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Engineered for 10x Conversion

Powerful CRM Features Built for
Real Estate Closers

Eliminate missed follow-ups, manual Excel entries, and unorganized sales pipelines. Smattio brings intelligent automations, team tracking, and direct customer engagement into one unified dashboard.

Feature Highlights

Everything Your Sales Ecosystem Needs
in One Place

Designed for developers, brokers, team leads, and sales reps across India.

Multi-Tenant Isolation & Zero Data Leakage

Your customer phone numbers and high-net-worth investor contacts are your most prized assets. Smattio guarantees strict data isolation, role-based masking, and full permission governance.

Data Bank Masking Export Auditing Role Hierarchy
Role Permissions Matrix
Superadmin / Owner Full Control
Team Lead / Manager Team Scope
Sales Executive Assigned Only

Smart Round-Robin Routing

Distribute fresh leads instantly based on agent availability, active attendance, language preference, or location. Zero manual delays.

Weighted Allocation Instant Push

Auto Reassign SLA Guard

If an agent fails to call or update a new lead within 15 minutes (customizable), the system automatically reassigns it to the next active closer.

SLA Monitoring Zero Lost Enquiries

Interactive Visual Pipeline

Move leads effortlessly across stages: New → Connected → Site Visit Scheduled → Negotiation → Booked → Closed. Filter by budget and project.

Drag & Drop Stage Value Totals

1-Click Calling & Call Tracking

Call prospects directly from the mobile app or browser. Log call durations, outcomes (Busy, Switched Off, Interested), and schedule next follow-up.

Call History Outcome Disposition

WhatsApp Automation Engine

Send pre-approved WhatsApp templates with property price sheets, site photos, location pins, and payment plans in 1 tap without saving contacts.

Rich Media Support 1-Click WhatsApp

Duplicate & Spam Filtration

Smart algorithms detect duplicate phone numbers coming across multiple ads or portals, updating the activity timeline of existing lead rather than creating duplicates.

Auto Merge Duplicate Rules

Staff Attendance & Location Check-In

Track field agent attendance, site office check-ins, and active hours. Ensure leads are only assigned to agents currently clocked in and active.

Daily Punch-in Status Tracking

Executive Analytics & Marketing ROI

Know exactly which advertising campaign (Facebook, Google, 99acres, Walk-in) produces the highest booking conversion and return on ad spend (ROAS).

Campaign Conversion Agent Leaderboards
Intuitive UX

Zero Learning Curve.
Loved by Sales Agents.

Most CRMs fail because field sales executives find them too complex and stop updating them. Smattio is crafted with lightning-fast inputs, clear action cards, and mobile-friendly tap buttons so agents log calls in under 5 seconds.

Quick Action Speed Dial

Call, WhatsApp, schedule site visit or set follow-up with a single tap.

Smart Notifications & Reminder Pings

Push notifications before every scheduled follow-up or site visit.

⚡ Lead Snapshot Card High Intent 🔥

Ananya Deshmukh

2 mins ago

Looking for: 3BHK Luxury | Budget: ₹1.8 - 2.2 Cr

Source: Facebook Ads Project: Sky Towers

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