• 2 Live Calls
🔔
R
Realty Boris
Total Leads 8 0 new today
Pending Calls 4 2 overdue call deadline(s)
Closed Deals Today 0 KES 0 deal value closed
Cash Collected Today KES 0 2 paid/closed lead(s)
Unpaid Balance KES 40,000,000 2 partial payment lead(s)
Qualified Pipeline 2 Qualified, viewing, negotiation, and deposit-stage leads
Contacts 9 Stored buyers, sellers, investors, and clients
Team Users 3 Company users and sales agents

CRM Problem Flags

These are the leads that need management attention. The system flags overdue calls, missing follow-ups, partial payments, repeated reassignment, and inactive leads automatically.

HIGH Overdue First Call This lead passed the call deadline and has not been marked as called.
Hassan Al Maktoum Stage: New Inquiry
Payment: Not Paid
Realty Boris Sales Agent 1 rbagent1@test.com
Action: Call the client immediately or reassign the lead.
HIGH Overdue First Call This lead passed the call deadline and has not been marked as called.
Diana Muthoni Stage: New Inquiry
Payment: Not Paid
Realty Boris Sales Agent 1 rbagent1@test.com
Action: Call the client immediately or reassign the lead.
HIGH Overdue Follow-Up This lead had a scheduled follow-up time that has already passed.
Hassan Al Maktoum Stage: New Inquiry
Payment: Not Paid
Realty Boris Sales Agent 1 rbagent1@test.com
Action: Agent should update the client immediately.
HIGH Overdue Follow-Up This lead had a scheduled follow-up time that has already passed.
sammy Stage: Reservation Deposit
Payment: Partial
Realty Boris Sales Agent 1 rbagent1@test.com
Action: Agent should update the client immediately.
MEDIUM No Follow-Up Set This lead has no next follow-up date, time, or action saved.
Realty Boris Stage: First Call Done
Payment: Partial
Realty Boris Sales Agent 1 rbagent1@test.com
Action: Open the journey and schedule the next follow-up.
MEDIUM No Follow-Up Set This lead has no next follow-up date, time, or action saved.
Realty Boris Stage: Viewing Scheduled
Payment: Not Paid
Realty Boris Sales Agent 1 rbagent1@test.com
Action: Open the journey and schedule the next follow-up.
MEDIUM No Follow-Up Set This lead has no next follow-up date, time, or action saved.
Michael Thompson Stage: Assigned
Payment: Not Paid
Realty Boris Sales Agent 1 rbagent1@test.com
Action: Open the journey and schedule the next follow-up.
MEDIUM No Follow-Up Set This lead has no next follow-up date, time, or action saved.
Diana Muthoni Stage: New Inquiry
Payment: Not Paid
Realty Boris Sales Agent 1 rbagent1@test.com
Action: Open the journey and schedule the next follow-up.
MEDIUM Partial Payment Pending This lead has paid partially and still has a balance pending.
Realty Boris Stage: First Call Done
Payment: Partial
Realty Boris Sales Agent 1 rbagent1@test.com
Action: Follow up on the remaining balance.
MEDIUM Partial Payment Pending This lead has paid partially and still has a balance pending.
sammy Stage: Reservation Deposit
Payment: Partial
Realty Boris Sales Agent 1 rbagent1@test.com
Action: Follow up on the remaining balance.
MEDIUM No Action for 24 Hours This lead has not had any CRM activity for at least 24 hours.
Realty Boris Stage: Viewing Scheduled
Payment: Not Paid
Realty Boris Sales Agent 1 rbagent1@test.com
Action: Agent should update the lead or manager should intervene.
MEDIUM No Action for 24 Hours This lead has not had any CRM activity for at least 24 hours.
sammy Stage: Reservation Deposit
Payment: Partial
Realty Boris Sales Agent 1 rbagent1@test.com
Action: Agent should update the lead or manager should intervene.
MEDIUM No Action for 24 Hours This lead has not had any CRM activity for at least 24 hours.
Realty Boris Stage: First Call Done
Payment: Partial
Realty Boris Sales Agent 1 rbagent1@test.com
Action: Agent should update the lead or manager should intervene.
MEDIUM No Action for 24 Hours This lead has not had any CRM activity for at least 24 hours.
Michael Thompson Stage: Assigned
Payment: Not Paid
Realty Boris Sales Agent 1 rbagent1@test.com
Action: Agent should update the lead or manager should intervene.

Agents Needing Attention

Agent
Pending
Missed
Called Today
Closed Today
Score
Realty Boris Sales Agent 1 rbagent1@test.com
0 Pending calls
3 Missed deadlines
0 Calls made today
0 Closed deals today
50%

Department Overview

A department-level overview showing sales, contacts, property sourcing, production status, listing readiness, communication activity, and company users.

Property Database Production Queue
Total Leads
8
Client opportunities in the company workspace
Total Contacts
9
Buyers, sellers, owners, investors, and stakeholders
Sourced Properties
3
Properties added by sales agents
Pending Shoots
2
Properties waiting for production action
Scheduled Shoots
0
Shoots already planned by production
Shot Properties
1
Properties already captured by production
Ready To List
1
Properties ready for marketing/listing upload
Closed
0
Properties marked sold or rented

Company Department Overview

Sales 8 total leads
0 pending follow-ups
2 qualified/viewing leads
Production 2 pending shoots
0 scheduled shoots
1 shot properties
Listings 1 ready to list
0 listed properties
0 sold/rented
Marketing & Communication 2 campaigns
23 communication records
3 team users

Company Operational Flow

1. Sales Sourcing Agents add sourced properties into the company database.
2. Production Queue Production sees what needs shooting and updates shoot progress.
3. Listing Readiness Management sees what is ready to list after photos and videos.
4. Market Outcome Properties move to listed, sold, rented, or archived.

Management Alerts

Pending production items 2 property/properties are waiting for a shoot.
Reshoot required 0 property/properties need reshoot attention.
Ready for listing 1 property/properties are ready to be pushed to marketing/listings.

Management Priority Board

Sales follow-up pressure 0 lead(s) need follow-up. Management should confirm agents are closing the loop.
Production workload 2 property/properties are waiting for a shoot and 0 need reshoot attention.

Recent Lead Activity

Realty Boris 0798260260
Manual Entry New Inquiry
sammy 0798260260
Manual Entry New Inquiry
edwin otieno 0792530530
Meta Ads Viewing Scheduled
Realty Boris +971505556677
Meta Ads Viewing Scheduled
Realty Boris 0799934180
Website Qualified

Recent Communication Activity

Communication Record +254700000000
Call active
Communication Record +971505556677
Call active
Communication Record +2547000
Call active
Communication Record +971505556677
Call active
Communication Record +971505556677
Call active

Campaign Activity

Kilimani 2BR Investment Campaign Marketing campaign activity
Campaign active
Westlands Diaspora Buyer Campaign Marketing campaign activity
Campaign active

Team Overview

edwin otieno realtyboris@gmail.com
sales_manager active
Realty Boris Admin admin@realtyboris.com
sales_manager active
Realty Boris Sales Agent 1 rbagent1@test.com
sales_agent active
Listing readiness 1 property/properties are ready to be pushed to listing and marketing.

Property Flow Overview

reii land RIVERSIDE · Villa · Sale
Agent Not assigned
Production Pending Shoot
Listing Not Listed
reii land RIVERSIDE · Villa · Sale
Agent Not assigned
Production Shot
Listing Ready To List
reii land KILELESHWA · Townhouse · Sale
Agent Not assigned
Production Pending Shoot
Listing Not Listed