tracking leads
Realx ERP allows you to communicate effectively with customers and establish relationships with new leads.
Realx ERP users enjoy the easy-to-use interface and find it extremely valuable in their day-to-day business operations.
Realx ERP lets you store all your leads lifetime and access them at any time from any computer or mobile device.
In an industry where every inquiry is unique, the usual CRM solutions won't tell you what products or projects your customers and prospects are interested in. Realx ERP allows you to filter by product or project.
Realx ERP enables targeted communications for sales teams and allows them to anticipate future requirements.
Lead Funneling
Lead By Project
Automatic Lead Distribution
Upload Lead From Excel
Leads Summary Report
Leads History Report
Lead By Status
Lead By Source
Lead Category
Lead Tag
Lead API Integration
Lead Follow Up
Lead By Channel Partner
Lead Assignment
Lead Scoring
Lead Conversion
Cost sheet estimation with price breakup
Quotation generation and send email
Share brochures, PDFs, images and send bulk messages to multiple leads at once
Inbound calls, Capture call data and auto-sync for follow-ups.
Record inbound and outbound calls, store and track call details
Auto-sync Facebook leads
Auto-sync Instagram leads
Sync leads directly from Google Ads
Auto-capture leads from web forms
Capture leads from LinkedIn campaigns
Auto-sync inquiries from property seekers
Auto-sync YouTube leads directly into CRM for easy tracking and follow-ups
Collect visitor details (name, email, phone) while chatting
Sync leads from Contact Forms, Gravity Forms
Capture leads from website forms
Auto-extract leads from email inquiries
Connect with custom systems
FREE API integrations with any portal from where you are receiving leads.
Post-integration, leads from all different source appear on realx ERP automatically, in real time.
With auto-assignment and auto-profiling, half of the job is done before even you get started.
Add, View, Edit, Delete, Assign leads to all from the dashboard.
Manage all leads and prospective buyer information from a single location.
Reach out with new offers and deals on the click of a button.
Reach out to the right prospects for the right projects by profiling the database.
Inbuilt reminders for call-later, scheduled site visits or follow-up tasks.
Searching has never be so simple!
Powerful filters to get the exact data you need. Set filters on your reports to show only the most relevant information that you are needing at the time.
Complete follow-up history is maintained to make the entire process system driven, in stead of resource-dependent.
Charts to help businesses make better decisions.
Reports to measure the quantum of efforts behind sales, both in terms of cost and time.
Identify the sources of quality leads and plan your next budget accordingly.
Manage and track your precious lead using Realx ERP's Pre-Sales CRM.
Last modified on May 2025 by Realx Support Team
Most popular ERP and CRM platforms are either too complex, too generic, or too expensive. Realx ERP offers a streamlined, all-in-one solution that's easier to use, faster to deploy, and tailored to real operational needs — without the bloat or hidden costs. Whether you're in real estate, retail, or services, Realx delivers exactly what you need.Compare Now >>
