Inquiries & Leads
A lightweight CRM to track prospects from first contact to tenant enrollment.
Adding an Inquiry
Go to Inquiries → New Inquiry. Fill in the prospect's details:
Name
Full name of the prospect
Mobile & Email
Contact number and optional email
Property
The PG they're interested in
Source
Walk-in / WhatsApp / Phone call / Referral / Website / Other
Gender
Male / Female / Other
Sharing Preference
Single / Double / Triple / Dormitory
Occupation
Student / Working Professional / Other
Budget & Move-in
Maximum budget and expected move-in date
Notes
A summary of your conversation
Next Follow-up
When to contact them again - shown on your dashboard
Lead Pipeline
Each inquiry moves through a status pipeline:
New
Just added
Contacted
You reached out
Visited
Came to see the PG
Converted
Became a tenant
Lost
Not interested
Converting to Tenant
Click Convert to Tenant →on any inquiry to launch the Add Tenant form with the prospect's details pre-filled. After saving the tenant, the inquiry is automatically marked as "Converted" and linked to the new tenant.
Reaching Out
Each inquiry has quick actions to call the lead or open a WhatsApp chat with them. Set a Next Follow-up date and your dashboard shows the follow-ups due today, plus any you missed. The Inquiries page shows a count for each status, lets you search and filter the list, and - on Growth and Pro plans - export it as CSV, Excel, or PDF.