Business reports and analytics that show what is working and where deals stall
A Report Center for sales and marketing, admin reports for operations and a dashboard for management.
The problem with reporting
Reports are built by hand the night before a review and nobody trusts them. Marketing and sales argue about sources, and finance reads another set of numbers.
Everything it covers
Select a feature to see it in action. All data shown is illustrative.
- Choose a report
- Set the dates
- Download CSV or PDF
- Share with owners
From records to a review
Illustrative sample dataFrom records to a review
Sample data only. This shows how the work moves, not real figures.
How teams use it day to day
Source review
Marketing compares campaigns by recorded visits and bookings.
Funnel check
A sales head finds the stage where most leads stall.
Board pack
Finance exports booking and payment reports for the owners’ meeting.
Why Propto CRM for reporting?
Your brand on reporting
Propto CRM runs under your name, so buyers, partners and staff see your identity and not ours.
Workflows matched to reporting
Pipelines, forms, roles, rules and templates are configured around how you already work, instead of bending your process to someone else’s menu.
No per-user pricing
Add the people who need access without a per-seat conversation. A one-time investment option exists. Hosting, AI usage, telephony and messaging are separate, and terms are set out in a written proposal.
Connected with the rest of the business
Reporting share one record with Real Estate CRM, Lead & Marketing Automation and Post-Sales & Collections, so nothing is retyped between tools.
AI for routine work
AI Copilot and AI SDR agents assist with lookups and follow-up once an AI provider is configured. Changes wait for approval, and people stay in control.
- White-label under your brand
- Customised to your workflow
- No per-user pricing
- One-time investment option
Hosting, maintenance, AI usage, telephony, WhatsApp and other third-party services are separate. Scope and terms are confirmed in a written proposal.
Bring your existing data with you
We help move reporting from spreadsheets or another CRM, without promising miracles.
Look at what you have and what is worth moving.
Map fields and flag cleanup.
Import a sample and check it with your team.
Plan the cut-over, training and a pilot.
What does waiting cost you?
Tick what sounds like your week. There is no score, only a conversation starter.
Questions we hear
How many CRM reports are there?
The Report Center has eleven.
Can we export?
Yes, CSV and PDF export are available on the reports.
Are the numbers real-time?
Reports read from the same live records your teams update, with date filters.
Book a personalised demo
Tell us about your business. We will contact you to understand your workflow.
Thank you. We have your request.
A Propto CRM team member will contact you. Nothing is booked until we confirm a time with you.
Related reading
Real Estate CRM in India: What to Check Before You Buy
A practical buyer’s checklist for a real estate CRM in India: process fit, inventory, collections, partners, languages, channels, pricing model and migration.
Moving from Excel to a Real Estate CRM Without Losing Data
A four-step guide to migrating from spreadsheets to a real estate CRM: reviewing sources, mapping fields, validating a sample and planning cut-over and training.
Per-User Pricing vs One-Time Investment: Comparing CRM Costs Honestly
Compare per-user CRM subscriptions with a one-time investment model: total cost, growth, partners, hosting, AI, telephony and what to get in writing.