Everything Next Heights CRM does for your real estate team
From the first enquiry to the final handshake — explore every module in depth, with a look inside the real app.
A dashboard that tells you where you stand — instantly
The moment you open Next Heights you see the health of your whole business: open leads, live pipeline value, site visits booked and deals won this month. No digging, no spreadsheets — just the numbers that decide whether you hit target, refreshed in real time across every device.
- Live KPI cards for leads, pipeline value, visits and revenue
- A visual funnel showing exactly where deals sit and stall
- Today’s tasks and hot leads surfaced the second you log in
- Personalised per user — owners see everything, agents see their own
Good morning, Anil 👋
Here is where your business stands today
Open leads
128
▲ 12%
Pipeline value
₹4.2Cr
▲ 8%
Site visits
23
this week
Won (Jul)
₹68L
▲ 21%
Pipeline funnel
Today’s tasks
Drag every deal from first enquiry to booking
Your entire funnel on one board. Drag a lead from New to Contacted to Site Visit to Won and everyone on your team sees the move instantly. Each card carries the budget, property type, source and full history, so any agent can pick up a conversation without missing a beat. This is the heart of Next Heights — the single place your leads can never get lost again.
- Fully customisable stages — name them to match how you sell
- Colour-coded cards with budget, type, location and source at a glance
- Assign or reassign leads to any agent in one click
- Every WhatsApp, note and site visit attached to the lead’s timeline
Drag any card between stages — the whole team sees it instantly
Pitch the perfect property the moment a buyer enquires
Stop scrambling through spreadsheets when a buyer calls. Next Heights instantly matches each buyer’s budget, type and preferred location against your entire inventory and ranks the best-fit properties by a match score. Share the top options on WhatsApp in seconds — while the competition is still looking for a file.
- Automatic match scoring across your full listing inventory
- Filter by budget, configuration, location and availability
- One tap to send matched properties straight to the buyer on WhatsApp
- Keeps buyers warm with fresh options as new inventory is added
Buyer requirement
3 strong matches found
Prestige Lakeside — 3BHK
Whitefield · ₹1.35 Cr · 1650 sqft
Brigade Cosmopolis — 3BHK
Whitefield · ₹1.42 Cr · 1720 sqft
Sobha Dream — 3BHK
Varthur · ₹1.28 Cr · 1580 sqft
Record the requirement the way your client actually says it
“3 BHK plus servant room, furnished, in Aura valley, moving within a month.” Most CRMs give you a notes box for that. Next Heights gives you fields — so the same sentence becomes a filter, a match and a report.
- Sale, re-sale or rental on every lead and every listing — a tenant enquiry never gets shown a sale-only flat again.
- BHK the Indian way — 1 to 5 BHK, 3+1 and 4+1 for servant-room homes, and penthouse. A 3+1 requirement is never matched to a plain 3 BHK.
- Furnished, semi-furnished or unfurnished preference, captured on the lead and matched against the listing.
- Preferred project, not just a location — because buyers ask for a project by name.
- Buying timeline — this week, this month, three months or just enquiring — so your team calls the hot ones first.
- The form changes shape: plot size only for plots and land, BHK and built-up area only for constructed homes, no BHK on a shop or showroom.
One requirement, filtered six ways
Matching properties appear while you are still on the call.
Quote in gaj, marla, kanal or sq ft — the total is always right
Enter ₹52,000 per sq yard on a 112.5 gaj plot and the price becomes ₹58,50,000 by itself. Mix units freely — a rate in sq ft against a size in marla still lands on the correct figure, because every unit converts through one exact table.
Exact conversions
Sq yard (gaj), sq ft, marla, kanal, acre, sq metre and hectare — no rounded-off approximations.
PLC that adds up
Corner, park facing, wider road or floor PLC as a percentage, a per-unit rate or a lump sum — rolled into an all-inclusive price.
Cheque and cash split
Record how the base price is being paid, and keep it internal — it never reaches a client message.
Search across units
Ask for 100–120 gaj and a plot recorded in sq ft still shows up in the results.
Chat, automate and never lose a conversation
Next Heights connects to the official WhatsApp Business API, so your whole team can chat with buyers from one verified number — right inside the CRM. Every message is logged to the right lead automatically, approved templates send follow-ups for you, and no conversation ever disappears onto someone’s personal phone again.
- Official WhatsApp Business API — verified number, delivery & read receipts
- Shared two-way inbox so any agent can pick up a chat
- Automated follow-ups and reusable approved templates
- Every message auto-saved to the lead’s timeline
Priya Nair
Yes 4pm works 👍
Rohit M.
Can you share floor plan?
Meera I.
Thanks for the brochure
Every agent knows exactly what to do next
Deals are lost in the gap between ‘interested’ and ‘followed up’. Next Heights closes that gap with a clear daily task list for every agent — calls, site visits and follow-ups, each tied to a lead, with reminders and overdue alerts so nothing is ever forgotten.
- Auto-created follow-up tasks for every new lead
- Overdue alerts and colour-coded due times
- Per-agent task boards owners can monitor
- Reminders that can also nudge the buyer over WhatsApp
My tasks · Today
2 overdueCall back Priya Nair
Whitefield 3BHK · hot lead
Site visit — Rohit Malhotra
Prestige Lakeside · 12:00 PM
Send price list — Meera
HSR 2BHK
Follow up — Farhan Sheikh
Sent brochure on WhatsApp
Confirm booking — Vijay
Token received ₹2L
Know your numbers before the month is over
See which agents convert, which sources bring the best buyers and how close you are to target — all updated live. Slice every report by agent, source, stage or date, watch your win-rate on a glance, and export any view to CSV in one click for your own analysis or payroll.
