184
Leads captured
Campaign, referral and website enquiries this month
Full CRM demo
See every lead, every stage, every next action.
This is a sample-data CRM presentation based on the PRD: public lead capture, chatbot/intake qualification, cash or bond buyer paths, document readiness, analytics and agent-ready handoff. It does not show real buyers, loan approvals or guaranteed quotations.
Login into full CRM61
In qualification
Chatbot and intake signals still being completed
28
Evidence in review
Income, proof of funds or document checks underway
13
Agent-ready
Cash verified, bond ready or prepared for handoff
Live demo controls
Filter the pipeline by buyer path
Pipeline board
Lead progress from ads to handoff
New from ads
42Facebook buyer
Gaborone
Cash path not selected
Search lead
Sandton
Bond buyer, budget captured
Instagram click
Phakalane
Awaiting chatbot reply
Chatbot qualified
31Bond buyer
0-3 months
Income range captured
Cash buyer
Proof pending
Funds evidence requested
Joint applicant
Bryanston
Co-applicant income noted
Documents
18Payslip uploaded
Review required
Specialist queue
Proof of funds
Requested
Cash verification path
Bank statements
Under review
Bond readiness path
Agent handoff
13Cash verified
BWP 2.1M
Book viewing
Bond-ready
ZAR 1.8M
Agent intro allowed
Provisionally ready
ZAR 2.4M
Manual review first
Chatbot and intake
What happens after the ad click?
The CRM demo shows the signals the chatbot and intake flow should capture before an agent spends time on the lead.
Buyer path
Cash or bond selected before the agent call
Budget band
Min and max purchase range captured cleanly
Area intent
Suburb and property type structured for routing
Timeline
0-3, 3-6, 6-12 or long-term intent
Consent
Agent sharing consent tracked before handoff
Agent presentation
The whole lead, ready for the agent
| Lead | Path | Area | Budget | Readiness | Evidence | Next action |
|---|---|---|---|---|---|---|
| Buyer A | Bond | Sandton | ZAR 1.8M - 2.4M | 82% | Payslip accepted | Agent handoff |
| Buyer B | Cash | Gaborone | BWP 1.2M - 1.7M | Verified | Proof of funds accepted | Book viewing |
| Buyer C | Bond | Bryanston | ZAR 2.8M - 3.3M | 67% | Bank statements in review | Docs review |
| Buyer D | Cash | Phakalane | BWP 2.0M - 2.6M | Pending | Proof requested | Follow-up |
| Buyer E | Bond | Rosebank | ZAR 1.4M - 1.9M | 74% | Pre-approval uploaded | Specialist review |
Package fit
The demo maps directly to what agencies can buy.
Start with the public site and capture flow, then add chatbot qualification, dashboard analytics, document readiness and handoff presentation.
Launch
Website + capture + CRM demo for first campaigns
Pipeline
Chatbot, readiness board, documents and weekly review
Growth Desk
Agent handoff summaries, analytics and team workflow
Ready to turn this into your agency pipeline?
We will map your ads, booking path, chatbot and CRM stages into the MVP.