Too Many Untouched Leads
Start the day with a clear New queue and work through it systematically.
CRM FOR REAL ESTATE SALES ADVISORS
A Daily Lead Queue Your Advisors Can Actually Work
Put the buyer context, phone number, preferred call time, status and next action in one focused salesperson dashboard.
✓ Role-Based Dashboards✓ WhatsApp Qualification✓ Callback Reminders
ADVISOR DASHBOARD
LEAD ACTIVENew leads · Callbacks · Follow-ups
PS
LEADPriya Sharma
PROJECTThe Westin Residences
BUDGET₹5–7 Cr
Owner: Sherlin✓Open daily queueComplete
✓Filter NewComplete
✓Read lead contextComplete
04Tap Call NowIn progress
05Save outcomeQueued
06Schedule next actionQueued
LEAD ATTRIBUTES
Current statusCall back
- ✓ Country: India
- ✓ Purpose: Self Use
- ✓ Preferred call: Morning
- ✓ Source: Meta Ad
WHY THIS WORKFLOW MATTERS
Fix the Operational Gaps That Slow Property Sales Down.
Real estate sales operations lose visibility when the source, owner, context and next action live in different tools.
Calls Lack Context
Read the full chatbot conversation and buyer requirements before dialling.
Progress Is Easy to Lose
Preserve filters and page position when opening a lead and returning to the dashboard.
BUILT AROUND REAL ESTATE
Give Every Lead a Clear Next Action.
Vrumo keeps buyer requirements, WhatsApp chat history, call outcomes, callback schedules, notes and activity attached to the lead record.
Discuss Your Workflow ↗Personal Pipeline Metrics
See total leads, new leads, callbacks, site visits and deals won at a glance.
Upcoming Commitments
Open the next five callbacks directly from the advisor dashboard.
Simple Post-Call Discipline
Update the status and add a permanent factual note after every call.
CONNECTED WORKFLOW
From First Ad Signal to Closed Site Visit.
Every step executes on time-and-event triggers tailored to your sales playbook.
01Open daily queue→
02Filter New→
03Read lead context→
04Tap Call Now→
05Save outcome→
06Schedule next action
Workflow triggers are configured around your telephony lines, WhatsApp templates, business rules, and sales manager approval thresholds.
QUESTIONS & ANSWERS
Frequently Asked Questions.
Practical answers regarding setup, integrations, and workflow capabilities.
Ask a specific question ↗01Can a salesperson see another advisor’s leads?＋
No. The documented salesperson role can see only the leads assigned to that account. Admin users retain the team-wide view.
02Does the CRM remember where the advisor was working?＋
Yes. Filters, search and pagination are preserved while opening a lead and returning in the same browser session.