Projects & Properties
Project master, location, developer, amenities and pricing information.
Inventory / Units
Tower, unit, plot, configuration, availability, price and booking status.
Site Visits
Visit scheduling, attendance, source, feedback and next action.
Bookings & EOI
EOI, booking amount, customer documents and closure status.
Channel Partners
Broker/referral partner records, source contribution and commission status.
Customer Documents
KYC/document checklist, pending items and verification status.
Payment Schedule
Booking, instalments, due dates, collections and overdue follow-up.
Broker Commissions
Commission eligibility, invoices, approval and payout status.
Registration & Possession
Agreement, registration, possession and handover milestones.
Inventory Alerts
Low-stock, newly released and high-demand unit follow-up.
Property Matching
Match buyer budget, location, configuration and purpose to available inventory.
Visit Scheduler
Calendar-ready site visits, reminders, attendance, feedback and next action.
Transaction Checklist
KYC, agreement, loan, registration and possession task checklist.
Loan & Mortgage Tracking
Lender, application, sanction, disbursement and pending-document visibility.
Referral Engine
Customer, employee and channel-partner referrals with attribution and payout tracking.
Post-Sales CRM
Registration, possession, handover, defect follow-up and referral/review journey.
Industry Pipeline
Industry Lead Fields
- Budget
- Preferred Location
- Configuration
- Purchase Timeline
- Purpose
- Funding
Included in every Nexus CRM
- Lead & contact management
- Sales pipelines and deal tracking
- Tasks, reminders and activity history
- WhatsApp and email communication
- Campaigns, sequences and consent management
- Workflow automation
- AI support and sales assistance
- Employee directory and attendance
- Custom fields and client change requests
- Integrations hub and API-ready connectors
- Subscription access control and billing
- Role-based Client Admin, Manager, Sales and HR access