Banu Hafeez
SALES CRM

Manage your property sales, leads and inventory in one place.

Leads, follow-ups, site visits, deals, bookings and payments for the Banu Hafeez sales team.

© 2026 Banu Hafeez · Authorised team members only
Banu Hafeez Luxury Apartments

Welcome Back

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DEMO ACCOUNTSClick to fill · not for production

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/
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Notifications
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{{ rm.text }}Reminder · starting within 15 minutes

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–
 {{ DB.projectSel }}
Attention required
Everything is on track. No pending items.
SALES
Agent performance{{ DB.team.sub }}
{{ t.k }}{{ t.v }}{{ t.s }}
{{ a.rank }}{{ a.ini }}{{ a.name }}{{ a.sub }}
{{ a.booked }}booked
{{ a.collected }} collected
{{ s.v }}{{ s.k }}
Conversion{{ a.conv }}
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No sales agents yet. Add them in Settings → Users.
MARKETINGCampaigns, content and the leads they generate
Marketing team activity
{{ x.who }} {{ x.what }}{{ x.when }}
No marketing activity recorded yet.
My Follow-ups{{ DB.fuSub }}
{{ col.title }}{{ col.count }}
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{{ it.type }} · {{ it.note }}
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ScheduleMeetings & site visits, today and tomorrow
No meetings scheduledNothing on the calendar for today or tomorrow.
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{{ s.label }}{{ s.value }}{{ s.sub }}
InsightsPick a view to explore performance
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{{ b.label }}{{ b.display }} {{ b.sub }}
{{ b.display }}
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{{ c.center }}{{ c.centerSub }}
{{ g.label }}{{ g.display }}
{{ f.sel }}
{{ L.dateLabel }}–
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{{ c }}
{{ c.t }}
{{ c.sub }}
 {{ c.t }}
{{ c.t }}{{ c.ct }}
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{{ cd.status }}{{ cd.ptype }} photo{{ cd.id }}
{{ cd.title }}{{ cd.sub }}{{ cd.specs }}
{{ cd.price }}
{{ L.emptyTitle }}{{ L.emptyText }}
{{ L.pageLabel }}
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{{ B.title }}

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{{ f.sel }}
{{ col.label }}{{ col.count }}{{ col.sum }}
{{ cd.title }}{{ cd.pr }}
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{{ cd.value }}{{ cd.agent }}
Dealer · {{ cd.dealer }}
{{ cd.fuLabel }}{{ cd.fu }}
Drop here
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{{ P.name }}

{{ b.t }}
{{ P.meta }}
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NEXT FOLLOW-UP{{ P.fu.ct }}
{{ P.fu.date }}{{ P.fu.time }} · {{ P.fu.type }}
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Assigned to {{ P.fu.assignee }}
No follow-up scheduledEvery active lead should have a next touchpoint.
Customer journey
{{ j.label }}{{ j.v }}
Voice notes
Recording {{ P.vn.timer }}
{{ P.vn.live }}
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Summary in
{{ n.when }}{{ n.summary }}Transcript: {{ n.transcript }}
 No voice notes yet. Record a remark after a call or visit, in Urdu or English.
AI assistant
Ask in English, Urdu or Roman Urdu. Answer language:
{{ P.ai.asked }}Reading this lead's history…
{{ P.ai.out }}
AI suggestion from this lead's CRM history. Nothing changes until you confirm.
{{ sec.title }}
{{ r.k }}{{ r.v }}
{{ e.title }}{{ e.when }}
{{ e.note }}by {{ e.user }}
Compared on budget ({{ P.budget }}), property type, size, location, project and availability.
{{ m.sub }}{{ m.price }}
{{ m.score }}match
No available inventory matches this lead's requirements.
{{ P.listSub }}
{{ it.title }}{{ it.sub }}
{{ it.badge }}
{{ P.emptyTitle }}{{ P.emptyText }}
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{{ PR.status }}
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Floor plan{{ PR.FPV.sub }}
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No floor plan for this apartment yet{{ PR.FPV.noneText }}
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Inventory status
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Media & Layout{{ PR.PM.total }} files · JPG, PNG, WEBP, PDF, video
{{ c.cat }} {{ c.count }}
None uploaded
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{{ r.k }}{{ r.v }}
Payment plan{{ PR.plan }}
{{ s.label }}{{ s.amount }}
Floor plan
floor plan · {{ PR.unit }}
Location
{{ PR.location }}
PRICE{{ PR.price }}{{ PR.priceSub }}
Team
Agent{{ PR.agent }}
Dealer{{ PR.dealer }}
Reserved for{{ PR.reserved }}
Matched leads
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 No active leads match this unit.
Documents
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 No documents uploaded.
Activity history
{{ h.title }}{{ h.note }}{{ h.when }} · {{ h.user }}
 No activity yet.
CRM

