Lead Management
Every enquiry with its source, owner, status, history and next action.
- Complete lead history
- Powerful filters
- Notes and attachments
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Features
Everything your sales floor needs, nothing it doesn't.
From the first enquiry to the final commission payout, KEZO covers the full real estate sales cycle.
Leads
Lead Assignment
Assign leads automatically by project, location, source or round-robin.
- Instant allocation
- Balanced workloads
- No lead left unowned
Lead Sources
99acres, MagicBricks, Housing.com, Meta, Google, website, walk-ins and CPs.
- Automatic capture
- De-duplication
- Source-wise ROI
Conversations
AI Call Intelligence
Hindi, English and Hinglish calls summarised with requirements, intent and next step.
- No manual call notes
- Lead scoring
- Call quality scores
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Follow-ups and Activities
Tasks, calls, meetings and reminders in one activity timeline.
- Daily follow-up list
- Overdue alerts
- Full activity history
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WhatsApp Automation
Brochures, location pins and reminders sent at the right moment.
- Business API integration
- Templates
- Logged on the lead
Calling and Meetings
Click-to-call, call logging and meeting scheduling from the lead.
- Call recordings
- Meeting reminders
- Outcome tracking
Sales
Site Visits
Schedule visits, remind buyers, capture feedback and track conversion.
- Visit calendar
- Feedback capture
- Visit-to-booking conversion
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Site visits this week
- Sat 11:00Amit VermaGreen Heights · NehaConfirmed
- Sat 1:30Rajesh GuptaSkyline Tower B · ArjunConfirmed
- Sun 10:00Pooja ShahPalm Residency · RohitAwaiting reply
- Thu 4:00Kavita JoshiGreen Heights · NehaVisited · Positive
Sales Pipeline
A visual pipeline from new lead to closed booking.
- Drag-and-drop stages
- Pipeline value
- Stage conversion
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Projects, Properties and Inventory
Projects, towers and units with availability linked to every lead and booking.
- Live availability
- Unit-wise bookings
- Project dashboards
Channel Partner Portal
Partners register leads with time-stamped ownership and track status.
- Free CP logins
- Duplicate checks
- Fewer disputes
Performance
Targets and Goals
Individual and team targets, monthly or quarterly, with live achievement.
- Booking value targets
- Leaderboards
- Pipeline coverage
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Commission
Agent, project, booking and channel partner commission calculated automatically.
- Commission status
- Payout visibility
- Fewer disputes
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Reports and Analytics
Lead source, pipeline, monthly bookings and team performance in real time.
- Management dashboard
- Exportable reports
- Source ROI
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Platform
Roles and Permissions
Control what each user can see and do.
- Role-based access
- Team hierarchies
- Audit trail
Notifications
Alerts for new leads, overdue follow-ups, visits and bookings.
- In-app and mobile
- WhatsApp alerts
- Manager escalations
Integrations
Portals, Meta and Google lead forms, WhatsApp Business and telephony.
- Automatic lead sync
- Call logging
- API access on Developer plan
Multi-Organisation Management
Each company has its own users, leads, projects, permissions, reports and configuration.
- Complete data separation
- Own settings
- Secure by design
KEZO CRM
Company A
- Users
- Leads
- Projects
- Sales
Company B
- Users
- Leads
- Projects
- Sales
Company C
- Users
- Leads
- Projects
- Sales
See how KEZO CRM works.
Get a guided tour of the features that matter most to your business.