Available template
Real Estate Operations
Long commercial cycles — enquiries, site visits, bookings, payment schedules — scattered across tools.
What this template is built to fix
Leads arrive on every channel and live in personal phones
Site visits and follow-ups depend on individual memory
Payment schedules and collections tracked in spreadsheets
What the template activates
Deployment options
Dedicated deployment recommended — isolation for long-cycle commercial data — compare models →
Sample dashboards
- Lead funnel by source and stage
- Follow-up discipline by owner
- Bookings and payment schedule health
- Collections aging
How the work flows
Lead-to-visit: enquiry → assignment → follow-up cadence → site visit
Booking: negotiation → terms → booking → schedule
Collections: due date → reminder conversation → receipt → reconciliation
What changes for the business
Every enquiry owned and followed up — visibly
Site teams coordinated through the same system as sales
Collections on schedule, with the full commercial trail
See the full solution detail: Real Estate Operations →
Go live with the Real Estate Operations template
Choose template → enable modules → configure → go live.