Sales and pre-sales management where no follow-up or site visit slips
Pipelines, a Kanban board, follow-up tracking, site visits and a telecaller activity monitor in one working day view.
How teams use it day to day
Daily telecaller queue
A telecaller opens overdue and due-today follow-ups and works them in order.
Visit day
A sales executive sees today’s visits and records an outcome for each before leaving.
Team review
A sales head sees who has no activity and who is on approved leave before the stand-up.
The problem with sales and pre-sales work
Pre-sales qualifies, sales visits and closes, but the baton drops between them. Follow-ups live in personal notes and site visits end without a recorded outcome.
Move a lead through the Sales pipeline
Illustrative sample dataMove a lead through the Sales pipeline
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.
Unassigned
Neha V. · Sales
Why Propto CRM for sales and pre-sales work?
Your brand on sales and pre-sales work
Propto CRM runs under your name, so buyers, partners and staff see your identity and not ours.
Workflows matched to sales and pre-sales work
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
Sales and pre-sales work share one record with Lead & Marketing Automation, Property Inventory & Deal Negotiations and Communication Centre, 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 sales and pre-sales work 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
How many pipelines can we run?
Four come ready (Sales, Onboarding, Partnership, Construction), and you can add, edit or delete pipelines and choose a default.
Can managers see what telecallers did?
Yes. The telecaller activity monitor shows calls, connected rate, follow-ups, visits and bookings per person.
Do site visits get an outcome?
Visits that need an outcome stay flagged until someone records it.
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
A Lead-to-Booking Workflow for Plotted Developments
Design a lead-to-booking workflow for a plotted development: stages, ownership, follow-up rules, site visits, holds and token handling, with practical examples.
Site Visit Management: From Enquiry to a Recorded Outcome
A practical guide to site visit management for real estate teams: scheduling, confirmations, no-shows, outcomes, follow-ups and what to measure.
Real Estate Lead Generation: Channels Worth Tracking
Real estate lead generation channels worth tracking: Meta ads, website forms, WhatsApp, referrals, walk-ins and channel partners.