CAPSULE▲

CRM · REAL ESTATE

Created by CAPSULE CRM

Dashboard

Leads — Last 14 Days

By Stage

By Channel

By Project

Needs Action

Team Performance

Leads

Show Entries

Finance

HR

Bonus / Deduction / Advance

Leave / Permit Requests

Attendance

My Space

Attendance

My Commissions

Pay Slips

Leave / Permit Requests

Administration

Website Form Webhooks

Office Location (Attendance)

…

Lead Sources (Integrations)

Register these Callback URLs in Meta…

System Settings

Projects

Create Lead

Full Name

اكتب اسم العميل

Mobile

الرقم لازم يكون موبايل مصري صحيح (11 رقم يبدأ بـ 01)

Project

Channel

Budget (EGP)

First Note (optional)

Edit Lead

Full Name

اكتب اسم العميل

Project

Channel

Unit Type

Budget (EGP)

Follow-up date

Add Employee

Name

اكتب اسم الموظف

CRM Account

Position

Base Salary (EGP)

Hire Date

Phone

Active

Monthly leave days (sales = 2)

Notes

Create CRM account

Creates a login and sends credentials via WhatsApp

Username

Account role

Send via WhatsApp

✓ Linked account

Edit Commission

Agent

Client

Amount (EGP)

Note

Close the Deal 🎉

Sale Price (EGP)

اكتب سعر البيعة الحقيقي

Developer sales name

اكتب اسم سيلز المطور

Developer sales phone

اكتب رقم سيلز المطور

Client contract photo (required)

صورة العقد إجبارية

Payment plan photo

Note

Request leads from the pool

Area (optional)

Start Meeting

Unit Type

Budget (EGP)

Interest level

Note

Meeting feedback

اكتب فيدباك المعاينة

Next follow-up

📍

Add expense

Type

Category

Amount (EGP)

اكتب المبلغ

Date

Note

Receipt (optional)

Add User

Username

3-30 حرف لاتيني/أرقام/._-

Full Name

اكتب الاسم

Role

Team Leader

Phone (for WhatsApp)

Can add leads

Active

Send via WhatsApp

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CAPSULE▲

CRM · REAL ESTATE

Username

Password