Calendar

Follow-ups, meetings, site visits, tasks and payment due dates. Click any event to open its record.

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{{ d }}
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No events
No follow-ups scheduledYou're all caught up. Schedule your next client follow-up.
Super Admin

Access Control

Decide what each role, or one specific person, can view, create, edit and delete. Changes apply at their next click.

Person{{ PERM.userSel }}
{{ PERM.readNote }}
{{ PERM.role }}{{ PERM.scope }}
Module
View
Create
Edit
Delete
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SPECIAL ACTIONS
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Changes apply immediately in this prototype. In production the server must enforce these permissions on every request.
Settings

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Communication

WhatsApp

Message leads and contacts with approved templates. Every message is logged on the lead timeline.

{{ W.sentText }}
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{{ W.t.name }}{{ b.t }}
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{{ W.count }}
{{ a.label }}
{{ W.warn }}
 {{ W.note }}
Conversation
{{ m.text }} {{ m.att }}{{ m.meta }}
{{ W.convEmpty }}Sent messages and client replies appear here.
WhatsApp BusinessAPI {{ W.connLabel }}
{{ r.k }}{{ r.v }}
{{ W.connNote }}
Marketing · {{ CP.id }}

{{ CP.name }}

{{ CP.status }}Sample data
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1 · AUDIENCE{{ CP.audDesc }}
{{ CP.eligible }}{{ CP.eligibleLabel }}
{{ r.k }}{{ r.v }}
{{ r.ini }}{{ r.name }}{{ r.sub }}{{ r.consent }}
+ {{ CP.more }} more recipients
No eligible recipients. Adjust the audience or consent rule.
2 · MESSAGE PREVIEW{{ CP.tplLabel }}
{{ CP.prevFor }}
{{ CP.preview }}
3 · TEST & SEND
Schedule{{ CP.when }}
{{ CP.testNote }}
{{ CP.launchNote }}
RESULTS{{ CP.rate }}
{{ s.label }}{{ s.value }}
WhatsApp BusinessAPI {{ CP.connLabel }}
{{ r.k }}{{ r.v }}
{{ CP.connNote }}
Marketing

Marketing Dashboard

Campaigns, content and the leads they bring in. Lead and sales numbers come from CRM records.

Campaigns marked "sample" are examples to show how this works. Edit or delete them and add your real campaigns.
Leads by campaignNo campaigns yet.
Leads by platform
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No campaign leads yet. Set the campaign on leads to see this.
Waiting for approval
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{{ c.meta }}{{ c.camp }} · {{ c.who }}{{ c.caption }}{{ c.rej }}
Nothing waiting for approval.
Next 7 daysNothing scheduled in the next 7 days.
Recent media {{ MD.mediaCount }}
No media uploaded yet.
Marketing

Media Library

Images, videos, reels, banners, brochures and ad creatives for every campaign.

{{ s.el }}
{{ ML.count }}{{ ML.limitNote }}
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Marketing

Content Calendar

Posts, reels, stories, videos, ad creatives, launches and deadlines. Content moves Draft → Review → Approved → Scheduled → Published.

{{ CC.pendingText }}{{ CC.campSel }}{{ CC.whoSel }}
{{ CC.month }}
{{ d }}
{{ c.day }}
{{ col.name }}{{ col.count }}
{{ c.title }}{{ c.status }}
{{ c.meta }}{{ c.camp }} · {{ c.who }}{{ c.caption }}{{ c.rej }}
Nothing here

