Wortal CRM lets you fully customize your workflow to suit your business needs. You can create custom fields and statuses, framing forms to match your unique requirements. Easily assign team members and assign tasks based on their roles. The platform also allows you to manage and bulk update feature, making it simple to work with.
Our platform lets you create custom fields in areas like Leads, Opportunities, Tasks, Communication, Contacts, Properties, and Design Input Forms to fit your business needs. This means you can add and track specific information that matters most to your business, making it easier to manage data, improve workflows, and stay organized.
We offer a list of common lead sources to help you track from where your leads are coming. If your business gets leads from a new source, you can easily add it to the list to meet your needs. This lets you keep track of all your lead sources and better manage your marketing efforts.
We provide a list of predefined, commonly used status options to help you track the progress of your processes. However, if your business follows different stages or endpoints to monitor process status, you can easily create custom statuses to match your specific workflow.
We provide a list of predefined, commonly used stages for any opportunity nurturing, to help you track the progress of your sales pipeline. However, if your business follows different endpoints to monitor sales stages, you can easily create custom stages to match your specific workflow.
We provide a list of commonly available amenities to help you quickly showcase the features of a property. However, if your projects or client requirements include additional amenities not listed, you can easily add custom options to the list.
Our CRM allows you to easily communicate with your leads via email and WhatsApp directly from the platform. To make this process even more efficient, you can set up predefined message templates for common communications, which will let you send responses quickly and consistently. These templates can be used instantly whenever needed, saving you time and ensuring that your messaging is always on-brand and professional.
Our real estate CRM is designed to be user-friendly and brings automation to every step of your lead management process. The first crucial step is lead capturing, and we make it easy by offering a range of ready-to-use integrations with popular platforms. If you require additional integrations, simply let us know, and we'll make it happen to meet your needs.
Everything you need to know about the Wortal CRM.
