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TCRM Documentation
System Overview Propertio (Real Estate) CRM & Lead Pipeline Santral Call Center Marketing Hub (Zernio) TCRM AI & Agentic Layer Vector Sync & RAG Market Valuation WhatsApp Automation
CRM & Sales

CRM & Lead Pipeline Module

Guide to lead qualification, 5-star rating, activity tracking, and pipeline stages.

Kanban Sales Funnel

Drag and drop opportunity cards across customized sales stages (New, Qualified, Proposition, Won). Each stage tracks estimated revenue and win probability.

5-Star Lead Prioritization

Integrated star-rating widget on lead forms and Kanban views allowing sales managers to instantly flag high-value VIP leads.