Tribyut – Real Estate CRM

👥

Total Leads

1,284

📞

Follow Up

328

🗓

Site Visit Followup

187

📍

Visit Done

142

🏁

Closed

67

🚫

Not Connected

94

☰

Category	Target	Achievement
Sales	5	25
Site Visit	20	30
Closure	10	7
Calling	20	100

Stage	Total	Dropped	In Progress
Total Calls	484	—	484
Open Lead	312	48	264
Contacted	268	34	234
Qualified	134	22	112
Disqualified	58	58	0
Site Visit Sched.	187	15	172
Site Visit Done	142	8	134
Closure	67	5	62

Stage	Total	Dropped	In Progress
Total Calls	390	—	390
Open Lead	260	40	220
Closure	48	4	44

Stage	Total	Dropped	In Progress
Total Calls	420	—	420
Open Lead	275	42	233
Closure	54	4	50

Stage	Total	Dropped	In Progress
Total Calls	360	—	360
Open Lead	240	38	202
Closure	44	3	41

Stage	Total	Dropped	In Progress
Total Calls	445	—	445
Open Lead	295	45	250
Closure	58	4	54

Stage	Total	Dropped	In Progress
Total Calls	460	—	460
Open Lead	302	46	256
Closure	62	5	57

📞

Follow-up call with Rajesh Gupta

10:30 AM · Prabhadevi

📍

Site visit – Marina Bay, Worli

2:00 PM · Worli

✅

Send brochure to Anita Mehta

4:00 PM · Email

SR No	Client Name	Phone No	Source	Stage	Project Interest	Locality	Assigned To	Lead Date
01	Anil Mehta	+91 98201 34567	Meta	Open	Lodha Palava	Navi Mumbai	TM1 – Priya	28 Mar 2026
02	Sneha Joshi	+91 99876 54321	Google	SV	Godrej Emerald	Western Mumbai	TM2 – Ravi	27 Mar 2026
03	Vikram Singh	+91 98765 12340	Portal	SVF	Runwal Greens	South Mumbai	TM1 – Priya	26 Mar 2026
04	Pooja Iyer	+91 91234 56789	Reference	Open	Hiranandani Estate	Navi Mumbai	TM2 – Ravi	25 Mar 2026
05	Rohit Kapoor	+91 97654 32109	Vendor	SV	Shapoorji Parkwest	Western Mumbai	TM1 – Priya	24 Mar 2026
06	Meera Nair	+91 88765 43210	Meta	Closed	Prestige Residencies	South Mumbai	TM2 – Ravi	22 Mar 2026
07	Karan Verma	+91 99001 23456	Google	SVF	Oberoi Sky Garden	Western Mumbai	TM1 – Priya	21 Mar 2026
08	Divya Patel	+91 78901 23456	Campaign	Open	Raheja Vistas	Navi Mumbai	TM2 – Ravi	20 Mar 2026

Showing 1–8 of 1,284 leads

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👤 Client Details

Client Name

Phone No

Email ID

Source—

Assigned To

Lead Date

📊 Stage & Requirements

Stage

Unit

Size

Sqft

Price / Budget

Locality

🗓 Activity Timeline

📅 Visit Schedule

Date

Follow Up

Interested

Shown In

✔ Visit Done

Date

Detail Shared

Response Date

🏁 Closure

Date

Paying

Source

🏘 List of Property Shown / Sent

SR No	Project Name	Stage	Dated	Size	Sqft	Price	Location	Area	Property Type	Tagged Date	Possession
01	Lodha Palava	Detail Shared	22 Mar 2026	2 BHK	750 sqft	₹1.2 Cr	Navi Mumbai	Palava Phase 2	Sale	20 Mar 2026	Dec 2026
02	Godrej Emerald	Closure	28 Mar 2026	3 BHK	1350 sqft	₹2.1 Cr	Thane	Ghodbunder Road	Sale	27 Mar 2026	Jun 2026

