Deal Desk — CRM

Leads

Filter Leads

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Characteristic

Budget

City

Property Type

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Score

Agent

Pipeline Stage

Lead Details

Personal & preference info

Full Name

Primary Phone

Secondary Phone

City

Property Type

Budget Range

Timeline

Lead Source

Grade

Characteristic

Preferred Time to Call

Assigned Agent

Buyer Persona

Log Activity

Record every interaction

Interaction Type

Notes

Activity History

Latest on top · oldest at bottom

No activity yet.

Follow-ups

Pending & scheduled · latest on top

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Sales

Code	Customer	Property	Agent	Paid	Outstanding
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Payments

Inventory

Property inventory for this project

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Property	Customer	Agent	Sale Code	Total	Collected	Outstanding	Date
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Reports

Month

Mark as Sold

Customer Details

Phone * (03xxxxxxxxx)

Customer Name *

Sale Information

Sold by Agent *

Sale Date

Total Sale Value (PKR) *

Recovery Agent (optional)

Upfront Payments

Token (PKR)

Booking (PKR)

Down Payment (PKR)

Upfront Sub-Total PKR 0

Include Documentation Fee (added to Grand Total)

Balloon Payments (optional)

Possession Charge (at end of term — optional)

Instalment Plan

Pending for Instalments (auto)

PKR 0

Total Upfront (auto)

PKR 0

No. of Instalments *

Frequency

First Instalment Due *

Each Instalment Amount —

Instalments Sub-Total PKR 0

Grand Total Breakdown

Token + Booking + Down PaymentPKR 0

Equal InstalmentsPKR 0

Grand TotalPKR 0

Token Payment Method

Notes

Payment Plan

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New Lead

Full Name *

Phone * (03xxxxxxxxx)

Secondary Phone

City

Property Type

Budget Range

Timeline

Lead Grade (based on your call)

Lead Characteristic

Lead Source

Notes

Convert to Sale

Total Sale Value (PKR) *

Sales Agent *

Property

Upfront Payments

Token (PKR)

Booking (PKR)

Down Payment (PKR)

Upfront Sub-Total PKR 0

Include Documentation Fee (added to Grand Total)

Balloon Payments (optional)

Possession Charge (at end of term)

Instalment Plan

Pending for Instalments (auto) PKR 0

No. of Instalments *

Frequency

First Due Date *

Each Instalment Amount —

Instalments Sub-Total PKR 0

Grand Total Breakdown

Token + Booking + Down PaymentPKR 0

Equal InstalmentsPKR 0

Grand TotalPKR 0

Notes

Dashboard

Task Queue

New Leads

Leads

CSV Lead Import

Agent Activities

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Lead Details

Log Activity

Activity History

Follow-ups

Pipeline

Pipeline is a desktop feature

Sales

Payments

Inventory

Reports

Mark as Sold

Payment Plan

New Lead

Convert to Sale

Deal Desk CRM

Dashboard

Task Queue

New Leads

Leads

CSV Lead Import

Agent Activities

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Lead Details

Log Activity

Activity History

Follow-ups

Pipeline

Pipeline is a desktop feature

Sales

Payments

Inventory

Reports

Mark as Sold

Payment Plan

New Lead

Schedule Follow-up

Record Payment

Approve Payment

Convert to Sale