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LeadBoard
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Real Estate CRM Platform

Close More Deals,
Faster Than Ever

LeadBoard is an all-in-one CRM built exclusively for real estate builders, developers, and channel partners — from lead capture to possession.

9+
Lead Sources
360°
Lead Lifecycle
iOS & Android
Mobile Apps
Multi
Tenant SaaS
Lead Management Booking CRM Financial Tracking GPS Attendance Analytics
The Problem

Real Estate Sales
Is Chaotic Without a System

Leads Fall Through Cracks

Inquiries from portals, Facebook Ads, and walk-ins land in spreadsheets that nobody tracks consistently.

No Follow-Up Discipline

Sales teams miss callbacks, forget reminders, and lose hot leads simply because there is no automated nudge system.

Financial Chaos

Payment demands, receipts, and allotment letters managed in disconnected files with no single source of truth.

Zero Visibility for Management

Builders have no real-time view of pipeline, attendance, site visits, or which inventory units are actually available.

Platform Overview

One Platform — Every Stage of the Sale

📥

Capture

9+ channels feed leads into one unified inbox automatically.

🎯

Qualify

Status pipeline, remarks, WhatsApp & call follow-ups at every stage.

📋

Book

Unit booking, inventory reservation, DSA commission, documentation.

💰

Collect

Demand letters, payment receipts, allotment letters, possession tracking.

Lead In
Assign
Follow Up
Book Unit
Payments
Possession
Feature 01

Lead Capture
From Every Channel

Every inquiry — regardless of source — lands in LeadBoard automatically with full source attribution.

Facebook Ads Google Ads 99acres MagicBricks Housing.com WhatsApp Website Forms Walk-In Referral Zapier
🔗

API Integration

REST webhook endpoints accept leads from any platform with source tagging and duplicate detection.

📂

Bulk CSV Import

Upload thousands of leads at once; each row maps to the lead pipeline with correct attribution.

👤

Manual Entry

Walk-ins and phone enquiries added by field executives from the mobile app in seconds.

Feature 02

Lead Management
360° Pipeline View

Pipeline Stages

New In Conversation Site Visit Scheduled Negotiation Booked Lost Not Interested
  • Smart filters: source, status, project, date range
  • Assign & reassign leads between team members
  • Bulk status update and bulk transfer
  • Lead score and priority tagging
  • Duplicate detection and merge
  • Full activity timeline per lead

Lead Profile

  • Customer name, email, multiple mobiles
  • Source, project interest, budget range
  • Occupation, company, referral source
  • Residential address and city
  • Linked bookings and site visits
  • WhatsApp conversation thread
  • All remarks and follow-up history
  • Assigned executive with transfer log
Feature 03

Follow-Up System
Never Miss a Callback

🔔

Push Notifications

Firebase FCM reminders delivered to the exec's phone at the scheduled follow-up time.

💬

WhatsApp Messaging

Send templated or custom messages to leads via Sendblue WhatsApp integration, tracked in the lead profile.

📝

Remarks & Notes

Log every call outcome, client objection, or next step. Timestamped, visible to managers in real time.

Timed Reminders

Set follow-up date and time per lead. Dashboard shows today's due follow-ups and overdue leads.

📊

Status Change Alerts

Managers notified instantly when a lead is moved, transferred, or marked lost.

📅

Dashboard Overview

Today's follow-ups, overdue calls, and pending site visits all visible on the home screen.

Feature 04

Booking Management
From Token to Allotment

Booking Lifecycle

Token
Agreement
Allotment
Possession

DSA & Channel Partners

  • DSA profiles and commission tracking
  • Commission calculation per booking
  • Sub-broker and referral chain tracking

Booking Features

  • Link booking to any lead with one tap
  • Select unit from live inventory (flat / plot / villa)
  • Record token amount and payment mode
  • Upload booking documents and agreements
  • Cancellation with reason and audit log
  • Transfer booking between customers
  • Role-based approval workflow (CMS → Admin)
  • Booking reports by project and period
Feature 05

Inventory & Units
Live Availability at a Glance

🏠

Live Availability

Unit-level status — Available, Booked, Held, Sold — updated in real time across all team members.

🏗️

Project Stages

Organise units by tower, floor, phase. Map multiple projects per builder with separate inventory pools.

🔍

Smart Search

Filter units by type, size (sq ft), facing, floor, price range, and availability status.

📈

Inventory Reports

Available vs booked vs sold summary by project, phase, or unit type — exportable to Excel.

🚫

Booking Gate

System prevents double-booking: a unit under booking is immediately locked from other agents.

🔑

Possession Tracking

Mark units as possession-ready and track handover date per customer booking.

Feature 06

Financial CRM
Every Rupee — Tracked

Demands
  • Schedule payment milestones
  • Generate demand letters (PDF)
  • Send via WhatsApp or email
  • Track pending vs received
Payments
  • Record cheque, NEFT, cash, Razorpay
  • Razorpay payment link generation
  • Payment mode and bank details
  • Automatic balance update
Receipts
  • Auto-generate receipt on payment
  • Branded PDF with builder logo
  • Email + WhatsApp delivery
  • Receipt history per booking
Allotment Letters
  • One-click allotment letter
  • Customisable letter template
  • Unit, amount and terms embedded
  • Digital delivery to customer

Razorpay Integration

Generate payment links directly from any demand or booking record. Payments auto-reconcile via webhook.

Payment Links Auto Reconcile Webhook Events UPI / Cards / NetBanking
Feature 07

Attendance Management
Clock In. Anywhere.

📍

GPS Check-In / Check-Out

Employees mark attendance from the mobile app. Location is captured at each punch — managers see where each person checked in on a map.