SR No	Portal / Medium	Project Name	Unit	Size	Price	Sqft	Wing ID	Floor	No of Parking	Location	Area	Brokerage
01	99Acres	Lodha Palava	101	2 BHK	₹1.2 Cr	700 sqft	Wing A	4th	1	Navi Mumbai	Palava	2%
02	MagicBricks	Godrej Emerald	204	3 BHK	₹2.1 Cr	1100 sqft	Wing B	8th	2	Thane	Ghodbunder	1.5%
03	Meta	Runwal Greens	305	1 BHK	₹75 L	550 sqft	Wing C	3rd	1	Mulund	LBS Marg	2%
04	Google	Hiranandani Estate	412	2 BHK	₹1.8 Cr	1050 sqft	Wing D	12th	2	Powai	Hiranandani Gardens	1.75%
05	Campaign	Oberoi Sky Garden	507	3 BHK	₹3.5 Cr	1800 sqft	Wing A	18th	2	Worli	Oberoi Complex	2%
06	Vendor	Shapoorji Parkwest	603	2 BHK	₹1.4 Cr	920 sqft	Wing E	6th	1	Bhandup	Bhandup West	1.5%
07	99Acres	Raheja Vistas	708	2 BHK	₹95 L	820 sqft	Wing F	9th	1	Navi Mumbai	Kharghar	2%

Showing all 7 listings

1

SR No	Client Name	Mobile No	Status	Lead Date	Last Update	Visit Done Date	Remark	With Buyer
01	Anil Mehta	+91 98201 34567	✔ Done	15 Mar 2026	27 Mar 2026	25 Mar 2026	Interested in 3BHK	✔ Yes
02	Sneha Joshi	+91 99876 54321	📅 Scheduled	18 Mar 2026	28 Mar 2026	—	Wants corner unit	✘ No
03	Vikram Singh	+91 98765 12340	✔ Done	10 Mar 2026	26 Mar 2026	22 Mar 2026	Budget finalized	✔ Yes
04	Pooja Iyer	+91 91234 56789	✘ Cancelled	12 Mar 2026	25 Mar 2026	—	Rescheduling needed	✘ No
05	Rohit Kapoor	+91 97654 32109	⏳ Pending	20 Mar 2026	29 Mar 2026	—	Awaiting confirmation	✔ Yes
06	Meera Nair	+91 88765 43210	✔ Done	08 Mar 2026	24 Mar 2026	20 Mar 2026	Ready to close	✔ Yes
07	Karan Verma	+91 99001 23456	📅 Scheduled	22 Mar 2026	30 Mar 2026	—	Prefers Worli location	✘ No
08	Divya Patel	+91 78901 23456	✔ Done	05 Mar 2026	23 Mar 2026	18 Mar 2026	Negotiating price	✔ Yes

Showing 1–8 of 142 visits

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📂

Drag & drop your file here

Supported formats: .xlsx, .csv — Max size 10MB

Metric	April	May	June	Q1 Total
🎯 Target
Target	12	15	18	45
No of Visit	30	35	40	105
No of Calling	150	160	170	480
No of Closure	5	6	7	18
✅ Achievement
No of Visit	25	38	42	105
No of Calling	130	155	180	465
No of Closure	4	6	8	18
📊 % Attainment
No of Visit %	83%	109%	105%	100%
No of Calling %	87%	97%	106%	97%
No of Closure %	80%	100%	114%	100%

Metric	July	August	September	Q2 Total
🎯 Target
No of Visit	35	38	42	115
No of Closure	6	7	8	21
✅ Achievement
No of Visit	32	40	38	110
No of Closure	5	8	7	20
📊 % Attainment
No of Visit %	91%	105%	90%	96%

Metric	October	November	December	Q3 Total
🎯 Target
No of Visit	40	42	35	117
✅ Achievement
No of Visit	44	39	28	111
📊 % Attainment
No of Visit %	110%	93%	80%	95%

Metric	January	February	March	Q4 Total
🎯 Target
No of Visit	45	45	50	140
✅ Achievement
No of Visit	48	42	52	142
📊 % Attainment
No of Visit %	107%	93%	104%	101%

