Sales CRM and bookings
Take every enquiry from first message to signed booking without losing it on the way.
Used by sales agents and sales managers.
14-day free trial of the Growth plan, no card needed.
What it does
- Every enquiry in one pipeline
- Leads arrive from your website form or enquiry page, Facebook and Instagram lead forms, Google Ads lead forms and WhatsApp. Drag them between stages on a board, or work them as a list.
- Routing and duplicates
- New leads go to an agent by project, source or city, fixed or in turn. Duplicates are flagged and can be merged.
- A lead score that explains itself
- Each lead is scored from 0 to 100 from your own data, and the lead page shows every factor behind the score.
- Follow-ups and site visits
- Log calls, WhatsApp messages, emails, visits and notes, set the next action, and record each site visit’s outcome.
- Quotations from the price book
- Pick a unit, a payment plan and a discount. The schedule is worked out as you go, a discount above the agent’s authority goes for approval, and the quotation prints as a PDF.
- Bookings signed in the app
- The booking wizard takes the buyer’s details, then the buyer signs the booking form and agreement on screen, confirmed with a one-time code.
- After the booking
- Allotment letters, cancellations, transfers to a new buyer and refunds, each with its documents and approvals.
- Your WhatsApp inbox
- Messages to your business number arrive as conversations linked to the lead or buyer, assigned to an agent.
Who uses it
Sales agents
Work their leads, log follow-ups, book site visits and prepare quotations.
Sales managers
Assign leads, approve discounts within their authority and set routing and payment plans.
The owner
Approves what goes above the managers and sees the pipeline across projects.
Built for Pakistan
- Buyer details as your forms ask for them
- CNIC, father’s or husband’s name, address and nominee are part of the booking.
- WhatsApp first
- Enquiries on your WhatsApp Business number become leads, and site visit confirmations go out on WhatsApp once it is connected.
- Payment plans as you sell them
- Down payment, monthly, quarterly or yearly instalments, balloon payments and a possession amount.
Which plans include it
CRM and sales
In every plan.
WhatsApp API
In Growth, Scale and Enterprise.
Sending messages on WhatsApp needs your WhatsApp Business number connected.
Works with
Inventory and price book
Every plot, file and apartment with its size in marla, kanal or square feet, its price and its status, project by project.
Collections
Instalment schedules, reminders before and after the due date, pay links, promises to pay and the aging of every account.
Marketing
Campaigns with landing pages and QR codes, cost per lead and revenue by campaign, and broadcasts through approval.
See it working on a demo workspace
We will walk your team through Plotler on a demo workspace, with the projects, buyers and figures a developer works with every day.
14-day free trial of the Growth plan, no card needed.