Features

The sales workspace your team already runs

Flowmora covers the daily work of a real estate sales desk: who the lead is, where the deal stands, what happens next, and what was said on WhatsApp.

Lead management

Keep every enquiry in one list, with status, assignment, notes, and a full activity history.

  • Create and edit leads, including property interest, budget, and source.
  • Check for a possible duplicate before adding another record.
  • Change pipeline status, add notes, and read the activity timeline.
  • Assign a lead to a teammate, or take it yourself.

Contact management

See the people behind your leads and open a new lead from a contact when a new enquiry starts.

  • Browse contacts for the signed-in company.
  • Open the related lead when one already exists.
  • Create a lead from a contact without leaving the contact list.

Sales pipeline

Move deals through a real estate pipeline, from a new enquiry to reservation, won, or lost.

  • Review the pipeline as a board.
  • Stages run from New through Reservation and Won, with Lost as an outcome.
  • Lost reasons include no answer, budget, location, and duplicate.
  • Stage names are part of the product today. A stage editor is not included.

Task management

Track calls, viewings, and follow-ups so the next step stays attached to the lead.

  • Add tasks such as a call, WhatsApp message, meeting, viewing, or follow-up.
  • Mark a task done from the task list or the lead.
  • Overdue work stays visible to the team.

Team collaboration

Admins invite colleagues into the same company workspace and follow what happens on a lead.

  • A company dashboard summarizes pipeline activity.
  • Admins invite users and choose admin or sales agent.
  • Notes, tasks, and assignment history stay on the lead.

WhatsApp inbox

Reply to customers in a shared inbox that stays linked to the lead record.

  • Read the thread, send a reply, or send a template.
  • Close and reopen a conversation.
  • Retry a message that did not send.
  • Admins save the company’s WhatsApp Cloud API settings and can test the connection.

Role-based access

People only see the tools their role allows.

  • Platform owner: manage companies and inspect the platform.
  • Company admin: company settings, users, and WhatsApp settings.
  • Sales agent: day-to-day leads, inbox, tasks, and contacts.

Multi-tenant CRM

Each company has its own users and business records. One company’s data is not mixed into another’s.

  • Records are stored with the company they belong to.
  • The API decides the company from the signed-in user.
  • A platform owner can open a company only after the API confirms that company is active.
  • A separate web address for each company is planned. The app does not choose the company from the website address today.