SR No	Particular	Expense Type	Person Name	Mobile No	Purpose	Expenses By	Dated	Approved By	Mode of Payment
01	Office Rent	Salary	Rahul Sharma	+91 98201 11111	Business	Naresh	01 Apr 2026	Priya M.	Bank Transfer
02	Meta Ads — Apr	Advertising	Sneha Joshi	+91 99876 22222	Business	Gaura	05 Apr 2026	Rahul S.	UPI
03	Team Lunch	Advertising	Vikram Singh	+91 98765 33333	Personal	Naresh	10 Apr 2026	Priya M.	Cash
04	Software Subscription	Salary	Pooja Iyer	+91 91234 44444	Business	Gaura	15 Apr 2026	Rahul S.	Bank Transfer
05	Google Ads — Apr	Advertising	Rohit Kapoor	+91 97654 55555	Business	Naresh	20 Apr 2026	Priya M.	UPI

Showing 1–5 of 48 expenses

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SR No	Particular	Mode of Payment	Person Name	Mobile No	Purpose	Earned By	Dated	Stage	Amount
01	Brokerage — Lodha Palava	Bank Transfer	Anil Mehta	+91 98201 34567	Business	Naresh	25 Mar 2026	✔ Collected	₹85,000
02	Commission — Godrej Emerald	UPI	Sneha Joshi	+91 99876 54321	Business	Gaura	27 Mar 2026	⏳ In Process	₹1,20,000
03	Token — Runwal Greens	Cash	Vikram Singh	+91 98765 12340	Business	Naresh	22 Mar 2026	✔ Collected	₹50,000
04	Brokerage — Hiranandani	Bank Transfer	Pooja Iyer	+91 91234 56789	Business	Gaura	20 Mar 2026	⏳ In Process	₹95,000
05	Commission — Oberoi Sky	UPI	Karan Verma	+91 99001 23456	Business	Naresh	18 Mar 2026	✔ Collected	₹1,50,000

Showing 1–5 of 36 entries

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3

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8

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Income Trend

Monthly income — Apr through Jun

Expenses Trend

Monthly expenses — Apr through Jun

📍

142

Total Visits

📞

484

Total Calling

🔁

312

Total Follow Up

🏁

67

Total Closure

📋 List of Activity Done

📞

Called Anil Mehta — Follow up on Lodha Palava

28 Mar · 10:30 AM · Priya · Connected

📍

Site Visit Done — Anil Mehta

Lodha Palava · Navi Mumbai · Interested in 3BHK

🔁

Follow-up Scheduled — Vikram Singh

Runwal Greens · Callback at 5 PM · South Mumbai

📝

Closure Done — Meera Nair

Prestige Residencies · South Mumbai · ₹1.8 Cr

❌

Lead Disqualified — Rohit Kapoor

Budget mismatch · Shapoorji Parkwest · Western Mumbai

➕

New Lead Added — Divya Patel

Raheja Vistas · Portal Lead · Navi Mumbai

📍

8

Total Visits

📞

24

Total Calling

🔁

15

Total Follow-up

🏁

2

Total Closure

📅 Today's Activity Done

📍

Site Visit — Karan Verma

Oberoi Sky Garden · Western Mumbai · Scheduled 11 AM

🏁

Closure — Divya Patel

Raheja Vistas · Navi Mumbai · ₹95 L

📞

24 Calls Made

12 connected · 8 follow-up set · 4 not reachable

Filter by Portal:

Portal Name	Import Type	Project Name	Status
9A 99Acres	Auto Sync	Lodha Palava	● Connected
MB MagicBricks	Manual Import	Godrej Emerald	● Connected
M Meta (Facebook)	Webhook	All Projects	● Connected
G Google Ads	Auto Sync	Shapoorji Parkwest	✕ Error