📆

Monthly Attendance Reports

Full attendance calendar per employee. Present, absent, and late entries. Exportable to Excel for payroll processing.

Attendance Features

  • One-tap clock-in from the mobile app
  • GPS co-ordinates stored with each entry
  • Admin can view real-time team locations
  • Late arrival and early departure flagging
  • Leave application and approval workflow
  • Role-wise attendance (sales, site, back-office)
  • Daily summary push notification to manager
  • Export monthly sheet (PDF / Excel)
Feature 08

GPS & Location Tracking
Field Teams — Always Visible

🗺️

Live Location

Admin dashboard shows every field executive's last known location with timestamp. Google Maps embedded.

📍

Site Visit Tracking

Log site visits against a lead record. GPS co-ordinate confirms the executive was actually on-site.

📊

Movement History

Review an employee's full day route — all location pings plotted on a timeline map.

📡

Powered by Google Maps Platform

Geocoding, distance matrix, and directions API for site proximity checks, travel-time estimates, and map display in both web admin and mobile apps.

Feature 09

Bulk Import & Export
Move Data at Scale

📥

Lead Import (CSV)

  • Upload Excel / CSV lead lists
  • Column mapping wizard
  • Duplicate skip on import
  • Error row report
📤

Lead Export

  • Export filtered lead list
  • Excel and CSV format
  • Custom column selection
  • Date-range and status filters
📊

Report Export

  • Inventory reports to Excel
  • Attendance sheets (PDF)
  • Financial demand/receipt reports
  • Sales performance summary
Feature 10

Channel Integrations
Connected to Your Ecosystem

📘Facebook & Instagram
Lead Ads API
🎯Google Ads
Webhook / gclid
💬WhatsApp
Sendblue / Business API
Zapier
1,000+ app automations
🏠99acres
Email / API import
🏗️MagicBricks
Email / API import
🏡Housing.com
Lead feed integration
💳Razorpay
Payments & Links
Feature 11

Smart Notifications
Right Message, Right Moment

🔔
Firebase FCM
Instant push notifications to iOS and Android. Delivered even when the app is closed.
💬
Sendblue WhatsApp
Automated and manual WhatsApp messages to leads. Payment reminders, booking confirmation, site visit info.
📱
SMS Alerts
WinWinSMS gateway for OTP, payment confirmations, and booking alerts to customers.

Trigger Events

  • New lead assigned to executive
  • Follow-up reminder due
  • Lead status changed
  • Booking created or cancelled
  • Payment received
  • Demand letter raised
  • Allotment letter issued
  • Attendance check-in / check-out
  • Site visit logged
  • Manager escalation alert
Feature 12

Analytics & Reports
Data That Drives Decisions

📊

Lead Analytics

  • Leads by source, status, executive
  • Conversion rate by stage
  • Lost lead reason breakdown
  • Period-over-period comparison
💰

Sales Reports

  • Bookings by project and period
  • Revenue collected vs demanded
  • Outstanding payment ageing
  • DSA commission summary
👥

Team Performance

  • Leads assigned vs closed per exec
  • Follow-up completion rate
  • Attendance and field visit count
  • Leaderboard view for motivation
Feature 13

Role-Based Access
Right Access for Every Person

Super Admin
  • Full system access
  • Builder onboarding
  • Global settings
  • All reports
Builder Admin (CMS)
  • All leads & bookings
  • Inventory management
  • Team management
  • Financial overview
CRM Manager
  • Assign leads to execs
  • Team follow-up view
  • Escalation handling
  • Team reports
Sales Executive
  • Own lead pipeline
  • Add remarks & follow-ups
  • Attendance & site visits
  • Mobile app access

Multi-company support: Each builder operates in a fully isolated tenant environment — own users, leads, projects, inventory, and branding.

Feature 14

Mobile Apps
Manage Sales from Anywhere

📱
📲

LeadBoard Android

React Native · Google Play Store

Live

com.leadboard.android

LeadBoard iOS

React Native · Apple App Store

Live

com.leadboard.ios

  • Full lead management on the go
  • GPS attendance check-in / check-out
  • Push notifications and reminders
  • WhatsApp messaging to leads
  • Offline-capable core screens
Architecture

Multi-Tenant SaaS
One Platform — Many Builders

🔒

Complete Data Isolation

Each builder's leads, bookings, inventory, and financial data are fully isolated. No cross-tenant data leak possible.

Instant Onboarding

New builder accounts provisioned within minutes — projects, users, and branding configured through the admin panel.

📈

Scales With You

Whether 2 users or 200, the platform scales without configuration changes. Pricing is per-builder, not per-seat.

Builder A: 15 users, 4 projects Builder B: 40 users, 8 projects Builder C: 3 users, 1 project ← all on the same instance, zero overlap
Technology

Built on a Proven Stack

🎂CakePHP 3
🐘PHP 7.4
🗄️MySQL
🔥Firebase FCM
💳Razorpay
💬Sendblue
🗺️Google Maps
⚛️React Native

Battle-tested open-source PHP framework on Linux servers. No vendor lock-in. Easy to customise, extend, and white-label for enterprise clients.

Get Started

The Only CRM Built
Exclusively for Real Estate

Domain-Specific

Built for builders, developers, and channel partners — not adapted from a generic CRM.

Complete Lifecycle

From the first Facebook ad click to possession day — no tool-switching needed.

Rapid Deployment

Go live in days, not months. We handle onboarding, training, and data migration.

www.leadboard.in
Platform
leadboard.in
Apps
iOS & Android
Support
WhatsApp / Email
Lead Capture Lead Management Booking CRM Financial Tracking GPS Attendance Mobile Apps Analytics