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What Majarrah’s CRM is

Every inquiry, viewing request, and phone reveal on your listings creates a lead in your CRM. From there, you drag it through a pipeline of stages — New → Contacted → Qualified → Viewing → Offer → Won / Lost by default — and keep every note, task, and follow-up in one place.

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Where leads come from

Property inquiries

Any buyer who asks a question on one of your listings.

Viewing bookings

Booked visits become leads automatically.

Phone reveals

Every reveal is a lead — even if the buyer never calls, you know they’re warm.

Manual add

Add walk-ins or off-platform leads yourself.

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Pipeline board

Open CRM in the sidebar for the kanban board. Drag leads between stages. Each card shows:
  • Buyer name (or masked phone if they haven’t shared it)
  • Which listing they came from
  • Days in current stage
  • Next scheduled action
Click a card to open its full history — every message, note, task, and viewing.

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Notes and tasks

On any lead:
  • Notes are free-form text visible to everyone on your team.
  • Tasks have a due date and an assignee. Overdue tasks trigger notifications.
Both are searchable across the whole CRM.

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Assignment and roles

By default a lead is unassigned. You can:
  • Assign it to a specific team member (only they get notifications)
  • Leave it in the shared queue (everyone with the agent role can grab it)
  • Auto-assign new leads via Settings → CRM Rules (e.g. round-robin, listing owner takes it)

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Won / Lost outcomes

When a deal closes, mark the lead Won and enter the sale price. When it dies, mark Lost and pick a reason from the dropdown — reasons feed your monthly analytics so you can see what’s killing your pipeline.
Leads never leave your workspace even if a team member does. Removing an ex-employee reassigns their leads back to the shared queue.