💸 Expenses

Meta Ads — April Campaign Expense

👤 Submitted by Gaura📅 05 Apr 2026🏢 Business · Advertising

₹42,000

Office Supplies — Stationery Expense

👤 Submitted by Naresh📅 08 Apr 2026🏢 Business · General

₹8,500

Team Dinner — Client Entertainment Expense

👤 Submitted by Priya📅 10 Apr 2026🏢 Business · Entertainment

₹15,200

🏘 Property Listings

New Listing — Lodha Palava, Unit 302 Listing

👤 Added by Ravi📅 07 Apr 2026📍 Navi Mumbai · 2BHK · ₹1.4 Cr

₹1.4 Cr

Price Update — Godrej Emerald, Unit 204 Listing

👤 Updated by Priya📅 09 Apr 2026📍 Thane · 3BHK · ₹2.3 Cr

₹2.3 Cr

💰 Payments & Income

Brokerage Release — Anil Mehta, Lodha Palava Payment

👤 Earned by Naresh📅 25 Mar 2026🏦 Bank Transfer

₹85,000

Commission Release — Karan Verma, Oberoi Sky Income

👤 Earned by Gaura📅 18 Mar 2026📲 UPI

₹1,50,000

48

Calls Today

12

Follow Ups

3

Site Visits

5

Emails Sent

Time	Activity	Lead / Client	Type	Status	Notes
10:35 AM	Follow-up Call	Rajesh Gupta	Call	Connected	Interested in 2BHK Worli
11:00 AM	Email Sent	Anita Mehta	Email	Delivered	Brochure for Marina Bay
12:15 PM	Site Visit	Karan Verma	Visit	Completed	Oberoi Sky – 3BHK
2:00 PM	Call Attempted	Suresh Patel	Call	Not Connected	Will retry tomorrow
3:30 PM	Lead Created	Meera Joshi	Lead	New	99Acres enquiry – Prabhadevi

48

Total Team

42

Present Today

3

Planned Leave

3

Applied Leave

SR	Employee Name	Department	Check In	Check Out	Hours	Status
1	Rahul Sharma	Sales	9:02 AM	6:15 PM	9h 13m	Present
2	Priya Patel	Sales	9:15 AM	—	—	Present
3	Amit Desai	Marketing	—	—	—	Planned Leave
4	Neha Gupta	Sales	9:30 AM	—	—	Present
5	Vikram Singh	Accounts	—	—	—	Applied Leave

24

Total Tickets

8

Open

6

In Progress

10

Resolved

Ticket ID	Subject	Raised By	Priority	Status	Created
#TK-001	CRM login issue	Priya Patel	High	In Progress	12 Apr 2026
#TK-002	Listing not syncing with 99Acres	Amit Desai	Medium	Open	13 Apr 2026
#TK-003	Invoice PDF not generating	Neha Gupta	High	Resolved	10 Apr 2026

SR	Project Name	Builder	Location	Type	Units	Price Range	Status
1	Marina Bay	Oberoi Realty	Worli	Residential	240	₹2.5 – 5.8 Cr	Active
2	Lodha Palava	Lodha Group	Dombivli	Township	1200	₹55L – 1.2 Cr	Active
3	Godrej Platinum	Godrej Properties	Vikhroli	Luxury	180	₹3.2 – 7.5 Cr	Pre-Launch
4	Piramal Aranya	Piramal Realty	Byculla	Luxury	320	₹4.5 – 12 Cr	Active

SR	Property	Project	Type	Config	Area (sqft)	Floor	Price	Availability
1	Unit A-1201	Marina Bay	Apartment	3 BHK	1,450	12th	₹4.85 Cr	Available
2	Unit B-0804	Marina Bay	Apartment	2 BHK	1,050	8th	₹3.25 Cr	Booked
3	Villa 14	Lodha Palava	Villa	4 BHK	2,800	Ground	₹1.15 Cr	Available

SR	Property	Tenant	Rent (₹/mo)	Lease Start	Lease End	Deposit	Status
1	Flat 302, Byculla	Suresh Kumar	₹45,000	01 Jan 2026	31 Dec 2026	₹1,35,000	Active
2	Office 5A, Worli	TechStart Pvt Ltd	₹1,20,000	15 Mar 2025	14 Mar 2027	₹3,60,000	Active
3	1BHK 201, Dadar	Meera Joshi	₹28,000	01 Jun 2025	31 May 2026	₹84,000	Expiring Soon

₹18.5L

Total Earned

₹4.2L

Pending

₹14.3L

Collected

SR	Deal	Client	Agent	Amount	Commission %	Brokerage	Status
1	Marina Bay A-1201	Karan Verma	Rahul S.	₹4.85 Cr	1.0%	₹4,85,000	Collected
2	Lodha Palava V-14	Anil Mehta	Neha G.	₹1.15 Cr	1.5%	₹1,72,500	Pending

Bill No	Client	Description	Amount	Date	Due Date	Status
BILL-2026-041	Karan Verma	Brokerage – Marina Bay	₹4,85,000	01 Apr 2026	15 Apr 2026	Paid
BILL-2026-042	Anil Mehta	Brokerage – Lodha Palava	₹1,72,500	05 Apr 2026	20 Apr 2026	Pending
BILL-2026-043	TechStart Pvt Ltd	Rent – Office 5A	₹1,20,000	01 Apr 2026	05 Apr 2026	Paid

