A Smarter CRM to Manage Leads
Capture, categorise and track leads across your brokerage sales workflow.
Where leads get lost
Eight Gaps That Slow Down Lead Management
A better sales workflow starts with knowing where every lead stands.
Lead management becomes difficult when new enquiries, active prospects and closed leads are handled without a clear structure. Sales teams need to know which leads are new, which ones need attention and which ones have already reached an outcome.
VAST CRM brings these lead records into a structured admin workflow with defined categories, notes, source information, filters and separate lead views. This gives sales teams a clearer way to organise and work through their lead database.
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01
New leads were mixed with older enquiries.
Keep incoming leads organised through dedicated lead views instead of working through one undifferentiated list. New, open and closed lead records can be handled through their respective sections.
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02
Nobody knew which leads needed attention.
Use lead categories to separate Fresh, Hot, Sale and Dead leads. This gives the sales team a clearer way to identify the current state of each prospect.
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03
Lead information was scattered across files.
Add new leads directly to the system or upload lead data through Excel. Keep names, contact details, locations and source information within the lead record instead of relying only on separate files.
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04
Follow-up notes were difficult to find.
Use the Today's Notes view to keep track of notes associated with lead activity. Sales teams can see the relevant name, contact details, status and note from the lead management area.
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05
Finding one lead took too much time.
Filter lead records by date range, name, email, mobile number or source. Focus the list on the leads that match the information your team is looking for.
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06
Open and closed leads were hard to separate.
Dedicated Open Leads and Close Leads views make it easier to distinguish active prospects from leads that have already reached a closed stage.
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07
Lead sources were difficult to compare.
Source information stays with the lead record and can also be used as a filter. Sales teams can therefore organise their lead lists around where prospects came from.
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08
The sales list kept growing without structure.
With defined lead categories, separate lead views, searchable fields and structured records, teams can keep large lead lists easier to work through as new prospects are added.
How it is organised
Four Stages, Clear at Every Step
Bring leads into the system, organise their status, work through the list and track the outcome.
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Stage one
Add
Bring new prospects into the lead management system without rebuilding the list manually. Add individual leads or upload existing lead data through Excel.
- Add new leads directly
- Excel lead upload
- Name and contact details
- Address and location details
- Lead source information
- Structured lead records
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Stage two
Categorise
Give every lead a clear place in the sales workflow. Separate prospects by lead type so your team can quickly understand which records are fresh, active, converted or no longer being pursued.
- Fresh Lead
- Hot Lead
- Sale Lead
- Dead Lead
- Open Lead view
- Close Lead view
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Stage three
Follow Up
Keep sales activity connected to the relevant lead record. Today's Notes gives the team a dedicated view of current notes, making it easier to keep track of ongoing lead conversations and actions.
- Today's Notes
- Lead-specific notes
- Lead status visibility
- Name and contact details
- Source information
- Open lead tracking
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Stage four
Filter & Track
Find the records your team needs without working through the complete database every time. Filter leads using key fields and keep the sales list organised as it grows.
- Date range filtering
- Name filtering
- Email filtering
- Mobile number filtering
- Source filtering
- All, Open and Close lead views
Inside Lead Management
The Right View for Every Leads Activity
Organise lead work through dedicated views that make daily follow-ups, active prospects and closed records easier to manage.
- Today's Notes. Start with the activity that needs attention today. Review the note, lead status, name and contact details from a dedicated daily view.
- New Leads. Keep newly added prospects in their own workspace, with lead details, source information and the available lead categories visible from the list.
- Open Leads. Give active prospects a dedicated view so sales teams can continue working through leads that have not yet reached a closed outcome.
- Close Leads. Keep completed lead records separate from active prospects. Review closed records without mixing them into the day-to-day working list.
- Lead Categories. Structure the sales database around Fresh, Hot, Sale and Dead lead types, with categories and sub-categories configurable from the admin settings.
- Lead Status. Define the stages used by the brokerage, including New, Open and Close, so lead records follow a consistent status structure across the system.
Turn Your Lead Database into a More Organised Workflow.
Questions about the module
Before You Track Your Leads
Everything your team should know about managing leads through the CRM.
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Yes. Your team can add new leads directly through the lead management area. Existing lead data can also be uploaded through Excel, making it easier to bring an existing lead list into the system.
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The lead module supports Fresh Lead, Hot Lead, Sale Lead and Dead Lead types. Lead categories and sub-categories can also be configured from the admin settings to match your sales workflow.
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Yes. The CRM provides dedicated New Leads, Open Leads and Close Leads views. This keeps active prospects separate from records that have already reached a closed status.
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Lead records can include the name, email, mobile number, address, city, state and source. These fields give your sales team the key information needed to identify and work through each prospect.
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Yes. The Today's Notes section provides a dedicated view of lead notes along with the related status, name, email and mobile details, helping teams keep track of current sales activity.
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Yes. Lead lists can be filtered using date range, name, email, mobile number and source. This makes it easier to narrow down the records your team needs to review.
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Yes. Lead Status can be configured from the Master Settings, where administrators can add statuses and control whether they are active or inactive. The system supports statuses such as New, Open and Close.