Capture
Create the lead and preserve source.
Real Estate CRM ERP
Move leads from first inquiry to qualified property sales.
Capture, assign, follow, qualify and convert real estate leads while connecting source, campaign, site visits, reservations and sales to the same ERP.
Lead CaptureAssignment & TeamsPipeline & Follow-Up
Connected workflow
One record moves through the business — the context stays attached.
No hand-off spreadsheets. No dead-end module screens. Each stage continues from the data created before it.
Assign
Route to the responsible sales team.
Qualify
Track sentiment, intent and opportunity stage.
Visit
Schedule and review site activity.
Reserve
Hold eligible inventory for the prospect.
Convert
Create the connected customer and sale record.
Core capabilities
Built for the actual work your teams perform.
Each capability stays connected to the same project, inventory and customer records.
Lead Capture
Create leads from manual, web or integrated sources and retain their origin.
Assignment & Teams
Route leads to the right sales users and manage visibility by team and permission.
Pipeline & Follow-Up
Track new, contacted, qualified, visit, negotiation, reservation, converted and lost stages.
Campaign Visibility
Connect leads to source and campaign information for better marketing attribution.
Site Visits
Schedule and review site-visit activity as part of the lead journey.
Conversion to Sale
Move the qualified customer into inventory reservation and sale without losing the CRM history.
Inside PropLink
Stop imagining the workflow. Operate it.
Switch between the exact PropLink workspaces used by the teams in this solution. Every view stays in its natural aspect ratio and opens full-size.
Book a live walkthroughPROPLINK · LIVE PRODUCTCONNECTED
WORKSPACE 01CRM Dashboard
Lead volume, source, campaign, team, follow-up and conversion visibility in one live sales workspace.
REAL DATA FLOW
PROJECT SCOPED
Source attributionKnow where leads originated and which campaigns create business.
Pipeline controlUse consistent stages instead of personal follow-up sheets.
Sales continuityMove qualified leads into reservation and booking.
Communication contextConnect CRM activity with configured messaging channels.
See how this workflow fits your project.
Get a live, project-focused walkthrough with the PropLink team.
FAQ
Frequently asked questions
Answers to common questions about this PropLink workflow.
Leads can be captured, assigned, followed up, categorized, moved through a pipeline, connected to campaigns and eventually converted into sales.
Yes. CRM records can retain source and campaign information so management can compare lead generation with visits, conversions and sales outcomes.
Yes. CRM supports assignment and team-based handling, with permissions controlling which users can see their own, team or broader lead records.
Yes. Follow-up activity and site-visit information can be recorded as part of the lead journey.
Yes. Reservation workflows can temporarily hold eligible inventory before the final sale or booking is completed.
Yes. The sales workflow connects the selected inventory, customer or member, commercial values, payment plan, receipts and later recovery activity.
Yes. Sales-partner records can be maintained so the relevant dealer, agent or marketing company remains connected to the transaction.
Yes. Commission workflows can remain linked to the sale and partner relationship, allowing liabilities, adjustments and settlement activity to be tracked.
The Communication module is designed for WhatsApp, email and SMS workflows through configured provider accounts and common messaging controls.
Yes. Communication accounts can distinguish company-controlled accounts from user-scoped accounts, helping automated and manual messaging stay controlled.