The real-estate sales workspace

From first enquiry
to final booking.

Leads, calls, site visits, teams and collections. One clear workspace for brokers, builders and the people doing the selling.

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Built around your hierarchy Ready for the field

Inside the actual CRMDemo workspace · Sample data

Your priorities and team activity, together.

Explore the product and full-size screens

Your enquiries, connected from the start.

Meta adsGoogle Web forms Excel imports

One platform. Connected modules.

The whole sales operation.
Without the scattered tools.

A lead should not lose its story when it moves from marketing to sales, from the office to a site visit, or from booking to collections.

Already on ElevateLeads?

Leads & follow-ups

A clear next step for every enquiry. Work your personal follow-ups and open the complete customer story in Lead 360.

Lead 360Next follow-upCustomer interests

Lead capture & marketing

Bring supported ad sources, web forms and imports into a connected intake and assignment flow.

Meta & GoogleWeb formsSource reporting

Pools & data calling

Give overlooked enquiries another opportunity, with admin-controlled eligibility, exclusions and claim limits.

Missed follow-up poolsDaily limitsExcel calling

Site visits

Connect the visit to the lead, project and people involved. Keep timing, feedback and optional photos together.

Team participantsVisit historyBooking handoff

Calls & conversations

See supported Android call logs and available recordings beside the customer history, with personal-number exclusions.

Call timelinesDuration reportsPrivacy controls

Dashboards & reports

Understand lead movement, sources, follow-ups and team activity through the same hierarchy your team works in.

FunnelsFeedback transitionsTeam performance

Attendance & field work

Punch in, manage the working day and review consent-based location timelines at your configured interval.

Punch in / outRoute timelineWorking-hour policies

Projects & inventory

Keep project information and available inventory connected to customer requirements and matching.

Primary & resaleCustomer matchingProject search

Bookings & collections

Carry the conversation through TR reports, bookings, payment plans and receipts without losing the lead context.

TR reportsPayment plansReceipts

Teams & access

Set up your actual reporting tree, custom roles and access scopes, so people see the work relevant to them.

HierarchyRole permissionsAssignment rules

Tasks, tickets & portals

Connect internal follow-through with customer and partner workspaces, documents and service requests.

Tasks & ticketsPartner portalCustomer portal

AI workspace

Add optional AI-assisted reporting and workspace tools with the provider and controls configured by your organisation.

Report assistanceConnected providerAdmin controls

From interest to ownership

Every handoff has a next step.

One customer history, a clear owner and an accountable team. The thread stays intact as the sale moves forward.

01 / Capture

Bring enquiries in

Connect sources or import a spreadsheet. Preserve attribution and route work using your assignment rules.

02 / Follow up

Keep the conversation moving

Calls, comments, interests and the next follow-up sit alongside the customer, so the team knows what happened.

03 / Visit

Turn interest into a visit

Schedule the project, coordinate participants and record the outcome. Keep the next action connected to the enquiry.

04 / Close

Carry it through to collections

Move into TR reports, bookings, payment plans and receipts with the relevant customer and project context.

Built for the working day

Your working day

My Follow-ups

AllFreshToday

Search your follow-ups

01New enquiry

First conversation · Today

Next step set

02Project visit

Meet at the project · 3:00 pm

Next step set

Your day, in progress

Attendance · Tasks · Follow-ups

Keep working offlineSaved changes sync on reconnect

The office goes with your team

Made for the day
outside the office.

The important work is on the phone: your next follow-up, a customer’s last conversation, a site visit, or a quick update before the next call.

A focused mobile workspace
Follow-ups, Lead 360, calls, visits, tickets and your working day, with compact screens built for the field.
Work through a connection gap
Read downloaded records and save supported activities on the device. Pending work stays visible until it syncs.
A clear picture of the working day
Attendance and consent-based location timelines follow the policy and interval set by your admin.

Android companion + responsive web workspace. Call and recording sync depends on supported devices and permissions.

Built around real-estate operations

Your hierarchy. Your inventory.
Your way of selling.

Long follow-up cycles, multiple projects, field teams and clear attribution. These are the details the workspace is designed around.

Brokerages

Keep enquiries, multiple projects and the sales team in one place. Move from scattered follow-ups to a shared operating picture.

Builders & developers

Connect project inventory, site visits and the booking handoff, with collections and customer-facing workspaces alongside.

Growing sales teams

Add custom roles, reporting lines and permissions. Keep personal follow-ups distinct from the team view as the organisation grows.

Role-based visibility Configurable lifecycle Guided data migration

A few useful answers

Before you
get started.

Have a different question?

Talk to us

Can we bring our existing leads?

Yes. Import your spreadsheet, map its columns, match project and user names to your workspace, and review the data before importing. Name and phone are the starting point; other lead details can come with them.

Will everyone see every lead?

Access follows your organisation’s roles and reporting hierarchy. Personal follow-ups focus on the logged-in owner; All Leads and team reports show the wider scope that person is allowed to see.

Can the team work without internet?

Downloaded working records remain available, and supported lead edits and activities can be saved on the device for sync when connectivity returns. Open or download records beforehand. Live maps, exports and server approvals need a connection.

What is available on Android and iPhone?

The web workspace works on both mobile browsers. The Android companion adds supported phone-call synchronisation and field tools. Cellular call-log and recording access is Android-only, subject to device capabilities, permissions and recording availability.

Can we configure the system around our process?

Your admin controls roles, hierarchy, lead stages, projects, sources, pool rules and working-day policies. Available modules and connected services follow your workspace configuration.

How do we get started?

Tell us how your team captures, follows up and closes enquiries. A walkthrough can cover your hierarchy, lead lifecycle, migration, sources and the modules relevant to your operation. Existing users can sign in with the workspace finder below.

Your next working day, connected

Less chasing updates.
More moving sales forward.

Already part of a team on ElevateLeads? Open your organisation’s workspace. Exploring the platform? Let’s walk through the way your team works.

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Made for your industry

Real estate is ready. More is on the way.

Available now

Real estate

Enquiries, site visits, inventory, bookings and collections. Ready to onboard your sales team.

Explore real-estate CRM

Coming soon

Education

An education-focused edition for enquiry and admissions teams is on the roadmap.