Executive Overview
High-level snapshot of sales pipeline, telephony, and field activity
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Pipeline Stage Distribution
Upcoming Follow-ups
Master Leads Vault
Single Source of Truth • 1 Master Record per Unique Phone Number • Exportable Anytime
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Master Database0
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🚫 Opted Out| Customer Name | Phone | Project / Requirement | Stage | Last Comment | Next Followup | First Captured | Actions |
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Scheduled Follow-ups
Upcoming calls, meetings, and client follow-up commitments
| Lead Information | Scheduled Date/Time | Assigned Agent | Notes / Agenda | Status | Action |
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Starred & Important Contacts
High-priority prospects, VIP investors, and tagged key clients across all pipelines
| Contact Name | Phone | Project | Important Notes / Tags | Source | Assigned / Starred By | Last Call Interaction | Actions |
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Attendance Verification
Audit agent punch in/out timestamps and verify exact GPS map locations
| Agent Name | Punch Type | Timestamp | GPS Coordinates & Accuracy | Map Verification | Device Details |
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Telephony Call Operations & Live Hub
Synced mobile calls, instant follow-up callbacks, site visit pipeline, and formatted sheet exports
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| Agent | Phone Number | Matched Lead / Outcome | Call Type | Duration | Classification | Call Timestamp | Actions |
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| S.No | Client Details | Scheduled Date & Time | Assigned Agent | Agenda / Notes | Status | Quick Actions |
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| S.No | Client Details | Appointment Date & Time | Property & Location | Assigned Agent | Status | Visit Notes & Feedback | Quick Actions |
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Export Telephony Call Logs & Operational Reports
Download a formatted, UTF-8 Excel/CSV report with caller dispositions, call duration, notes, and scheduled dates
Telecaller Operations & Follow-up Hub
Manage campaign sheets, track next-date callbacks, monitor site visit appointments, and export dispositions
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| Campaign Sheet Name | Assigned To | Total Leads | Calling Progress | Outcomes Breakdown | Uploaded Date | Actions |
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| S.No | Contact Details | Campaign Sheet | Scheduled Follow-up | Type / Disposition | Conversation Notes | Agent | Quick Actions |
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Telecalling Site Visit Appointments
Proactive leads who scheduled on-site property inspections| S.No | Client Details | Campaign Sheet | Appointment Date & Time | Requirement & Location | Notes | Agent | Quick Actions |
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Export Telecaller Campaign & Follow-up Data
Download a formatted, UTF-8 Excel/CSV report with complete caller dispositions, notes, and dates
Properties & Inventory Management
Manage projects, track unit inventory availability, and update unit booking status
Unit Inventory Matrix
| Unit No | Property | Floor & Facing | BHK Type | Carpet Area | Base Price | Total Price | Status | Actions |
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Site Visits & Feedback Tracking
Schedule on-site client tours, manage cab pickups, and log 5-star feedback sentiment
| Client & Phone | Target Property | Assigned Agent | Scheduled Date & Time | Pickup Info | Status | Rating & Sentiment | Actions |
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Quotations & Cost Sheets
Generate transparent itemized price quotes with taxes (GST, Stamp Duty, Registration)
| Quote # | Client Name & Phone | Property & Unit | Base Price | Grand Total | Status | Valid Until | Actions |
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Agent Performance Leaderboard
Real-time KPI metrics, call time, site visits conducted, and closed revenue
Company Pipeline Conversion Funnel
Agent Ranking Table
| Rank | Agent Name | Leads Assigned | Calls Logged | Total Talk Time | Visits Completed | Deals Won | Pipeline Value | Conversion Rate |
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Deals & Bookings Management
Record token advances, manage agreement workflows, and issue official booking receipts
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All Deal Bookings
| Booking Ref | Customer | Property & Unit | Agreement Value | Token Advance | Payment Mode | Status | Agent | Actions |
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Payment Milestones & Demand Notices
Track construction-linked payment installments, issue demand notices with bank remittance details, and manage collections
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Installment Demands & Collection Register
| Milestone / Demand Ref | Booking & Unit | Customer | Due Date | Amount Due | Amount Paid | Balance | Site Construction | Payment Status | Actions |
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Agent Commissions & Incentives
Automated 1.5% deal incentive calculation, administrative review, and payout tracking
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Agent Commission Payout Breakdown
| Agent Name | Deals Closed | Total Sales Volume | Total Commission (1.5%) | Paid Payout | Pending Payout |
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Deal Commission Register
| Deal Booking | Agent | Property & Unit | Agreement Value | Rate | Commission | Status | Approver | Actions |
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Welcome back
Today
Today's Scheduled Site Visits
0 VisitsMy Monthly Incentive Progress
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Overdue / Due Today Follow-ups
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0Team & Agents
Manage field sales agents, administrators, contact details, and account access
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Registered Agents & Users
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Mobile App (Android APK)
Public sharable download link, QR code, and installation package for field agents & telecallers
EstatePulse Agent CRM Mobile
Equip your telecallers, sales executives, and field agents with the official native Android app. Featuring real-time past call notes history, integrated dialer, sequential telecalling queue, and GPS-verified shift attendance.
EstatePulse.apk
158.6 MB (166 MB)
Android 8.0 - 15+
No Login Required
What's New in Version 2.4
Past Call Notes & Discussion History
Telecallers and agents can view complete prior discussion summaries, remarks, and call outcomes when clicking or typing phone numbers in the dialer and telecalling queue.
Sequential Telecalling Campaign Queue
Cycle through leads effortlessly. 1-tap call dialing, automated follow-up rescheduling, disposition tags, and notes syncing directly into the CRM database.
GPS-Verified Punch IN & OUT Attendance
Field agents can record daily attendance with verified GPS latitude, longitude, and accuracy radius. Includes active shift duration counters and executive sync.
Locality, Property Type & Budget Range Filters
Clean, unified locality searches with auto-deduplication, fuzzy normalization, and multi-tier budget ranges for quick client matching.