See Next Heights CRM before you try it
Every screenshot below is the actual real estate CRM software — not a mockup. Dashboard, lead pipeline, property matching, WhatsApp inbox, analytics and team settings.
The real estate CRM dashboard, screen by screen
Everything an agency owner or agent sees the moment they log in — leads, inventory, tasks, site visits and team activity.
Agency-wide dashboard overview
New leads, tasks due, overdue follow-ups and demand vs stock in one glance.
Property inventory summary
Live stock, portfolio value and top projects by availability.
Site visits & task tracker
Every upcoming visit and overdue follow-up, ranked by urgency.
Pipeline funnel & lead sources
See exactly where deals sit and which portals send your best leads.
Buyer requirement insights
What clients actually want — BHK, furnishing and buying timeline, aggregated.
Team activity feed
A live log of every call, message and stage change across the team.
The drag-and-drop lead pipeline
Move every enquiry from New to Closed with a drag — the kanban board real estate teams actually use daily.
Lead pipeline kanban board
New, Contacted, Qualified, Site Visit and beyond — all at a glance.
Drag a lead to its next stage
No forms, no dropdowns — just drag the card across the board.
Search, sort and filter leads
Jump straight to any lead across hundreds of active enquiries.
Real estate sales analytics that actually get read
Revenue, commission, agent performance and lead-source ROI — the reports owners check every month.
Leads vs closed deals
Monthly leads, closures, revenue and commission earned, charted.
Agent performance leaderboard
Every agent's deals won, revenue and commission, month by month.
Property sales history
Which property sold to whom, for how much, and who closed it.
Revenue & commission analytics
Conversion rate, deals lost and average ticket size at a glance.
Lead source & demand insights
Which portals and property types are driving real demand.
Property listings, buyer matches and seller inventory
Every unit, its RERA details, auto-matched buyers, and the seller or developer it belongs to.
Properties & auto-matched leads
RERA-approved listings with buyers auto-matched to each unit.
Seller & developer inventory
Every property owner you source from, and what they still have available.
WhatsApp built into the CRM, not bolted on
Official WhatsApp Business API, chat history, templates and buyer groups — all inside Next Heights.
WhatsApp chat inbox
Every client conversation, in one inbox, tied to the lead record.
Buyer groups & message history
Segment buyers by city or type and message groups in bulk.
WhatsApp templates & automation
Reusable templates with property and buyer placeholders, sent automatically.
Team roles, permissions and auto lead capture
Control who sees what, and pull leads in automatically from your website and portals.
Team, roles & permissions
Owners see everything; agents see their own leads and closings.
Auto lead capture webhook
Capture leads automatically from your website, Facebook ads and portals.
Screenshots are nice. Your own leads are better.
Try the live demo free — no signup, nothing to install — or talk to us for 14 days of full access.