- Leads-vs-won trends, win rate and pipeline value over time
- Agent-by-agent performance and monthly target tracking
- Lead-source ROI — 99acres vs MagicBricks vs referrals
- One-click CSV export of any report
Leads vs Won · last 6 months
Win rate
Above target
Top agents
New enquiries land in your pipeline on their own
Connect the portals and channels you already use — 99acres, MagicBricks, Housing.com, Facebook Lead Ads and your own website form. Every new enquiry drops straight into your pipeline, de-duplicated and tagged with its source, so no lead is ever copy-pasted by hand or lost in an inbox again.
- Webhook + embeddable website form ready to go
- Portal and Facebook Lead Ads integration
- Automatic duplicate detection and source tagging
- Bulk CSV import for your existing lead history
New in pipeline
Karan Shah
Just now · auto-captured
99acresDivya Menon
2 min ago · auto-captured
FacebookArjun Rao
8 min ago · auto-captured
WebsiteZero manual copy-paste — no lead ever slips through
Keep your listings and their buyers in sync
Track every seller and their listings alongside your buyers, so the moment a matching buyer appears you already know who to call. Manage availability, see how many live buyers each listing has, and turn your inventory into closings faster.
- Manage sellers, developers and their active listings
- See live buyer matches for every listing
- Track availability and status in one place
- Connect the sell side and buy side of every deal
Sellers & listings
Add sellerSuresh Builders
4 active listings · Whitefield, Sarjapur
Lakshmi Estates
2 active listings · HSR Layout
Green Acres Devs
6 active listings · Sarjapur Road
Ravi Properties
3 active listings · Kondapur
Rentals, tenants and rent collection — handled
Close a rental deal and Next Heights creates the tenant, the lease and the full rent schedule automatically. Generate a professional Leave & License agreement as a PDF, collect rent with WhatsApp reminders and receipts, and see every overdue payment on your dashboard — all inside the same CRM as your sales pipeline.
- Tenant profiles carrying the full lease — rent, deposit, escalation, lock-in and notice period
- One-tap Leave & License rental agreement PDF
- Automatic monthly rent schedule generated from the lease
- WhatsApp rent reminders and professional PDF rent receipts
- Overdue rent flagged on the dashboard, with owner payout statements
Rentals · August
₹1.4L collectedRohit Sharma
2 BHK · Whitefield · ₹28,000
Meena Patel
3 BHK · Sarjapur · ₹42,000
Arjun Nair
1 BHK · HSR · ₹18,500 · 6d overdue
You built the agency — stay in control of it
Add agents in seconds and decide exactly what each person can see and do. Lock agents to their own leads, hide commissions and deal values, reassign leads from underperformers, and keep a full audit trail of who changed what. Nothing happens behind your back.
- Role-based access — Owner, Manager and Agent
- Lock agents to their own leads; hide sensitive values
- Reassign and auto-route leads by source or location
- Full audit trail and live view of who is working
Team & roles
Invite agentAnil Kapoor
Owner · full access
Sunita Reddy
Manager · all leads + reports
Farhan Sheikh
Agent · own leads only
Kavya Menon
Agent · commissions hidden
Run every branch office from one login
Growing past one office? Give each branch its own dashboard \u2014 its own leads, inventory, tenants and team \u2014 while you keep the whole agency under one account. Sign in once and pick a branch, exactly like choosing which office to walk into. Owners and admins hop between branches in a tap; agents only ever see the branch they belong to.
- A separate dashboard per branch \u2014 leads, properties, tenants and reports never mix
- A \u201cChoose a branch\u201d screen at login \u2014 owners and admins switch branches anytime
- Assign each agent to a branch; they only see that branch\u2019s data
- Owners open any agency and its branches from the Owner Console
Choose a branch
Welcome back, Anil \u2014 pick which branch dashboard to open.
Head Office (Main)
12 staff \u00b7 340 leads \u00b7 86 properties
Andheri West Branch
7 staff \u00b7 168 leads \u00b7 44 properties
Pune Branch
5 staff \u00b7 121 leads \u00b7 39 properties
Run the CRM exactly the way you sell
Every agency works differently, so Next Heights bends to yours. Rename your pipeline stages, define your own property types and tags, control the WhatsApp templates your whole team uses, set lead-routing rules and toggle light or dark mode — all without touching a line of code.
- Custom pipeline stages, property types and tags
- Team-wide WhatsApp templates you control
- Lead routing and permission rules
- Light / dark mode and per-user preferences
Pipeline stages
Property tags
Preferences
Your whole pipeline, in your pocket
Next Heights goes wherever your agents go. Install the Android app for instant new-lead alerts and full-screen speed, or use the responsive web app on any phone, tablet or laptop. Add a lead, update a stage, set a task or reply on WhatsApp — right from a site visit.
- Native Android app with push alerts for new leads
- Fully responsive web app on any device
- Works fast even on patchy mobile data
- Everything syncs in real time across the team
Next Heights
Dashboard
Pipeline value
₹4.2 Cr
Hot leads
18
Tasks
7
See all of it working on your own leads
Try the live demo free — no signup, nothing to install — or talk to us for 14 days of full access.