Atrium – A Real Estate CRM Platform

CRM & contacts

• Centralized customer profiles with buyer / seller / tenant / investor segmentation.
• Full communication history, notes, and activity logs against every contact.
• Preference capture: budget range, preferred locations, property type, and investment goals, so matching is built in.

Lead management

• Multi-source lead capture: website, property portals, social media, referrals, campaigns, and walk-ins.
• Lead scoring rings with a transparent breakdown (budget match, engagement, responsiveness, source quality).
• SLA timers that surface overdue follow-ups, plus assignment and qualification workflows that get the right lead to the right agent.

Sales pipeline

• A drag-and-drop Kanban board across seven configurable stages: New Inquiry → Qualified → Viewing Scheduled → Offer Submitted → Negotiation → Reservation → Contract Signed.
• Deal cards carrying a property photo, heat indicator (hot / warm / cold), value, client, and age-in-stage.
• A probability-weighted forecast and a switch between board and list views.

Property inventory

• Listings in grid, list, and interactive map views (Leaflet, with price markers colored by status).
• Unit status tracking: Available, Reserved, Sold, Rented.
• Rich property detail pages with photo gallery, floor plans, video and 360° tours, amenities, full specs, and the listing agent.

Calendar & viewings

• A week-grid scheduler with agent-color-coded viewing blocks.
• An availability sidebar and post-viewing feedback capture with star ratings and client notes.

Communications & automation

• Unified Email / SMS / WhatsApp threads against each contact.
• Trigger-based automation sequences (new-lead nurture, post-viewing follow-up, offer nurture, and cold re-engagement) shown as visual step flows.
• Reusable message templates with merge tags across every channel.

Contracts & documents

• A clear status flow: Draft → Sent → Awaiting Signature → Signed.
• E-signature progress tracking (signers completed vs. total) with DocuSign integration and document version control.

Commissions

• Automatic gross and split-percentage calculation per agent.
• A Pending → Approved → Paid workflow with bulk approval for managers.

Reports & analytics

• Dashboard KPIs with inline sparklines: pipeline value, new leads, conversion rate, closed revenue, average deal cycle, and viewings.
• Revenue-and-forecast, lead-source attribution, conversion funnel, agent productivity, property performance, and campaign cost-per-lead, all exportable to PDF.

Mobile field app

• Role-specific tab suites so each user gets a focused mobile experience.
• An agent Today view with next viewing (map, distance, and drive time), today's tasks, and hot leads at a glance.
• Mobile pipeline management, property photo capture, and on-site signature capture (canvas-based) to close reservations in person.
• Push notifications, plus manager approvals and leaderboards on the go.

Roles & admin

• Five roles (Administrator, Sales Manager, Agent, Marketing, and Customer) governed by a permissions matrix.
• Workspace switching for multi-office agencies.
• An integrations grid (Google Calendar, Outlook, WhatsApp Business, email/SMTP, e-signature, payment gateway, listing portals, accounting) and brand-accent theming.