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{{ MC.status }}Sample
{{ MC.meta }}
{{ s.k }}{{ s.v }}
Campaign details
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Ad results
{{ r.k }}{{ r.v }}
{{ MC.resNote }}
{{ s.el }}
{{ MC.ML.count }}{{ MC.ML.limitNote }}
{{ MC.ML.emptyText }}
{{ c.title }}{{ c.status }}
{{ c.meta }}{{ c.camp }} · {{ c.who }}{{ c.caption }}{{ c.rej }}
No content scheduled for this campaign yet.
No leads linked to this campaign yet. Set the marketing campaign on a lead to connect it.
Sales

Payment Plan Calculator

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Apartment{{ PP.unitCount }}
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Client{{ PP.leadSel }}
{{ PP.rateNote }}
Payment
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APARTMENT
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Recent sale summariesNone yet.
Choose an apartmentThe full payment schedule is calculated from its size and the Banu Hafeez plan.
{{ PP.priceLbl }}{{ PP.total }}
Payment plan%EachTotal
{{ r.k }}{{ r.pct }}{{ r.each }}{{ r.tot }}
Payment schedule{{ PP.count }} · monthly {{ PP.monthly }}
PaymentDue dateDue amountPaid to dateRemaining
{{ r.label }}{{ r.date }}{{ r.amount }}{{ r.cum }}{{ r.left }}
Quotation compareUp to 3 apartments side by side · print or save as PDF for the client
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CRM · Leads

Import Leads

Upload an Excel or CSV file, a PDF, or a photo of a lead list. Check the preview, then import.

{{ IM.status }}
 {{ IM.aiNote }}
Preview{{ IM.counts }}
Source (if not in file){{ IM.srcSel }}
Project (if not in file){{ IM.projSel }}
Assign to{{ IM.agentSel }}
NamePhoneEmailBudgetNotesCheck
{{ r.name }}{{ r.phone }}{{ r.email }}{{ r.budget }}{{ r.notes }}{{ r.flag }}
Communication

Dialer

Call leads, contacts and dealers. Each call is logged with its outcome and the next follow-up.

{{ DL.pendingText }}
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{{ DL.t.name }}{{ DL.t.status }}
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No matching leads, contacts or dealers. You can still dial the number manually.
No country found
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{{ DL.pill }} {{ DL.timer }}{{ DL.timerLabel }} {{ DL.callName }}{{ DL.callPhone }} {{ DL.t.status }}

Your phone app is placing this call. When you hang up, tap End & log call to record the outcome.
TelephonyVoIP {{ DL.connLabel }}
{{ r.k }}{{ r.v }}
 {{ DL.connNote }}
Recent calls
{{ c.ini }}
{{ c.name }}{{ c.badge }}
{{ c.phone }}{{ c.meta }}
No calls yetCalls you place appear here.
Call script & FAQsKeep this open while you talk. Tap a topic for the answer.
{{ SCR.title }}

{{ SCR.text }}
You don't have access to this pageYour role ({{ DN.role }}) doesn't include this module or record. Contact your administrator if you need access.
{{ PF.img }}{{ PF.ini }}
{{ PF.crumb }}

{{ PF.name }}

{{ b.t }}
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Account details
{{ r.k }}{{ r.v }}
Recent activity
{{ a.title }}{{ a.note }}{{ a.when }}
No activity recorded yet.
Security note{{ PF.secNote }}
Today

{{ TD.hello }}

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{{ s.label }}{{ s.value }}{{ s.sub }}
{{ TD.kit.name }}{{ TD.kit.location }}
My targets
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{{ it.k }}{{ it.when }}
{{ TD.emptyText }}New follow-ups, meetings and tasks appear here as they come due.
Manager

Team Performance

Calls, follow-ups, visits and bookings for every agent. Click an agent to filter the page.

