Royal Housing Society

📅 Today's Pulse

AI Command Insight

Live analysis

Analysing Royal Wellington pipeline…

Agent Overview

Agent	Role	Leads	Hot+VH	SV	Score

📋 My Leads

Upcoming Events

Recent Activity

Very Hot & Hot Leads

Name	Agent	City	Type	SV

My Dashboard

📋 My Today's Follow-ups

🔥 My Hot Leads

📅 My Upcoming Tasks

📈 My Performance

Notifications

🚨 Action Required

📋 Updates

Approvals

Pending Approval Requests

—

All Leads

Follow-Up Tracker

AI Priority Recommendation

Analysing follow-up priorities…

HR — Lead Allocation & Performance

Agent Workload

Unallocated Leads

0 pending

	Name	Phone	Source	City	Date	Assign To	Action

Agent Performance Monitor

HR View — No Financials

Agent	Role	Leads Today	Contacted	Response Time	Follow-up Rate	RNR Rate	Status

AI Team Coaching Flags

Analysing team activity…

Unassigned Queue

Name	Phone	Source	Status	Created	Age	Action

HR Operations

Strategic Action Items

—

Leave & Roster

Leave Balance — —

My Leave Requests

—

Sales Pipeline

Total pipeline: ₹0

Tasks & Calendar

Post-Sales

Payment Schedule

—

Scripts, Checklists & Guidelines

"Your only job is to get them through the gate.
The property will do the rest."

Royal Wellington — Tele Sales Golden Rule

📞 Call Scripts

✅ Tele Checklist

🏡 SV Checklist

📋 Guidelines

⚠️ Objection Handling

Agent Leaderboard

🏆 Rankings

By Score

Lead Distribution

Tele Sales Performance

SV conversion rate

Sales Exec Performance

SV to booking rate

AI Team Analysis

Analysing team…

Reports & Analytics

📋 Quick Reports

One-click filtered views

AI Executive Summary

Generating…

Conversion Funnel

Lead Status Breakdown

Lead Sources

City Distribution

Agent Performance — Leads & Hot Ratio

Pipeline Value by Stage

Agent RNR Rate — Who Needs Coaching

Lead Type Distribution

💰 Revenue Forecast (30/60/90 Days)

Based on pipeline stage & conversion probability

📊 Source ROI Analysis

Cost per lead → Cost per SV → Cost per booking by source

🏢 Competitor Intelligence

Mentions extracted from lead remarks

Site Visit Funnel

SV Pipeline Funnel

Agent SV Performance

Upcoming SVs (Scheduled)

SV Drop-off Analysis

📅 SV Weekly Calendar

Conversion Engine

✦ AI Conversion Insight

Analysing post-SV pipeline…

Command Center

Agent Comparison — Today

Agent	Leads	📞 Calls	✅ Connected	🔥 Hot	🏡 SVs	⏰ Overdue	💯 Score	Status

Lead Health — Decaying Leads

SLA Breaches Today

🏆 Daily Scorecard

📞 MCube Call Analytics

Today · Live CDR

Field Tracker

📍 Live Agent Map

Map auto-zooms to agent positions. Tiles from OpenStreetMap.

🕐 Today's Timeline

Agent Status Board

Agent	Status	Last Check-in	Location	Activity	Check-ins Today

Plot Inventory

🗺️ Plot Layout Map

Click any plot for cost sheet

Plot Details

Plot	Type	Area (cents)	Sqft	Facing	Rate/Cent	Plot Cost	Total (incl. charges)	Status	Action

Cost Sheets

All Cost Sheets

#	Est ID	Client	Plot	Agent	Status	Date	Total	Actions

Audit Trail

Activity Log

Time	Agent	Action	Target	Details

Bookings & Registration

🏡 SV Day Companion

WhatsApp Hub

⚡ Quick Actions

📋 Message Log

Time	To	Type	Template	Status

Settings

🏢 Agency & Database

Agency Name

Project Name

Email

Phone

Project Location

Supabase Connection

Supabase URL

Supabase Anon Key

📋 Lead Allocation

Allocation Mode:

Manual: MD/HR assigns each lead individually.

📱 Meta Ads — DGM leads from Facebook/Instagram campaigns

🌐 Google Ads — DGM leads from Google search campaigns

Both sources feed into the CRM via Google Sheets integration.

💬 WhatsApp Business API

API Provider

API Endpoint URL

API Key / Auth Token

Brochure PDF URL

Google Maps Link

Project Image URL

Company WhatsApp Number

Message Templates (Editable)

Edit templates below. Use {name}, {agent}, {contact}, {city}, {source}, {leadType}, {budget} as placeholders.

📞 MCube Cloud Telephony

MCube API Token

🔒 Managed server-side (Supabase Vault) · rotate via MCube admin + supabase secrets set MCUBE_JWT

Inbound DID (Main Number)

Outbound DID

API Base URL

Business Name

Webhook URL (configured in MCube dashboard):

https://rw-supabase-proxy.mail2vignessh.workers.dev/webhook/mcube-calls

💧 WhatsApp Drip Sequences

Automated follow-up messages sent to leads based on their status. Messages are queued — you review and send from HR → 💧 Drip Queue.

👥 Team Members

#	Name	Role	Track	Phone	Password	Actions

🗂️ Team Mapping — Agent → Manager

Assign agents to their reporting manager. Managers see their team's leads, deals, and performance in My Dashboard.

⚙️ CRM Configuration

RNR Retry Settings

Retry 1 (hours)

Retry 2 (hours)

Retry 3 (hours)

Inactivity Alert (hours)

Edit pipeline stages, lead types, sources, and more. Changes save to your browser.

🔍 Duplicate Lead Finder

Finds leads with matching phone numbers across agents. MD can review and delete duplicates.

📊 Google Sheets Lead Import

Import leads from a published Google Sheet (CSV format). Auto-detects name, phone, city, source, budget columns. Duplicates are skipped.

Google Sheet CSV URL

Steps: Google Sheet → File → Share → Publish to Web → Select CSV → Copy URL → Paste above

🎨 Branding & Logo Management

Upload company logos for cost sheets, booking forms, and PDF documents. Logos are cached locally and used in all generated documents.

Parent Company

👑

Royal Housing Society

Project 1

🏡

Royal Wellington

Project 2

🏙️

RCSC

📋 Booking Form Template

No template uploaded — using auto-generated form

Upload your official booking form PDF. The CRM will overlay deal data (plot no, client name, price) onto the exact positions. Supports RW and RCSC forms.

Supported formats: .jpg, .png (max 5MB each). Logos appear in cost sheets, booking forms, and PDF exports.

🧪 CRM Health Check

Automatically tests every page, function, modal, form, data connection, and integration in your CRM. Run after every deploy.