Next Heights CRM

Dashboard

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Analytics

Performance overview

Leads vs Won — Monthly

Leads Won

Monthly Breakdown

Lead Pipeline

Hold a card briefly, then drag it across stages

Import CSV

Filters

Time range All time Last 7 days Last 30 days Last 90 days Custom range…

Custom range

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Agent

Properties & Matches

Auto-matched leads shown per property

Filters Add Property

Sellers

Property owners you source inventory from

All sellers With properties Without properties Highest inventory value Name (A–Z) Recently added Most properties Incomplete profile Add Seller

WhatsApp Log

Track and manage all client conversations

WhatsApp Chat

Contact Groups

New Group

Communication History

All time Last 7 days Last 30 days Last 90 days Templates New Message

WhatsApp chat is not connected

Connect your WhatsApp API in Settings → WhatsApp API to chat with clients directly inside the CRM.

Team

Members, roles and performance

Add Member

Settings

Profile, backups, lead capture and account

Auto Lead Capture

Capture leads automatically from websites, Facebook ads & portals

Instructions — How to connect each platform

Step-by-step setup guides for every major website and lead source.

Your CRM Webhook URL

https://your-domain.com/api/leads/capture?key=YOUR_KEY Copy

POST a JSON body with name, phone, email, source, budget, location

Embed Lead Form on Your Website

Copy this snippet into any web page. Leads will go straight into your CRM pipeline.

<!-- Next Heights CRM Lead Form --> <form onsubmit="submitLead(event)"> <input name="name" placeholder="Your Name" required /> <input name="phone" placeholder="Phone" required /> <input name="email" placeholder="Email" /> <input name="budget" placeholder="Budget" /> <input name="location" placeholder="Preferred Location" /> <button type="submit">Enquire Now</button> </form> <script> function submitLead(e){e.preventDefault(); const fd=new FormData(e.target); fetch('YOUR_WEBHOOK_URL',{method:'POST', headers:{'Content-Type':'application/json'}, body:JSON.stringify(Object.fromEntries(fd))}); } </script>

Tasks & Follow-ups

Your calls, site visits and follow-ups

Add Task

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Live tasks only