{{ TM.agentSel }}{{ TM.period }}
{{ k.label }}{{ k.value }}{{ k.sub }}
LeaderboardRanked by bookings, then site visits, meetings and connected calls
#AgentCallsTalk timeAvg callFollow-upsOverdueUntouchedMeetingsVisitsBookingsCall targetBooking target
{{ r.rank }} {{ r.ini }}{{ r.ag }}{{ r.leadsT }} {{ r.callsT }}{{ r.rateT }} {{ r.talkT }}{{ r.avgT }}{{ r.fu }} {{ r.ov }}{{ r.un }} {{ r.mt }}{{ r.sv }}{{ r.bk }} {{ r.callTgtT }} {{ r.bkTgtT }}
Untouched leads{{ TM.un24 }} over 24h · {{ TM.un48 }} over 48h
{{ u.hrs }}
Every active lead was touched in the last 24 hours.
Lead sourcesNew leads in this period → bookings
SourceLeadsContactedVisitsBookingsConv.
{{ x.src }}{{ x.n }}{{ x.ct }}{{ x.sv }}{{ x.bk }}{{ x.conv }}
No new leads in this period.
Discount approvals{{ TM.EX.aprN }}
{{ ap.title }}{{ ap.sub }}
{{ mo.label }}{{ mo.value }}{{ mo.sub }}
Sales funnel{{ TM.EX.conv }}
{{ fn.label }}{{ fn.n }} {{ fn.pct }}
Why leads are lost{{ TM.EX.lostN }}
{{ lr.k }}{{ lr.v }}
No lost leads in this period.
Overdue installmentsFor accounts · tap Remind to send on WhatsApp
{{ o.bal }}{{ o.days }} late
No overdue installments.
ReferralsWho is sending you clients
{{ rf.k }}{{ rf.n }} · {{ rf.b }}
No referred leads yet. Fill "Referred by" on the lead form.
Activity timelineLatest 40 actions · {{ TM.period }}
{{ a.when }}{{ a.ini }}{{ a.user }} · {{ a.title }}{{ a.note }}
No activity in this period.
Super Admin

Business Settings

Every rate, percentage, timer and list the CRM uses. Changes apply to everyone right away and are recorded in the audit log.

{{ bc.title }}{{ bc.sub }}
{{ r.k }}{{ r.v }}
Inventory

Floor Plans & Project Info

Everything agents share with clients: location, website, the complete floor plan and every apartment's plan.

Location{{ PK.location }}
Website{{ PK.website }}
Complete floor plans{{ PK.plansSub }}
{{ PK.planName }}
{{ PK.planImg }}
Loading the floor plan…
No complete floor plan uploaded yetUpload the full building layout or each floor's plan as PDF or image. You can upload several; every agent can view them here.
{{ bc.label }}{{ bc.total }}
{{ bc.avail }}available{{ bc.hold }}{{ bc.sold }}
{{ bc.size }} · {{ bc.sizeN }}{{ bc.price }}
{{ bc.cta }}
Apartment plans by floor{{ PK.plansN }} · click any unit to open it
AvailableHold / ReservedSoldPlan available
{{ PK.shownT }}
Size
No apartments match this filter.
{{ fl.label }}{{ fl.count }}
Reports

Reports

Filter by date, project, agent, dealer, source or status, then export to CSV.
{{ F.title }}{{ F.sub }}
Possible duplicate lead found.
{{ r.k }}{{ r.v }}
{{ f.l }}
{{ f.l }}
 {{ f.sel }}
{{ f.l }}
{{ f.l }}{{ f.hint }}
 {{ f.err }}
{{ CF.title }}{{ CF.text }}
{{ DV.name }}
document preview · {{ DV.type }}
{{ DV.meta }}
{{ SM.title }}{{ SM.sub }}
{{ r.k }}{{ r.v }}

{{ SM.waNote }}
{{ MP.el }}
{{ MP.name }}
{{ r.k }}{{ r.v }}
AI Marketing Writer
Campaign{{ AW.campSel }}
Write{{ AW.fmtSel }}
Platform{{ AW.platSel }}
AI is not connected. On the live server it needs ANTHROPIC_API_KEY. Uses real project facts from inventory. Prices are not included because they are placeholders. Always review before publishing.
CRM AssistantAsk about leads, agents, inventory and sales
I can read your live CRM data. Try one of these:
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Reading your CRM data…
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How the CRM works
{{ s }}
Every active lead carries a next follow-up. Completing one prompts for the next date, building a continuous history on the lead timeline. Creating a deal puts the property on Hold. A booking marks it Booked and generates a payment schedule; when all installments are paid the property becomes Sold. Drag cards on the Lead Pipeline to change status. Moving to Lost asks for a reason. Shortcuts: / focuses search, Esc closes dialogs. Data is saved in your browser; reset from the profile menu.
{{ CR.title }}Share these sign-in details with {{ CR.name }} privately. They will be asked to set a new password on first login.
{{ r.k }}{{ r.v }}
The password is shown once and is not stored in readable form.
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