Task management that keeps real estate teams accountable without extra tools
A task board and a follow-up calendar sit inside the CRM, beside the leads, bookings and site work they relate to.
To do
In progress
Done
How teams use it day to day
Document chase
Accounts assigns a task to collect a missing KYC document, with a due date.
Launch week
A project head tracks site, legal and sales tasks on one board.
Weekly review
A manager reviews blocked cards and decides what to unblock.
The problem with team tasks
Work that does not fit a lead record, such as a document chase or a site coordination, ends up on chat groups. Deadlines pass and nobody owns the miss.
A task board for the week
Illustrative sample dataA task board for the week
Sample data only. This shows how the work moves, not real figures.
Everything it covers
Select a feature to see it in action. All data shown is illustrative.
To do
In progress
Done
To do
In progress
Done
- Stage moved
- Call made
- Note added
- Feed updated
Why Propto CRM for team tasks?
Your brand on team tasks
Propto CRM runs under your name, so buyers, partners and staff see your identity and not ours.
Workflows matched to team tasks
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
Team tasks share one record with Construction & Site Management, HRMS and Workflow Rules & Operational Automation, 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.
What does waiting cost you?
Tick what sounds like your week. There is no score, only a conversation starter.
Bring your existing data with you
We help move team tasks 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.
Questions we hear
Is the task board part of the CRM?
Yes. Tasks live in the same platform and login as leads, bookings and site work.
Can we filter by person?
Yes, the task board and calendar filter by assignee and status.
Does it replace chat groups?
It gives assigned work a due date and an owner, so chat is not the record.
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.