Chapter 1: Welcome to SG Lead Pro

Welcome to SG Lead Pro, the purpose-built Customer Relationship Management (CRM) platform designed specifically for real estate developers, property brokers, sales agencies, and high-velocity deal-closing teams.

Unlike generic, bloated corporate CRMs that require months of technical training, SG Lead Pro is engineered around one simple principle: helping your sales team connect with property buyers faster, follow up with discipline, and close more deals with less manual paperwork.

Whether you are a solo property consultant, a fast-growing real estate brokerage, or an enterprise developer handling dozens of residential and commercial towers, this user manual will guide you through every feature, button, workflow, and setting in simple, everyday language.

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#1. Why SG Lead Pro? The Problems It Solves

In the real estate and property sales industry, deals are won or lost in the first few hours. Typical sales teams face four major bottlenecks every day:

1. Lead Leakage & Delay: Inquiries coming from Facebook, Instagram, Google, MagicBricks, and 99acres sit in spreadsheets for hours or days before an agent calls them. By that time, the buyer has already spoken to a competitor.
2. Disorganized Follow-ups: Sales agents forget who they were supposed to call back, leading to missed client appointments and cold inquiries.
3. No Field Visibility: Managers have no clue if their sales representatives actually reached a site visit or if the client showed up.
4. Scattered Project Material: Agents fumble through WhatsApp chats and email attachments trying to find the latest brochure, floor plan, or rate card while the customer is on the phone.

SG Lead Pro solves all of this in one unified system:

• Instant Omnichannel Ingestion: Inquiries from social media ads and real estate portals drop into your CRM within seconds.
• Automated Round-Robin: Leads are automatically and fairly assigned to active sales agents without manual intervention.
• Discipline-Driven Follow-ups: Built-in dual reminders alert agents on their phone and laptop 5 minutes before and right at the scheduled follow-up time.
• Site Visit GPS Tracking: Field executives check in and check out at the project site with logged feedback and timeline stamps.
• Built-in SG AI Copilot: Instantly search your CRM using plain English, turn messy WhatsApp chat notes into structured buyer requirements, and craft personalized WhatsApp pitches in 1 click.
• Central Project Drive: Send high-resolution brochures, floor plans, and unit pricing directly via 1-click WhatsApp download links that never clog phone memory.

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#2. Core Concepts & Terminology

Before diving into the screens, let's establish a common vocabulary. You won't find complicated software jargon here—just simple terms that reflect your everyday sales operations:

Term	What It Means in Plain English
Workspace / Company	Your company's private, secure account in SG Lead Pro. All your leads, projects, users, teams, and data are completely isolated and private to your business.
Lead	A prospective property buyer or investor who has expressed interest in your projects (via an online ad, website form, phone call, walk-in, or property portal).
Lead Status (Stage)	Where the customer currently sits in your sales journey (e.g., New, Contacted, Follow-up Required, Site Visit Scheduled, Negotiation, Deal Won, Lost).
Lead Temperature	How warm or urgent the customer is: Hot (🔥) (ready to buy immediately), Warm (🌤) (interested within 1–3 months), Cold (❄️) (exploring/future budget), or Unset (⚪).
Pipeline / Kanban	A visual board that displays your leads arranged in vertical columns by sales stage, allowing you to drag and drop leads as they progress.
Follow-up Task	A scheduled reminder for a specific action (phone call, WhatsApp message, meeting, or document collection) tied to a lead.
Site Visit	A scheduled in-person visit where a sales representative meets the prospective buyer at the project site to inspect the model flat, plot, or commercial space.
Project	A real estate development, building, layout, or campaign (e.g., "Greenfield Heights" or "Skyline Towers").
Unit Inventory	Individual apartments, offices, or plots inside a project with their floor, number, configuration, square footage, and booking status (Available, Blocked, Sold).
Project Drive	A central library of digital brochures, rate cards, floor plans, and videos stored in the cloud that can be shared with clients in 1 click.
Round-Robin	An automatic distribution rule that assigns incoming inquiries equally in a rotating circle among your active team members.

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#3. User Roles & Hierarchy: Who Can Do What?

SG Lead Pro uses a clear role-based permission system so that everyone sees only the information relevant to their job.

Organizational Level	Role Title	Key Focus & CRM Responsibilities
Top Tier	Super Admin	Platform infrastructure, multi-company provisioning & global system health
Company Level	Company Administrator	Business owner / director managing company settings, integrations & teams
Management Level	Sales Manager / Team Leader	Overseeing assigned teams, reallocating leads, tracking SLAs & closing deals
Field / Telecalling Level	Sales Executive / Agent	Calling prospects, qualifying requirements, site visits & logging interactions

#1. Company Administrator (Business Owner, Director, or Head of Sales)

• What they do: Own and configure the company's entire CRM workspace.
• Capabilities:
  • Full access to all company leads, projects, reports, and analytics.
  • Can invite, edit, deactivate, or reset passwords for team members.
  • Can configure integrations (Meta Lead Ads, WhatsApp, Google Sheets, Real Estate Portals).
  • Can customize sales stages, pipeline workflows, and custom role permissions.
  • Can view all company audit logs, attendance sheets, and export reports.

