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Usama CRM

Agent

Today

Meetings and follow-ups

Calendar

Meetings and follow-ups

Owners

Total Records

All owners

For Sale

Sales stock

For Rent

Rental stock

Call Back

Follow-up needed

No Response

Try later

Invalid

Bad numbers

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Leads

Follow-up Reminders

Overdue, today and upcoming callbacks.

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Drag a lead to another stage to update its status.

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More Units

Add Lead

Lead Receive Date

Name

Phone

Project Inquired

Budget

Property Type

Bedroom

Source

Status

Follow-up Date

Follow-up Time

Reminder Type

Reminder Note

Last Contacted

Notes

Manage Columns

Tick to show/hide columns. Use ↑ ↓ to arrange columns.

Manage Owner Statuses

Add reusable statuses such as Rented, Agent or Follow Up Later.

Manage Pipeline Stages

Stages are used in the lead status dropdown and Kanban board.

Owner Remark

WhatsApp Broadcast

Use owners selected in the table, all owners matching the current filters, or choose contacts directly inside this window.

Recipients

Delay between opening chats

Community

Cluster

Range

Choose a community and cluster.

Greeting

Agent Name

Company Optional

Your Message

Personalized Preview

No recipient loaded

Choose recipients to preview the personalized message.

Ready.

Manage Projects

Add projects once, then use the same clean project list when adding, editing and filtering leads.

Edit WhatsApp Message

Greeting, agent name, company and custom message are editable. Owner name and property details come automatically from the selected database row.

Greeting

Agent Name

Job Title Optional

Company Optional

Your Message

Preview

Admin Profile

Change the name, role and profile image shown in the CRM header.

Usama

Admin

Name

Role

Profile imageChoose Image