CRM System for Brokers

Vantage CRM – a powerful CRM platform for managing clients, real estate properties, teams, and the sales funnel.

User Roles

- Super Administrator – full control over the system: managing users, roles, global settings.
- Administrator – assigns leads, manages properties, and tracks team performance.
- Manager – works directly with clients, updates lead statuses, and closes deals.
- All users – have access to personal profiles, properties, notifications, and internal chat.

Main Pages and Functionality

- Dashboard (overview)
- Key Performance Indicators (KPI): new leads.
- Charts or progress indicators to display funnel performance.
- Recent notifications and upcoming tasks.
- Table with the latest leads (client name, property, status, date).
- Leads (applications)
- Centralized table of all leads with filters by status, manager, date, and property.
- Quick actions: update status (New / In Progress / Closed), assign or reassign a manager.
- Bulk actions for faster processing.

Lead Profile

- Complete client information: contacts, notes, preferences.
- Interaction history (calls, emails, updates).
- Related properties and deals.
- Ability to add reminders or tasks for follow-up contact.
- Real Estate Properties
- Complete list of properties with filters by status, location, price range.
- Quick actions: add property, edit details, mark as sold or reserved.

Property Profile

- Photo gallery and key information (price, description, availability).
- Related leads and clients who showed interest in the property.
- Change history: price updates, status, manager assignment.
- Super Administrator Panel (for the highest level of control)
- Management of all users and roles (creation, deactivation, editing).
- Access to analytics and reports across the system.
- Settings for global parameters (notification rules, statuses, property types).

My Profile

- User personal information with editing capability.
- View tasks, performance metrics, and pinned leads.
- Change password, notification settings, and profile photo.

Notifications

- Central hub for all system messages: new leads, status changes, new chat messages.
- Customizable for each user (which notifications to receive).

Internal Chat

- Personal and group conversations among colleagues.
- Ability to share links to leads, properties, and tasks directly in chat.

Key Features

- Unified management of the funnel for leads and properties.
- Real-time notifications and internal team communication.
- Powerful role-based access distribution (Super Admin, Admin, Manager).
- Dashboard with clear KPIs and trends.
- Convenient profiles for clients, properties, and employees.

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