Working the day
The CRM is built to answer three questions all day long: who needs a call now, what is each lead worth, and what happened last. This guide walks one working day through it.
Assigned by the rule you wrote, tagged by language, due on the clock — the person answers.
Read the desk first
The CRM opens on a set of tiles that summarise the morning: new leads waiting for a first reply, follow-ups due, hot leads, qualified leads, the live pipeline value in AED, and what closed this month. Each tile is a door — tap it and you are looking at exactly those leads, not a filtered guess.
Know the stages
Every lead sits in exactly one stage: New, Contacted, Qualified, Viewing, Negotiation, Closed — or Lost. The list is fixed on purpose: when everyone on the team means the same thing by Qualified, the month-end numbers mean something too. Move a lead by dragging its card on the board, or from the lead’s own page.
Work the call list
The follow-up queue is the day’s spine, and it sorts itself. Leads past a promised reply time come first. Then leads your team has rated well, then unrated leads — unknown is not bad — then everything else by how long it has waited. A lead counts as overdue after 72 quiet hours, and that one definition is used everywhere: the queue, the team numbers, the manager’s view.
Leads that cannot usefully be called right now — blocked, archived, rated poorly, or carrying a number that will not dial — move to a collapsed Set aside list with the reason stated and a Call anyway button. Nothing is hidden, and nothing is deleted.
Call, WhatsApp, or snooze
Every lead carries a call button and a WhatsApp button. WhatsApp opens your own WhatsApp with the number and a first message already filled in — no setup, nothing to connect. If now is the wrong moment, snooze the lead for 4 hours, a day, 3 days or a week; it leaves the queue and comes back on its own, labelled with when it wakes. Marking a call done records the contact, which is what resets the 72-hour clock.
Rate what you heard
After the conversation, tap a score from 0 to 10 — the one judgement only the person who spoke to the lead can make. 6 and up marks a lead worth chasing and quietly teaches your advertising to find more people like them; 0 to 2 teaches it to stop; 10 says this became a deal. One tap, once — and the call list re-orders itself around your answer.
Find anyone from a phone number
A number calls back and the agent who owns it is at lunch. Type the phone number into search — any spacing, with or without the country code — and the lead it belongs to opens, with the full timeline of every call, message, note and stage change. Nobody has to ask the room whose lead this is.