same company
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By removing the "My Pipeline" filter, the Sales Manager gains visibility into all company
This provides a complete overview of sales activity across the
Sales Managers can:
- View lead details
- Update lead stages
- Schedule activities
- Review meeting history
- Manage follow-ups
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The Sales Manager can also create new
When creating a lead:
- The company is automatically selected
- Existing contacts can be chosen from the contact database
- Contact details are automatically populated
Once saved, the new lead is immediately added to the CRM
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Sales Managers also have access to company contacts and property management
Within Property Management, they can:
- View Projects
- Create Floors or Units
- Update Floor Information
- Assign Customers to Units
When creating a floor or unit, users can specify:
- Unit Number
- Wing or Block
- Project Name
- Area in Square Feet
- Selling Price
- Customer Assignment
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Sales Managers can also manage payments associated with specific
Payment information includes:
- Date
- Payment Type
- Payment Method
- Amount
- Currency
- Reference Number
- Notes
- Status
Payments created at the unit level are automatically reflected throughout the e
The Sales Manager therefore has access to:
- CRM
- Contacts
- Property Management
- Floor Management
- Payment Entry
Company Admin Role
Finally, let's review the Company Admin
The Company Admin has the highest level of access within the
The default landing page is the CRM
Admins can view:
- Their own leads
- All company leads
- Company-wide sales and payment data
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The Dashboard provides key business metrics, including:
- Total Revenue Collected
- Pending Amounts
- Overdue Amounts
- Total Leads
- Units Sold
The dashboard also displays lead distribution statistics, showing the number and percentage of leads in each
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Additional dashboard components include:
- Payment Collection Trends
- Top Performing Properties
- Recent Payments
- Latest Leads
These insights help management monitor overall business
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Quick navigation shortcuts are available throughout the
Users can quickly access:
- CRM Leads
- Payment History
- Property Records
Selec ecting any record opens the detailed view for further manag ement
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Company Admins have the same property management capabilities as Sales
They can:
- Create Floors
- Assign Customers
- Add Payments
- Manage Property Information
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One of the most important Admin features is User
Admins can create and manage company
When creating a new user, the Admin provides:
- Name
- Email Address
- Contact Number
- Role Assignment
- Default Landing Page
- Profile Picture
Available roles include:
- Company Admin
- Sales Manager
- Accountant
- Telecaller
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Once a user is created, the system automatically sends a password reset
The user can set their password and immediately access the platform according to their assigned role and
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Admins can also manage their own profile and personal
In addition, they have access to the company
Meetings can be scheduled directly from the
When a meeting is created:
- Email invitations are automatically sent
- Calendar records are updated
- CRM activity history is maintained
This ensures all customer interactions and appointments remain synchronized across the
Conclusion
To summarize:
The Telecaller focuses on lead management and customer
The Accountant manages payments, receipts, and financial
The Sales Manager oversees leads, contacts, properties, and sales
The Company Admin manages the entire organization, including users, properties, sales performance, payments, and
Together, these roles provide a complete CRM and Property Management solution that supports lead generation, customer management, property sales, payment tracking, and business
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