Property Leads, Enquiries & Viewings for ERPNext

Run a real-estate enquiry desk on ERPNext's native Lead, Opportunity, Assignment Rule, and calendar features. Enquiries remain traceable from their original channel through qualification, viewing, feedback, and conversion.

Core capabilities

• Omnichannel capture with source and campaign attribution
• Duplicate prevention across phone, email, and source
• Assignment by team, branch, location, property type, and workload
• Scoring, prioritization, ageing, reminders, and unattended-lead escalation
• Calendar-based viewing bookings, confirmations, rescheduling, and no-show tracking
• Client, marketer, and owner feedback with conversion reporting

Day-to-day flow

1. Review the incoming Lead and confirm its contact details and source.
2. Qualify the requirement, budget, location, and property type.
3. Assign an owner and schedule the next follow-up.
4. Match suitable approved listings and book a viewing.
5. Record attendance, feedback, and outcome immediately after the viewing.
6. Convert the qualified enquiry to its next native ERPNext record or record a clear lost reason.

Ownership matters

Reassignment should use the app workflow so the previous owner, transfer reason, and follow-up history remain auditable.

Prerequisite

This app extends Property Listings & Marketing, which provides the listing master used for matching and viewings.