#2. Sales Manager / Team Leader

• What they do: Supervise a team of sales executives, monitor pipeline velocity, and help close deals.
• Capabilities:
  • View all leads assigned to their team members.
  • Reassign leads between agents to balance workload.
  • Approve or reject deal closures (Won or Lost approvals).
  • Track daily follow-up completion rates, missed visits, and agent response times.
  • Access team performance analytics and reports.

#3. Sales Executive / Agent / Telecaller

• What they do: Work frontline inquiries, make calls, log notes, qualify requirements, and schedule site visits.
• Capabilities:
  • View their assigned leads and personal follow-up schedule.
  • Log activity notes, update lead temperature, and change lead status.
  • Generate 1-click WhatsApp messages, share project brochures, and record customer feedback.
  • Request deal closure approval from their manager.
  • Cannot delete leads or view other teams' confidential contacts unless specifically permitted.

#4. Field Site Visit Representative

• What they do: Meet clients on-site at projects, conduct walkthroughs, and record visit outcomes.
• Capabilities:
  • View upcoming visits assigned to them.
  • Start Journey, Check-In, and Check-Out on-site via mobile browser.
  • Log immediate customer feedback and booking intentions.

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#4. Logging In & Accessing Your Account

Accessing SG Lead Pro is fast and secure:

1. Open your modern web browser (Google Chrome, Microsoft Edge, Brave, or Safari on laptop or mobile).
2. Navigate to your CRM web address (e.g., https://sgleadpro.com/login).
3. Enter your Registered Email Address and Password.
4. Click Sign In.

### Staying Logged In Securely - SG Lead Pro remembers your device session so you do not have to re-enter your credentials every few minutes. - If you log in on a public or shared computer, always remember to click your profile avatar in the top-right corner and choose **Log Out**. - Through your **Profile Settings**, you can view all active devices currently logged into your account and remotely revoke any suspicious sessions in 1 click.

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#5. The Modern Real Estate Buyer Journey in SG Lead Pro

To get the most value out of SG Lead Pro, every team member should understand the five stages of a real estate transaction and how the software facilitates each step:

Journey Stage	Timeline	Primary Objective & Outcome
Stage 1: Capture & First Touch	Under 5 Minutes	Instant round-robin assignment & sub-5-minute phone contact
Stage 2: Qualification & Nurture	Days 1 to 3	Capture buyer budget & send official brochure via 1-click WhatsApp
Stage 3: The Site Visit Walkthrough	Typically Weekend	GPS-verified physical site tour & floor plan review
Stage 4: Negotiation & Token Booking	Week 2	Price proposal, unit selection & closure approval request
Stage 5: Loan Sanction & Registration	Post-Booking	Document verification, bank loan sanction & unit registration

#Stage 1: Capture & First Touch (0 to 5 Minutes)

• Buyer Mindset: The prospect has just clicked an ad on Instagram or Facebook while sitting on their couch or commuting. They are curious about price and floor plans, but they have not yet committed to speaking with anyone.
• CRM Action: The lead drops into SG Lead Pro in under 3 seconds. The round-robin engine assigns it to Agent Priya. Priya receives an instant push notification on her phone, taps the green call icon, and speaks to the client while the ad is still fresh in their mind.

#Stage 2: Qualification & Nurture (Days 1 to 3)

• Buyer Mindset: The buyer is comparing 3 to 5 different projects in the same neighborhood. They want to know carpet areas, price per square foot, builder reputation, and bank loan approvals.
• CRM Action: Priya opens the lead's profile, logs the budget (₹1.2 Cr) and configuration (3BHK), clicks Project Drive, and sends the official e-brochure and floor plans via 1-click WhatsApp. She schedules a follow-up task for Thursday morning.

#Stage 3: The Site Visit Walkthrough (Weekend)

• Buyer Mindset: The buyer brings their spouse or parents to the project site on Saturday morning. They want to see the physical quality, natural light, elevator speed, and parking space.
• CRM Action: The visit is scheduled on the SG Lead Pro Site Visits calendar. Representative Vikram meets the family at the gate, taps Check In, walks them through the model flat, and taps Check Out with logged notes: "Loved Flat 804 in Tower B; wants cost sheet with 2 covered car parks."

#Stage 4: Negotiation & Token Booking (Week 2)

• Buyer Mindset: The family has decided this is their future home. They are now negotiating final pricing, floor rise waivers, and payment milestones.
• CRM Action: The lead is dragged into the Negotiation column on the Kanban board. When the buyer hands over a ₹1,00,000 token cheque, Vikram clicks Book Unit in the property inventory, locking Flat 804, and submits a Deal Won approval request to the sales director.

#Stage 5: Loan Sanction & Agreement Registration

• Buyer Mindset: Collecting salary slips, bank statements, and coordinating with the bank loan executive.
• CRM Action: The deal is officially marked Won. The client's record remains securely archived in the CRM for future reference, referrals, and post-possession communication.