SR	Client	Bill To	Ship To	GSTIN	PAN	Status
1	Karan Verma	Flat 801, Andheri West	Unit A-1201, Marina Bay	27AAACV1234A1ZH	AAACV1234A	Verified
2	TechStart Pvt Ltd	Reg Office, BKC	Office 5A, Worli	27BBBTS5678B2ZG	BBBTS5678B	Verified

SR	Employee	Date	From	To	Mode	Distance	Amount	Status
1	Rahul Sharma	12 Apr	Office, Prabhadevi	Marina Bay, Worli	Cab	4.2 km	₹180	Approved
2	Neha Gupta	13 Apr	Office, Prabhadevi	Lodha Palava, Dombivli	Train+Auto	38 km	₹420	Pending

₹1.2 Cr

Total Invested

₹18.5L

Returns

15.4%

ROI

SR	Investment	Type	Amount	Date	Current Value	Return %	Status
1	Piramal Aranya – 2 Units	Property	₹85,00,000	Jan 2025	₹98,50,000	+15.9%	Active
2	FD – HDFC Bank	Fixed Deposit	₹35,00,000	Mar 2025	₹37,45,000	+7.0%	Active

Invoice No	Client	Description	Amount	Tax	Total	Date	Status
INV-2026-078	Karan Verma	Brokerage Commission	₹4,11,017	₹73,983	₹4,85,000	01 Apr 2026	Paid
INV-2026-079	Anil Mehta	Brokerage Commission	₹1,46,186	₹26,314	₹1,72,500	05 Apr 2026	Pending

₹8,40,000

GST Collected

₹3,20,000

GST Paid (ITC)

₹5,20,000

Net GST Payable

₹2,10,000

TDS Deducted

Period	CGST	SGST	IGST	Total Tax	ITC Claimed	Net Payable	Filed
Mar 2026	₹1,40,000	₹1,40,000	₹0	₹2,80,000	₹1,10,000	₹1,70,000	Filed
Apr 2026	₹1,20,000	₹1,20,000	₹0	₹2,40,000	₹90,000	₹1,50,000	Due

SR	Employee	Department	Basic	HRA	Incentive	Deductions	Net Pay	Status
1	Rahul Sharma	Sales	₹40,000	₹16,000	₹25,000	₹8,100	₹72,900	Paid
2	Priya Patel	Sales	₹35,000	₹14,000	₹18,000	₹6,700	₹60,300	Paid
3	Amit Desai	Marketing	₹38,000	₹15,200	₹12,000	₹6,520	₹58,680	Processing

Receipt No	From	Amount	Mode	Date	Against	Status
RCT-0451	Karan Verma	₹4,85,000	Bank Transfer	10 Apr 2026	INV-2026-078	Confirmed
RCT-0452	TechStart Pvt Ltd	₹1,20,000	UPI	01 Apr 2026	Rent – Apr 2026	Confirmed

Employee	KRA	Target	Achieved	Score	Rating
Rahul Sharma	Monthly Closures	10	8	80%	Good
Priya Patel	Site Visits	25	28	112%	Excellent
Amit Desai	Lead Conversion	15%	9%	60%	Needs Work

App ID	Applicant	Property	Type	Amount	Applied On	Status
APP-0124	Karan Verma	Unit A-1201, Marina Bay	Booking	₹4.85 Cr	28 Mar 2026	Approved
APP-0125	Meera Joshi	1BHK 502, Lodha Palava	Booking	₹62L	10 Apr 2026	Under Review
APP-0126	Suresh Kumar	Flat 302, Byculla	Rent Renewal	₹48,000/mo	12 Apr 2026	Submitted

