CRM Dost

CRM Dost is one simple app for running a sales team: your leads and follow-ups, your team's chats with customers, field attendance and leave, and your property listings — on your phone and on the web. LEADS AND FOLLOW-UPS • Keep every lead in one pipeline, with statuses you can rename, recolour and add to. • See each person's work on a drag-and-drop board, grouped by status or by owner. • Give every lead a next action date, then work through Overdue, Due today and Upcoming. • Get a morning and evening summary of what is overdue, due today and due tomorrow. • Import leads from Excel or CSV. Duplicates are skipped, and new leads are shared out across the people you choose. • Every change is kept in the lead's history. A SHARED INBOX FOR WHATSAPP BUSINESS • Connect your own WhatsApp Business number and answer customers as a team. • Keep using the WhatsApp Business app alongside CRM Dost, or run a dedicated number entirely from CRM Dost. • See whether each message was sent, delivered and seen. • Get a "Go to chat" alert when a customer writes, even when the app is closed. • Each person sees the chats for the leads they are allowed to see. • WhatsApp conversations are billed by Meta to your own WhatsApp Business account. FIELD ATTENDANCE • Check in and out at your office, with a radius you set for each location. • Location is recorded only at the moment of a check-in, check-out or break — never in the background. • Allow work from home or field visits for the people who need them. • Support shifts, including overnight shifts, with each office on its own time zone. • Get late marks, half days and absences worked out for you, and a monthly report ready for payroll. LEAVE AND APPROVALS • Send each request to the right approver: the reporting manager, a chosen approver or a backup. • Name a stand-in while you are away, and add a second approval for long leave. • Keep leave balances, carry-forward, optional holidays and comp off in one place. PROPERTY LISTINGS • List properties with photos, price and details, and mark them Available, Under Offer, Sold, Rented or Draft. • Share a listing or your company page in a tap. • Give your listings public web pages, with every enquiry arriving as a lead for the right agent. WEB FORMS AND WEBSITE CHAT • Build a form without code and add it to your website with one tag. New leads are assigned to your team automatically. • Add a chat widget to your website; every chat becomes a lead, and a person can take over at any time. BUILT FOR TEAMS • Invite your team and give each person a role. • Set reporting managers, so managers see their team's work and everyone else sees their own. • Sign in with email, Google or Apple. Questions? Write to [email protected].