Core Features

Sales Pipeline

Visualize your entire sales funnel with SalesIQ's pipeline view. Track every lead's position, identify bottlenecks, and optimize conversion rates at each stage.

Pipeline Stages

SalesIQ comes with 12 pre-configured stages optimized for Indian real estate sales:

New LeadJust captured โ€” not yet contacted
ContactedFirst outreach made (call/WhatsApp/email)
InterestedLead has shown genuine interest
Site Visit PlannedVisit to project site is scheduled
Site Visit DoneLead has physically visited the property
Follow UpRequires additional nurturing
NegotiationPrice/terms discussion in progress
BookingReady to book โ€” paperwork stage
WonDeal closed successfully
LostLead dropped out
Not InterestedExplicitly declined
Future ProspectInterested but not ready now โ€” follow up later

Pipeline View

The Pipeline page (Dashboard โ†’ Pipeline) shows:

  • โ€ข Card-based view with leads grouped by stage
  • โ€ข Lead count and total value per stage
  • โ€ข Color-coded temperature indicators (Hot/Warm/Cold)
  • โ€ข Quick actions: change stage, make call, send WhatsApp
  • โ€ข Filter by assignee, source, date range, temperature

๐Ÿ”ญ Funnel Intelligence

SalesIQ's unique Funnel Intel engine analyzes your pipeline to reveal:

Stage Conversion Rates

What % of leads convert from each stage to the next

Average Time in Stage

How long leads spend at each stage before moving

Drop-off Points

Which stages lose the most leads

Source Performance

Which lead sources have the highest conversion to booking