💳 Expense Approvals

Office Supplies – April Expense

👤 Submitted by Amit📅 10 Apr 2026💳 Company Card

₹24,500

Conveyance Claim – Neha Gupta Conveyance

👤 Submitted by Neha📅 13 Apr 2026🚕 Travel

₹420

₹12.4L

Total Ad Spend

₹68.5L

Revenue Generated

5.5x

Overall ROI

₹1,875

Cost Per Lead

Channel	Spend	Leads	Cost/Lead	Conversions	Revenue	ROI
99Acres	₹3,50,000	283	₹1,237	18	₹22,00,000	6.3x
Meta Ads	₹4,80,000	210	₹2,286	12	₹24,00,000	5.0x
Google Ads	₹2,80,000	120	₹2,333	8	₹16,50,000	5.9x
Housing	₹1,30,000	124	₹1,048	5	₹6,00,000	4.6x

2,45,000

Impressions

8,420

Clicks

3.4%

CTR

737

Leads Generated

Campaign	Platform	Budget	Spent	Leads	CPL	Status
Marina Bay Launch	Meta	₹2,00,000	₹1,85,000	142	₹1,303	Active
Lodha Palava – Diwali	Google	₹1,50,000	₹1,50,000	98	₹1,531	Completed
Premium Properties Brand	99Acres	₹3,50,000	₹2,80,000	283	₹989	Active

₹8.2 Cr

Predicted Revenue (Next 30d)

24

Predicted Closures

78%

Confidence Score

Lead	Property Interest	Stage	Deal Value	Probability	Expected Close
Rajesh Gupta	Marina Bay 2BHK	Negotiation	₹3.25 Cr	92%	18 Apr 2026
Anita Mehta	Piramal Aranya 3BHK	Site Visit Done	₹5.8 Cr	68%	25 Apr 2026
Vikram Singh	Lodha Palava Villa	Qualified	₹1.15 Cr	55%	30 Apr 2026

New Lead48

Meera Joshi

Lodha Palava · ₹62L

Suresh Patel

Godrej Platinum · ₹3.2 Cr

Contacted32

Priya Kapoor

Marina Bay · ₹4.2 Cr

Site Visit18

Anita Mehta

Piramal Aranya · ₹5.8 Cr

Negotiation8

Rajesh Gupta

Marina Bay · ₹3.25 Cr

Closed Won5

Karan Verma

Marina Bay · ₹4.85 Cr ✓

1,940

Total Units

1,240

Available

580

Booked

120

Blocked

Project	Builder	Total Units	Available	Booked	Blocked
Marina Bay	Oberoi Realty	240	142	86	12
Lodha Palava	Lodha Group	1200	820	320	60
Piramal Aranya	Piramal Realty	320	148	130	42
Godrej Platinum	Godrej Properties	180	130	44	6

₹42.8L

Total Stamp Duty Collected

6%

Current Rate (Mumbai)

18

Transactions

SR	Property	Buyer	Agreement Value	Stamp Duty %	Stamp Duty	Registration	Total	Status
1	A-1201, Marina Bay	Karan Verma	₹4.85 Cr	6%	₹29,10,000	₹30,000	₹29,40,000	Paid
2	Villa 14, Lodha Palava	Anil Mehta	₹1.15 Cr	5%	₹5,75,000	₹30,000	₹6,05,000	Pending

Invoice No	Builder / Client	Project	Deal Value	Brokerage	GST	Total	Status
BRK-INV-041	Oberoi Realty	Marina Bay	₹4.85 Cr	₹4,85,000	₹87,300	₹5,72,300	Received
BRK-INV-042	Lodha Group	Lodha Palava	₹1.15 Cr	₹1,72,500	₹31,050	₹2,03,550	Sent

⚠️

Lease expiring soon – Meera Joshi, 1BHK Dadar

Lease ends 31 May 2026 · Renewal pending

2h ago

✅

Payment received – Karan Verma ₹4,85,000

Against INV-2026-078 · Bank Transfer

5h ago

👥

New lead assigned – Meera Joshi → Neha Gupta

99Acres enquiry · Lodha Palava

Yesterday

🎂

Birthday Reminder – Priya Patel

Team member birthday today

Today

📊

KRA review due – Amit Desai

Monthly performance review pending

2 days ago

👤 Profile Settings

Full Name

Email

Role

🔔 Notification Preferences

Email Notifications

SMS Alerts

Push Notifications

Lead Assignment Alerts

🏢 Company Settings

Company Name

GSTIN

🔌 Integrations

9A

99Acres

Connected

MB

MagicBricks

Connected

🏠

Housing

Connected